Price Book Maintenance

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Use this form to set up inventory price books. When a sales transaction (and in some cases, an issue transaction) is processed for an inventory item, a price book must be specified on the line, so that Greentree can calculate the selling price.

Price books are an efficient way of setting up prices where multiple items have the same pricing structure. You can use item analysis codes to group items together for pricing, so that markups and margins can be applied at a high level, instead of having to be defined at an item level.

For transactions involving customers, the default price book assigned to the customer in AR Customer Maintenance - Integration defaults to the transaction line. For inventory transactions that do not involve customers, where a selling price applies (for example, issue to a job), the default price book assigned in IN Module Control - Defaults is used. Price books can be overridden when entering a transaction.

Code

Enter a unique code of up to 15 alphanumeric characters to identify the price book.

Description

Enter a description for the price book, of up to 30 alphanumeric characters.

Tax Code

Select a default tax code for transaction lines when this price book is selected.

Always use Markup/Margin from Analysis Code

This option is enabled if markups or margins are being used. The label for this option changes, depending on whether a markup or margin is being used.

If you select this option, Greentree always uses the markup/margin assigned in Analysis Code Maintenance when determining the selling price for an item where this price book is used. This is applicable if there is no price defined specifically at the item level.

Markup/Margin Value

This option is enabled if markups or margins are being used. The option label changea, depending on whether a markup or margin is being used.

Enter the default markup/margin to be used when Greentree is calculating the selling price for an item where this price book is used.

To change the markup or margin at an analysis code level, enter the details in the table on this form.

Always Recalculate price based on margin value and costing level

Select this option to always have the price calculated based on cost and the markup or margin percent or margin value as specified in the inventory analysis code.

Is Active

Select this option to use this price book during transaction entry.

Analysis Code Table

If you want to define a markup or margin at an analysis code or price book level, enter the details into this table. Greentree applies the markup/margin using the item's analysis code, and the price book entered into the transaction line when it calculates the selling price for an item.

If an item has a specific price set up for it in Price Maintenance, that price is used first.

You may also apply a Discount % to an analysis code/price book markup or margin line. When a selling price is calculated using this criteria, the discount percentage specified is applied, and the discount value displays separately on the transaction line.

• Price hierarchy

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