Using Price Lists?

Yahoo Archive
1
Customer Price Lists work fine with Sales Orders, however if you process a miscellaneous invoice the price from a Customer Price List is not brought in - Epicor 9.05 picks up the price from the Part Master. This is the same in Vantage 6.1.

Jill Ribbons
Project Manager

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2
We are trying to implement price lists at my company. I have set up a price list for a specific customer; however, I am not sure how to pull the pricing information to a quote? Can anyone help?
3
--- In vantage@yahoogroups.com, "asrayon" <asrayon@...> wrote:
>
> We are trying to implement price lists at my company. I have set up a price list for a specific customer; however, I am not sure how to pull the pricing information to a quote? Can anyone help?
>

You should be able to go to Customer Maintance and under the New drop down add the Price list to the customer. If I recall correctly when you do a quote with for this customer it should pull the prices from the price list.

Hope This Helps.

Gene
4
Wonderful! Thank you very much!


--- In vantage@yahoogroups.com, "gmack110256" <genemack@...> wrote:
>
>
>
> --- In vantage@yahoogroups.com, "asrayon" <asrayon@> wrote:
> >
> > We are trying to implement price lists at my company. I have set up a price list for a specific customer; however, I am not sure how to pull the pricing information to a quote? Can anyone help?
> >
>
> You should be able to go to Customer Maintance and under the New drop down add the Price list to the customer. If I recall correctly when you do a quote with for this customer it should pull the prices from the price list.
>
> Hope This Helps.
>
> Gene
>
5
Hello,



Is the price list attached to the customer under the billing tab of
customer maintenance?

If so, the pricing should automatically populate when you add a quote or
order line for that customer and the specified part number.



With that said, there is a bug that with price lists and Quote Entry. We
have it on 9.04.506A and I'm not sure what other version are effected.
We've been told that 507 will fix it.



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of asrayon
Sent: Tuesday, November 30, 2010 11:49 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Using Price Lists?





We are trying to implement price lists at my company. I have set up a
price list for a specific customer; however, I am not sure how to pull
the pricing information to a quote? Can anyone help?




[Non-text portions of this message have been removed]
6
Do you know off the top of your head if the manufacturing details tree automatically populates also? Thank you.



--- In vantage@yahoogroups.com, Joe Rojas <jrojas@...> wrote:
>
> Hello,
>
>
>
> Is the price list attached to the customer under the billing tab of
> customer maintenance?
>
> If so, the pricing should automatically populate when you add a quote or
> order line for that customer and the specified part number.
>
>
>
> With that said, there is a bug that with price lists and Quote Entry. We
> have it on 9.04.506A and I'm not sure what other version are effected.
> We've been told that 507 will fix it.
>
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of asrayon
> Sent: Tuesday, November 30, 2010 11:49 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Using Price Lists?
>
>
>
>
>
> We are trying to implement price lists at my company. I have set up a
> price list for a specific customer; however, I am not sure how to pull
> the pricing information to a quote? Can anyone help?
>
>
>
>
> [Non-text portions of this message have been removed]
>
7
you have to use cost adjustment and enter your price again for it to pull into a quote.

Gary Wojtowicz
AJR Industries, Inc.



[Non-text portions of this message have been removed]
8
Good Day:

You need to put the price list number in

Customer >>Billing tab >> Price-List tab >> click add-new icon on top
tool bar >> add Price list-Code.
That assigns that Price-List to that Customer.
Level of coplexity exists in terms of multiple Price-lists for
same customer, but that is the basics.


len.hartka@...

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of asrayon
Sent: Tuesday, November 30, 2010 11:49 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Using Price Lists?



We are trying to implement price lists at my company. I have set up a
price list for a specific customer; however, I am not sure how to pull
the pricing information to a quote? Can anyone help?






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