7. Unidad Didáctica
7.3 Explicación de la Unidad Didáctica (Figura 4)
It is possible to delete price agreements that have been created. When you do this, the price agreements will be deleted and cannot be retrieved from the system. Price agreements that are linked to unprocessed invoices or credit notes cannot be deleted.
To delete price agreements:
1. Go to Invoice/Price mmanagement/ Price aagreements, select the price agreement to be deleted, and then click Open. 2. In the lower pane, clear the Price llists check box to view only items included in the price agreement, select all the
displayed items, and then click Delete.
3. Click Close to exit. You can confirm the deletion of the price agreement by clearing the Price aagreement check box at Invoice/Price mmanagement/Price aagreements and then clicking Search. The green check mark displayed under the Price agreement column for the particular debtor will be removed.
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Tip: You can also delete the price agreement at the item maintenance of any item, click Sales pprices under the Purchase/Sales tab, and then click Price aagreements. In the Price aagreement box, select the price agreement to be deleted, and then click Open. Then, repeat step 2 to step 3.
4.4 Overview of Price Lists
Exact GGlobe allows you to view all details of price lists in a report format. This overview also enables you to view the customers and their associated price lists. Price lists that have a future validity period will not be shown in the overview. You can generate an overview of the price lists at Invoice/Price mmanagement/Overviews/Pricelist, or at Order/Price mmanagement/ Pricelist if you have E-SSales OOrder in your license.
With the available search criteria under the Range section, you can define the price list that you want to view, or view only specific items in the price list. Under the Show section, you can type or select the customer to display the price list or price agreement of the selected customer.
You can also type a quantity to display the items in the specified price list that match the entered quantity or more to be entitled to a discount. For example, if you type "10" at Quantity, the overview will display the items whereby 10 units or more need to be purchased by the customer to be entitled to a discount.
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To generate an overview of price lists:
1. Go to Invoice/Price mmanagement/Overviews/Pricelist.
2. Define the relevant criteria of the items that you want to include in the overview and click Start. The Pricelist screen will be displayed and the items that match the defined criteria will be displayed. From the Pricelist screen, you can also generate a print copy of the overview by clicking Print.
Based on the overview on the previous screen, the "Mid Year Sale" price list is displayed. The items are grouped by color assortments, which are "Black", "Blue", and "Silver". Items without an assortment defined are displayed at the top of the overview. The standard sales price of an item is displayed under the Sales pprice column, while the value in the Quantity column indicates how many units of the item must be purchased to be eligible for the discount price shown under the Price column. The Valid and To columns indicate when the discounted price for the item is valid, and the Disc% column shows the discount rate for the item.
From the example, refer to item FY-DVD-DV108, FY DVD receiver-DV108. The standard sales price of the item is EUR 509.000. If a customer purchases one unit of the item, the customer will get a discount rate of 1.77% for the item, which is at EUR 500.000. If the customer purchases two units of the same item, the second item will be sold at EUR 485.000. The discount price for this item is only valid from May 1, 2006 until August 1, 2006.
4.5 Creating and Maintaining Price Lists or Price Agreements per Item Group
A price list or price agreement can be created based on item groups. With this function, you can add a list of items belonging to the same item group to a price list or price agreement. This reduces the number of items in the price list or price agreement table, which will also simplify the maintaining and storing of the price list or price agreement for a list of items.
This function is available only if you have selected the Price llists/price aagreements per iitem ggroup check box under the Price management section of Invoice ssettings aat SSystem/General/Settings. For more details, see 1.1 Invoice Settings.
You can create and maintain price lists or price agreements per item group at Invoice/Price mmanagement/Per iitem ggroup/Maintain, or at Order/Price mmanagement PPer iitem ggroup/Maintain if you have E-SSales OOrder in your license.
The following topics are relevant to this section:
• Creating, editing, and deleting price lists or price agreements per item group