Update Price List for Service Expenses, Contract Items and Rental Prices

This document explains how you update prices on contract items, service expenses and rental prices in the customer-specific price list.

Outcome

After using this procedure new prices are calculated and the price list is updated.

This function is used when a price list for service expenses, contract items and rental prices should be updated and replaced.

Before you start

A price list must exist in 'Service Price List. Open' (SOS017).

Follow These Steps

  1. Start 'Sales Price List. Update' (SOS020).

  2. Select one of the four alternatives for mass update, in the 'Function select' field on the E panel

  3. Select an alternative in the 'Price list type' field.

  4. Use F4=Prompt in the left price list field and select an existing price list as a template for the new price list.

  5. Select your customer-specific price list by using F4=Prompt in the 'Price list' field on the right side of the panel.

  6. Select alternative 3 in the 'Calculation base - Price according to another existing price list' field.

  7. Enter discount or price increase in percent for the customer in the 'Change factor' field.

    In the case of a discount, the percentage should be followed by minus, since it is a reduction of the price. Press Enter to get to the F panel.

    Note that the unit for the change factor is in percent. This means that a change factor of 15 percent is entered as 15 and not as 0.15

  8. Press Enter to get to the F panel.

  9. Enter selection criteria in one or more of the six upper fields for the items to be updated in the price list.

    Item number

    Item group

    Product group

    Item type

    Supplier number

    Customer number

    Note: that the two lower fields are optional and used for specific changes in the price list.

    Currency

    Status

  10. Press enter to submit the job and F3 to end..

Parameters to Set

Program ID/Panel Field The field indicates …
(SOS020/E) Function select

… the type of mass update to be done.

The valid alternatives are:

1 = Create new records in a price list

2 = Change prices of current records in a price list

3 = Delete records in a price list

4 = Change prices in item file based on a current price list.

(SOS020/E) Price list type

…the type of price list to be processed

The valid alternatives are:

1 = Price lists for service expenses

2 = Price list for contract items

3 = Price list for rental - prices.

(SOS020/E) Price list … the ID of sales price list.
(SOS020/E) Currency

… the currency of the price list.

The currency code helps identify a price list and controls the currency of the price list.

(SOS020/E) Customer number … the unique identification of a customer.
(SOS020/E) Valid from …the date from which this record is valid.
(SOS020/E) Calculation base

… the base on which the sales price should be calculated.

The valid alternatives are:

1 = Sales price according to the service or contract item file

2 = Standard price according to the service or contract item file

3 = Price according to another existing price list.

(SOS020/E) Change factor

… a factor, expressed as a percentage, by which the selected calculation base is multiplied.

The change factor may be negative.

  Net price used …whether further discounts are allowed for the contract item, service expense or rental rate.
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