Note concerning price lists

If you are using price lists, they are typically maintained by the CRM administrator. Via Administration / Products / Services / Price lists, they can be assigned to customers.

A price list contains an assignment of articles to attributes for the new manufacturing costs, new mate­rial costs, new production costs and the new discount.

The relation between a price list and an article has the following attributes:

  • Price (may be different from the price of the item master)
  • Factor (proportional extra charge or discount on the article price stated in the item mas­ter)

If the price is entered, the factor is automatically calculated.

If the factor is entered, the price is automatically calculated.

Price lists have a validity period ("valid from" and "valid to"), the corresponding status (valid or invalid), and are versioning-compliant.

For a customer (company), the administrator can specify a price list or several ones. The price list assignment can be made manually for a case, or copied automatically from the customer to the case (quote).

In the price list selection dialog, there is a "Valid" button (ON by default) for filtering by status and validity period.

Attention

Attention: For a price list be automatically copied from a customer to a project or a quote, the environ­ment variable PSA_SET_PLI_CLC  must be set per user to "y".

When a quote is created, the price list of the customer is assigned to it. The price lists that are assigned from the cus­tomer to the quote are displayed in the Configuration subform on the Price lists tab of the case. Here, they can still be manually modified and positioned afterwards.  

Note: If more than one price list is assigned to a customer, only the price list in the first position is used for the calculation. You can change the priority of the price lists by moving (overwriting) the position number in the Price list tab of the case.

Attention

Attention: Price lists are only considered in the calculation if they are already in the quote before you assign positions to the scope of delivery.

If an article is copied into a case, the following price is copied case-specifically:

  • If a valid price list exists for the customer, the system always tries to determine the price from their price list.
  • If for the customer an entry or several entries exist in the price list with a suitable volume discount rate, the system determines the price from the entry at the highest position.
  • If no valid price list or no entry with a suitable volume discount rate exists for the customer, the list price is determined from the item master.

On the Price lists tab in the Products / services form, you can see not only the data from the price list, but also the relationship attributes such as scale price from / to, costs, prices, surcharges and discounts. This makes it easy for you to determine the current list price of an item.

See also: Administration, Maintaining price lists