General
A price can be defined only for items and resources.
Before prices or costs can be calculated, a price book must be created. A separate price book must be created for each use case.
Create a new Price Book
(1) Select the Archive tab.
(2) Select Other > Price Book.
(3) Select a classification. Note that if you have not yet created classifications for price books, you must create at least one classification before creating a price book.
(4) Select the context-specific action New Price Book.
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Flow opens the Add Price Book dialog box.
(5) Enter a name for the price book.
(6) Complete the description, if necessary.
(7) If necessary, select the content of the Dated field.
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The Dated date means the date when the price book has been completed.
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Click the field to open the calendar. Select the date from the calendar.
(8) Select the validity period.
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Select the period during which the price book is valid.
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Click the field to open the calendar. Select the date from the calendar.
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Note: If the validity period has not been defined, the price book will not appear in the selection list when creating a price calculation.
(9) Select the currency.
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Select the currency from the list.
(10) Select the price book type.
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Select the type from the list.
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Items and resources.
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Selections and structural options (these are related to the Vertex Flow configurator).
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See: Configuration example.
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(11) If necessary, select the distribution channel.
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You can also leave this selection empty.
(12) Confirm the creation of the price book by selecting OK, or
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cancel the creation of the price book by selecting Cancel.
Export the price book to Excel
(1) Select the price book.
(2) Select the action Price Book > Reserve.
(3) Select the action Price Book > Edit.
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Flow opens the View Price Data dialog box.
(4) Enter the search criteria for the items.
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Because there are typically thousands or even tens of thousands of items in manufacturing, component stock, and raw material stock, you can select, for example, a classification as the search criterion and price all items that match the selected classification at once.
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Selecting a classification enables resources to be priced.
(5) Select the Search action.
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Flow lists the selected items.
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There may be many items on the list.
(6) Select the Export action.
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Flow exports the Excel file to the browser's download section.
Edit prices in Excel
(1) Open the Excel file from the browser's download section.
(2) If necessary, allow editing of the file by selecting Enable Editing.
(3) Complete the data in the Price column.
Note that each cell in the header row (Line 1) has an Excel internal defined name (Defined Name / Name Manager). Without these, the Excel import will fail.
(4) Save the Excel workbook to a temporary folder with File > Save As.
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Select a folder, for example
C:\temp. -
Enter a name for the file.
Import prices into Flow's Price Book
(1) Select the price book that you reserved.
(2) Select the action Price Book > Import.
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Flow opens the Import Price Book Using an Excel File dialog box.
(3) Select the Choose File action.
(4) If necessary, select Delete all previous prices from the price book.
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NOTE: Do not use this option if the Excel file you are importing does not contain prices for all items or resources needed in the price book.
(5) If necessary, select Check that the code exists.
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Use this if you are importing prices for existing items or resources.
(6) If necessary, select Create missing codes.
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With this option, Flow creates new items or resources if the Excel file contains items or resources that do not yet exist in Flow.
(7) If necessary, edit the price book validity dates in the Starts and Ends fields.
(8) Select Import.
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Flow starts the import.
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Flow reports the import results.
(9) Select OK.
(10) Return the price book you reserved with Price Book > Return.
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After the return, the prices are visible on the items.
Publish the Price Book
Only a published price book can be used in cost calculation.
(1) Select the price book.
(2) Click the Status field.
(3) Click the pencil icon.
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The program opens the list of statuses.
(4) Select the status Published.
If the status "Published" has the setting Permission ADMIN needed for transition to state "Published", you must also belong to the corresponding group.
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Also note that the workflow state in which the price book is available must have the property Open state.
Price the item in the item page
Items that have not yet been priced can be priced directly from the item card.
(1) Select the item.
(2) Click in the Price Book field.
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The program opens the price books.
(3) Enter the prices in the required price books.
(4) Select Change Price.
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The program reports X prices changed.
(5) Select OK.
