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ByDesign Customer Invoice Pricing Date

Hello,

In ByDesign sales orders on the pricing and invoicing tab you can set a pricing date and update the pricing based on list prices effective on that date.

In customer invoices, there is also a similar pricing and invoicing tab to update prices but there is no pricing date. Does anyone know what date is used when updating pricing on the customer invoice pricing tab?

Thanks

Paul

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1 Answer

  • Best Answer
    Sep 04, 2017 at 02:06 PM

    Hello Paul,

    For a customer invoice created from sales order and other preceding documents (such as Service order, Customer contract) the pricing information is typically copied from these documents. If for example a customer invoice combines a lot of
    sales orders the system copies price/discounts etc. from all these documents.
    You can retrigger pricing again in the customer invoice and in this case the invoice date is used as the pricing date. This also applies for a new manual invoice (no preceding document), in this case the invoice date is used as the pricing date.

    I hope this helps.

    Best regards,

    Kathrin

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