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This text refers to program version 4.0  

Examples - Dated Price Lists

For this example, you have a standard Price List with the Code "SEVEN" which is assigned to many of your Customers and Customer Categories:

This Price List offers a 7% discount from the Base Price of all Items. You decide you want to offer a 14% discount for the month following the annual trade show, and an 18% discount for the two weeks after that.

Do not change the "SEVEN" Price List or your Customers or Customer Categories. Instead, define a new Price List with a 14% Price Formula. Enter the period of validity (the month after the trade show) in the two Period fields, and use the Replace field to signify that this new Price List is to take the place of the "SEVEN" Price List during that period.

Similarly, enter a new Price List with an 18% Price Formula for the next two week period. Again, use the Replace field to signify that this new Price List is to take the place of the "SEVEN" Price List during this period. Once this Period has expired, the "SEVEN" Price List will be used once again.

Use the 'Calculate Price Lists' Maintenance function to create new Price records for both new Price Lists.

When entering Invoices or Quotations, the appropriate Price List will be used, based on the Invoice Date or the Quotation Date respectively. When entering Orders, the Order Date, Planned Delivery Date or Despatch Date can determine which Price List is to be used. This choice is set for each Customer, using the Price Based On options on the 'Pricing' card:

If the determining date is changed, use the 'Update Currency Price List Items' Operations menu function to recalculate the prices of Items previously added to the record. If necessary, this will select another Price List and change all prices appropriately.

Note that even when the "14" or "18" Price List is being used, the Price List field in the Quotation, Order or Invoice will show the standard Price List ("SEVEN" in the example).

Of course, you can also assign the "14" or "18" Price List directly to a Customer or enter it in an Order, Invoice or Quotation. In this case, they will only be used during their period of validity. At other times, the Items' Base Prices will be used.

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