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Customer Price List not updating item price list when entering a sales invoice

Posted on by 15

We have price list for a specific customer which we enterd through price list utilies.

When we enter an invoice for that customer it displays the default price llist from the item.

We then have to go ithrough item inquiry and into the price list and check off the customer price then vheck it back on

and then safe it and then the item comes up correctly.

hoping there is an easier way.

Thanks,

Tom

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  • Danner Profile Picture
    Danner 15 on at
    RE: Customer Price List not updating item price list when entering a sales invoice

    4101.pastedimage1643897041757v1.png

    pastedimage1643898057778v1.png

    these are screen shots That I am talking about.

    The customer has a price level os AMA108 and a price list was entered for items with a same price level.

  • Danner Profile Picture
    Danner 15 on at
    RE: Customer Price List not updating item price list when entering a sales invoice

    pastedimage1643897041757v1.png

    pastedimage1643897372412v2.png

    these are screen shots That I am talking about.

    The customer has a price level os AMA108 and a price list was entered for items with a same price level.

  • Beat Bucher  GP Geek  GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,021 Super User 2024 Season 1 on at
    RE: Customer Price List not updating item price list when entering a sales invoice

    Donner,

    This is not what I call a "screenshot" in the real sense of it... pictures taken from a phone and then pasted into a PDF or Word document are not going to do a good job.. Those are barely readable, not to speak they are turned 90° to the side.

    Every Windows computer today has a built-in screen capture tool that is called "Snipping Tool" which does a great job of taking screenshots. Please do yourself a favor and retake those with a proper tool..

  • Joseph Markovich Profile Picture
    Joseph Markovich 3,900 on at
    RE: Customer Price List not updating item price list when entering a sales invoice

    The "All" checkbox gets checked when your price list item is only one line of all quantities.

    Just to verify again (because I am having a bit of trouble reading the screenshots):

    1. In Item Price List Maintenance for the item you're entering on the sales order, do you have a corresponding Price Level ID in the grid that you entered in the customer card?

    2. The Default Price Level field in Item Price Maintenance: is that price level ID entered in the grid?

    3. It looks like you are getting this error in Sales Transaction Entry because GP is looking up the price level ID for the customer, not finding it, then attempting to use the Default Price Level field, not finding that in the price lists for the item and then giving you the error.

    Joe

  • Danner Profile Picture
    Danner 15 on at
    RE: Customer Price List not updating item price list when entering a sales invoice

    pastedimage1643832900461v4.png

    pastedimage1643832926365v5.png

    pastedimage1643832962404v6.png

    these are the steps via screen shots

  • Beat Bucher  GP Geek  GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,021 Super User 2024 Season 1 on at
    RE: Customer Price List not updating item price list when entering a sales invoice

    Thank you for the version screenshot..

    Now you might be providing a few more to document the steps you were talking about in your OP and that Becky was trying to understand..

  • Danner Profile Picture
    Danner 15 on at
    RE: Customer Price List not updating item price list when entering a sales invoice

    pastedimage1643823454129v1.png

    this is the version I have

  • Beat Bucher  GP Geek  GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,021 Super User 2024 Season 1 on at
    RE: Customer Price List not updating item price list when entering a sales invoice

    Danner,

    you can paste screenshots directly into the answer here.. just hit CTRL-V

    As for your GP issue, you seem to be on an old version, and you may want to look to perform the same test on a more recent GP version to see if it work correctly.

  • Danner Profile Picture
    Danner 15 on at
    RE: Customer Price List not updating item price list when entering a sales invoice

    Sorry I can't seem to find a way to insert screen shots

    it is on the item price list it is the third column .

    item #,  U of M,  All ( this is thecolumn with the check marks)

  • RE: Customer Price List not updating item price list when entering a sales invoice

    Hello Tom,

    Can you send me a screenshot of what checkbox you are unmarking?

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