Uploading Sales Price Lists: General Information

In MYOB Advanced, users can update sales prices in a variety of ways. You can modify existing sales price records one by one on the Sales Prices (AR202000) form, if you need to make only minor updates to individual price records, or you can use sales price worksheets to upload multiple price records at once using the Sales Price Worksheets (AR202010) form.

Learning Objectives

You will learn how to upload a sales price list to MYOB Advanced using a sales price worksheet.

Applicable Scenarios

Sales price worksheets in MYOB Advanced are a convenient way of adding new sales prices or updating existing sales price lists in bulk.

By using a sales price worksheet, you can upload from an external source, for example, an Excel file, prices of any types, except for default prices—that is, base prices, prices specific to a customer or customer price class, including sales prices that have been marked as promotional, or that have been defined for a particular unit of measure or a particular warehouse.

Uploading Sales Price Lists By Using Sales Price Worksheets

You upload a sales price list prepared in an external Excel file, by performing the following steps. First, you create an empty worksheet on the Sales Price Worksheets (AR202010) form and then add to it the external price list by clicking Load Records from File and selecting the prepared Excel file with the prices to upload.

Prices defined in a worksheet become effective only after you release the worksheet (on a date specified as the effective date). Before the worksheet is released, you can edit records in it: by making changes manually to individual records or by recalculating price values for all records in the worksheet.

For more information about recalculating existing prices, see Mass-Update of Sales Prices: Process Activity.

Sales Price Retention

When you update sales price records in the system by using sales price worksheets on the Sales Price Worksheets (AR202010) form, it might be useful to keep the history of price changes over time.

In MYOB Advanced, you set up how the system keeps the historical sales prices on the Pricing tab of the Accounts Receivable Preferences (AR101000) form. In the Price Retention group of settings, you can choose one of the following retention types in the Retention Type box:

  • Last Price: To keep the last price and the current price for each item.
  • Fixed Number of Months: To keep the changes of the price records for a specific number of months. If this option is selected, the Number of Months box becomes available, in which you specify a particular number.
Note: By default, Retention Type is set to Fixed Number of Months and 12 is specified in the Number of Months box, which means that the history of prices will be kept for one year.