Price Book Maintenance

Menu Path: Customer Service $Images\bluerarw.gif$ Order Options $Images\bluerarw.gif$ Pricing $Images\bluerarw.gif$ Setup $Images\bluerarw.gif$ Price Book Maintenance

Purpose

Set up and maintain price books.

Overview

Use Price Book Maintenance to create, edit, and delete price books (groups of prices).

Example A price book named Catalog describes prices from a catalog.

Price books can then be used to create price matrix records in Price Book Price Maintenance or Price Book/Product Profit Price Maintenance for a product, a price class or a product style. For more information, see Price Logic FAQ.

Price books are associated with a customer on the Sales tab in Customer Maintenance.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Price Book Maintenance window.
New	Click this button to create a new price book.
Update	Click this button to edit the selected price book.
Delete	Click this button to delete the selected price book. Note You cannot delete a price book if it is used for a customer, prospect, or customer template.
OK	Click this button to accept an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
First	Click this button to display the first price book.
Prev	Click this button to display the previous price book.
Next	Click this button to display the next price book.
Last	Click this button to display the last price book.

Fields and Buttons

Field or Button	Description
Price Book	Enter a price book ID, or click the Lookup button to select a price book ID.

Main Tab Fields and Buttons

Field or Button	Description
Active	Select this check box if the price book is active. If this check box is selected, the price book appears in the Lookup window for the Price Book field in Order Entry and Order Edit.
Short Description	Enter a short description for the price book.
Detailed Description	Enter a long description for the price book.
Order Minimum	Enter the minimum amount of orders for this price book. Note During order entry, if the order total does not exceed the order minimum for the selected price book, then another price book must be selected (repricing the order), or items must be added to the order until the order total exceeds the minimum. This minimum value also is validated for imported orders (the import process will fail to create an order if the order amount does not exceed the minimum amount).