Sales Price Worksheets

Form ID: (AR202010)

You can use this form to create sales price worksheets. By using a worksheet, you can make mass-changes to prices. When you release the worksheet, the system updates the sales prices with the prices defined in the worksheet; before you release it, you can save your changes. Prices in the released worksheet become effective on the date you have specified in the Effective Date box. Also, you can create a worksheet with promotional prices and set an expiration date for the promotion. You can use a worksheet to calculate the pending prices for multiple items by using the price basis you specify. For more information on sales prices, see Sales Prices: General Information.

You can populate a worksheet by manually adding new rows, uploading prices from an Excel file, using MYOB Advanced import scenarios, and clicking the Add Item and Copy Prices buttons.

Form Toolbar

The form toolbar includes standard buttons and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands can be shown as buttons on the form toolbar, as commands on the More menu, or in both places. These commands are listed in the following table in alphabetical order.


Command	Description
Hold	Changes the status of the worksheet to On Hold. You click this button or command when you want to make changes to the worksheet. This button and command are available if the worksheet has the Open status.
Release	Updates sales price records. The release process validates records, ensuring that the following criteria are met: Pending prices should be set for all records. If you do not want to update a price, delete the row from the table. Regular prices for the same combination of the price type, price code, inventory ID, unit of measure (UOM), and currency may not overlap in time. Promotional prices for the same combination of the price type, price code, inventory ID, UOM, and currency may not overlap in time. Note: Promotional and regular prices for the same combination of the price type, price code, inventory ID, unit of measure, and currency may overlap each other in time. This button and command are available if the worksheet has the Open status.
Remove Hold	Changes the status of the worksheet from On Hold to Open, making it possible to release it. This button and command are available if the worksheet has the On Hold status.

Summary Area

In this area, you can select a prices worksheet by its reference number to view its information, or you can create a worksheet.


Element	Description
Reference Nbr.	The reference number of the worksheet in the system; for a new document, the <NEW> string is displayed, indicating that a new number will be generated when you save the document. The numbering sequence used is defined on the Accounts Receivable Preferences (AR101000) form.
Status	The status of the worksheet, which is one of the following: On Hold: You can edit the worksheet but cannot release it. When you are ready to release the worksheet, click Remove Hold on the form toolbar. Open: The worksheet is ready to be released, but can be edited. This editing is limited to the manual changing of records one by one. Released: The prices defined in the worksheet are added to the sales price records. Prices in the released worksheet become effective on the date you have specified in the Effective Date box.
Tax Calculation Mode	The tax calculation mode of the worksheet. The following options can be selected: Not Set (default): The item price can either include a tax or not include it. Gross: The item price includes the tax amount. Net: The item price does not include the tax amount. This box appears on the form if the Net/Gross Entry Mode feature is enabled on the Enable/Disable Features (CS100000) form.
Description	A brief description of the worksheet.
Effective Date	The date when the prices defined in the worksheet become effective.
Promotional	A check box that indicates (if selected) that the prices defined in the worksheet are promotional and an expiration date must be specified. With the check box selected, the Overwrite Overlapping Prices check box is selected automatically and is not available for editing.
Fair Value	A check box that indicates (if selected) that the sales prices created on release of the sales price worksheet are marked as fair value prices and are used during the revenue reallocation process. This check box is available for selection if the Promotional check box is cleared. The check box appears on the form if the Revenue Recognition by IFRS 15/ASC 606 feature is enabled on the Enable/Disable Features form.
Prorated	A check box that indicates (if selected) that the fair value prices created on release of the sales price worksheet will be prorated when the system calculates the fair value price for inventory items with a deferral code of a flexible type (Flexible by Period, Prorate by Days, or Flexible by Days in Period). This check box is available for selection if the Fair Value check box is selected. This check box appears on the form if the Revenue Recognition by IFRS 15/ASC 606 feature is enabled on the Enable/Disable Features form.
Discountable	A check box that indicates (if selected) that discounts defined on the Discounts (AR209500) form will be applied to fair value prices. This check box is available for selection if the Fair Value check box is selected. The discounts will be applied to fair value prices to get the effective fair value prices to be used in the calculation of deferred revenue. This check box appears on the form if the Revenue Recognition by IFRS 15/ASC606 and Customer Discounts features have been enabled on the Enable/Disable Features form.
Expiration Date	The date when promotional prices expire. This box becomes available if the Promotional check box is selected.
Overwrite Overlapping Prices	A check box that indicates (if selected) that the prices whose effective dates overlap with the effective dates of the worksheet will be overwritten by the prices defined in the worksheet. The check box becomes available if the retention of prices is enabled on the Price/Discount Calculation tab of Accounts Receivable Preferences form and the Promotional check box is cleared. If the retention of prices is disabled or the Promotional check box is selected, the Overwrite Overlapping Prices check box is selected automatically and not available for editing.

