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.