Update Sales Part Prices from Self-Billing

Explanation

This activity is used to update prices on several existing customer order lines that have not yet been invoiced. You can update sales part prices on several order lines from one matched self-billing line, provided that the matched line has no connected discounts. However, you must note that the new price will not be updated on customer order lines that have the Price Freeze check box selected. 

As the customer-reported price always becomes the matched price, you can proceed to update the sales part prices on the customer order lines after matching. You can update the sales part prices for customer order lines with the provisional price selected or not selected or both. Furthermore, you can choose which customer order lines must be updated with the new price by giving a specific planned delivery date range to update. You also have the option of choosing to update or create a customer agreement with the new price.

Prerequisites

There must be at least one matched or added line on the Customer Self-Billing Invoice.

System Effects

• The Price/Currency field in selected customer order lines will be updated with the self-billing invoice price.
• The Provisional Price check box on selected customer order lines will be cleared.
• Based on the defined selection criteria, the customer agreement will be updated or created.
• Customer order lines that have the Price Freeze check box selected will not be updated with the new price.

Window

Customer Self-Billing Invoice

Related Window Descriptions

Customer Self-Billing Invoice
Update Sales Part Prices from Self-Billing

Procedure

1. In the Customer Self-Billing Invoice window, select the matched self-billing line to update sales part prices. Right-click on the selected line and then click Update Sales Part Prices.
2. The Update Sales Part Prices dialog box will be opened. The value entered in the Self Billed Price/Curr field in the Customer Self Billing window will be displayed in the New Price field.
3. If you want to specify a date range for a planned delivery date, enter the start and end date values in the respective fields.
4. Specify whether you want to update only customer order lines with provisional prices or none provisional prices, or both. Note that, only one of these must be selected.
5. Optionally, you can indicate whether you want to update or create a customer agreement with the new price.
6. If you choose to update only the customer order line, click Update CO Line(s) Only.
7. If you choose to update the price on the selected customer order line(s) and existing customer agreement used for that line, you must click the Update Existing Customer Agreement option. If you choose to add the price to an existing agreement, enter an existing customer agreement or select a value from the List of Values.
8. You can specify the customer agreement ID in question or select from List of Values in the field next to the option.
9. If you choose to add the price to an existing agreement, click Add to Existing Agreement option. In the field next to the option, enter an existing customer agreement or select a value from the List of Values.
10. If you choose to create a new customer agreement, you must click the Create New Customer Agreement option. 
11. To confirm the entered selection criteria and close the dialog box, click OK.