Table

This table displays the sales prices of items in the selected worksheet. You can view the existing items, upload the listed items with their pricing information, add items from inventory, or copy the existing list to another currency. For all the listed items, you can manually define new pending prices for all units used for the item, or you can direct the system to perform calculation of new pending prices.

The visibility of records with the Customer price type may be limited based on the roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. With the feature enabled, the Restrict Visibility To box appears on the Financial tab of the Customers (AR303000) form. The system displays the prices of the customers for which one of the following is true:

The Restrict Visibility To box is empty for the customer—that is, the customer’s visibility is not restricted.
A branch, company, or a company group is specified in the Restrict Visibility To box for the customer, and your user account is assigned to the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company or a company within the company group.

Table 1. Table Toolbar
The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button	Description
Add Item	Opens the Add Item to Worksheet dialog box so that you can load the list of inventory items.
Copy Prices	Opens the Copy Prices dialog box so that you can copy prices from the selection you specify to a new price worksheet for another customer or customer price class.
Calculate Pending Prices	Opens the Calculate Pending Prices dialog box so that you can calculate new pending prices or recalculate (update) pending prices by using the selected price basis.

Table 2. Table Columns
Column	Description
Price Type	The price type of the item.
Price Code	The code of the price, which can be either the price class ID of the customer (if Customer Price Class is selected in the Price Type column) or the customer ID (if Price Type is set to Customer). The list of price codes may be limited based on the roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. With the feature enabled, the Restrict Visibility To box appears on the Financial tab of the Customers (AR303000) form. The system displays the price code of customers for which one of the following is true: The Restrict Visibility To box is empty for the customer—that is, the customer’s visibility is not restricted. A branch, company, or company group is specified in the Restrict Visibility To box for the customer, and your user account is assigned to the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company or a company within the company group.
Alternate ID	The alternate ID of the stock or non-stock item for which you want to define the price. The system will search for the stock or non-stock item by the alternate ID you specify in this column and populate the Inventory ID, Description, and UOM columns of the row with the settings of the item it finds. If the system does not find the specified alternate ID, when the price worksheet is released, the system will create a global alternate ID and assign it to the item with the inventory ID that is specified in this row of the worksheet. This column is hidden by default and appears if the Load Sales Prices by Alternate ID check box is selected on the Price/Discount Settings tab of the Accounts Receivable Preferences (AR101000) form. For more information, see Uploading Prices with Alternate IDs and Creating Alternate IDs from Price Worksheets.
Inventory ID	The ID of the stock or non-stock inventory item for which price information is listed.
Description	The description of the inventory item.
UOM	The unit of measure (UOM) used for the item. You can select any of the units defined for this item and set a separate price for it.
Warehouse	The warehouse for which the price is defined. If this box is empty, the price applies to all warehouses. This column appears if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form.
Break Qty.	The quantity to define a lower bound for a quantity tier with a specific price. This column appears if the Volume Pricing feature is enabled on the Enable/Disable Features form.
Source Price	The price that serves as a source for calculating pending price of an item. When you add a new record, the value corresponds to the default price of the item, for which you add the record to the worksheet. However, when you are adding records by using the Copy Prices dialog box, the value depends on the selection of a source.
Pending Price	The pending price for the item. You can set any price here and it becomes effective immediately after you release the worksheet.
Tax Category	The tax category specified for the stock item or non-stock item on the General tab of the Stock Items (IN202500) or Non-Stock Items (IN202000) form. This column is read-only. This column appears in the table if the Net/Gross Entry Mode feature is enabled on the Enable/Disable Features form.
Currency	The currency in which this price is specified.
Tax	The identifier of the tax whose amount is included in the sales price. This tax ID is used only for information purposes and does not affect tax calculation.

Add Item to Worksheet Dialog Box

This dialog box opens when you click the Add Item button. By using the dialog box, which includes the following elements, you can upload the list of items that match the criteria you have selected, with their default price information. Each added item is assigned the price code and currency you specify in the dialog box.


Element	Description
The Selection area of the dialog box includes the following elements.
Inventory	The inventory item or items. Start typing in the box, and the system displays the list of inventory items that contain the string you have typed in their identifier or description.
Item Class ID	The identifier of the class of stock or non-stock inventory items that you want to add to a worksheet. Leave the box blank to add items of all item classes.
Price Class ID	The identifier of the item price class of the items that you want to add to a worksheet. You can leave the box blank to add items in all item price classes.
Product Manager	A box and the Me check box, which you can use as follows to select the product manager whose items you want to add: Select the Me check box to add the items assigned to you. The box will contain your user name. Clear the Me check box and select another user name to add the items assigned to the user. Leave the boxes blank to add items assigned to all users of the selected product workgroup or all groups.
Product Workgroup	A box and the My check box, which you use as follows to select the product workgroup of the product manager of the items you want to add: Select the My check box to add the items assigned to your product workgroup (or to a selected user in the group). Clear the My check box and select a product workgroup in the box to add the items assigned to the product workgroup (or to a particular price manager, if you select one, in the selected group). Leave the box blank and clear the check box to add the items assigned to all product workgroups.
The Price Type to Add section of the dialog box includes the following elements.
Price Type	The type of price you want to assign to newly added items. Select one the following options: Base: The base type is assigned to newly added items. The base price is used if there are no other more specific prices defined for the item (customer-specific or specific to a customer price class). This price type does not have any price codes. Customer: The customer-specific price type is assigned to newly added items. You can select a particular customer in the Price Code box to create a price worksheet for this customer. Customer Price Class: The price class-specific price type is assigned to newly added items. You can select a particular price class in the Price Code box to create a price worksheet for all customers from this price class.
Price Code	The customer or customer price class (depending on the option selected in the Price Type box) for which you want to create a price worksheet.
Currency	The currency to be assigned to the prices of newly added items.
Warehouse	The warehouse for which the price is defined. If this box is empty, the added item price will apply to all warehouses. This box appears if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form.
The dialog box includes a table with the following columns.
Inventory ID	The identifier of stock or non-stock inventory item.
Item Class ID	The identifier of the class of stock or non-stock inventory items.
Description	The description of stock or non-stock inventory item.
Price Class ID	The identifier of the item price class.
Price Workgroup	The identifier of the price workgroup.
Price Manager	The price manager responsible for the pricing policy.
This dialog box has the following buttons.
Add	Adds the selected items to the currently selected worksheet. The dialog box stays open so that you can change selection criteria and add more items. The Pending Price column is blank for all added items.
Add All	Adds all items that match the selected criteria to the worksheet. The dialog box stays open so that you can change selection criteria and add more items. The Pending Price column is blank for all added items.
Add & Close	Adds the selected items to the currently selected worksheet and closes the dialog box. The Pending Price column is blank for all added items.
Cancel	Closes the dialog box without adding items to the worksheet.

Copy Prices Dialog Box

This dialog box opens when you click the Copy Prices button. By using the dialog box, which includes the following elements, you can add records to the currently selected worksheet, by copying items that match selection criteria and assigning the specified price code and currency to copied records. If source and destination currencies are different, you specify the type and date of the rate to be used for currency conversion.


