Create a new effective date, assign values to the cost and price bases, and adjust quantities on the product price sheet to assign pricing criteria to a product.
Apply the following guidelines to maintaining price sheets for products:
Use one price sheet for a price line if your company has one branch, or multiple branches that all use the same costs or prices. The system identifies that price sheet by one of the following:
The name of the price line followed by a tilde (~), which is called the null price sheet.
The name of the price line followed by a tilde followed by the same user-defined suffix that was assigned to all of the branches.
Use the name the system assigns as the null price sheet name when a price line has only one price sheet.
Use multiple price sheets when costs and prices for a product are not the same in all branches.
A product might have more than one price sheet if your company has geographically widespread branches that cause different branches to obtain the same products from different vendors. Typically, a company does not use multiple price sheets because costs and prices are the same in all branches.
The Number Of Days After Which Users Can Edit Old Prices control maintenance record and the PRICE.SHEET.MAINT authorization key work together to allow viewing and editing of information on the Product Price Sheet Maintenance window.
To assign pricing values to a product price sheet:
From the Maintenance menu, select Product to display the Product Maintenance window, and enter the product ID for which you want to assign a discount class.
Select Pricing > Price Sheet Maintenance to display Price Sheet Maintenance window.
When you display the Price Sheet Maintenance dialog box:
The price sheet effective dates display to the left of the table.
If the product is new, the table displays the cost and price basis names and the price sheet assigned by the system, but does not display prices for the effective dates.
If you entered a product in the Price As field on the Product Price Maintenance window, you can assign values to the cost and price basis names, and you can edit the values, if necessary.
If this product has different price sheets assigned to the price line, the screen displays a list of all the price sheets assigned to the product's price line. Select the price sheet for the branch whose prices you want to view or edit. The screen then displays basis values for as many as five effective dates for the price line.
If the price sheet inherits some values from the default price sheet (~ price sheet), the values display in gray, italicized text.
If the value is left blank, the system completes blank cells with the next active price in the dates below it.
Note: The price sheet only inherits its value if the most recent date is blank. The local sheet settings take priority. This setup ensures that if you can use a default price sheet to keep most settings for price sheets throughout your company the same, but adjust a setting for a local branch that make handle costs differently. For more information, see How Eclipse Handles Price Sheet Hierarchies.
The following fields and columns apply to Price Sheet Maintenance:
Field |
Description |
Description |
The product description from the Product Maintenance window. |
Price Sheet |
One of the following displays:
|
Currency |
Any foreign currency assigned to the basis in Price Line Maintenance. This field is read-only.
|
Per |
The unit of measure used to price the product. For example, per each, per box, per case, per c (hundred), per m (thousand), and so forth. Note: You must have a per quantity and per unit of measure (UOM) on a least one price sheet per product. By default, the system uses the default UOM from the price line and the lowest UOM. |
Per Qty |
The number of units contained in the unit of measure entered in the Per field. For example, if the Per is box, the Per Qty might be four per box. Note: You must have a per quantity and per unit of measure (UOM) on a least one price sheet per product. By default, the system uses the default UOM from the price line and the lowest UOM. |
Basis name columns |
The local basis assigned in the Basis Names column on the Price Line Maintenance window for the product's price line, supplied by the system after you enter all the information necessary to select the price sheet. You can have as many as 20 basis name columns. |
More Options
The following are common options you might use while assigning pricing values to product price sheets:
To... |
Select this menu option... |
return the screen to its settings before you started making changes |
File > Recall |
display all effective dates for a specific price sheet |
View > All Effective Dates |
select a specific effective date for the price sheet |
Edit > Effective Dates To edit blank entries, ensure that the All Effective Dates option under the View menu is selected. |
display a record of all pricing-related changes to the product on the price sheet, and any corresponding user-supplied reason for change |
File > Maintenance Log |
check the values set to inherit from a default price sheet |
Pricing > Price Line Maintenance |
See Also: