Create Price List

This document explains how you create a new price list header for articles, service expenses, service agreements and rental prices. The new price list header is either based on a previous price list header or created from scratch.

Outcome

After using the procedure a price list with a specified period of validity is created. A new price list can be created for a:

Uses

Price lists are used to retrieve prices for all rental and service objects. The price list can be customer-specific or general. Different price lists can be defined per currency.

Before you start

Before starting this procedure, the following prerequisites must be met:

Follow These Steps

Create Price List Header

  1. Start 'Service Price List. Open' (SOS017).

  2. Create an ID for the sales price list, select currency and customer, and enter start date or select the price from a previous price list by specifying a search key. Select New to display the E panel.

  3. Enter a 'Valid to' date and name (the description of the price list that will be printed on external documents).

    Note: On the E panel the sales price list can be connected to an object access group, which makes it possible to restrict access to the list. Object access groups are created in 'Object Access Group. Open' (CRS006).
  4. Press Enter to return to the B panel.

Create Price List

  1. Select the price list header and price list type by using options 11 to 14 to display the next panel.

    • 11 = Items, 'Service Price List. Enter Items' (SOS019)
    • 12 = Service expenses, 'Service Price List. Enter Service Expenses' (SOS018)
    • 13 = Contract items 'Service Price List. Enter Contract Items' (SAS018)
    • 14=Short-term rental 'Serv Price List. Enter Rental Rates' (STS120).
  2. Select item/expense in the 'Item number', 'Service expense' or 'Contract item' field. Create a new price list with a price matrix.

  3. Specify the sales price for different quantities in the following fields:

    • Lower quantity limit in scale U/M
    • Sales price
    • Sales price quantity
    • Discount percentage in price list
    • Discount amount in price list
    • Net price used.
  4. Press Enter to save the price matrix and return to (SOS017/B).

    Note: If a price list for the item already exists in a customer order, the price list can be copied into a service order by using option 17 in 'Sales Price List. Open' (OIS017).

Parameters to Set

Program ID/Panel Field The field indicates …
(SOS017/AB) Price list … the short name of the price list.
(SOS017/AB) Currency …in which currency the prices in the price list are set.
(SOS017/AB) Customer number …the identity of the customer that will use the price list.
(SOS017/AB) Valid from … the date from which this record is valid.
(SOS017/E) Valid to … the last validity date for the sales price list.
(SOS017/E) Object access group

… whether access to the price list is to be restricted to a specific group of users, a so-called access group.

You define access groups in 'Object Access Group. Open' (CRS006).

(SOS017/E) Name … the name or description of the price list.

(SOS018)

(SOS019)

(SAS018)

Lower quantity limit in scale U/M … the minimum quantity for which the current sales price can be used.

(SOS018)

(SOS019)

(SAS018)

Sales price …the sales price per sales price unit and price quantity.

(SOS018)

(SOS019)

(SAS018)

Sales price quantity

…the quantity to which the sales price applies.

Sales price quantity is defined for each item and is expressed in the item unit of measure.

(SOS018)

(SOS019)

(SAS018)

Discount percentage in price list …the discount percentage for the ordered amount.

(SOS018)

(SOS019)

(SAS018)

Discount amount in price list The discount per unit expressed as an amount.

(SOS018)

(SOS019)

(SAS018)

Net price used

… whether fixed net price is used.

The valid alternatives are:

0 = No, further discounts can affect the price

1 = Yes, no further discount will affect the sales price.

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