to select, a price catalog code to which you want to assign item information. The catalog code must already be established on the Manage Price Catalogs screen.Use this screen to set up product unit pricing by catalog used for billing items. You can assign unit prices and price increments by catalog for a given date or quantity range.
Use this screen before generating product billings and maintain it whenever you need to add or modify product pricing information.
Enter, or click to select, a price catalog code to which you want to assign item information. The catalog code must already be established on the Manage Price Catalogs screen.
The field displays the catalog description.
Enter, or click to select, an item to which you want to assign price catalog information. This item must already be established on the Manage Item Billings screen before you can assign price catalog information.
Enter, or click to select, the revision of the item.
This field displays the item description.
This field displays the item type - Part, Good, or Service.
This field displays the country code for the catalog.
This field displays the currency code for the catalog.
This field displays the selling unit of measure for this item, if one has been assigned on the Units of Measure subtask of the Manage Parts screen. If a selling unit of measure has not been assigned, the unit of measure established on the Units of Measure subtask displays.
Enter, or click to select, the sales group abbreviation code for the selected item (if applicable).
Enter, or click to select, the inventory abbreviation code for the selected item (if applicable).
Use the drop-down list to select the sales order item type being entered. Valid options are:
Drop Shipment — These items are shipped directly to the customer from a vendor.
In Transit — These items are not pulled from inventory, but purchased from a vendor, received, and then shipped to the customer.
Inventory — These items are pulled from stock or inventory, shipped to the customer, and subsequently invoiced.
Invoice — These items are eligible for invoicing as soon as the sales order is approved.
Recurring — These items are invoiced in accordance with an established billing cycle.
From the drop-down list, select Yes if a source inspection is required for the price catalog item. Select No if it is not required.
From the drop-down list, select Yes if a defer revenue is required for the price catalog item. Select No if it is not required.
From the drop-down list, select Yes if a certificate of conformance is required for the price catalog item. Select No if it is not required.
From the drop-down list, select Yes if an installment billing is required for the price catalog. Select No if it is not required.
|
Subtask |
Description |
|
Price Information |
Click this link to open the Price Information subtask. Use this subtask to establish quantity details, unit price information, and starting and ending date specifications. |
|
Cost Information |
Click this link to open the Cost Information subtask. Use this subtask to establish cost details. |
|
Warranty Information |
Click this link to open the Warranty Information subtask. |