Price Lookup Report

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Purpose

Output a report of product prices for customers.

Overview

Use Price Lookup Report to generate a price list for specific customers or products in specific locations as of a specified date.

Note This report displays prices based on the price hierarchy that is set up in the system using the default selling unit of measure.

Generating the Price Lookup Report

To generate the report:

Select the customers to include on the report.
Select the locations to include on the report.
Select filter criteria for the report.
If you want to include discontinued products on the report, select the Include Discontinued Products check box.
If you want to include products on the report that the customer(s) cannot order (because of sales restrictions), select the Include Restricted Products check box.
Enter the date for which to include pricing on the report in the Price Date field.
If you want to display prices in a currency other than your default currency, enter a currency in the Override Currency field.
Click the Print Options tab.
Select a process option and output option.
Click the Print button in the ribbon to output the report.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Price Lookup Report window.
Print	Click this button to display, output, email, or print the report.

Select Tab Fields and Buttons

Field or Button	Description
Select Customer Range By	Select whether you want to select a customer or range of customers for the report by customer code or customer name.
All Customers	Select this check box to include prices for all customers on the report. This check box is cleared by default. NOTE You cannot run the report with this check box selected and the All Products check box selected.
From (Customer)	Enter a customer code or name for which to include prices on the report, or click the Lookup button to select a customer code or name. If you want to include prices for a range of customers on the report, enter the first customer code or name in the range. This field is only enabled if the All Customers check box is cleared.
To (Customer)	Enter the last customer code or name in a range of customer codes or names for which you want to include prices on the report, or click the Lookup button to select a customer code or name. If you only want to include prices for a single customer, you can leave this field blank. This field is only enabled if the All Customers check box is cleared.
List (Customers)	Click this button to display Customer List, which allows you to select specific customers for which to include prices on the report. This button is only enabled if the All Customers check box is cleared. If you click this button and select customers, the check box to the right of the button is selected.
All Locations	Select this check box to include prices for all locations on the report. This check box is cleared by default.
From (Location)	Enter a location prefix for which to include prices on the report, or click the Lookup button to select a location prefix. If you want to include prices for a range of locations on the report, enter the first location prefix in the range. This field is only enabled if the All Locations check box is cleared.
To (Location)	Enter the last location prefix in a range of locations for which you want to include prices on the report, or click the Lookup button to select a location prefix. If you only want to include prices for a single location prefix, you can leave this field blank. This field is only enabled if the All Locations check box is cleared.
List (Locations)	Click this button to display Location List, which allows you to select specific locations for which to include prices on the report. This button is only enabled if the All Locations check box is cleared. If you click this button and select locations, the check box to the right of the button is selected.
All Price Books	Select this check box to include customers associated with all price books on the report. This check box is selected by default.
From (Price Book)	Enter a price book for which to include customers on the report, or click the Lookup button to select a price book. If you want to include customers for a range of price books on the report, enter the first price book in the range. This field is only enabled if the All Price Books check box is cleared.
To (Price Book)	Enter the last price book in a range of price books for which you want to include customers on the report, or click the Lookup button to select a price book. If you only want to include customers for a single price book, you can leave this field blank. This field is only enabled if the All Price Books check box is cleared.
List (Price Books)	Click this button to display Price Book List, which allows you to select price books for which to include customers on the report. This button is only enabled if the All Price Books check box is cleared. If you click this button and select price books, the check box to the right of the button is selected.
All Sales Representatives	Select this check box to include prices for all sales representatives on the report. Note This check box is only enabled if a sales representative ID is not entered in the Sales Representative field in User Extended Options for your user ID.
From (Sales Representative)	Enter a sales representative ID for which to include prices on the report, or click the Lookup button to select a sales representative ID. If you want to include prices for a range of sales representatives on the report, enter the first sales representative ID in the range. This field is only enabled if the All Sales Representatives check box is cleared. Note If a sales representative ID is entered in the Sales Representative field in User Extended Options for your user ID, then this field displays that sales representative ID, and cannot be changed.
To (Sales Representative)	Enter the last sales representative ID in a range of sales representatives for which you want to include prices on the report, or click the Lookup button to select a sales representative ID. If you only want to include prices for a single sales representative, you can leave this field blank. This field is only enabled if the All Sales Representatives check box is cleared. Note If a sales representative ID is entered in the Sales Representative field in User Extended Options for your user ID, then this field displays that sales representative ID, and cannot be changed.
List (Sales Representatives)	Click this button to display Sales Representative List, which allows you to select specific sales representatives for which to include prices on the report. This button is only enabled if the All Sales Representatives check box is cleared. If you click this button and select sales representatives, the check box to the right of the button is selected.
