In This Topic
|
Menu Code: BPB
Sales/Pricing - Pricing |
A searchable list of price books (headers).
Actions
Action |
Description |
Attachments |
View attachments for the selected book |
Add |
Opens the Add Price Book form |
Print |
Previews the Pricing By Book report for the selected book |
Zoom Links
Column |
Zoom Link |
BookCode |
Price Books (PBK), for the selected book |
Columns
Index |
Visible |
Field Name |
Caption |
Usage / Description |
0 |
No |
BookID |
ID |
Book Identification Number (Systemic) |
1 |
Yes |
BookCode |
Code |
Book Code |
2 |
Yes |
BookName |
Name |
Price Book Description |
3 |
Yes |
PriceGroup |
Group |
Price Group for Reporting [Edit via Price Groups in Support Menu] |
4 |
Yes |
IsActive |
Act |
Active Checkbox (Green Check = True) |
5 |
No |
IsSystem |
Sys |
FOURA Default, Required by System (Green Check = True) |
6 |
Yes |
EffectiveDate |
Effective |
Effective Date (Start) |
7 |
Yes |
ExpireDate |
Expires |
Expiration Date (End) |
9 |
Yes |
ProdCount |
Prods |
Product Count (Rows) Listed in Price Book |
10 |
Yes |
QtySold |
Sold |
Total Quantity Sold for Price Book |
11 |
Yes |
AmtSold |
Amt Sold |
Total Amount Sold for Price Book |
12 |
No |
BookOwner |
Owner |
Price Book Owner (FOURA User ID) |
13 |
No |
BookOwnerName |
Owner Name |
Price Book Owner Name |
14 |
No |
Contact |
Contact |
Book Contact (FOURA User ID) |
15 |
Yes |
ContactName |
ContactName |
Book Contact Name (Actively Manages Pricing) |
16 |
Yes |
Ref1Caption |
Ref1 Caption |
Reference Caption 1: Fields to be used for Pricing or Grouping Reference [Edit via Individual Price Books = Ref1 Caption Field] |
17 |
Yes |
Ref2Caption |
Ref2 Caption |
Reference Caption 2: Fields to be used for Pricing or Grouping Reference [Edit via Individual Price Books = Ref2 Caption Field] |
18 |
No |
AddWho |
Add Who |
Record Added by Who (FOURA User ID) |
19 |
Yes |
AddDate |
Add Date |
Add Date |
22 |
No |
Notes |
Notes |
Price Book Notes: 500 Characters |
Security
The following default roles can use this form:
Role |
Allowed Actions |
rl_SalesManager |
View |
rl_Accounting |
View |
rl_FinRead |
View |
rl_Pricing |
View |
See Also