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Small and medium business | Business Central, N...
Suggested Answer

Customer Sales Price List

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Posted on by 125

Hi,

Our customer prices are placed here:

pastedimage1649271625258v1.png

We don´t use the Item Card’s Unit Price.

Is it possible to generate a Price List to print/send directly to a customer? Normally a such list would include the customer’s name, address, customer No, currency, terms like payment terms, delivery terms and of cause price for each item.

Power Bi is not a possibility at the present time, so I am searching within the huge catalog of standard functionality.

Best regards

 

BC 16.5 on prem

I have the same question (0)
  • Suggested answer
    MahGah Profile Picture
    15,529 on at

    Hi

    The first option is Jet Report but since you do not have it then. These are others idea

    1) Use ODATA and publish Page 7007 (price list) and Page 21 (customer card) then build a report in Excel.  

    archerpoint.com/.../

    2) Try Word Template. I have done something similar with word template but it was not as complex as your requirement.

    https://yzhums.com/12509/

    3) Try Item Price List report and run it customer by customer. But still is not 100% what you need.

  • Suggested answer
    Inge M. Bruvik Profile Picture
    1,105 Moderator on at

    No report like that available in the standard system.

    But you could build on this report and make a nice word layout for it.

    report 50100 CustomerSalesPriceList

    {

       ApplicationArea = All;

       Caption = 'CustomerSalesPriceList';

       UsageCategory = ReportsAndAnalysis;

       dataset

       {

           dataitem(Customer; Customer)

           {

               column(No; "No.")

               {

               }

               column(Name; Name)

               {

               }

               column(Address; Address)

               {

               }

               column(PostCode; "Post Code")

               {

               }

               column(City; City)

               {

               }

               column(PaymentTermsCode; "Payment Terms Code")

               {

               }

    #pragma warning disable AL0432

               dataitem("Sales Price"; "Sales Price")

    #pragma warning restore AL0432

               {

                   DataItemLink = "Sales Code" = field("No.");

                   DataItemLinkReference = Customer;

                   DataItemTableView = where("Sales Type" = const(0));

                   column(Starting_Date;"Starting Date")

                   {

                   }

                   column(Ending_Date;"Ending Date")

                   {

                   }

                   column(Unit_of_Measure_Code;"Unit of Measure Code")

                   {

                   }

                   column(Unit_Price;"Unit Price")

                   {

                   }

               }

           }

       }

       requestpage

       {

           layout

           {

               area(content)

               {

                   group(GroupName)

                   {

                   }

               }

           }

           actions

           {

               area(processing)

               {

               }

           }

       }

    }

  • Suggested answer
    YUN ZHU Profile Picture
    95,329 Super User 2025 Season 2 on at

    Hi, I'm in favour of Igne's proposal to customize a list report, which is not that difficult.

    Or, you can use Open in Excel or Configuration Package feature to export data to Excel, and send excel directly or transfer to PDF to customers.

    pastedimage1649296992868v1.png

    pastedimage1649297042846v2.png

    Hope this will help.

    Thanks.

    ZHU

  • Alfredo_Iorio Profile Picture
    1,262 on at

    Have you looked at report ID 7050?

    You can customize that report to add other details like Shipping methods (Incoterms) and Payment terms.

  • Peter Waugh Profile Picture
    145 on at

    can you filter this report to only show "customer" sales price list items, not the complete item list ?

  • Suggested answer
    Inge M. Bruvik Profile Picture
    1,105 Moderator on at
    [quote user="Peter Waugh"]

    can you filter this report to only show "customer" sales price list items, not the complete item list ?

    [/quote]

    Yes you can filter it to only show customer specific or customer price group specific prices.

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