> For the complete documentation index, see [llms.txt](https://kb.bevica.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.bevica.com/documentation/guides/pricing-costs-and-charges/sales_and_purchase_price_lists_-_new_pricing_experience.md).
# Sales and Purchase Price Lists - New Pricing Experience
Use the new Business Central price list experience for sales and purchase pricing.
Sales and purchase price lists have had a significant improvement in recent Bevica wave updates. With the update, users have greater flexibility and control over how you charge your customers with added Bevica functionality providing the option to promote the most specific price over the lowest permissible price (which is standard). Newly introduced **Price Lists** allow prices to be set for items at the group, customer, contact or campaign level, duty free or duty paid, in specific units of measure and with quantity breaks, as well.
This mandatory update will be released to all users in 2024, with the option to upgrade your experience starting now. You can find more information on the standard usage of the new pricing experience here - [Microsoft Business Central: Use new sales pricing experience](https://learn.microsoft.com/en-us/dynamics365-release-plan/2020wave2/smb/dynamics365-business-central/use-new-sales-pricing-experience-)
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**Prerequisites**
All set up required for Purchases, Sales, Finance and Inventory is completed.
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### Initialising 'New Pricing Experience' - Upgrading Existing Prices
If you are using the old price experience, see [this article](/documentation/guides/pricing-costs-and-charges/initialising_the_new_sales_and_purchase_price_experience.md) for details of how to switch to the new experience.
### Setup
**Sales Price Calculation Method**
For sales prices, to switch from the **Lowest Price** model (Business Central standard) to **Most Specific** (Bevica standard) model, navigate to Sales & Receivables, Prices fasttab and set Price Calculation Method to 'Most Specific'.
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Note
Sales prices can be set as Lowest Price or Most Specific price. Purchase prices are set as Lowest Price.
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**Inventory Price List**
If you are using Inventory Price List to populate an item list with different prices you will need to navigate to Bevica Setup, Pricing / Costing fasttab and set **Pricing Gen. Bus. Posting Group** and **Pricing VAT Bus. Posting Group.**
### Creating a new Sales or Purchase Price Lists
Navigate to **Sales Price Lists** or **Purchase Price Lists** in Bevica. If you have switched from the old experience and had existing price lists, these will now be displayed in individual price lists per category (e.g. Price Group XXX, Customer/Vendor XXX, etc).
To create a new price list, select 'New' in the ribbon and a new list will be created in 'Draft' status. After populating the Header fields with the appropriate information (see below), users can enter items into the Lines and populate the pricing for the respective price list.
When completed, change the status to 'Active' and Bevica will run a check to ensure there aren't any duplicate or conflicting prices. If errors are found, users will be required to correct prices before the price list can be set to 'active.'
When activating a **Sales Price List**, Bevica can also perform a routine to create any alternative duty status prices. E.g. If you have created a duty paid price for an item, Bevica will automatically create the duty free price based on the duty rate at that point in time. To make this happen make sure the Price List's **Auto-Create Duty Prices** field is set. This field is not available on Purchase Price Lists.
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Note
If the Price List has the 'Prices Include VAT' flag turned on, Bevica will not Auto-Create Duty Prices.
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On a **Sales Price List** if an item is duty controlled and the price line is a **Price** or **Price & Discount** a variant must be filled in to activate the price list. Non-duty controlled items do not require a variant. If you are creating a **Discount** line you will have two options:
* Leave the variant blank: this will apply the discount percentage to both item variants
* Apply a variant: This will apply the discount percentage to that specific variant.
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Note
Bevica will not auto-create a second variant for a **Discount** line. If a variant is filled in, the second variant will need to be created manually.
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**Purchase Price Lists** do not require a variant for the list to set to active, but it is important to note that if a variant is not applied the loaded Price, Price & Discount or Discount will apply to all Purchase Orders, regardless of duty status. It is advised a variant is filled in if you purchase in multiple duty status.
If you are unsure how to create and use Price Lists, start with this generic setup:
* Description set something meaningful
* View Columns for select either Price or Discount
* Starting / Ending Date set if you want all lines to default to these dates
* Allow Updating Defaults set to True
* Auto-Create Duty Prices set to True
The lines on the Price List will behave in a similar manner to the old model, each line holding its own details.
### Managing a Sales or Purchase Price List
Existing lines can be modified or deleted and new lines added. With reference to **Sales Price Lists**, where the ‘Auto Create Duty Prices’ function has been used Bevica has created a link between the two variant lines. To preserve that link only the original entry should be updated.
The original entry will be highlighted in **blue, this is the entry to update**. The auto created entry will be shown with a flag as below. The flagged auto-created entry will update in real time.
If an entry has been updated, the line will show in red, this indicates the line has not been verified. Using the **Verify Lines** function will run the appropriate data checks on the lines to ensure no data anomalies.
