Price lists—Order Entry

A price list is a container for price list entries. You create the price list name and then create the price list entries associated with the list.

You can view, add, edit, or delete a price list from the Price lists list page.

About Order Entry price lists

Order Entry price lists contain the sales prices for your products or services that you want to use in sales transactions. You can create as many price lists as desired. For example, you could have one price list for occasional customers and a different price list for frequent customers. You could have separate price lists in different transaction currencies or one price list that includes separate price list entries for each transaction currency, and so on.

A price list is a container for price list entries. You create the price list name and then create the price list entries associated with the price list. Each associated price list entry should have a unique combination of item or product line, currency, start and end date range, and, optionally, minimum and maximum quantity range.

After you create a price list and its price list entries, you need to associate the price list with at least one existing object for the system to use the price list when determining a suggested sales price for an item in a transaction. You can assign the price list to transaction definitions, customers, contacts, and price schedules. When you assign a price list to a price schedule, you also then need to assign the price schedule to customers or contacts.

When more than one price list is involved in a transaction, the system uses an order of precedence related to which price list is associated with which object when determining the suggested price. See Assign price lists to objects for more information on price list evaluation.

About the Base price list

The Base price list is like a master price list that is automatically created when you subscribe to Order Entry. When you add an item that includes a Base price, the system automatically creates a price list entry for the item in the Base price list. This price list entry contains default dates and a default minimum and maximum quantity range. The system also sets the price list entry's Fixed flag to Y, which means that the system will use that price list entry as the final price whenever it encounters it first in an evaluation sequence.

The best practice is to use the Base price list for reference only and to not assign it to any objects for suggested pricing.

If your company is using the Advanced CRM Integration with Salesforce, see the Advanced CRM Integration guide for information on how the integration uses the Base price list.

View a list of price lists

1. Go to Order Entry > Setup > Price > Lists.

2. Records designated as Inactive do not appear in the list by default. To view these records, select Filters at the top of the list and select Remove next to the Status filter to remove it.

3. Find the price list.

4. Select More actions > View at the end of the row.

1. Go to Order Entry > Setup > Price > Lists.

2. To view inactive price lists, select the Include inactive checkbox.
3. Find a price list and select View.

Add a price list

Adding a price list essentially means creating a container for price list entries. After you add the price list container, you need to add the price list entries to the list. Learn how to add price list entries.

1. Go to Order Entry > Setup > Price and select Add (circle) next to Lists.

2. In the Price list name field, enter the price list name.

   This name will appear in price list dropdown lists for users to select.

   If this price list is exclusive to a customer, use the customer's name in the price list name to easily identify the price list.

3. Use the calendar tool to select the start date and end date for the price list.
4. Use the Status dropdown list to indicate whether the price list should be active or inactive.

5. Select Save.

Import a price list

Users with the appropriate permissions can create multiple price lists by importing the data using a CSV file. Importing a price list imports the price list and the price list entries in one file.

1. Go to Company > Setup > Configuration > Import data.

2. In the Set up Inventory Master List section of the Company setup checklist page, find Inventory price list and select the Template link.

   The template opens in Excel.

3. Prepare the CSV file for import. See Import an Inventory price list for detailed information.
   Order Entry uses the same price list import file as Inventory and Purchasing. Make sure that the SALEPURCHASE field for each row is set to Sales to identify the price list as an Order Entry price list.
4. When you are ready to import the file, do one of the following:
   • Return to the Company setup checklist page and select Import next to Inventory price list.
   • Go to Order Entry > Setup > Price > Lists, then select Import at the top of the page.

   The Import company information dialog appears.

5. Browse to find the CSV file you want to import.
6. Specify the email address where results should be sent. If any records fail to import, you will be notified by email.
7. Select other options as needed.
   Import Company Information: options

   Import file option descriptions

   Option	Description
   Browse	Use the Browse button to locate and select the CSV file you want to import.
   Date format	When you select a date format here, Sage Intacct attempts to import your file using the selected date format. If Intacct can’t import your file with the selected date format, it attempts to discover the date format used in your file and import the data using that date format.
   File encoding	Leave this option set to "auto-detect" unless you're unable to import your file. Depending on your operating system, you may need to select a different type of file encoding.
   Process offline	Some imports can take considerable time, depending on their size and how much processing the system must do on the uploaded data. If you're not sure how much time your upload will take, select Process offline. When the system completes the process, it sends an email to the address you provide in the Email results to this address field. The system also sends you any errors that may have occurred in the process. If you prefer to wait until the upload process is complete, don’t select the Process offline checkbox. Transactions and other records that are processed offline show a source of System in the audit trail, instead of CSV import.
   Email results to this address	Email address to which import results and errors should be sent. You can enter multiple email addresses, separated by a semicolon (;) or comma (,). Sage Intacct highly recommends entering an email address.

8. Select Import.

   One of the following will appear:

   • Import Success Notification: all price lists and entries were imported successfully. Select Done to dismiss the dialog box.
   • Import Error Notification: at least one price list could not be imported. See Import error notification for detailed information on how to resolve any errors.

Edit a price list

You can change the start and end dates or status of a price list. You cannot change the name of the price list. If you want to edit the price list entries, see Edit a price list entry.

1. Go to Order Entry > Setup > Price > Lists.

2. Find the price list.

3. Select Edit at the end of the row.

4. Edit the Start date, End date, or Status fields and select Save.

1. Go to Order Entry > Setup > Price > Lists.

2. Find the price list and select Edit next to it.
3. Edit the Start date, End date, or Status fields and select Save.

Delete a price list

You can delete a price list if it has not been assigned to any objects. This removes the price list and all of its associated price list entries from the system. To make sure that a price list is no longer used, remove the price list from any associated customers, contacts, price schedules, or transaction definitions.

