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Sales Prices & Sales Price Worksheets in Acumatica


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Hello Community,

Was getting a bit confused between the flow for Sales Prices (AR202000) & Sales Price Worksheets (AR202010) screen. How shall a user start with the same? Is it first from Worksheet to Sales Price or Adding a price line, creating a worksheet from the Sales Prices form and then releasing it in Worksheet screen,

Kindly guide me out in the same.

Thanks.

Best answer by lbeattie38

Hello @Harshita,

I’d recommend the following approach, assuming you have many prices to configure:

  • If no Sales Prices are configured on the Sales Prices screen, then start with a Sales Price Worksheet. Manually upload a prepared Excel spreadsheet or click the Add Item button to mass add items. Adjust pricing as desired, Remove Hold, and Release.
  • If you already have pricing configured on the Sales Prices screen and just need to make adjustments, then start on the Sales Prices screen. Sort/filter as desired, then click Create Price Worksheet. Make pricing adjustments as desired on the Sales Prices Worksheet screen, Remove Hold, and Release.

If you only have a few prices to configure or update, you can do this manually on the Sales Prices screen. Recommendation: if you are going to ‘update’ pricing, it’s best to ‘expire’ the previous rate and add in a newly effective rate :-)

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6 replies

lbeattie38
Freshman II
  • Freshman II
  • 5 replies
  • Answer
  • May 26, 2023

Hello @Harshita,

I’d recommend the following approach, assuming you have many prices to configure:

  • If no Sales Prices are configured on the Sales Prices screen, then start with a Sales Price Worksheet. Manually upload a prepared Excel spreadsheet or click the Add Item button to mass add items. Adjust pricing as desired, Remove Hold, and Release.
  • If you already have pricing configured on the Sales Prices screen and just need to make adjustments, then start on the Sales Prices screen. Sort/filter as desired, then click Create Price Worksheet. Make pricing adjustments as desired on the Sales Prices Worksheet screen, Remove Hold, and Release.

If you only have a few prices to configure or update, you can do this manually on the Sales Prices screen. Recommendation: if you are going to ‘update’ pricing, it’s best to ‘expire’ the previous rate and add in a newly effective rate :-)


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  • Author
  • Captain II
  • 317 replies
  • May 29, 2023
lbeattie38 wrote:

Hello @Harshita,

I’d recommend the following approach, assuming you have many prices to configure:

  • If no Sales Prices are configured on the Sales Prices screen, then start with a Sales Price Worksheet. Manually upload a prepared Excel spreadsheet or click the Add Item button to mass add items. Adjust pricing as desired, Remove Hold, and Release.
  • If you already have pricing configured on the Sales Prices screen and just need to make adjustments, then start on the Sales Prices screen. Sort/filter as desired, then click Create Price Worksheet. Make pricing adjustments as desired on the Sales Prices Worksheet screen, Remove Hold, and Release.

If you only have a few prices to configure or update, you can do this manually on the Sales Prices screen. Recommendation: if you are going to ‘update’ pricing, it’s best to ‘expire’ the previous rate and add in a newly effective rate :-)

Thank you @lbeattie38 for clarifying my concept.


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  • Varsity I
  • 98 replies
  • January 7, 2025

Hi ​@lbeattie38 your answer helped clarify some of my questions as well so thank you! 

So I am starting on the Sales Prices screen, when I try to create the Price Worksheets, I have gotten multiple errors saying the UOM for the items is incorrect. Can you help me understand where these UOM are being pulled from and why some don’t match the UOM set up on the stock item screen? Thanks!

 


lbeattie38
Freshman II
  • Freshman II
  • 5 replies
  • January 8, 2025

Hi ​@jzhu,

It looks like your Inventory ID starting with 82-033… at one point was configured with the ‘CASE3’ Unit of Measure (as a Base Unit, Sales Unit, or Purchase Unit). Then Sales Prices were subsequently configured using the CASE3 UOM. Now when you go to Create a Price Worksheet, you’re getting the error.

Here are a couple visuals using Acumatica OOB Sales Demo data where my GALLON is relatively equivalent to your CASE3:

The resolution is to go to the Sales Prices screen, filter by your Inventory ID and where UOM = CASE3. Then expire, delete, or change the UOM (and possibly Price :-)), and Save your changes. Then you should be able to successfully Create a Price Worksheet.

*Also, side tip: I’ve previously experienced challenges when configuring a Price Class = BASE. If I remember correctly, Acumatica has some logic specifically pointing to ‘BASE’, so our recommendation to clients is to configure your Price Classes as anything except ‘BASE’ :-)

Hope this helps, thank you!


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  • Varsity I
  • 98 replies
  • January 8, 2025

Hi ​@lbeattie38 thank you for your response and recommendation. Is there an easier way to check for all items that do not have the correct UOM? I have gotten multiple errors like this for different items and UOM, and it is inefficient to only know what to change based on the error. Thanks!


lbeattie38
Freshman II
  • Freshman II
  • 5 replies
  • January 8, 2025

Hi ​@jzhu, unfortunately I’m not aware of an easy way - just the usual approach to export Stock & Non-Stock Items GIs (when the Base UOM, Sales UOM, and Purchase UOM columns are displayed) and compare those values against the UOM values on the Sales Prices screen. I’d instead recommend a customization or business process so that prior to users changing UOM values on Stock & Non-Stock items, they firstly check/expire rates on the Sales Prices screen.


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