Use the Change Item Price utility to change the following:
You can increase or decrease the price based on either a fixed or percentage amount.
You can update current prices for all price types but you can only create new item prices or customer item prices. If you are creating new prices, you may select the effective date for the price changes.
You can preview the price changes before you apply them. When you click Preview then Process, the system generates a report that displays the current prices as well as the new prices once the price changes are applied. The following table describes the reports.
Price Type | Report | Description |
---|---|---|
Item | Item Price Change Report | Displays a list of items, along with their effective date, currency code, price code, old item price and new item price. |
Customer | Customer Price Change Report | For each customer, the report lists the items, old price, and new price. The Contract Price is also updated. |
Order | Customer Order Price Change Report | For each order, the report lists the line number, item, currency, old price and new price. |
If there are any errors, they will be on a separate Price Change Error report.
For additional information about previewing and printing reports, see Reports Overview or Printing Reports.
NOTE: Records may change between the time the report is generated and the time the updated price changes are applied. For that reason, there may be minor discrepancies between the price changes printed on the report and the actual applied price changes.
Calculating Unit Price for Customer Orders/Estimates
Calculating Unit Price for Inter-Entity Transfer Orders
Opening Utilities and Activities
Previewing and Saving Results in Utilities and Activities
Saving and Retrieving Settings for Utilities and Activities
Specifying Selection Criteria in Utilities and Activities
Using Results from Utilities and Activities
Using Utilities and Activities