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Update policies prices/discounts formula

In this screen, it is possible to link the rules between purchase and sales documents, in order to automatically modify the prices of items in price lists when the supplier sends a new catalog.

In the first grid, Code and Description of the formulas are present.

In the second grid, origin documents, destination documents, and formulas must be indicated. A maximum of 5 operations can be applied for the same line. Only columns with content are considered; those left empty will not be updated nor taken into consideration as a source of modification. The user should only fill in the columns of interest for origin, destination, operation, and value of operation. Let’s analyze the columns of the second grid.

  • Destination sales price list type: contains the Price list type of the destination to which the formula present in this row will be applied.
  • Destination sales price list description: contains the customer's registry to which the customized price list subject to modification will be addressed.
  • Destination supplier price list type: contains the Purchase price list type subject to modification.
  • Destination supplier price list description: contains the supplier's registry to which the price list subject to modification will be addressed.
  • Origin sales price list type: contains the type of origin sales price list, to which the Operation (Operando) will be applied.
  • Description customer source: contains the customized price list to be considered as origin.
  • Origin supplier price list type: contains the type of origin supplier price list.
  • Description vendor source: contains the customized origin price list.
  • Origin warehouse cost: this field should be filled if the Average cost, Last, or Standard cost of the item is to be considered as origin.
  • Operation N: the operation selected in this combo box between +, -, *, /, or % will be applied to the document considered as Origin.
  • Value N: in this field, a manual value can be entered to be applied based on the selected operation.
  • Property Value N: in this field, a field can be entered to which the selected operation will be applied; this field excludes the previous one: the sum/subtraction/division, etc., can indeed be of a manual value or of the value of another field; double-clicking in this field opens the Object Navigator from which to select the property to be considered as part of the operation; the first two lines of the Object Navigator are the flags AddedValue and AddedPercentage, which are used to bring these values from the supplier price list.
  • Discount resumption: this flag carries the discounts from the selected Price List into the destination document. If this flag is active, when creating a new sales price list using the Advanced Price List Creation procedure, discounts entered in the Definition of Discount Policies of the origin document will also be applied.
  • Take discount from preferred supplier: this flag retrieves the discount from the default preferred supplier price list.