One dated price for one item on one price list, added on the list's Rules tab. A document line is priced from the rules of the line's list, else the document's, else any list marked Default: rules for the exact item in force on the pricing date (the line's Price As On Date, else the document's, else the document date, else today) whose SKU, item lot type and service type are empty or equal to the line's. A rule whose service type matches the document wins first, then the latest Date Effective From, then a rule naming the SKU or lot type over a blank one. The price is a default: a non-zero price typed on a new line is kept, bundle-priced and Rate Manual lines are never repriced, and Reprice or a pricing-date change overwrites the rest. Nothing prevents overlapping rules for the same item.
Fields
| Field | Label | Type | Required | What it does |
|---|
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
DateEffectiveFrom | Date Effective From | Date | Yes | First day the price applies. Required. Among rules in force, the latest start wins. |
DateEffectiveTill | Date Effective Till | Date | | Last day the price applies. Empty means no end date, which is the usual reason an old price keeps being used. It cannot be earlier than Date Effective From. |
ExternalId | External | Text | | |
Id | Id | Guid | Yes | |
ItemId | Item | Lookup → Item | Yes | The item this price is for. Required and matched exactly; there is no item-group or catch-all rule. |
ItemLotTypeId | Item Lot Type | Lookup → ItemLotType | | Narrows the rule to one item lot type. Empty matches every lot type, and a lot-type rule beats a blank rule only when both start on the same date. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | | The rule number, filled automatically from the PLR series. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
Price | Price | Currency | | The amount written to the line: Unit Price on sales lines, Unit Cost on purchase order, bill, bill return, requisition, auto purchase order and inventory adjustment lines. |
Price2 | Price2 | Currency | | A second amount copied to Unit Price 2 or Unit Cost 2 (not to requisition or auto purchase order lines). It is not on the seeded rule forms. |
PriceListId | Price List | Lookup → PriceList | Yes | The list the rule belongs to, set from the list it is added on. |
RecordTypeId | Record Type | Guid, hidden | | |
SKUId | SKU | Lookup → SKU | | Narrows the rule to one SKU of the item; the picker lists only the item's SKUs. Empty matches every SKU, and a SKU rule beats a blank rule only when both start on the same date. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete the selected records. |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete in a list page |
Edit | Edit | Edit | Edit |
EditInLine | Edit | Edit | Edit In Page |
EditListHeader | Edit | EditInline | EditListHeader |
EditListRow | Edit | Edit | EditListRow |
New | New | NewInline | New |
Validations
| Validation | Applies to | Error message | Notes |
|---|
| Date Rule Validation | DateEffectiveTill, Error | Date Effective Till can not be Older than Date Effective From | Ensures effective-till date is not earlier than effective-from date |
Lookup filters
| Filter | Lookup field | Notes |
|---|
| Sku For Item | SKUId | Sku For Item |
