The possibility of handling and modifying prices depends on permissions granted to operator groups from the level of Configuration → Company Structure → Operator Groups → tab Other Permissions, such as:
- Modification of confirmed price list
- Modification of regular price
- Blockade of discounted price if regular price equals 0
Modification of confirmed price list
After selecting this parameter, a logged-in operator who belongs to such an operator group, can modify an active price list from the level of:
- tab Sales/Purchase → Price Lists, in price list header
- tab Sales/Purchase → Price Lists, in tab Items
- item form, tab General – for all available ones
Modification of regular price
This permission allows a user to edit regular price (retrieved from a price list) in documents until a document is confirmed. However, only those items are subject to modification of regular price, whose price was retrieved from a price list created on the basis of price type to which a given operator has access. Otherwise, it is not available for edition – for example in case an operator edits a document issued by another operator.
An additional restriction regarding modifying regular price in a document is the paramete Check minumum and maximum regular price in documents. It is available from the level of System -> Configuration -> Trade After selecting the parameter the system controls whether an operator does not have entered a regular price exceeding price range defined on the basis of the most up-to-date price lists for a given item, created on the basis of price types associated with logged-in operator group and available both in the center issuing document and the center being a document owner.
New price types have been defined: PT1, PT2, PT3
Operator groups available in the system: b2_admin, b2_default, CA_Trade.
Price types are assigned to operator groups in the following way:
PT1 – b2_admin, CA_Trade
PT2 – b2_admin, CA_Trade
PT3 – b2_admin
PT4 – b2_default
In the center Company, all price types as well as operator groups b2_admin and b2_default are available.
In the center NYC, subsidiary to the center Company, the following price types are available: PT1, PT2, PT3 and operator group CA_Trade.
Document Date of Issue is 03/12/2013
The following price lists have been created on the basis of price types:
| Price List Name | Price Type Name | Effective From | Item Price |
|---|---|---|---|
| Price List_1 | PT_1 | 20/11/2019 | 20 USD |
| Price List_2 | PT_1 | 02/12/2019 | 90 USD |
| Price List_3 | PT_2 | 05/08/2018 | 120 USD |
| Price List_4 | PT_3 | 09/09/2019 | 5 USD |
| Price List_5 | PT_4 | 12/12/2020 | 99 USD |
An operator that belongs to CA_TRADE logs into the center TRADE CA/FOOD
While adding a document and modifying the price list, the system will select the most up-to date price lists for a given price type (date Effective From is the closest to the document date of issue) and price lists available for a currently logged-in group. On their basis, the system will set the price range that cannot be exceeded
| Price List Name | Price Type Name | Effective From | Item Price | Reason for Rejection |
|---|---|---|---|---|
| Price List_2 has been created on the basis of the same price type and is more up to date. | ||||
| Price List_2 | PT_1 | 02/12/2019 | 90 USD | - |
| Price List_3 | PT_2 | 05/08/2018 | 120 USD | - |
| No access to the price type of an operator | ||||
| No access to the price type of an operator and a center |
In the described case, the system will not allow a user to set a regular price beyond the allowed price range: minimum – 90 USD, maximum – 120 USD.
Regular price is not checked in documents:
- generated
- which were previously saved, if no item on which regular price was changed, is edited
Blockade of discounted price if regular price equals 0
This permission is available for edition only if the parameter Modification of regular price is checked for a selected operator group. Unchecking the parameter for a given operator group automatically unchecks the parameter Blockade of discounted price if regular price equals 0.
If initial price in a document (SI, R, SO, SQ, SOR, PI, PO, PQ, POR) equals 0, then, if the parameter is checked, the system does not allow to change discounted price from the level of:
- list of EIP items in a document – fields in column Price and Value Subtotal/Total are grayed out
- details of and item in a document – fields Price, Value and Margin are grayed out (both in the tab General and Calculation)
- pack details in documents for received items (as above)
Only when regular price is changed, the fields with Price, Subtotal/Total Value and Margin are activated and available for edition.