Update Pricing Maintenance from Requisitions and Purchase Orders

Once good pricing has been entered into a requisition or purchase order it can now be pushed back into pricing maintenance so it can be used again in the future.

On the main requisition or purchase order screen select the line items that have the pricing you want to send to pricing maintenance. Please note that line items with a price of base price of 0 will be ignored.

With the items selected, go to the requisition (or purchase order) the drop-down menu option Update Pricing Maintenance.  
  or  

The Pricing Update screen then appears showing the sizes that have been selected.  Note that each shape/grade/size is only shown once.  If there are multiple records selected with a given shape/grade/size then the pricing will be used from the first one in the list.


Select at the top of the screen whether to update global or estimate-specific pricing.  If Update Global Pricing is selected then select the supplier below that should be updated. 


If Update Estimate-Specific Pricing is selected then select the job # of the estimate to update.


The New Price column shows the price from the requisition/purchase order.  The Current Price and Date Modified columns show the current values from the selected supplier (if updating global pricing) or job # (if updating estimate-specific pricing).


Use the Include/Exclude buttons on the bottom to determine which sizes should be updated.

  or  

• Exclude - Excludes the selected sizes from being updated.
• Exclude All - Excludes all sizes from being updated.
• Note: Sizes that have been excluded will appear highlighted in red.

  or  

• Include - Includes the selected sizes.
• Include All - Includes all sizes.

Click the Update Pricing button to update the pricing in the selected supplier or job, and then click Yes to confirm or No to cancel. If the shape/grade/size does not already exist then it will be added to that pricing maintenance section. All lengths/widths for that size will be updated to the new price.


After the update has completed the prices that were included in the update will be removed from the list.  If any sizes were excluded from the update then the screen will remain open and the remaining sizes can be updated in the same or a different pricing maintenance section.  If no more sizes are remaining then the screen will close.

Updating with Global Edit Form

The Global Edit Form feature is a great way to update pricing for sizes that commonly have the same unit price.  

To access Global Edit Form, select Maintenance > Pricing Maintenance, and then choose a Supplier. From the pricing maintenance screen select Pricing > Global Edit Form.  
  then     then  

Click the New Form button to create a new form and give it a title.  


On the top-right click New Price and enter the shape, starting size, and ending size of the range, and optionally the price.  Enter as many ranges as desired and click the Save Form button on the bottom of the screen.  The form preserves those range selections so at any time you can open that screen, enter the price value for each range, and click Perform Global Edit and all of the sizes within those ranges will be updated with the new price.
   after entering ranges  

The Global Edit Form can be used with the requisition/purchase order pricing update feature.  This allows you to easily update not just the specific size that was purchased but all of the sizes that are in the pre-set range that includes the size that was purchased.

From a requisition or purchase order select the desired line items and select the Update Pricing Maintenance menu option.
  then  

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Select the supplier or estimate job # to update.  The Global Edit Forms are specific to each pricing maintenance section, and if the one you select contains any forms then they will be available in the Global Edit Form selection.  If the Global Edit Form input is left blank then just the sizes in pricing maintenance that match the requisition/PO line items will be updated.  If you select a Global Edit Form then when the Update Pricing button is selected the Global Edit Form screen will open with the pricing filled in.
 

Review the sizes and prices that are to be updated and click Perform Global Edit.  This will update all of the sizes in the range set up on the form using the prices from the requisition/PO.