Update Base Prices
Explanation
This activity is used to update base prices for sales parts. When prices
are changed, the base prices must be updated. You can either update the base
prices manually on the
Sales Part Base Prices
page or update several base prices in the Update
Base Prices assistant. Rental base prices are updated manually on
the Sales Part Rental Base Prices page.
When you update the base price manually, it is possible to change the baseline
price, the percentage offset, the amount offset, the price break template etc.
When you update several base prices, the base price is changed by updating
the baseline prices, the percentage offsets and the amount offsets.
There are three methods for updating the baseline prices:
- No update of baseline prices.
- Update baseline prices with the price from costing for the current cost
set. The baseline prices with the Origin from Costing option enabled
will be updated. Note that rental base prices cannot be updated with prices
from costing.
- Update current baseline prices by the entered percentage. Note that
if the selection of the update includes base prices with the Origin from
Costing option enabled, this option will be disabled by this action.
There are four methods for updating the percentage offset and the amount
offset:
- No update of offsets.
- Add a value to current offsets.
- Percentage adjustment to current offsets.
- Replace current offsets with new offsets.
You can update baseline prices, percentage offsets and amount offsets for
a selection of sales parts and/or base price sites and/or price groups. You
can also select whether the update should be done for base prices based on costing,
manual, or costing and manual.
Prerequisites
- Base prices in Planned or Active status must have been
entered.
System Effects
- When several base prices are updated, all baseline prices, percentage
offsets, amount offsets and base prices with Planned or Active
status, corresponding to the selected origin from costing, sales parts,
base price sites, and price groups, are updated according to the entered
conditions.
- When you update single records, they are updated according to the entered
data.
- If the updated base price has Active status, it can be used on
the sales price lists and customer agreements. If base price has Planned
status, the status must be changed to Active status before the base
price can be used on the sales price lists and customer agreements.
- If the Use Price Incl Tax option is enabled, then the price including
tax and baseline price including tax values are updated. If the option is
disabled, then the price and baseline price are updated based on the given
offset. Note: If the With Price from Costing option has been
enabled, then the baseline price is updated with the price from costing
for the specified cost set on the base price regardless of the setting on
the Use Price Incl Tax option.