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How can price list changes be tracked for an item

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发表于 2009/8/7 16:43:36 | 显示全部楼层 |阅读模式

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The 'Price List' fields can be automatically or manually updated. An automatic update is done through the Stock Management -> Price List -> Price List function whereas manual updates can be done directly through the 'Item Master Data' function. How to keep track of the changes made?







These are 2 possible options to track the price list changes:

Option 1:  View the Price List changes from the 'Item History' table.

1. While the 'Item Master Data' window is active, click on Tools -> Show History to display the list of changes for the item. Then, click on 'Show Differences'.





2. This will show all the instances of changes, the changed field, old and new values. Then, click on the 'Filter' icon from the Toolbar.






3. Set the 'Changed Field' to 'Equal' and select the 'Value' as 'Price List'. Once done, click on 'Filter' and then click on 'OK'.






4. All the price list changes for the currently selected item will be displayed.






  • Option 2:  Create a user query to display the price list changes for all the items at one time. The following query can be used:

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The query will show price list changes for all the items and takes the following into consideration:

1. Price List changes entered in the 'Item Master Data' function.

2. Price List changes in the Stock Management -> Price List -> Price List function. When a 'Base Price List' for an item is changed in the 'Price List' function (e.g. change in factor or actual price), the 'Old Price' and 'Current Price' values will be reflected in the query. However, the other 'Price Lists' based on the 'Base Price List' will only have the 'Current Price' values reflected in the query. For example:

Item ABC
Standard Price - GBP 10.00
Selling Price - GBP 10.00
When the 'Selling Price' is updated in Stock Management -> Price List -> Price List function to be based on 'Standard Price' with a factor of '2' and the 'Standard Price' is updated to GBP 15.00, the query will display as follows:

Price List Current Price Old Price
Standard Price GBP 15.00 GBP 10.00
Selling Price GBP 30.00 GBP 10.00

3. The query will only retrieve the most recent instance of change, with one (1) change per price list.

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