Setting Up Price Policies

Price Policies are collections of price rules for Products (or groups of products) that you can share between customers (or groups of customers). Use price policies to maintain pricing rules. Each price policy has a name and notes.

To set up Price Policies:

1. Open the Debtor account for which to set up the price rule.

2. Click on the Discounts/Prices tab.

3. Click the Setup Price Policies button. The Price Policy Setup window displays.

4. Click the New icon.

5. Enter details in the fields on the Details tab.

6. Click on the Price Rules tab, and then click the Add Item button to set up the price rules you to use for this price policy.

7. Complete the fields in the Price Rules window.

8. Click on the Accounts tab, and then click the Add Item button to add debtor accounts to which this policy applies.

9. Click on the Price Policy Groups tab, and then click the Add item button to add Debtor Price Policy Groups to which this policy applies.

10. Click Save.