Enhanced interface

Price List report

The Price List report shows price list entries by price list. Use this report to track details such as price breaks for various item quantities, price list, product line, items, effective dates for each price list, and effective dates for specific items if the item dates are different from the price list dates. If your company uses foreign currencies, you can also display a column that shows the acceptable currency for the item or product line. Run this report when you add items to or retire items from product lines.

Who typically needs this report?

Accounting or marketing employees who set the price for each item your company sells.
First timers: run this report for a single price list. After you are comfortable running this type of report, do a consolidated report.

To access this report:

Go to Order Entry, Purchasing, or Inventory Control > All > Reports > List reports > Price list.

Subscription	Inventory Control, Order Entry, or Purchasing
User type	Business, Employee, Warehouse, CRM
Permissions	Price lists: List or View

Customize and run

If you want to see every result for a particular category, don't make selections from any of the data entry boxes. You can run this report without entering any search information. If you do that, however, the report may take a long time to run and may return too many results to be useful.

Before running the report, you can select the types of items to include as well as specify how you want the report to appear.

To customize and run a report:

Set the filters to get the specific data you want.
Filters enable you to include or exclude specific types of data in the report, such as customer, item, UPC, value, or account. As a general rule, to get fewer and more precise results in your report, set more filters.
Type a title, subtitle, and footer for your report.
View, process, memorize, or export the report
- To generate the report and store it for later access, select Process & Store.
  
  Reports can be either stored in My Stored Reports or delivered to a cloud storage location, such as Dropbox. Learn more about processing and storing reports.
- To view the report now, select View.
- To memorize (that is, save) the report so that later you can refer back to it or modify and re-run it, select Memorize.
- To export the report to a separate file that you can then distribute or save to your local drive, select Export and then select Word, Excel, CSV, or Text.

You can use trial-and-error to get the precise results you want. Just fill in the desired fields, and select View to see the report. If the results aren't what you want, select Customize to return to the report setup page and refine the report further. Repeat this process until you're satisfied.

For complex financial reports that will be run regularly, save the report after you're done setting it up. The next time you're ready to run the report, you only have to change the As of date before running the report.

Report filters

Use the filters to focus the results of your report. In effect, filters enable you to isolate and assemble just the data you want. You can set any combination of filters.

To set the filters to fine-tune your report results:

To set the report to show results for a particular price list, select the list from the Price list name dropdown.
To set the report to show results for a specific product line, select the product line from the Product line dropdown.
Select Item ID or UPC to select how to list the items in the report.
To filter the items that are displayed in the report, do one of the following:
- Use the From item and To Item dropdown lists or the From UPC and To UPC dropdown lists to select a range of items to display. Use the set of fields that correspond to what you chose to report on.
- Use the Operator and Values fields to select the items to display.
How to use the From and To fields
All From and To field pairs work the same way. Use them to get search results in as broad or as fine a range as you need, from everything in the system down to a single specific object.
To run this report for a single object:
From the From dropdown list, select the object you want.
From the To dropdown list, select the same object.
To run this report for a specific range of objects:
From the From dropdown list, select the object that you want at the beginning of the range.
From the To dropdown list, select the object that you want at the end of the range.
To run this report for all objects:
Leave both fields blank.
If you have a large number of objects or the report takes too long to process, use the From and To fields to run a series of smaller reports. For example, you can run five reports, one each for objects whose names begin with A-E, then F-J, K-O, P-T, and U-Z.
An object is a catch-all term that refers to any specific data item in the system. Customers, vendors, items, and accounts are all examples of objects.

Filter field	Notes	Limitations
Price list name	Use to show the results for a specific price list.
Product line	Use to show results only for a specific product line.
Report on	Enables you to tell the report whether to list items by their IDs or their UPC codes.	All items have IDs, but not all items have UPC codes.
From item, To item	Enables you to get data only for that range of items you specify, by item name or number -- for example, items from A to F, or item numbers 3100 to 5000.	You can enter data in these fields or the From UPC and To UPC fields, but not both.
Operator, Value	From the dropdown list select the operator For alphabetical lists, "greater than" means later in the alphabet, and "less than" means earlier in the alphabet. To search for all items from T through Z, search for "Greater Than" "S." To search for all items beginning with "A," search for "Less Than" "B." Most of the operators are self-explanatory. Others: Contains: You're searching for all items that contain a particular string of letters and/or numbers. Does Not Contain: You're searching for all items except those that contain a particular string of letters and/or numbers. Includes: You're searching for all items that contain two or more particular strings of letters and/or numbers. Does Not Include: You're searching for all items except those that contain two or more particular strings of letters and/or numbers . Then enter a value in the Value field.	You can enter data in these fields or the From Item and To Item fields, but not both.
From UPC, To UPC	Enables you to get data only for that range of items you specify, by item UPC code.	You can enter data in these fields or the From Item and To Item fields, but not both.
Operator, Value	From the dropdown list select the operator For alphabetical lists, "greater than" means later in the alphabet, and "less than" means earlier in the alphabet. To search for all items from T through Z, search for "Greater Than" "S." To search for all items beginning with "A," search for "Less Than" "B." Most of the operators are self-explanatory. Others: Contains: You're searching for all items that contain a particular string of letters and/or numbers. Does Not Contain: You're searching for all items except those that contain a particular string of letters and/or numbers. Includes: You're searching for all items that contain two or more particular strings of letters and/or numbers. Does Not Include: You're searching for all items except those that contain two or more particular strings of letters and/or numbers . Then enter a value in the Value field.	You can enter data in these fields or the From UPC and To UPC fields, but not both.

Location and department filters

Set location and department options

To filter the report by geographic location, select the location from the Location dropdown list.

Enter or select a location to run this report at the top level. Intacct uses the location that you specify to determine the appropriate currency.
To filter the report by department, select the department from the Department dropdown list.
If you want the report to cover certain locations regardless of what you select in the Location dropdown list, in the Show for dropdown list select one of the following:
- All Locations: Include data for all locations regardless of the entity you're currently using.
- This Location: Include data only for the entity that you're currently using.
- Child Locations: Include data only for the locations that are child locations of your current entity.
  
  For example, if your current entity is California, and you have child locations for San Francisco and Los Angeles, use this option to have the report include data only for Los Angeles and California.

Filter options
Filter field	Descriptions
Location	Use to limit report results to a specific location.
Department	Use to limit report results to a specific department.
Prompt on run	Select this checkbox to force Intacct to wait for you (or anyone using this report) to enter a location or department before it runs the report.
Show for	Select to show different views of the data, based on the location or entity you choose: All locations: This option shows the data that's posted to the location or entity and its children. This location: This option shows only the data that's posted to the location or entity you select. The data posted to any child location is not shown. Child locations: This option shows only the data that's posted to the child locations of the location or entity that you select. Any data that's posted to the parent location or entity is not shown. Example: Suppose your location is United States > California > San Francisco. All locations would show transactions for United States, California, and San Francisco. This location would show transactions for United States. Child locations would show transactions for California and San Francisco only.

Titles and footer

Titles, subtitles, and footers apply only to the print versions of this report. Export to Excel or CSV, or select Print for a PDF version.