A named set of dated item prices, held in its child Price List Rule rows, that fills Unit Price on sales lines and Unit Cost on purchase lines. When a sales or purchase document is first saved with no price list, the platform stamps one on it: an active list of the matching type (Sale Price for orders, invoices, quotes, opportunities, delivery orders, sale-return credit notes and service orders; Purchase Price for purchase orders, bills, requisitions, auto orders and inventory adjustments) whose partner account, branch, partner account group and, on sales documents only, customer account group are empty or fit the document. Matching lists are ranked by sequence number, then lists scoped by branch, partner account, partner account group and customer account group before open ones, then the default list, then the oldest. A list chosen by the user is never replaced. Each line is then priced from the line's list, else the document's, else any list marked Default. Cost Price lists are never stamped on documents; service quotes and orders read them as the standard-cost source for Cost Plus lines. Lists live in the Sales and Procurement settings apps.
Fields
| Field | Label | Type | Required | What it does |
|---|
BranchId | Branch | Lookup → Branch | | Confines the list to documents raised in this branch. Empty means any branch, and a branch-specific list ranks before an open one. Hidden on single-location tenants. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
CustomerAccountGroupId | Customer Account Group | Lookup → AccountGroup | | Confines the list to sales documents whose customer is an active member of this account group, which must be of type Price. Ignored on purchase documents. Commerce storefront pricing also reads it, treating a list for the shopper's group as their tier price. |
CustomerAccountId | CustomerAccount | Guid | | Not on the seeded forms and ignored by document pricing. Commerce storefront pricing reads it: a list naming the shopper's account outranks group and general lists there. |
ExternalId | External | Guid | | |
Id | Id | Guid | Yes | |
IsActive | Active | Boolean | | Only active lists are chosen automatically for new documents. It is not checked when a line is priced, so a deactivated list already on a document, or picked by hand, still supplies its rules. |
IsDefault | Default | Boolean | | Marks the fallback list: a line on a document with no price list is priced from the rules of any list marked Default, whatever its type or active state. It is also a late tie-break when several lists match a new document. Nothing prevents several lists being marked Default. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | | The list's name as shown in documents' Price List field. Not unique, so give each list a distinct name. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountGroupId | Partner Account Group | Lookup → AccountGroup | | Confines the list to documents whose partner account is an active member of this account group. The group must be of type Price. Applies to sales and purchase documents. |
PartnerAccountId | Partner Account | Lookup → Account | | Confines the list to documents of this company (the document's Partner Account, the selling company on sales documents and the buying company on purchase documents). Empty means any company, and a list naming one ranks before an open list. Hidden on single-company tenants. |
PartnerGroupId | PartnerGroup | Guid | | Not used. Scope by Partner Account Group instead. |
PriceListType | Price List Type | PickList | Yes | What the list prices. Sales documents only auto-select Sale Price lists and purchase documents only Purchase Price lists; a Cost Price list is never auto-selected and is read only as the standard cost for Cost Plus service lines. The type plays no part once a list is on a document, and the documents' Price List picker is not filtered by type. Values: Cost Price, Sale Price, Purchase Price. |
RecordTypeId | Record Type | Guid, hidden | | |
SequenceNumber | Sequence Number | Number | | Ranks lists that all match a new document: higher numbers are chosen first, ahead of every scope tie-break. Defaults to 0 and is not on the seeded forms, so add it to the layout to use it. It has no effect on which rule wins inside a list. |
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) | Copies the price list header to a new list. The rules are not copied, because the rule relation is not marked to copy with its parent. The seeded record page does not show this button. |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete in a list page |
Edit | Edit | Edit | Edit |
EditInLine | Edit | EditInline | Edit In Pages |
EditInList | Edit | Edit | Edit |
EditListHeader | Edit | EditInline | EditListHeader |
New | New | New | NEW |