Element	Description
The Source section of the dialog box includes the following elements.
Price Type	The price type of items you want to copy. Select one of the following options: Base: Items with the base type are to be copied. This price type does not have any price codes. Customer: Items with a customer-specific price type are to be copied. You can select a particular customer in the Price Code box to narrow the selection. Customer Price Class: Items with a price class-specific price type are to be copied. You can select a particular price class in the Price Code box to narrow the selection.
Price Code	The customer or customer price class (depending on the option selected in the Price Type box) whose items you want to copy. The list of values is limited based on the current user's access role. You can select the price code of a customer whose visibility is not restricted for the branch or company to which the user's role is assigned (the Restrict Visibility To box on the General Info tab of the Customers (AR303000) form contains this company or branch, or is empty).
Source Currency	The currency of the items you want to copy.
Warehouse	The warehouse whose prices should be copied. If this box is empty, the system will copy only the prices that have no warehouse specified. This box appears if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form.
Effective As Of	The date that the effective date of the item prices should match.
Promotional Price	A check box that you select to copy items that have promotional prices.
Fair Value Price	A check box that you select to copy items that have fair value prices. This check box is available for selection if the Promotional Price check box is cleared. This check box appears in the dialog box if the Revenue Recognition by IFRS 15/ASC 606 feature is enabled on the Enable/Disable Features form.
Prorated	A check box that you select to copy items that have prorated fair value prices. This check box is available for selection if the Fair Value Price check box is selected. This check box appears in the dialog box if the Revenue Recognition by IFRS 15/ASC 606 feature is enabled on the Enable/Disable Features form.
Discountable	A check box that you select to filter the discountable prices for copying. This check box is available for selection if the Fair Value check box is selected. This check box appears in the dialog box if the Revenue Recognition by IFRS 15/ASC606 and Customer Discounts features have been enabled on the Enable/Disable Features form.
The Destination section of the dialog box includes the following elements.
Price Type	The price type you want to assign to copies of items. Select one the following options: Customer: Copies are assigned with a customer-specific price type. You can select a particular customer in the Price Code box to create a worksheet for the customer. You cannot change the source currency of items when you copy customer-specific prices. Customer Price Class: Copies are assigned with a price class-specific price type. You can select a particular price class in the Price Code box to create a worksheet for the customer. You can also specify a new currency in the Destination Currency box.
Price Code	The customer or a customer price class (depending on the option selected in the Price Type box) you want to assign to copies of items.
Destination Currency	The currency to which you want to copy prices. If the source and destination currencies are different, you should specify conversion details in the Currency Conversion section.
Warehouse	The warehouse to which the copied prices will be assigned. This box appears if the Multiple Warehouses feature is enabled on the Enable/Disable Features form.
The Currency Conversion section of the dialog box includes the following elements.
Rate Type	The rate type to be used for currency conversion.
Currency Effective Date	The date when the exchange rate for the destination currency becomes effective.
This dialog box has the following buttons.
Copy	Copies the selected items, adds the copied items to the currently selected worksheet, and closes the dialog box. The Pending Price column is blank for all items added.
Cancel	Closes the dialog box without adding items to the worksheet.

Calculate Pending Prices Dialog Box

This dialog box opens when you click the Calculate Pending Prices button. By using the dialog box, which includes the following elements, you can calculate the new pending prices in the worksheet by using the selected price basis. For more information, see Mass-Update of Sales Prices: General Information.


Element	Description
The Price Adjustment section of the dialog box includes the following elements.
% of Original Price	The percentage at which the new pending prices will be calculated by using the selected price basis. By default, this is 100%, which reflects no change. If you specified 98%, the new prices would be 98% of the price selected as basis.
Decimal Places	The number of places after the decimal point to be shown for prices.
Update with Zero Price if Basis Is Zero	A check box that indicates (if selected) that the pending price of the price record will be set to zero if the value of the selected price basis for this record is zero. If the check box is cleared, the Pending Price column of the price worksheet is not filled with any value.
The Price Basis section of the dialog box includes the following elements.
Last Cost + Markup %	An option that you select to calculate prices based on the stock items' last costs increased by the markup percentage specified for the items. Note: The option is not applicable for non-stock items.
Avg./Std. Cost + Markup %	An option that you select to calculate prices based on the items' average/standard costs increased by the markup percentage specified for the stock items. In case of non-stock items, the system uses the current cost, instead of the average or standard cost.
Source Price	An option that you select to calculate prices based on the values specified in the Source Price column.
MSRP	An option that you select to calculate prices based on the manufacturer's suggested retail price.
Pending Price	An option that you select to calculate pending prices based on currently pending prices.
This dialog box has the following buttons.
Update	Updates all pending prices in the currently selected worksheet with the new values.
Cancel	Closes the dialog box without updating prices.