AR Price Lists

The AR Price List module enables Sage users to maintain custom per Customer, per Item, pricing. It does not require the IC or OE modules for Sage’s native price list functionality.

See it in action for the Sage sample data below. In this demo, a custom price is created for Customer 1200 and Item BK-360. Instead of the default price of $117.00, the price will be automatically set to $99.00 for all invoices for customer 1200.

Installation

Install the customization using the Customization Manager for Orchid Extender. Open the package manager and install the poplar_arpricelist package.

_images/arpricelist_install_package.png

Installing the AR Price List package using the Python Package Manager.

Configuration

By default, the customization attaches to the Invoice Entry (AR2100) screen when installed. This will apply the custom pricing to all invoices entered through the Sage screen.

If invoices are input from other sources, such as import or EDI, a view script is included that can be attached to the AR Invoice Details (AR0033) view. The view script will update the invoice line item pricing for invoices input from other sources.

Take the following steps to connect the PPITMPRC.AR0033.py view script to the AR0033 view:

  1. Open the Sage Desktop and navigate to Extender -> Setup -> View Events, Scripts, and WF.

  2. Input View ID AR0033. The view name Invoice Details is displayed.

  3. Select the Scripts tab.

  4. Add a new entry.

    • Active: Yes

    • Run Order: <next available>

    • Name: PPITMPRC.AR0033.py

  5. Save the entry and close the window.

Restart the Sage Desktop. The view script is now enabled.

_images/arpricelist_view_script_config.png

The PPITMPRC.AR0033.py script has been attached to the AR0033 view and is set Active.

Adding New Prices

New prices can be added manually or imported.

Manually Adding Prices

Prices can be added manually using the Extender Custom Table Editor. Take the following steps to add or manage a custom price:

  1. Open the Sage Desktop and navigate to Extender -> Setup -> Custom Table Editor

  2. Select the AR Price Lists table.

  3. Input or select a Customer using the finder. If the customer number is valid the customer short name is displayed.

  4. Input or select an Item using the finder. If the item number is valid the item description is displayed.

  5. Input a custom price.

  6. Save or add the record.

_images/arpricelist_price_input.png

Setting a custom price of $99.00 for the Swivel Mount when sold to Ronald Black.

Importing Prices

The Extender Custom Table Editor can import custom price values from many different file types. This example will use a CSV file that can be read by Excel as it is easy to render as text. The same steps apply regardless of format.

To create a price list import file, create a new file with the following three columns in order:

  1. Customer ID (IDCUST) - String

  2. AR Item ID (IDITEM) - String

  3. Price (PRICE) - Decimal

A file that updates the price list to add a custom price of $100 for item BK-360 when sold to customer 1200:

"IDCUST","IDITEM","PRICE"
"1200","BK-360",100.00

To import the file, use the Extender Custom Table screen:

  1. Open the Sage Desktop and navigate to Extender -> Setup -> Custom Tables.

  2. In the custom table screen, select the table named PPITMPRC.PPITMPRC.

  3. From the File menu, select Import Records.

  4. Set the import options:

    • Type: Single CSV File

    • Title Record: True

    • File: <select file to import>

  5. Once the import dialog indicates that it is ready, import the prices.

_images/arpricelist_import.png

The import handler has identified the columns in the input and is ready to import.

Exporting Prices

The Extender Custom Table Editor can export custom price values to many different file types. This example will use a CSV file that can be read by Excel as it is easy to render as text. The same steps apply regardless of format.

Extender will export the price list with the following three columns:

  1. Customer ID (IDCUST) - String

  2. AR Item ID (IDITEM) - String

  3. Price (PRICE) - Decimal

An export for custom pricing of $100 for item BK-360 when sold to customer 1200:

"IDCUST","IDITEM","PRICE"
"1200","BK-360",100.00

To export the file, use the Extender Custom Table screen:

  1. Open the Sage Desktop and navigate to Extender -> Setup -> Custom Tables.

  2. In the custom table screen, select the table named PPITMPRC.PPITMPRC.

  3. From the File menu, select Export Records.

  4. Set the export options:

    • Type: Single CSV File

    • File: <select file to export>

    • Criteria: Optionally filter the output for a specific customer or item

  5. Once the export dialog indicates that it is ready, export the prices.

_images/arpricelist_export_filter.png

A sample export filter that will generate a custom price list for Ronald Black.