Select Product Range By	Select whether you want to select a product or range of products for the report by product code or product name.
All Products	Select this check box to include prices for all products on the report. This check box is selected by default. NOTE You cannot run the report with this check box selected and the All Customers check box selected.
From (Product)	Enter a product code or name for which to include prices on the report, or click the Lookup button to select a product code or name. If you want to include prices for a range of products on the report, enter the first product code or name in the range. This field is only enabled if the All Products check box is cleared.
To (Product)	Enter the last product code or name in a range of products for which you want to include prices on the report, or click the Lookup button to select a product code or name. If you only want to include prices for a single product, you can leave this field blank. This field is only enabled if the All Products check box is cleared.
List (Products)	Click this button to display Product List, which allows you to select specific products for which to include prices on the report. This button is only enabled if the All Products check box is cleared. If you click this button and select products, the check box to the right of the button is selected.
All Price Classes	Select this check box to include products for all price classes on the report. This check box is selected by default.
From (Price Classes)	Enter a price class for which to include products on the report, or click the Lookup button to select a price class. If you want to include products for a range of price classes on the report, enter the first price class in the range. This field is only enabled if the All Price Classes check box is cleared.
To (Price Classes)	Enter the last price class in a range of price classes for which you want to include products on the report, or click the Lookup button to select a price class. If you only want to include products for a single price class, you can leave this field blank. This field is only enabled if the All Price Classes check box is cleared.
List (Price Classes)	Click this button to display Price Class List, which allows you to select specific price classes for which to include products on the report. This button is only enabled if the All Price Classes check box is cleared. If you click this button and select price classes, the check box to the right of the button is selected.
All Product Categories	Select this check box to include products for all product categories on the report. This check box is selected by default.
From (Product Category)	Enter a product category for which to include products on the report, or click the Lookup button to select a product category. If you want to include products for a range of product categories on the report, enter the first product category in the range. This field is only enabled if the All Product Categories check box is cleared.
To (Product Category)	Enter the last product category in a range of product categories for which you want to include products on the report, or click the Lookup button to select a product category. If you only want to include products for a single product category, you can leave this field blank. This field is only enabled if the All Product Categories check box is cleared.
List (Product Categories)	Click this button to display Category List, which allows you to select specific product categories for which to include products on the report. This button is only enabled if the All Product Categories check box is cleared. If you click this button and select product categories, the check box to the right of the button is selected.
All Product Subcategories	Select this check box to include products for all product subcategories on the report. This check box is selected by default.
From (Product Subcategory)	Enter a product subcategory for which to include products on the report, or click the Lookup button to select a product subcategory. If you want to include products for a range of product subcategories on the report, enter the first product subcategory in the range. This field is only enabled if the All Product Subcategories check box is cleared.
To (Product Subcategory)	Enter the last product subcategory in a range of product subcategories for which you want to include products on the report, or click the Lookup button to select a product subcategory. If you only want to include products for a single product subcategory, you can leave this field blank. This field is only enabled if the All Product Subcategories check box is cleared.
List (Product Subcategories)	Click this button to display Subcategory List, which allows you to select specific product subcategories for which to include products on the report. This button is only enabled if the All Product Subcategories check box is cleared. If you click this button and select product subcategories, the check box to the right of the button is selected.
All Product Styles	Select this check box to include products for all product styles on the report. This check box is selected by default.
From (Product Style)	Enter a product style for which to include products on the report, or click the Lookup button to select a product style. If you want to include products for a range of product styles on the report, enter the first product style in the range. This field is only enabled if the All Product Styles check box is cleared.
To (Product Style)	Enter the last product style in a range of product styles for which you want to include products on the report, or click the Lookup button to select a product style. If you only want to include products for a single product style, you can leave this field blank. This field is only enabled if the All Product Styles check box is cleared.
List (Product Styles)	Click this button to display Style List, which allows you to select specific product styles for which to include products on the report. This button is only enabled if the All Product Styles check box is cleared. If you click this button and select product styles, the check box to the right of the button is selected.
Include Discontinued Products	Select this check box to include products on the report that are marked as discontinued. This check box is cleared by default.
Include Restricted Products	Select this check box to include products on the report that the customer(s) cannot order due to sales restrictions. This check box is cleared by default.
Price Date	Enter the date for which to display prices on the report, or click the drop-down arrow to select a date. This defaults to today's date. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field.
Override Currency	If you want to display prices in a currency other than the default currency, enter the currency, or click the Lookup button to select the currency. If this field is left blank, prices are displayed in the default currency.

