Setting up the Book
- To define the book use Price/Value Book Setup. Select Purchase Price Book (PPB), Sales Price Book (SPB) or Value Book (VBK). This displays the Price/Value Book form.
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Specify this information:
- 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
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This field is available if you have selected Purchase Price Book (PPB) orSales Price Book (SPB). Options are:
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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.
Uwaga: 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.
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PromotionUwaga: Promotional Price Books only generate promotional lines if they are included in the Price Book hierarchy.
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Standard Price Book
Uwaga: 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.
-
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.
- 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.
- Save your changes.