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 Updating Price Lists

 

In SAP Business One you can update price lists by any of the following methods:

  • Updating entire price lists

  • Updating prices by selection

  • Updating prices manually

These methods are described in the sections below.

Note Note

When you update a price list that is a base price list for other price lists, the prices in those lists change accordingly. In the case of an independent price list, the factor reverts to 1 after you update.

End of the note.

Updating Entire Price Lists

Procedure

  1. From the SAP Business One Main Menu, choose Start of the navigation path Inventory Next navigation step Price Lists Next navigation step Price Lists End of the navigation path.

  2. In the Price Lists window, in the upper left area, select the Update Entire Price List radio button.

  3. In the row of the price list you want to update, change any of the following:

    • In the Price List Name column, enter a name.

    • In the Base Price List column, in the dropdown list, select a price list.

    • In the Factor column, enter the factor by which the base price list is multiplied to calculate the prices in the selected price list.

    • In the Rounding Method column, in the dropdown list, select a rounding method.

    • In the Authorization Group column, in the dropdown list, select an authorization group.

    • In the Active column, select whether the price list is active or inactive.

    • In the Valid From and Valid To columns, enter a date range to determine a validity period for the price list

  4. Choose the Update button.

  5. Double-click the row of the price list whose entire list of items you want to update.

  6. In the [Price Lists Name] Window, in the Unit Price column of any one of the currencies, make the required changes, and choose the Update button.

  7. Double-click the row of an item with an Inventory UoM other than Manual, that you want to update.

  8. In the [Price List Name] – UoM Prices window, in the Unit Price and the Reduced By % columns of any one of the currencies, make the required changes for any of the units of measurement and choose the Update button.

    Note Note

    If you have updated an independent price list, in the Price Lists window, in the row of the new price list, in the Factor column, the factor again appears as 1, since the price list is based on itself.

    End of the note.

  9. Choose the OK button.

Updating Prices by Selection

Procedure

In this procedure, you update only the item prices in the selected range. Other item prices do not change.

Example Example

The Peaches and Cream fruit store divides its price lists according to seasonal fruit. The Berries price list requires updating in the winter, when fruit is out of season and the prices must reflect the higher import costs. Annie, the owner, updates the factor from 1 to 1.5.

She selects Update By Selection and chooses the Update button. When the Price List - Selection Criteria window opens, she selects the Berries item group. The new factor applies only to the items belonging to this group. After she chooses the OK button, the berry prices are updated for the selected items and groups only.

End of the example.

Note Note

When you update the prices of the selected item range, the prices of these items are updated automatically in price lists linked to the current price list.

End of the note.

Note Note

In the Factor column, the factor displayed is the one defined during the last update.

End of the note.

  1. From the SAP Business One Main Menu, choose Start of the navigation path Inventory Next navigation step Price Lists Next navigation step Price Lists End of the navigation path.

  2. In the Price Lists window, in the upper left area, select the Update by Selection radio button.

  3. In the row of the price list you want to update, change any of the following:

    • In the Price List Name column, enter a name.

    • In the Base Price List column, in the dropdown list, select a price list.

    • In the Factor column, enter the factor by which the base price list is multiplied to calculate the prices in the selected price list.

    • In the Rounding Method column, in the dropdown list, select a rounding method.

    • In the Authorization Group column, in the dropdown list, select an authorization group.

    • In the Active column, select whether the price list is active or inactive.

    • In the Valid From and Valid To columns, enter a date range to determine a validity period for the price list

  4. Choose the Update button.

  5. In the Price List - Selection Criteria window, specify the vendors and items you want to update and choose the OK button.

  6. Double-click the row of the price list whose prices you want to update by selection.

  7. In the Price List - Selection Criteria Window, specify the vendors and items you want to update, select whether you want to hide items with no price, and choose the OK button.

  8. In the [Price Lists Name] Window, in the Unit Price column of any one of the currencies, update the unit prices of the items in the list and choose the Update button.

  9. Double-click the row of an item that has Inventory UoM different than Manual, that you want to update.

  10. In the [Price Lists Name] - UoM Prices Window, in the Unit Price and the Reduced By %, columns of any one of the currencies, make the required changes for any of the units of measurement and choose the Update button

  11. Choose the OK button.

Updating Prices Manually

Procedure

You may need to define prices for certain items regardless of the ones set by a price list. In such a case, you specify a price manually, using one of the windows described below.

Example Example

You may want to sell a number of items at a different price because you are running a sales promotion. As such, you can change the prices in one or all of the price lists.

End of the example.

Item Master Data Window

You can update item unit prices manually in the Item Master Data window.

Note Note

When you update an item unit price in the Item Master Data window, the price is updated in the price list that is associated with the item. When you update an item price in the Price Lists window, the item unit price in the Item Master Data window is also updated.

End of the note.

  1. In the SAP Business One Main Menu, choose Start of the navigation path Inventory Next navigation step Item Master Data End of the navigation path.

  2. In the Item Master Data window, in the general area, do the following:

    • In the Price List dropdown menu, select the price list to which you want to assign the item.

    • In the Unit Price field, select the price currency that you want to update and enter a price.

    Note Note

    For items with a UoM Group other than Manual, you can choose the three dots pushbutton to get directly to the [Price List Name] – UoM Prices window and update the prices.

    End of the note.

[Price List Name] Window

  1. From the SAP Business One Main Menu, choose Start of the navigation path Inventory Next navigation step Price Lists Next navigation step Price Lists End of the navigation path.

  2. In the Price Lists window, use one of the methods shown above to open the [Price List Name] window and the [Price List Name] – UoM Prices window.

  3. Update the relevant fields. For more information about the fields in those windows, see [Price Lists Name] Window and [Price Lists Name] - UoM Prices Window

  4. Choose the Update button, then choose the OK button.

Bill of Materials Window

You can update item unit prices manually in the Bill of Materials window.

  1. In the SAP Business One Main Menu, choose Start of the navigation path Production Next navigation step Bill of Materials End of the navigation path.

  2. In the Bill of Materials window, in the Product Price field, enter a price.

  3. Choose the Update button, and then choose the OK button.

More Information

Item Master Data: General Area

Price Lists

[Price Lists Name] Window

Bill of Materials Window