Setting up pricing sheets

In addition to setting up price records in PD Pricing Setup, you can use price sheets to calculate price and costs. Pricing sheets are most commonly used by the electrical and paper industries to track and maintain price sheets supplied by their vendors. Add pricing sheets in PD Pricing Sheet Setup before you add the pricing record in Pricing Setup.

See Setting up a pricing record.

Pricing sheets are available on pricing records as a lookup for the relevant price types.

When varying circumstances require different pricing structures, pricing sheets are useful because they expand the number of basis fields available for use to calculate a price.

See Pricing structures.

You can select from five different price and cost fields in PD Pricing Sheet Setup. Both customer and vendor column pricing are available.

Assign each pricing sheet an effective date to indicate the date that the pricing sheet expires.

Use PD Pricing Sheet Setup to add and maintain pricing sheets supplied by your vendor.

To maintain an existing pricing sheet, search for the pricing sheet record and then select it in the grid. Click Edit, modify the record, and then click Save. To delete a pricing sheet, select the pricing sheet and then click Delete. Click OK to confirm.

Use these instructions to add a pricing sheet: