Setting up the Book

Price Book Definition Code

Code to identify the setup.

Status

The status.

Short Heading

The short heading.

Description

The description.

Lookup Code

The lookup code.

Price Book Type

This field is available if you have selected Purchase Price Book (PPB) orSales Price Book (SPB). Options are:

• Cumulative - this option is used when purchasing or selling items over a specified time period, and you want the purchases or sales to be tracked, or accumulated, by the system. For example, you can set up a Price Book so that the item price is reduced the more a specific customer buys.
  Note: In order for the accumulation to be performed, the Recalculation flag on the Purchase Type (PTS) or Sales Type (STS) must be set against the relevant stage.
• Promotion
  Note: Promotional Price Books only generate promotional lines if they are included in the Price Book hierarchy.
• Standard Price Book
  Note: Single Cumulative and Standard Price Books can be used directly in a formula. If you want to use two or more Price Books, but they are for different purposes, they can be used directly in formulae. If you want to run more than one Price Book simultaneously, they must be placed in the hierarchy.

Price Book Sequence Type

This field is available if you have selected Value Book (VBK). Options are:

• Inventory
• Sales
• Purchasing
• All

You can define a sequence of up to five analysis directories for the book using the following fields:

Sequence Number

The number in the sequence 1 to 5 when this analysis dimension is used.

Analysis Directory

Identifier for the analysis directory.

Analysis Directory Description

This field is automatically populated once the Analysis Directory has been entered.

Analysis Dimension

Identifier for this Analysis Dimension.

Analysis Hierarchy Label

Code to identify the analysis hierarchy label within the analysis dimension.