Sales and Purchase Prices and Discounts (New Price Experience) Template
Excel template for the new price experience. Import sales and purchase prices and discounts into Bevica Select using Business Central price lists.
Use this template to import sales and purchase prices and discounts using the New Price Experience.
You load Price List Lines after you’ve created the relevant price list headers.
Before you start
You need:
Customers, vendors, and items must already exist.
Configuration package
The sales and purchase price template is within the B-DM-ITEM configuration package. You can access the package from the Configuration Worksheet page, Sales and Purchase Price and Discount (New Experience) line. The package should include a line for table 7001 (Price List Line). If you don't have this line on your Configuration Worksheet or you need an updated configuration package, it is attached to the bottom of the article. You can download the file and import it into the Configuration Package page, Import Package option in the ribbon.
Sales prices (Price List Header + Lines)
Prior to importing the sales prices using the configuration package, you will need to manually create a sales price record. To do this, search for Sales Price List and select to create a New record. Populate the following fields:
Code
The system will auto populate this from the number series created.
Description
Enter the description of the sales price list.
Assign-to Type
• All Customers • Customer • Customer Price Group • Customer Disc. Group
Assign-to No.
• If it is set to All Customers leave this field blank
• If it is set to Customer, populate the Customer No.
• If it is set to Customer Price Group, populate the relevant price group
• If it is set to Customer Disc. Group, populate the relevant discount group
VAT Bus. Posting Group (Price)
Populate this if you are setting Price Includes VAT to Yes. This will generally be DOMESTIC so 20% VAT is calculated.
Price Includes VAT
Tick this if you are entering prices that include VAT.
View Columns for
• Price & Discount • Price • Discount Note that you won't be able to change this value on an existing price list to either Price or Discount if there are price list lines set as Price & Discount.
Status
Set this as Draft
Currency Code
Set this if all lines are to be in the same currency
Starting Date
Ending Date
Allow Updating Defaults
Toggle this on whilst you are importing data
Allow Invoice Discount
Allow Line Discount
Auto-Create Duty Prices
Toggle this to create alternative duty prices. When this field is ticked and the user sets the price list to 'Active', Bevica will create the alternative duty price line by adding or subtracting duty. This only applies to duty controlled items with prices in local currency.
Import Sales Price List Lines
Once you have created the sales price header records, you can import the line details. Go to Configuration Packages, open the B-DM-ITEM package and export the Excel template for table 7001 (Price List Line).
Field reference: Price List Line (7001)
The template has the following fields:
1 Price List Code
(7000) Price List Header
Code 20 (Mandatory¹)
Any value entered here must already exist in its related table.
2 Line No.
Integer (Mandatory¹)
Enter line numbers as 10000, 20000, 30000 (increments of 10000).
3 Assign-to Type
Option
• All Customers • Customer • Customer Price Group • Customer Disc. Group
4 Assign-to No.
Code 10
• If it is set to All Customers leave this field blank
• If it is set to Customer, populate the Customer No.
• If it is set to Customer Price Group, populate the relevant price group
• If it is set to Customer Disc. Group, populate the relevant discount group
7 Product Type
Option
Set this to Item
8 Product No.
(27) Item
Code 20
Any value entered here must already exist in its related table.
9 Variant Code
(5401) Variant
Code 10
Whether this is a duty free or duty paid price. Can be left blank for non duty controlled items. Any value entered here must already exist in its related table.
10 Currency Code
(4) Currency
Code 10
Any value entered here must already exist in its related table. This field will not default from the Currency Code entered in the sales price header record.
12 Starting Date
Date
This field will not default from the Currency Code entered in the sales price header record.
13 Ending Date
Date
This field will not default from the Currency Code entered in the sales price header record.
14 Minimum Quantity
Integer
15 Unit of Measure Code
(5404) Item Unit of Measure
Code 10
Any value entered here must already exist in its related table.
16 Defines
Option
This must match the View Columns For field in the sales price header record.
17 Unit Price
Decimal
The price per unit of measure in the currency entered
20 Line Discount %
Decimal
21 Allow Line Discount
Boolean
Enter true or false. This field will not default from the value entered in the sales price header record.
22 Allow Invoice Discount
Boolean
Enter true or false. This field will not default from the value entered in the sales price header record.
23 Price Includes VAT
Boolean
Enter true or false. This field will not default from the value entered in the sales price header record.
28 Price Type
Option
Set this as Sale.
31 Unit Cost
Decimal
Leave this blank - this field relates to purchase prices only
32 Source Group
Option
Set this as Customer.
¹ Each record must be unique given these fields.
Purchase prices (Price List Header + Lines)
Prior to importing the purchase prices, you will need to manually create a purchase price record. To do this, search for Purchase Price List and select to create a New record. Populate the following fields:
Code
The system will auto populate this from the number series created.
Description
Enter the description of the purchase price list.
Assign-to Type
• All Vendors • Vendor
Assign-to No.
• If it is set to All Vendors leave this field blank
• If it is set to Vendor, populate the Vendor No.
Price Includes VAT
Tick this if you are entering prices that include VAT.
View Columns for
• Price & Discount • Price • Discount
Status
Set this as Draft
Currency Code
Set this if all lines are to be in the same currency
Starting Date
Ending Date
Allow Updating Defaults
Toggle this on whilst you are importing data
Allow Invoice Discount
Allow Line Discount
Import Purchase Price List Lines
Once you have created the purchase price header records, you can import the line details. Go to Configuration Packages, open the B-DM-ITEM package and export the Excel template for table 7001 (Price List Line).
Field reference: Price List Line (7001)
The template has the following fields:
1 Price List Code
(7000) Price List Header
Code 20 (Mandatory¹)
Any value entered here must already exist in its related table.
2 Line No.
Integer (Mandatory¹)
Enter line numbers as 10000, 20000, 30000 (increments of 10000).
3 Assign-to Type
Option
All Vendors
4 Assign-to No.
Code 10
If Assign-to Type is set to All Vendors, leave this field blank.
7 Product Type
Option
Set this to Item
8 Product No.
(27) Item
Code 20
Any value entered here must already exist in its related table.
9 Variant Code
(5401) Variant
Code 10
Whether this is a duty free or duty paid price. Can be left blank for non duty controlled items. Any value entered here must already exist in its related table.
10 Currency Code
(4) Currency
Code 10
Any value entered here must already exist in its related table.
12 Starting Date
Date
13 Ending Date
Date
14 Minimum Quantity
Integer
15 Unit of Measure Code
(5404) Item Unit of Measure
Code 10
Any value entered here must already exist in its related table.
16 Defines
Option
Set this to Price & Discount. Note that this field on the purchase price header must also be set as Price & Discount.
17 Unit Price
Decimal
Leave this blank - this field relates to sales prices only.
20 Line Discount %
Decimal
21 Allow Line Discount
Boolean
Enter true or false.
22 Allow Invoice Discount
Boolean
Enter true or false.
23 Price Includes VAT
Boolean
Enter true or false.
28 Price Type
Option
Set this as Purchase.
31 Direct Unit Cost
Decimal
The cost per unit of measure in the relevant currency entered.
32 Source Group
Option
Set this as Vendor.
¹ Each record must be unique given these fields.
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