Price List Line
The ‘Price List Line’ form enables you to enter Price List Line information for the Price List.
To open the ‘Price List Line’ form, position the cursor on the same row you have entered the header details:
• Click on the ‘Form’ icon and then select ‘Lines’.
• OR you can simply double-click in any cell in the ‘Price List Line’ section.
The following form will display:
This form is only applicable for lines with a ‘Line Type’ of ‘Price Break Header’.
• Enter the Line Upload Mode (required column) of ‘Update’ (to modify an existing line) or ‘Create’ (to create a new line). To delete an existing line enter ‘Yes’ in the ‘Delete Line’ column.
• Select the ‘Ok’ button to close the form and write the information to the worksheet.
• Select the ‘Cancel’ button to disregard the entries made in the form and return to the worksheet.
The form functionality is very similar to that of the Oracle Form. Use the lists of values provided, or enter the values directly into the form. All of the More4apps Wizard forms function in the same way. Refer to Common User Instructions: Data Entry Forms for more details.
You can also refer to the Oracle Order Management User Guide on setting up price lists for more information on the fields provided in Oracle.
Modify an existing Price List Line
You can update a Line if the List Line ID is in the worksheet, so first you must download the price list. A value can be changed; however it is recommended to use the ‘Create New Record Value’ field. This is to ensure pricing history integrity is maintained. To use this, provide an end-date to the current list line and set the ‘Create New Record Value’ to the new value of the list line. On upload this will end-date the current list line and create a new list line with the new value specified, and a start date starting one day after the supplied end-date used in the previous step.
Delete a Price List Line
If you need to delete a Price list line, simply enter ‘Yes’ for ‘Delete Price List Line’ field on the ‘Price List Lines’ form, or alternatively put ‘Yes’ in the ‘Delete Line’ column.
Upload the Price List in the normal way and the line will be removed from the Price List (Refer to section: Upload Price Lists).
Wizard Behavior
• List Line ID
The List Line ID column is automatically populated by the Wizard and is used by the Wizard to identify the correct record when undertaking an update. This should not be altered by the user.
• Line Start Date
If no start date is entered on the worksheet, this will default to the upload date when the Price List is created in Oracle.
• Columns Shaded ‘Grey’
There are a number of columns which have been included in the Wizard which are for information purposes only. Price List Wizard does not update these fields in Oracle. When downloading, these details are populated from the details held in Oracle.
If you enter any values in these fields they will be ignored by the Wizard.
• Price List Line Effective Dates
To keep the history of a price list you can have multiple records for the same product but with different effective dates. You are able to maintain this using Price List Wizard.
If updating a price list line with new dates, this is reliant on the Price List Line ID, therefore if you want to update the start or end dates of an existing price list line you have to include the price list line ID on the record. To do this download the record first.
• Update the ‘Value’ field
A value can be changed; however it is recommended to use the ‘Create New Record Value’ field. This is to ensure pricing history integrity is maintained. To use this, provide an end-date to the current list line and set the ‘Create New Record Value’ to the new value of the list line. On upload this will end-date the current list line and create a new list line with the new value specified, and a start date starting one day after the supplied end-date used in the previous step.
• Default Values
If the following fields are not entered in your worksheet and there is no default in row 10 they will default as follows:
- ‘Line Type’ will default to ‘Price list Line’.
- ‘Application Method’ will default to ‘Unit Price’.
Refer to section: