Hi Acumatica,
Is there a way to set up Sales Prices based on the credit terms used in the Sales Order Screen?
Thank you!
Answer
Automatic Sales Price based on Credit Terms
Best answer by aiwan
In this case, I think it should be a customisation which will dynamically change the price based on the credit terms. I assumed that the credit terms would be static for the customer.
+4
https://www.acumatica.com/acumatica-marketplace/global-payex-ap-accounts-payable-automation-solution/
You could set up the credit terms to be the same as the customer prices classes in terms of naming.
After this, you could create & run an import scenario which would update the customer price class on the customer to reflect the credit terms.
Aleks
Hi
I tried on my end, but it's not working.
When you set a price class for a customer, it groups the customer based on price class, but my scenario is that they have a separate price list based on the terms.
Sales Price Scenario
#1
Customer = ABC Company
Item = Item 01
Credit Term = COD
Sales Price = 100
#2
Customer = ABC Company
Item = Item 01
Credit Term = 7 Days
Sales Price = 150
The automatic price in the Sales Order should vary based on the customer, item, and credit terms selected in the documents.
Thank you!
In this case, I think it should be a customisation which will dynamically change the price based on the credit terms. I assumed that the credit terms would be static for the customer.
Aleks
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