ManPageW PriceList

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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.

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