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.