Configure price schedules in a price book or quote

To review price schedules in a price book or quote:

  1. Refer to Configuring Price Catalogues and Price Books or Configuring Tests for a Quote to search for the price schedule.

  2. Open the price schedule to display the CCPRCSCHD—Price Schedule Detail screen.

To update a price schedule in a price book or quote:

  1. Search for price schedules.

  2. Open the required price schedule to display the CCPRCSCHD—Price Schedule Detail screen.

    Note: The Price Code and Price Type fields cannot be updated.

  3. To configure a base price for a price schedule:

    1. Enter the Base Price and Base Price Note, such that, an invoiced item would be charged the base price and the invoice line item would contain the base price note.

  4. To configure a fixed block price for a price schedule:

    1. If there are price schedule item rows, delete them and click Submit.

    2. Enter the Fixed Block Price and Block Price Note, such that, an invoiced item is charged the fixed block price ((presumes one block of invoiceable item) and the invoice line item contains the block price note.

  5. To configure a variable block price for a price schedule, based upon the number of invoiceable entities:

    1. If there is a Fixed Block Price, clear it and click Submit. The grid containing detailed price schedule items displays.

    2. Enter the Up To, then specify the rest of the line, based on other pricing settings.

    3. To use a single price schedule item to determine pricing:

      1. Uncheck Aggregate. The price schedule item that is used is the first one where the number of invoiceable items is less than or equal to the Up To range. Note that if no such a price schedule item is found, as the number of invoiceable items exceeds all Up To ranges, then the items are not priced. It is suggested that a 'catch all' price schedule item with a very high Up To is created to capture these entities for pricing.

    4. To use multiple price schedule items to determine pricing:

      1. Check Aggregate. Multiple price schedule items may be used—some invoiceable item amounts may fall within the lower Up To ranges and some within the higher Up To ranges. Note that if no such a price schedule item is found, as the number of invoiceable items exceeds all Up To ranges, then the items are not priced. It is suggested that a 'catch all' price schedule item with a very high Up To is created to capture these entities for pricing.

    5. To configure a price to cover all invoiceable entities covered by the price schedule item:

      1. Uncheck Variable Price Per Line. The price schedule item row collapses to remove the block size details and minimum and maximum price on a block and only displays the Block Price.

      2. Enter the Block Price. Where the number invoiceable items fall within the Up To range, then the total price for the invoiceable items covered by the price schedule item is the block price, irrespective of number of magnitude of the invoiceable entity.

    6. To configure a block price to determine the price of all invoiceable entities covered by the price schedule item:

      1. Check Variable Price Per Line. The price schedule item row expands to display the Block Size, Block Price, Min Price and Max Price.
      2. Enter the Block Size, Block Price, Min Price and Max Price. Where the number of invoiceable items fall within the Up To range, then the total price for the invoiceable items covered by the price schedule item is the block price, multiplied by the determined number of blocks, ensuring that the determined price for the blocks is not below the minimum price nor above the maximum price.

    7. Click Add iconAdd to add another price schedule item and repeat steps b—f, until all price schedule items are defined.

    8. Enter the Block Price Note.

  6. Click Submit.