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Sales Prices & Sales Price Worksheets in Acumatica

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.

2 replies

lbeattie38
Rank
Userlevel 1

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 :-)

H
Rank
Userlevel 6
Badge +3

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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