Setting Up the Pricing for Customer Items

  1. On the Customer Item Pricing form, add a new record.
    Note:  You can link to this form from the Customer Item Cross References form. Select the customer and item on that form and click Pricing. In that case, skip the next three steps, because the information is automatically filled in on that form.
  2. Specify this information:
    Customer
    Select the customer.
    (Customer Name)
    The name of the customer is displayed.
    Item
    Select the item to price.
    (Item Description)
    The item description is displayed.
    Customer Item
    Select the customer item.
    U/M
    The unit of measure for the item is displayed.
    Customer U/M
    The unit of measure for the customer item is displayed.
    Sales Lead Time
    Specify the number of days to add to a sales order date to identify a due date.
    Currency
    The customer's currency is displayed.
    Effective Date
    Select the date on which the new price or prices become effective.
    Ending Effect
    Select the date after which the new price is no longer effective.
    Contract Price
    Specify the price that has been guaranteed to this customer for this item. If the order date of an order is the effective date, then the order line item uses the contract price as the default price. This price will override other pricing formulas.
  3. Save the record, or continue to set up price breaks.
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