Difference between revisions of "ManPageW PriceList"
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under the [[#Contributions|Contributions]] Section | under the [[#Contributions|Contributions]] Section | ||
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There is another way to add products to Price List versions: | There is another way to add products to Price List versions: | ||
Go to Price tab in Product window and through that tab can assign a selected product to any Price List Version. | Go to Price tab in Product window and through that tab can assign a selected product to any Price List Version. | ||
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+ | [[Category:Manual|W P]] |
Latest revision as of 16:35, 14 December 2006
Enjoy it, and help to fill it! But please, always respecting copyright.
Please write your contributions under the Contributions Section
Contents
Window: Price List
Description : Maintain Product Price Lists
Help : The Price List Window allows you to generate product price lists for your Business Partners. Price lists determine currency and tax treatment. Price list versions allow to maintain parallel lists for different date ranges. The most current pricelist version is used based on the document date.
All pricelists have three prices: List, Standard and Limit
First step is to create a base price list. You can manually add products and enter the prices or create them automatically. The base price list is often the purchase price list with list price ('official' retail price), the standard price (your purchase price). The limit price can be used to check your final purchase costs after discounts, rebates, etc.
Pricelists can be calculated and copied. To speed up the calculation, the parameters are stored an used when creating a new price list version.
Tab: Price List
Description : Define Price Lists
Help : Price lists determine currency of the document as well as tax treatment.
Table Name : M_PriceList
Fields
Name | Description | Help | Technical Data |
---|---|---|---|
Client | Client/Tenant for this installation. | A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client. | AD_Client_ID
NUMBER(10) TableDir |
Organization | Organizational entity within client | An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations. | AD_Org_ID
NUMBER(10) TableDir |
Name | Alphanumeric identifier of the entity | The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length. | Name
NVARCHAR2(60) String |
Description | Optional short description of the record | A description is limited to 255 characters. | Description
NVARCHAR2(255) String |
Active | The record is active in the system | There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports.
There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries. |
IsActive
CHAR(1) YesNo |
Default | Default value | The Default Checkbox indicates if this record will be used as a default value. | IsDefault
CHAR(1) YesNo |
Currency | The Currency for this record | Indicates the Currency to be used when processing or reporting on this record | C_Currency_ID
NUMBER(10) TableDir |
Price Precision | Precision (number of decimals) for the Price | The prices of the price list are rounded to the precision entered. This allows to have prices with below currency precision, e.g. $0.005. Enter the number of decimals or -1 for no rounding. | PricePrecision
NUMBER(10) Number |
Sales Price list | This is a Sales Price List | The Sales Price List check box indicates if this price list is used for sales transactions. | IsSOPriceList
CHAR(1) YesNo |
Price includes Tax | Tax is included in the price | The Tax Included checkbox indicates if the prices include tax. This is also known as the gross price. | IsTaxIncluded
CHAR(1) YesNo |
Enforce price limit | Do not allow prices below the limit price | The Enforce Price Limit check box indicates that prices cannot be below the limit price in Orders and Invoices. Ths can be overwritten, if the role allows this. | EnforcePriceLimit
CHAR(1) YesNo |
Tab: Version
Description : Maintain price list versions
Help : Price lists are automatically created based on Product Purchasing Information and the Vendor Category Discount. The other alternative is to copy them from existing pricelists and the re-calculate them. You can also re-calculate the pricelist by referencing no pricelist or referencing the same pricelist. If no base price list is selected, the Procuct Purchase records are used as reference.
Table Name : M_PriceList_Version
Fields
Name | Description | Help | Technical Data |
---|---|---|---|
Client | Client/Tenant for this installation. | A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client. | AD_Client_ID
NUMBER(10) TableDir |
Organization | Organizational entity within client | An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations. | AD_Org_ID
NUMBER(10) TableDir |
Price List | Unique identifier of a Price List | Price Lists are used to determine the pricing, margin and cost of items purchased or sold. | M_PriceList_ID
NUMBER(10) TableDir |
Name | Alphanumeric identifier of the entity | The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length. | Name
NVARCHAR2(60) String |
Description | Optional short description of the record | A description is limited to 255 characters. | Description
NVARCHAR2(255) String |
Active | The record is active in the system | There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports.
There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries. |
IsActive
CHAR(1) YesNo |
Price List Schema | Schema to calculate price lists | M_DiscountSchema_ID
NUMBER(10) TableDir | |
Base Price List | Source for Price list calculations | The Base Price List identifies the Base Pricelist used for calculating prices (the source) | M_Pricelist_Version_Base_ID
NUMBER(10) Table |
Valid from | Valid from including this date (first day) | The Valid From date indicates the first day of a date range | ValidFrom
DATE Date |
Create Price List | Create Prices based on parameters of this version | Create Prices for this pricelist version in the sequence of the Discount Schema Price List.
Lines with a higher sequence overwrite existing prices. The sequence should be from generic to specific. |
ProcCreate
CHAR(1) Button |
Tab: Product Price
Description : Maintain Product Prices
Help : The Price List Tab displays the prices for a product based on the selected price list.
Table Name : M_ProductPrice
Fields
Name | Description | Help | Technical Data |
---|---|---|---|
Client | Client/Tenant for this installation. | A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client. | AD_Client_ID
NUMBER(10) TableDir |
Organization | Organizational entity within client | An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations. | AD_Org_ID
NUMBER(10) TableDir |
Price List Version | Identifies a unique instance of a Price List | Each Price List can have multiple versions. The most common use is to indicate the dates that a Price List is valid for. | M_PriceList_Version_ID
NUMBER(10) TableDir |
Product | Product, Service, Item | Identifies an item which is either purchased or sold in this organization. | M_Product_ID
NUMBER(10) Search |
Active | The record is active in the system | There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports.
There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries. |
IsActive
CHAR(1) YesNo |
List Price | List Price | The List Price is the official List Price in the document currency. | PriceList
NUMBER CostsPrices |
Standard Price | Standard Price | The Standard Price indicates the standard or normal price for a product on this price list | PriceStd
NUMBER CostsPrices |
Limit Price | Lowest price for a product | The Price Limit indicates the lowest price for a product stated in the Price List Currency. | PriceLimit
NUMBER CostsPrices |
Contributions
How To Create a Price List
Step to take when creating a Price List:
1.1 Go to Price List window in the Product Management Rules and create a new Price List
1.2 Go to Version tab in the same window and create a new version of the Price List
1.3 Go to Product Price tab in the same window and add products we want to include in this Price List version
There is another way to add products to Price List versions: Go to Price tab in Product window and through that tab can assign a selected product to any Price List Version.