Print Options Tab Fields and Buttons

Field or Button	Description
Output Option	Select one of the following output options: Screen - Output to a PDF so you can immediately view the report. If you select this option, you cannot output using Scheduling Assistant. File - Output to a PDF, Excel, Access, or delimited file to be stored for later use. If you select this option, specify the file type and either the output folder or file name. Printer - Output to a selected printer. If you select this option, specify a printer in the Printer field and the number of copies to print in the Number of Copies field. Email - Output to your default email application. If you select this option, you are prompted to select recipients for the email, then an email is created with the report attached as a PDF file. Excel - Output directly to Excel. You can specify the location of the Excel application in the Spreadsheet File field in User Profile Maintenance. If you output to Excel, the report may include additional information. If you select this option and select to output to Scheduling Assistant, you are prompted to select recipients for an email, and Scheduling Assistant sends an email with the report attached as an Excel file.
Save Report File	Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Save Access Database File	Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Output File Type	Select whether to output to a PDF, Excel, Access, or delimited (CSV, DAT, or TXT) file. These radio buttons are only available if you select the File radio button.
Specify File Name	Select this check box to specify the file name of the output report. This check box is only available if you select the File radio button.
Output Directory	Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared.
Output File Name	Enter a location and file name for the output report, or click the Lookup button to navigate to and select a location and file name. The file extension of the file name should match the selected output file type. This field is only available if you select the Specify File Name check box.
Excel Format Name	Enter an Excel format name, or click the Lookup button to select an Excel format name. Excel formats can be set up to specify which fields are output to Excel, and the order and sort order of the fields. This field is only available if you select the Excel radio button.
Format Maintenance	Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button.
Save As Type	Click the Lookup button to select whether to save the delimited file as a CSV, DAT, or TXT file. This field is only available if you select the Delimited radio button, and only enabled if the Specify File Name check box is cleared.
Include header	Select this check box to include a row of header information in the exported delimited file, which labels the data. This check box is only available if you select the Delimited radio button.
Delimiter	Enter a comma (,), caret (^), or vertical bar (\|) as a delimiter for the exported delimited file. This field is only available if you select the Delimited radio button.
Enclosing Character	If you want to use single or double quotation marks around data exported to a delimited file, enter ' or " in this field. Even if this field is left blank, text fields that have commas or carriage returns are enclosed in quotes. This field is only available if you select the Delimited radio button.
Printer	Click the Lookup button to select a printer. This field is only available if you select the Printer radio button.
Print Full Heading on All Pages	Select this check box to include the entire heading from the first page of the report on all pages of the report. This check box is cleared by default, and only enabled if you select the Screen, File, Printer, or Email radio button.
Print Title Line on All Pages	Select this check box to include the report title, page number, and printed date/time on all pages of the report. This check box is selected by default and only enabled if you select the Screen, File, Printer, or Email radio button, and if the Print Full Heading on All Pages check box is cleared.
Report Language 1	Enter the first language for the report, or click the Lookup button to select a language.
Report Language 2	Enter the second language for the report, or click the Lookup button to select a language. If you enter a language in this field, the report is printed in this language and the language entered in the Report Language 1 field.
Horizontal Shading	Select this check box to include horizontal shading on alternate lines of the report to make it easier to read report data. This check box is cleared by default, and is only enabled if you select the Screen, File, Printer, or Email radio button.
Collate	Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc.
Horizontal Shading Color	Click the Lookup button to select the color of horizontal shading on the report. This Lookup button is only enabled if you select the Horizontal Shading check box.
Number of Copies	Enter the number of copies of the report to print. This field is only enabled if you select the Printer radio button.
Process	Select whether the task is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the task occurs, and optionally set up an alert to be created when the task completes. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance. Note If you select the Schedule radio button, you cannot output to the screen.
Time	Enter the time to output or process, and select AM or PM. These fields are only enabled if the Schedule radio button is selected, and only available if the Once or Every radio button is selected.
Date	Enter the date (or first date) to output or process. This field is only enabled if the Schedule radio button is selected, and only available if the Once or Every radio button is selected.
Task Occurs	Select one of the following options: Once - Output or process at a specified date and time. Every - Output or process on a recurring basis. You can select to output/process at a specific time: every week on specified days after a specified number of days on the first or last day of each month after a specified number of minutes After - Output/process after a specified task is completed. These radio buttons are only enabled if you select the Schedule radio button.
Frequency	Select one of the following: Day of Week - Output or process every week on the selected days. Days - Output or process after a specified number of days, starting on a specified date. Month - Output or process on the first or last day of each month, starting on a specified date. Time - Output or process after a specified number of minutes, starting on a specified date. These radio buttons are only available if you select the Every radio button.
Day of Week	Select the day(s) of the week to output or process. These check boxes are only enabled if you select the Schedule radio button, and select the Every and Day of Week radio buttons.
Repeat Every X Days	Enter a number of days after which to output or process. This field is only available if you select the Days radio button.
Repeat On	Click the Lookup button and select whether to output or process on the first or last day of the month. This field is only available if you select the Month radio button.
Repeat Every X Minutes	Enter a number of minutes after which to output or process. This field is only available if you select the Time radio button.
Triggering Task Id	Click the Lookup button to select a task ID that will trigger the task. This field is only available if the After radio button is selected.
Triggering Task Name	This field displays the name of the triggering task. This field is only available if the After radio button is selected.
Triggering Task Description	This field displays the description of the triggering task. This field is only available if the After radio button is selected.
Task Description	Enter a description of the task. This can help users understand the purpose of a recurring task.
Scheduling Assistant Queue	Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue.
External Email	Select this check box to send an email (outside of Apprise, using SMTP) when the task is completed.
Screen Alert	Select this check box to display an alert when the task is completed.
Internal Email	Select this check box to send an internal Apprise email when the task is completed.
Report Files	This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns: Print - Select the check box in this column to output the report file. Number of Copies - Enter the number of copies of the report file to print. This column is only available if you select the Printer radio button. Report Description - This column displays the description of each report file. Report Filename - This column displays the .rpt file name for each report file. Report Name - This column displays the name of each report file.