Date-Based Pricing

If the Advanced Job Cost module is in use, you can set up prices to apply across specified date ranges.

Options Reference

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

Start/Expiry Dates for new Price Books

For a new price book, enter or select a start and/or expiry date to apply to the price line. The dates default to new lines added to the price book.

This logic applies:

An empty start date means the line price is effective times up to its expiry date.
An empty expiry date means the line price is effective from its start date, indefinitely.
A line price with empty start and expiry dates are effective all the time.

Start/Expiry Dates for existing Price Books

For existing price books, the start date always default to the active date that is closest to the system date, and the expiry date defaults to All. For example, the date in Greentree Desktop is 13/03/18 and the active price book's start date is 01/03/18. The default price book start date is 01/03/18, and all expiry dates display.

You can select these options for the Start Date or Expiry Date field:

Blank - Display lines with empty dates.
All - Display lines with any date.
Dates applied to this price book - Display lines with a specific date. You can select any date that is for one of the lines in the existing price book.

Show active as at

Use this option to enter or select a specific date and display all active prices of the date entered.

Delete displayed lines

Click this button to delete all lines displayed in both the Materials and Labour tables.

Copy feature

Click the Copy copy icon to either copy a price book to a new price book, or lines to new start and/or expiry dates. The Copy Price Book Options form displays.

The options on the form include:

Copy to a new Price Book	Copies either all lines, or only lines displayed in the table of the price book to a new price book.
Copy to a new start date for this Price Book	Copies lines to a new start date and expiry date combination for this price book.
Criteria
Copy lines displayed in table	Copies only the lines displayed in the table (these may have been filtered for viewing before display, so are only a subset of all lines of the selected price book).
Copy complete price book	Copies all lines of this price book, inclusive of all effective and expiry dates. This option is disabled when Copy to a new start date for this Price Book is selected.
Copy start dates	Copies all start dates to the new (copied) lines.
Leave start dates blank	Removes all start dates from new (copied) lines.
New start date -/-/-	Select a start date to apply to the new (copied) lines.
Copy expiry dates	Copies all expiry dates to the new (copied) lines.
Leave expiry dates blank	Removes all expiry dates from the new (copied) lines.
Copy latest expiry date	Copies the latest (current) expiry date on the lines to be copied. For Material lines, check Start Date and Expiry Date and: Where Activity Code and Start Date are the same, only copy the latest expiry date. Where Stock Item and Start Date are the same, only copy the latest expiry date. For Labour lines, check Start Date and Expiry Date and: Where Activity Code and Start Date are the same, only copy the latest expiry date. Where Employee and Start Date are the same, only copy the latest expiry date. Where Employee Type and Start Date are the same, only copy the latest expiry date. Where Activity Code/Employee and Start Date are the same, only copy the latest expiry date. Where Activity Code/Employee Type and Start Date are the same, only copy the latest expiry date. Example: Line 1: Activity Code = PUR1, Start Date = 12/07/2010 and Expiry Date = 18/07/2010 Line 2: Activity Code = PUR1, Start Date = 12/07/2010 and Expiry Date = 31/10/2010 Copy Line 2 only.
New expiry date -/-/-	Select an expiry date to apply to the new (copied) lines.
Percentage change	If applicable, enter the percentage by which the Sell Rate and the Markup% of the copied lines are to be changed. Indicate a decrease with a negative sign.