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Duplicate and Maintenance Purchasing Lists

This procedure allows you to update supplier price lists.

Available Filters​

You can filter the results by: Start/End Validity Date, Currency, ITEM, Item Barcode, or only for items that have been Moved, meaning linked to documents since a certain date.

If the filter for Starting validity date is completed, the application displays only the items from price lists valid on the entered date. Otherwise, all items will be displayed, including those from price lists that are no longer valid.

Item Grid​

Once the desired filters are selected, clicking Search will populate the grid with all items that meet the requested characteristics. The columns of the grid are:

  • Account/Subaccount/Description: contains the holder of the price list, if customized.
  • Class/Code/Item Description: identification data of the item in the price list.
  • Currency: shows the currency of the price list.
  • Units of Measure: this data is also taken from the price list.
  • Price: this field displays the price of the item present in the price list.
  • Discount: this field shows any discount present in the price list (only fixed discount).
  • Net price: this column displays the Price net of Discounts.
  • From validity date: this field shows the start validity date of the price list.
  • To validity date: this field shows the potential end validity date.
  • Last document date: this field contains the date of the most recent DDT that features the item and price list.
  • Quantity: indicates the quantity to which the price refers.
  • Variant/Variant Description: shows the code and description of the variant, if present.
  • Movement: the active flag indicates that warehouse movements have been recorded with this item and price list.

Toolbar​

The available buttons in the ribbon bar are as follows:

  • Refresh: opens a pop-up to proceed with updating the price of the item in the price list; you must specify:
  1. Starting validity date for the price list lines to be updated (optionally a Expiration Date, which is not mandatory),
  2. Rounding containing the price change policies for prices and discounts of the price list, or
  3. Percentage Increase, by removing the rounding code and manually entering the percentage (or value).
  4. OK to execute the update.
Remember

If you do not specify the Starting validity date, the update will yield no results and will not be executed.

  • Closed: opens a pop-up to enter the Expiration Date for the selected price list lines; the End Validity Date must be greater than the maximum date of the last document related to the price list lines to be closed (expired).
  • Duplicate price lists: opens a pop-up and, for the selected price list lines, creates or adds new lines to a new price list or to an existing price list; it is possible, for the selected lines, to create a new price list by specifying the Supplier, which can be different from that of the starting price list, the From validity date, and the Currency; with the flag Maintain the same dates of the source price list, a price list is created under a different supplier but with the same validity dates.
  • Discounts: opens a pop-up to assign Line discounts to the selected lines, adding them to those present or replacing them using the check button Delete previous discounts.
  • Price list re-opening: if used, in the case of price list lines with Expiration Date, those lines are returned to the price list without an end validity date.