Price History Search

Click the Price History button on the Sales Order Entry header form to open an item's Price History form.

Note: The fields displayed in the Price History table default from the sales order line. If the equivalent field in Sales Order Entry is invisible in both the form and the table, it is invisible on this form.

This form displays all sales made to the sales order customer, for the line item that was selected when the form was opened. The number of days history displays depends on the SO Module Control setting Price/Sales History, number of days to show. The date used for this function is the posting date of the historical transaction.

You can double click a line or highlight the line and click the Select button to return the details to the sales order line. These fields default to the sales order line:

Unit price (converted into the sales order line unit of measure if conversions are in use).
Discount %
Discount value
Tax type, tax code, tax %, and tax amount,

If the:

Discount percentage and discount value are read-only on the sales order line form and in table, and the discount percentage on the selected price history line is not equal to the sales order line discount percentage, this message displays:
You are unable to alter the discount %, the price was not updated

You must click OK and enter a price in the order line.
Unit of measure of the selected price history line is different to the unit of measure in the sales order line, the unit price is recalculated using the selling unit of measure, if unit of measure conversions are in use.

Select a line in the Price History table before clicking the Select button, otherwise an error message displays. You can close the form without selecting any history lines by clicking the Cancel button and closing the form to continue with order entry.