To delete a single price list:

1. Go to Order Entry > Setup > Price > Lists.

2. Find the price list you want to delete.

3. Select More actions > Delete at the end of the row.

   Depending on your user preferences, the system might prompt you to confirm the deletion.

To delete one or more price lists:

1. Go to Order Entry > Setup > Price > Lists.

2. From the Price lists list, select the checkbox at the start of the row for each price list you want to delete and select Delete.

   Depending on your user preferences, the system might prompt you to confirm the deletion.

1. Go to Order Entry > Setup > Price > Lists.

2. Find the price list and select Delete next to it.

   Depending on your user preferences, the system might prompt you to confirm the deletion.

Deactivate a price list

You can deactivate the price list (change the status to Inactive), which prevents it from displaying in any selection lists but retains the price list for historical purposes. To make sure that a price list is no longer used, remove the price list from any associated customers, contacts, price schedules, or transaction definitions.

1. Go to Order Entry > Setup > Price > Lists.

2. Find the price list you want to deactivate.

3. Select Edit at the end of the row.

4. In the Status field select Inactive

5. Select Save.

1. Go to Order Entry > Setup > Price > Lists.

2. Find the price list and select Edit next to it.
3. In the Status field select Inactive.

4. Select Save.

Duplicate a price list

The Duplicate button in the Price list information page simply adds a new price list container. It only copies the price list start and end dates. It does not create a copy of all of the price list entries contained in the price list.

If you want to make a copy of all price list data to create a new price list, you need to export the existing price list data that you want to copy, download a price list import template, manipulate the data in Excel, and then import the price list data as a new price list.

To create a copy of a price list and its price list entries:

1. Go to Order Entry > Setup > Price > Lists.

2. Find the price list that you want to copy and select Entries next to it.
3. In the Price list entries for <price list> list, add a custom view that contains the fields you want to copy.
4. Export the custom view of the list as a CSV file.

5. Go to Company > Setup > Configuration > Import data.

6. In the Set up Inventory master list section of the Company setup checklist page, find Inventory price list and select the Template link.

   The template opens in Excel.

7. In Excel, reorder the columns in the template and/or exported list view files so that they are both in the same order, then copy the list file data into the import template file so that the data resides in the correct columns.
8. Change the price list name to the new price list name in all applicable rows and clean up the price list data as appropriate. See Prepare a CSV file for import for more information.
9. Import the price list template file.

1. Go to Order Entry > Setup > Price > Lists.

2. Find the price list that you want to copy and select Details next to it.
3. In the Price list entries for <price list> list, add a custom view that contains the fields you want to copy.
4. Export the custom view of the list as a CSV file.

5. Go to Company > Setup > Configuration > Import data.

6. In the Set up Inventory master list section of the Company setup checklist page, find Inventory price list and select the Template link.

   The template opens in Excel.

7. In Excel, reorder the columns in the template and/or exported list view files so that they are both in the same order, then copy the list file data into the import template file so that the data resides in the correct columns.
8. Change the price list name to the new price list name in all applicable rows and clean up the price list data as appropriate. See Prepare a CSV file for import for more information.
9. Import the price list template file.

View the list of price list entries

From the Price List Entries list page, you can view, add, edit, or delete price list entries. You can also view history for a price list entry.

1. Go to Order Entry > Setup > Price > Lists.

2. Find the price list and select Entries next to it.

   Learn more about viewing price list entries.

1. Go to Order Entry > Setup > Price > Lists.

2. Find the price list and select Details next to it.

   Learn more about viewing price list entries.

Field descriptions

Price list field descriptions

Field	Description
Price list name	The name of the price list. The price list name must be unique. The name appears in the price list dropdown list for users to select. You cannot change the price list name after you save the price list. If this price list is exclusive to a customer, use the customer name in the price list name to easily identify the price list.
Start date and End date	Use the calendar tool to select the dates during which the price list will be effective. Sage Intacct might continue to suggest prices from this price list if an associated price list entry has an end date greater than the price list end date as there's no validation for price list entry end dates.
Status	The default status is Active. If you are no longer using this price list and do not want it to appear in dropdown lists, select Inactive. Records designated as Inactive do not appear in the list by default. To view these records, select Filters at the top of the list and select Remove next to the Status filter to remove it. If the price list is still associated with an object, Sage Intacct might continue to suggest prices from this price list even though it is inactive. If you do not want to use this price list any longer, update the applicable object price list associations.
Entries	Select this link to view, add, edit, or delete price list entries for the corresponding price list.
More actions	Select to view, edit, or delete price lists

Price list field descriptions

Field	Description
Price list name	The name of the price list. The price list name must be unique. The name appears in the price list dropdown list for users to select. You cannot change the price list name after you save the price list. If this price list is exclusive to a customer, use the customer name in the price list name to easily identify the price list.
Start date and End date	Use the calendar tool to select the dates during which the price list will be effective. Sage Intacct might continue to suggest prices from this price list if an associated price list entry has an end date greater than the price list end date as there's no validation for price list entry end dates.
Status	The default status is Active. If you are no longer using this price list and do not want it to appear in dropdown lists, select Inactive. You can still view inactive lists by selecting the Include Inactive checkbox in the Price List list page. If the price list is still associated with an object, Sage Intacct might continue to suggest prices from this price list even though it is inactive. If you do not want to use this price list any longer, update the applicable object price list associations.
Details	Links to the Price list entries list page for the corresponding price list. Select this link to view, add, edit, or delete price list entries for the corresponding price list.