Skip to Content
author's profile photo Former Member
Former Member

Automatically select price list on invoice based on user-defined field ?

We have a case in which the company has several price lists for each customer. The price list to be used for each invoice is determined on the basis of the customer's end customer.

We were planning on adding a user-defined structured field 'end customer' and a formatted search on the pricelist field that would get its value from a query. However, the problem is that the pricelist field is not visible on the invoice form; it can only be accessed by opening the 'settings' form for the invoice. Now, if I try to add a formatted search query to the pricelist field on the settings form, the 'auto-refresh when fields change' option only offers fields that are related to the master data records, not those on the invoice form. As a result, it seems we cannot update the price list setting on the invoice based on the value in a user-defined field.

Are we doomed to create a separate BP record for each Customer/End Customer combination or is there a better solution to this problem

Add comment
10|10000 characters needed characters exceeded

2 Answers

  • author's profile photo Former Member
    Former Member
    Posted on Feb 23, 2004 at 04:09 PM

    Hello,

    if I understood your problem right, I may have a quite simple solution for your problem:

    IMHO you don't need the field pricelist - you just have to do a formatted search to the field "Price without discount" (the field, which is initially filled by the pricelist) on item level along with auto update depending on change of the item number column. The query for the formatted search has to give you the price from the pricelist of your choice depending on the cutomer number, UDF and material number. To determine the correct pricelist you may need a UDT in which you define the relations. If you want to keep the information, where you got the price from (pricelist No.), you can write this info into a separate UDF via formatted search, but this info has to be stored somewhere anyway (e.g. the mentioned UDT).

    Hope that helps,

    Dierk Meissner

    Message was edited by: Dierk Meissner

    Message was edited by: Dierk Meissner

    Add comment
    10|10000 characters needed characters exceeded

    • Former Member Former Member

      ...but you have to assign it to the price without discount column - not the price column - otherwise you get discounts (positive or negative) in the document!

  • author's profile photo Former Member
    Former Member
    Posted on Feb 25, 2004 at 01:23 PM

    Thank you for excellent advice. I have not yet implemented this, but it seems that the solution(s) you are offering are exactly what I was looking for.

    Henry

    Add comment
    10|10000 characters needed characters exceeded