Price Records

Owned by Jan Panoušek
Last updated: Jan 22, 2024
3 min read

Price Records represent prices or other conditions negotiated with a customer. They are created automatically after a Quote is approved by the customer and changes to a deal.

There is one Price Record per one Quote line item. Attributes are paired by the logic element name (e.g., if the Price Record has the attribute "Test" and the Quote line item logic has the output element "Test", the value of the "Test" logic element will be copied over to the Price Record attribute "Test" if it exists). The input field values are also copied but only if you create an output element of the same name as the target Price Record attribute. (The mapping is between output data and Price Records attributes; there is no connection from input to the element name.) The SKU value is copied automatically to the SKU field of the Price Record (and if there is a customer, it is copied too).

The Price Records page allows you to review generated Price Records.

The table shows the following Price Record fields:

  • Source ID – ID of the original Quote.

  • Source ID w/o revision – If the original Quote is a revision of another one, then its ID also contains the revision number. This field does not show the revision number.

  • Line ID – ID of the line which was a source of data for this Price Record line.

  • Created – Creation date of the Price Record.

  • Last Update – Date of the last update of this record. It can change when the Quote is revised.

  • Status – The options are: Active, Revoked or Invalidated.

  • Label – Copy of the label from the source line.

  • Customer Id – ID of the customer for whom this line is valid (it is always taken from the input, which has input type CUSTOMER and name = "Customer").

  • Part–Id (sku) – The product to which this record is related.

  • Priority – Can be used to solve problems with overlapping Price Records – i.e., when you have two promotion conditions for the same customer and product at the same time.

  • Valid After – The first date of the validity of this record.

  • Quote Expiry Date – The last date of validity of the related Quote.

  • External Reference – This could be used, for example, to link the Quote to a specific Order ID in SAP. So when the Sales Reps make a new Quote, they enter the Reference number and it is then passed via this field into the external system.

  • Attribute1...attribute30 – Can contain any data from the Quote which you want to use or send to external systems.

  • Created by – The user who created this record.

You have the following options when working with Price Records:

  • Delete the selected Price Records.

  • Edit an individual field (by double clicking it). You can use the Mass Edit button to edit more than one record. A new pop-up window will open where you define which attribute you want to change and how. If you filter the data or select individual items before the mass editing, then only filtered/selected data will be changed.

  • Download the Price Records as an XLS file. If you expect the size of the downloaded file to be large, use the 'Async download' option, which helps prevent the web browser timeout. If needed, you can restrict the export functionality to only specified user groups.

  • Create a Data Source from the Price Records table using the Data Source template.

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Pricefx version 12.0