Auto created duty prices will update in real time following an update to the parent price, however if you wish to update all linked pricing for a Sales Price List there is a **Regenerate Duty Prices** function which can be found on the ribbon. This function will recalculate **all** linked pricing within the provided filters. It is important to note for large price lists it is advised that this is run out of hours to avoid disruption, this function can be run from a job queue using the Report ID 70527.
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Note
If using the Auto Create Duty Prices function, only the **BLUE** line should ever be updated. Updating the other lines manually will break the link between the two variants and prevent the auto created variant from updating.
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To allow users to edit prices on an 'Active' price list, turn on the **Allow Editing Active Price** toggle on the **Sales & Receivables Setup** or **Purchase & Payables Setup** pages. If turned off, the price list must be changed to 'Draft' before any changes can be made. Prices will not be picked up on any document that is not Active.
To review price lists and prices that apply for specific customers or vendors, on the **Customer** or **Vendor** page, choose **Sales Price Lists** or **Purchase Price Lists**. You can view price list lines set in various price lists by choosing **Sales Prices** or **Purchase Prices** from the **Item** page.
Users can speed up the process of creating new lines by using either the **Copy Lines** or **Suggest Lines** functions.
If a user wants to add a price to an already active price list, they will need to use the 'Verify' button to perform the same check.
### Price List Fields
| Field | Notes |
| ---------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Code | |
| Description | Title of the Price List (e.g. Customer or Vendor Name, Retail Price List, etc) |
| Assign-to Type | • Sales prices can be assigned to all customers, a specific customer, a customer price group, a customer discount group, a campaign or a specific contact. Note that when using most specific prices the hierarchy is contact, campaign, bill-to customer, customer discount group, customer price group, all customers
• Purchase prices can be assigned to all vendors, a specific vendor, a campaign or a specific contact.
|
| Assign-to No. | Specifies which of the above to select (e.g. Customer = Asado Bar & Grill) |
| VAT Bus. Posting Gr. (Price) | Specifies the VAT Bus. Posting Group for the price list |
| Price Includes VAT | Specifies whether the prices include VAT |
| View Columns for | Select Price, Discount or Price & Discount |
| Status | Options include Draft, Active & Inactive |
| Currency Code | |
| Starting Date | The date in which the price list becomes valid |
| Ending Date | The date in which the price list is no longer valid |
| Allow Updating Defaults | When ticked, users can change the values in the fields on the price list lines that contain default values from the header |
| Allow Invoice Disc. | When ticked, invoice discounts are allowed (this can be changed on the lines) |
| Allow Line Disc. | When ticked, line discounts are allowed (this can be changed on the lines) |
| Auto-Create Duty Prices | When this field is ticked and the user sets the price list 'Active' or the lines are verified, Bevica will create the alternative duty price line adding or subtracting duty. This only applies for Duty Controlled with prices in local currency. The price list status must be 'Draft' or 'Inactive' to change the value of the field. |
| Field | Notes |
| -------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| Assign-to Type | Populated by the 'Assign To Type' on the Header |
| Ending Date | The date in which the price is no longer valid (on the line level) |
| Product Type | |
| Product No. | |
| Description | |
| Variant Code | Specify if the price is Duty Free/Duty Paid. This must be populated |
| Work Type Code | |
| Unit of Measure Code | Option to specify if the price is UOM specific. If this is left blank the price is for the base unit of measure and if you buy or sell a case this will be multiplied by the number of units in a case |
| Minimum Quantity | Option to specify if a minimum quantity is required to achieve the listed price |
| Unit Price | Enter this if it is a sales price list |
| Direct Unit Cost | Enter this if it is a purchase price list |
| Allow Line Disc. | Tick to allow line discounts |
| Allow Invoice Disc. | Tick to allow invoice discounts |
| Prices include VAT. | Optional field which can be added through Personalization for ease |
### Viewing Sales Prices and Discounts
Sales prices and discounts can be seen from the following pages:
* Customer List / Card
* Item List / Card
* Resource List / Card
* Resource Groups
* Customer Price Groups
* Item Discount Groups
* Campaign List / Card
* Contact List / Card
* G/L Account Card (prices only, not discounts)
### Viewing Purchase Prices and Discounts
Purchase prices and discounts can be seen from the following pages:
* Vendor List / Card
* Item List / Card
* Resource List / Card
* Resource Groups
* G/L Account Card (prices only, not discounts)
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Note
The **Purchase Pricing Experience** has also changed as a result of this update allowing the user to create a Purchase Price List by all Vendors, a specific Vendor, a campaign or a contact. The changes are minor and don't affect the overall process/functionality of this feature. Please reach out to Support if you require any further instruction.
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