Price Maintenance

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Price Maintenance

Purpose:

This form allows you to modify the cost and price information for one item or a group of items at the same Time. The user will need to create the selection of the items he/she wants to modify. Then an amount and action need to be entered. When the "create report" button is clicked a preview of the items that will be affected with the current and future cost/price information is displayed. The user then has the choice of accepting or rejecting those changes when the form is closed.

Usage:

Vendor Selection

1- Select the Option Button "Selected" if you only want to bring Items related to an specific vendor. If you don't make that choice, the Vendor Search Button will remain disabled.

2- If the Option "Selected" is active, you can then search for an specific vendor by clicking in the yellow folder. That selection allows you to bring any number of vendors to the list box.

3- You can use the delete button to take the current vendor in the list out, or you can press the Clear button to start bringing vendors to the list again

4- If you have only selected one vendor, you can press the pricing group button to see if this vendor has any available price lists that might want to update.(See Setup Vendor Pricing)

Department Selection

1- Select the Option Button "Selected" if you only want to bring Items related to an specific item category. If you don't make that choice, the Search Button will remain disabled.

2- If the Option "Selected" is active, you can then search for an specific vendor by clicking in the yellow folder. That selection allows you to bring any number of Item Categories to the list.

3- You can use the delete button to take the current Item Categories out of the list, or you can press the Clear button to start bringing Item Categories to the list again

Item Selection

1- Select the Option Button "Selected" if you only want to bring only some items. If you don't make that choice, the Search Button will remain disabled.

2- If the Option "Selected" is active, you can then search for a specific Item by clicking in the yellow folder. That selection allows you to bring One or more Items to the List.

3- You can use the delete button to take the current Item out of the list, or you can press the Clear button to start bringing Items o the list again

Action

1- Select Increase, Decrease, or Set from the dropdown box. In addition to that, you need to enter the amount or percentage the calculation is going to be based on. You then need to specify if that amount is a percentage or it is a literal monetary value. The Set option is only going to work when you select a Vendor Price List. On the other hand when you have the "Set" option selected, you cannot select percentage.

Areas Affected

1- You can check what areas are going to be affected. The areas are Cost, Prices and Group Prices. If you want to affect group pricing, you need to check the Group Pricing checkbox. If you leave the Price Group Dropdown list blank all price lists will be affected, if you select on price group, then that's going to be the only one affected

Create Report

1- When you have selected all the options In this form, you can click the "Create Report" to create a preview of the items that will be affected with the current and future cost/price information is displayed. It is recommended that you print the report for future reference and also as an audit trail tool if something is updated wrong

Accept or Reject the Changes

1- The user then has the choice of accepting or rejecting those changes when the form is closed. If you press the yes button in the confirmation window, you will not be able to undo your choices. Access to this form should be restricted to authorized people only and this action should be taken when no other people are using any of the components of the Item/Pricing Tables.

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