Customer Tree/Inventory Item Code

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Name/Method/Use Date Range Details

This information defaults in read-only format from the header information entered into the Advanced Price Maintenance form before pressing the Setup button.

Re-calculate Prices

If a markup or margin is being applied to prices, click this button to recalculate the prices displayed, if you know that base costs have changed, and the inventory code is for the method. a markup or margin is being applied. The price that displays if a recalculate is not performed, is the price that was calculated when the price was first set up.

Customer Tree

Click to access a dropdown selection of customer trees that have been set up in UT Tree Maintenance. If the option to include sub-branches is selected, you can also drill down and select a sub-branch within the selected tree, where the price you are setting up is only applicable to a specific branch within the tree.

When Greentree is searching for a selling price to return during transaction entry, the customer of the transaction line will be checked to see if it belongs to the tree/branch specified here, so that a unique pricing combination can be established.

Tree/Branch

If the option to include sub-branches is selected, you can select a sub-branch within the selected tree, where the price you are setting up is only applicable to a specific branch within the tree. When Greentree is searching for a selling price to return during transaction entry, the customer of the transaction line will be checked to see if it belongs to the tree/branch specified here, so that a unique pricing combination can be established.

Include sub-branches

Select this option to select a sub-branch within a tree when specifying a price.

Inventory code

Enter or select the inventory code that you are setting up the price for. When Greentree is searching for a selling price to return during transaction entry, the item entered into the transaction line will be checked against what is entered here, to establish the unique pricing combination.

Description

This is the description of the inventory code selected. You can search for the item using this field.

U.O.M.

The default value is the stocking unit of measure for the inventory code selected. If you are using the Volume/Unit Conversions module, you can change this to be the selling unit of measure if applicable, so that the price can be defined for the selling unit, not the stocking unit. When Greentree is searching for a selling price to return during transaction entry, the unit of measure entered into the transaction line will be checked against what is entered here, to establish the unique pricing combination.

If Variable Dimensions are in use, and the unit of measure has a weight dimension for it, a notation will be visible in red text on the form: Variable Weight Item. This indicates that the selling price is a unit price per unit of weight, and relevant calculations will be applied during transaction entry.

Currency

The default value is the based currency of the inventory item, however you can change it to specify a price in another currency, where the Foreign Currency module is in use.

When Greentree is searching for a selling price to return during transaction entry, the currency entered into the transaction line will be checked against what is entered here, to establish the unique pricing combination.

Location

If you are using multi-locations, you can enter a location if you want to specify the price at a location level. When Greentree is searching for a selling price to return during transaction entry, the location entered into the transaction line will be checked against what is entered here, to establish the unique pricing combination.

Tax Code/Rate/Amount

Enter the tax code that applies to the price you are setting up. When the code is selected, the rate of the code defaults in read-only format. The Amount field will be updated with the tax component (value) when the price is established.

Quantity Breaks

Click this button while on the price line that it applies to, to add quantity break and/or discount details to the price. You can set a price that depends on the quantity that is sold, for example, to give customers a discounted price if they order in larger quantities. You can also specify a date range that a quantity break price applies to.

Price Option

Select this option to enter a specific price and do not want to use a markup or margin. If selected, you can't enter a markup or margin.

Tax Excl

If the price option is selected, enter the tax exclusive price here.

Tax Incl

The default value is the tax inclusive value of the price, using the Tax Excl price entered, and the tax rate.

This field is read only.

Markup %/Margin %/Margin Value Option

The label on this field displays using the Markup Indicator that is selected in Module Control. Select it to indicate that you want to use a markup or margin to calculate the price, and enter the markup/margin % or value, as appropriate. This will only be an option if the Price option is not selected.

Discount %

Select this option to apply a discount percentage to the price, and enter the percentage here. When Greentree calculates the unit price to return to a transaction line, it will also calculate and display the discount.

Active

Select this option to indicate that the price is active. If this is not selected, the price will not be included in Greentree search when it searches for a price to return to a transaction line.

New Price

Click this button to save the current pricing line, and add a new line.

Ignore user maximum discount %

If you select this option, the maximum discount percentage set in SO User Preferences will be ignored when an advanced price is established for the item using SO Entry and SO Packing Slip Maintenance.

Ignore user minimum gross profit %

If you select this option, the minimum gross profit percentage set in SO User Preferences will be ignored when an advanced price is established for the item using SO Entry and SO Packing Slip Maintenance.

Table

All pricing lines displays in this table. You can enter or edit Line Details: into the table instead of using the form. Press Shift-F2 while positioned on line to delete it.