FOURA™ Reference Documentation
In This Topic
    Browse Price Books
    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

    Form Types

    Reference