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How do I create a price list scheme with rules?

Overview

For copying a price list you require a valid price list scheme where you can determine which products shall be copied, to which product category and/or business partner the scheme shall apply, and whether the standard prices shall be increased by a surcharge amount during copying.

Steps

  1. Open “Price List Schema” from the menu.
  2. Create a new price list scheme.
  3. Give the price list scheme a Name, e.g. “Copy Price List”.
  4. Set a Valid from date.

    Note: If this date lies in the past the price list scheme is effective immediately. If it lies in the future the scheme will only apply from that date.

  5. Select the Discount Type Price List.

Add rules to the price list scheme

Note: In order for a price list to be copied, the selected price list scheme must include at least one schema line. However, it is not strictly necessary to define specific rules, such as a product, business partner or surcharge amount.

  1. Go to the record tab “Schema Line” at the bottom of the page and click . A new window opens up.
  2. Enter a Standard Price Surcharge Amount or leave it at 0.00.
  3. Click “Done” to close the window and add the rule to the list.

Note: The next time you are using this price list scheme when copying a price list, all affected products will receive the defined surcharge amount on their standard price.

Example


Zur Quelldatei auf github.com