Updating the prices of the services sold in batch avoids loss of time. New Service Sales Prices can be generated for updated prices if necessary.
The service prices are updated using the Price Updates for Services option located in the Operations menu of the Sales and Distribution module. The price update method, and the materials to be updated are specified with the selections made in the filter lines of the Service Sales Price Update window. The filter options are as follows:
Filter | Value |
|---|---|
Code | Group / Range |
Group Code | Group / Range |
Sorting | Sorting entry |
Service Code | Group / Range |
Service Description | Group / Range |
Service Aux. Code | Group / Range |
Service Auth. Code | Group / Range |
Service Group Code | Group / Range |
Unit | Unit Set Code / Unit Code |
AR/AP Code | Group / Range |
| AR/AP Trading Group | Group / Range |
AR/AP Auth. Code | Group / Range |
AR/AP Aux. Code 1-5 | Group / Range |
Payment Plan | Group / Range |
Delivery Code | Group / Range |
Delivery Time | .......... equal to ...... |
Priority | .......... equal to ...... |
VAT | Excluded / Included |
F. Currency Type | Currency options |
Update Content | Price / Limit |
Present Unit Price | .......... equal to ...... |
Validity Date of Present Unit Price | Start / End |
Transaction Type | Update card / Add New Card |
Price Records to Be Processed | Purchases / Sales / All |
End Date of Present Unit Price | ............ on ...... |
Validity Date of New Unit Price | Start / End |
Validity Hour of New Unit Price | Start / End |
Update Method | New Price / Factor |
Update Factor (%) | .......... equal to ...... |
New Price | .......... equal to ...... |
Rounding Base | .......... equal to ...... |
Actual Lower Limit Type | Percent / Amount |
Actual Lower Limit | .......... equal to ...... |
New Lower Limit Type | Percent / Amount |
Lower Limit Update Method | New Value / Factor |
Lower Limit Update Factor (%) | .......... equal to ...... |
Lower Limit Rounding Base | .......... equal to ...... |
Lower Limit New Value | .......... equal to ...... |
Actual Medium Limit Type | Percent / Amount |
Actual Medium Limit | .......... equal to ...... |
New Medium Limit Type | Percent / Amount |
Medium Limit Update Method | New Value / Factor |
Medium Limit Update Factor (%) | .......... equal to ...... |
Medium Limit Rounding Base | .......... equal to ...... |
Medium Limit New Value | .......... equal to ...... |
Actual Upper Limit Type | Percent / Amount |
Actual Upper Limit | .......... equal to ...... |
New Upper Limit Type | Percent / Amount |
Upper Limit Update Method | New Value / Factor |
Upper Limit Update Factor (%) | .......... equal to ...... |
Upper Limit Rounding Base | .......... equal to ...... |
Upper Limit New Value | .......... equal to ...... |
Old Price Priority Info | Increase / Use as is |
Division | Defined divisions |
The service sales prices to be updated are filtered by service code in the Service Code filter line, description in the Service Description filter line, Aux. code in the Service Aux. Code filter line, and the authorization code in the Service Auth. Code filter line. The group or range definition filter is used for the filtering operation.
The AR/AP Code filter line indicates the AR/APs for which the service prices will be updated.
The Payment Plan filter line is used to set conditions according to the Payment Plan Code specified in the service sales price, in order to update the price of the services for which the payments will be done according to this plan code.
The services to be updated are filtered by the delivery time in days in the Delivery Time filter lines, delivery types in the Delivery Code filter lines, and the priority assigned in the Service Sales Price in the Priority filter lines. The Priority is specified as a number, and the service prices matching this priority are updated. The group or range definition filter is used for the filtering operation.
The VAT filter line indicates whether or not VAT is included in the price, while the Currency Type filter line is used to select a currency type in order to process the prices of the services for which the price is specified with the same currency.
The Present Unit Price filter line is used to specify the services to be updated by present unit prices, while the End Date of Present Unit Price line can be used to filter prices by the End Date of the present price.
The Transaction Type filter line is used to specify the usage method of the updated prices.
When "Add New DefinitionCard" is selected, a service sales price is generated, and the validity date of the old price is updated.
When "Update Card Will Be Updated" is selected, the new price resulting from the update is transferred into the Unit Price field of the Service Sales Price, and the record information is updated.
The Validity Date of New Unit Price filter line is used to specify the date range on which the new prices will be applied. These dates are recorded in the Start Date and End Date fields of the service sales price.
The Update Method indicates how the prices will be updated. This filter line contains two options: New Price and Factor.
When New Price is selected, the new price value is entered directly into the new price filter line.
When Factor is selected instead, the factor to be processed for price update is entered into the Update Factor (%) field.
The Rounding Base filter line indicates the rounding base for decimal prices.
The Old Price Priority Info filter line is used to specify the priority information, and how this priority will be transferred into the new price.
When "Increase" is selected, the priority of the old prices are increased by one and transferred into the new price.
When "Use as is" is selected instead, the priorities of the old prices do not change.
The Division filter line indicates the divisions for which the material prices will be updated.
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