Price Records
Price records can be used to add extra detail lines to orders when you are matching them to Invoice Register entries.
This enables you to cater for variances between the entry and the order, for example where carriage has been added, without having to leave the Invoice Register module.
The Price records created from the Invoice Register module will be available for Sales Order Processing and Purchase Order Processing modules.
Workflow Forms
Any Workflow Forms on the Record Window are displayed in a list pane at the bottom of the record window. If no WFF is attached to the record, the pane is not visible.
Insert Price Record
To insert a Price record:
Select Price Records.
On the Price Records window, click the Insert icon on the toolbar to insert a new Price record.
Enter a unique Code for the record and as much of the other information that you need. The description will be printed on documentation; adding notes might help you to identify the intended use for the record, e.g. if it can be used in both Sales and Purchase orders you must enter both prices and analysis codes.
Selling Price/ Cost Price represents Price Line 1, and if changing this field, you should look at the whole Price Table. Clicking the adjacent drill button opens a window that allows entry of up to ten Prices for the Price Record currently displayed.
Edit Price Record
To edit a Price record:
Select Price Records.
From the Price Records list, select the record you wish to edit.
Click the Edit icon on the toolbar to change the details.
After you have finished editing, click the OK icon to save the changes.
Delete Price Record
To delete a Price record:
Select Price Records.
From the Price Records list, select the record which you wish to delete.
Click the Delete icon to permanently delete the record.
Note: You will not be able to delete a Price record that has been used in a transaction that is still held within the system, nor a Price record that is part of an assembly stock record.