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[en] How to update price on Sales order items (COAITEM)

[en] Updating the price on Sales order items (COAITEM) can be done on both the main level and item level. Depending on the where you are working, either from the Sales order (COA) application or the Sales order item (COAITEM) application, different options in the context menu are available to achieve similar results:

[en] Context menu option

[en] Availability

[en] Update to lowest applicable price for all items

[en] Available in the Sales order (COA) application, on main level.

[en] Update to lowest applicable price for selected items

[en] Available in the Sales order (COA) application, if the Sales order items (COAITEM) are selected, on main level. Also available in the Sales order items (COAITEM) application, on item level.

[en] Update to applicable price

[en] Available in the Sales order items (COAITEM) application, on item level. If multiple prices are available, the user can choose the intended one.

[en] When to use these features

  • [en] The user wants to mass update prices in a Sales order (COA) to suggested prices which are the lowest applicable prices available for these items.

  • [en] Reasons for changing might be correcting a draft, or terms have changed in the ordering process.

[en] Conditions for Sales orders (COA)

  • [en] The Sales order (COA) must be in Status 1 (Pending registration).

  • [en] The Sales order (COA) must contain a minimum of one Sales order item (COAITEM).

[en] Logic - If the lowest price is from a Sales quote (CQU)

  • [en] In the sales quoting process, a Sales order (COA) can be the result of several Sales quotes (CQU). Therefore the seller can decide which of the Sales quotes (CQU) prices to use. Using the Update to lowest applicable price for selected items or Update to lowest applicable price for all items options will link prices from the Sales quotes (CQU) with the lowest prices, if available.

    [en]  

[en] From the Sales order (COA) application - Main level
[en] Update to lowest applicable price on all items - Context menu option

  1. [en] From the RamBase menu, select Sales and then Order handling. Finally click on Sales orders to open the Sales order (COA) application.

  2. [en] From the Sales order list, select the Sales order (COA) with Sales order items (COAITEM) you want to update the price for.

  3. [en] From the Context menu, select the Update to lowest applicable price for all items option.

[en] Update to lowest applicable price on selected items - Context menu option

  1. [en] From the RamBase menu, select Sales and then Order handling. Finally click on Sales orders to open the Sales order (COA) application.

  2. [en] From the Sales order list, select the Sales order (COA) with Sales order items (COAITEM) you want to update the price for.

  3. [en] From the Items tab, click on the on the Status icon or icons of the Sales order items (COAITEM) to select the intended Sales order items (COAITEM).

    • [en] To select all Sales order items (COAITEM), select the top checkbox in the Status icon column. Note that the selection only applies for for the Sales order items (COAITEM) on the current page, and not all Sales order items (COAITEM).

    • [en] If successfully selected, a check mark will replace the Status icon.

  4. [en] From the Context menu, select the Update to lowest applicable price for selected items option.

[en] From the Sales order item (COAITEM) application - Item level
[en] Update to applicable price - Context menu option

  1. [en] From the RamBase menu, select Sales and then Order handling. Finally click on Sales orders to open the Sales order (COA) application.

  2. [en] From the Sales order list, select the Sales order (COA) with Sales order items (COAITEM) you want to update the price for.

  3. [en] From the Items tab, click on the Arrow icon on one of the Sales order items (COAITEM) to open the Sales order items (COAITEM) application.

  4. [en] From the Sales order item list area, click on the Sales order item (COAITEM) you want to update the price for.

  5. [en] From the context menu, select the Update to applicable price option in the context menu.

  6. [en] If multiple prices are available, select the intended price in the Select price popup. If only one price is available, the price will be updated without having to choose.

[en] Update to lowest applicable price for selected items - Context menu option

  1. [en] From the RamBase menu, select Sales and then Order handling. Finally click on Sales orders to open the Sales order (COA) application.

  2. [en] From the Sales order list, select the Sales order (COA) with Sales order items (COAITEM) you want to update the price for.

  3. [en] From the Items tab, click on the Arrow icon on one of the Sales order items (COAITEM) to open the Sales order items (COAITEM) application.

  4. [en] From the Sales order item list area, to select multiple Sales order items (COAITEM), click on the Status icons of the Sales order items (COAITE

    [en] M) you want to update the price for.

  5. [en] From the context menu, select the Update to lowest applicable price for selected items.

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