Add Sales Parts to Sales Price Lists
Explanation
This activity is used to add one or more sales parts from Sales Part
Base Prices or
Sales Part Base Prices page to several subscribing sales price lists.
This is beneficial if you have a lot of new sales parts that you want added
to a lot of sales price lists. It is possible to specify exactly which sales
parts need to be added to which sales price lists. This can be done by entering
the price list number, owning company, part number, base price site, and/or
the sales price group. It is also possible to specify if sales prices and/or
rental prices should be updated to the price list. Select Run in background
in the Execute section if you want the records to be added as a background
job. On adding a sales part or rental part that already exists in the sales
price list only those with a valid date in the future will be permitted.
Note that this activity considers the default relations between the sales price
list and the base price, defined in the
Sales Price List/Base Price
Update section. The relation is defined by specifying default values
for the base price site, percentage offset and amount offset. This means that
sales parts are added with these default offsets and the base price is fetched
from the default base price site first.
Prerequisites
- A sales price list header must have been entered and saved. The sales
price group type connected to the sales price group entered on the sales
price list header must be part-based.
- The sales parts must have been entered with the Active status
in the Sales Part
Base Prices page. If rental prices are added the status in
the Sales Part Base
Prices page must be Active.
- In order to be added, the sales part must not exist on the
Part Based page. If rental prices are added
the sales part must not exist on the Rental Prices
page.
- The user must have access to the owning company of the sales price list.
- The Subscribe to New Sales Parts option should have been selected
on the Sales Price List/Base
Price Update section so that the price list would subscribe to new
sales parts added centrally from the
Sales Part Base Prices
page.
System Effects
- One or more part-based sales price list lines are added to one or more
sales price lists, according to entered conditions. If rental prices are
added one or more rental price lines are added to one or several price lists.
The price list lines are added with the default percentage and amount offset
from the sales price list header. The base price is fetched from the default
base price site first.
- If the use of price break templates is enabled on the price list and
the base price is connected to a price break template, the price break template
is considered when lines are added.
- If the review of the base price update is enabled on the price list,
the added sales price list lines get the Planned status and need
to be reviewed.