Customer Price Lists

system · March 4, 2010, 9:08am

We actually only have one warehouse. Oh well...chalk it up to another
weird bizarre glitch, but thanks for the offer.

Thanks to all those who tried to help. At least I know it isn't my set
up. We are just going to make sure everyone pays attention to the price
list on every line of every order and make sure it isn't blank.

It's all I can do until we move to E9 and hope there isn't a bizarre
glitch there as well.

M. Manasa Reddy

manasa@... <mailto:manasa@...>

800.852.2325

630.806.2000 ofc

630.806.2001 fax

www.weldcoa.com

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of homestyleindustries
Sent: Wednesday, March 03, 2010 5:09 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Customer Price Lists

The other option I can think of, without actually looking at the setup,
is the warehouse selection in the price list maintenance. Have you
applied the correct warehouse(s)? Outside of that I may not be much help
unless you want to take screenshots of your setup and private message
them to me. Then I can try to replicate it in a test environment.

Eric

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"Manasa Reddy" <manasa@...> wrote:

>
> Oh, ok, I know what you are talking about...and yes we only work in US
> dollars...no other currency is setup.
>
>
>
>
>
>
>
> M. Manasa Reddy
>
> manasa@... <mailto:manasa@...>
>
> 800.852.2325
>
> 630.806.2000 ofc
>
> 630.806.2001 fax
>
> www.weldcoa.com
>
> ________________________________
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>

[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf

> Of homestyleindustries
> Sent: Wednesday, March 03, 2010 9:36 AM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Re: Customer Price Lists
>
>
>
>
>
> There is a currency field in the customer setup, the price list setup,
> and on all sales orders and quotes. All of these must have the same
> currency or it will not work.
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>

<mailto:vantage%40yahoogroups.com> ,

> "Manasa Reddy" <manasa@> wrote:
> >
> > No price list on Ship Tos. No discounts on purchased parts (which is
> > what this part is grouped as).
> >
> >
> >
> > Now what do you mean by "variation currency"?
> >
> >
> >
> >
> >
> >
> >
> > M. Manasa Reddy
> >
> > manasa@ <mailto:manasa@>
> >
> > 800.852.2325
> >
> > 630.806.2000 ofc
> >
> > 630.806.2001 fax
> >
> > www.weldcoa.com
> >
> > ________________________________
> >
> > From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>

<mailto:vantage%40yahoogroups.com>

> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>

<mailto:vantage%40yahoogroups.com> ] On

> Behalf
> > Of homestyleindustries
> > Sent: Tuesday, March 02, 2010 5:58 PM
> > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>

<mailto:vantage%40yahoogroups.com>

> > Subject: [Vantage] Re: Customer Price Lists
> >
> >
> >
> >
> >
> > This could be any number of things, a couple of ideas off the top of
> my
> > head include:
> >
> > 1. Variation in currency between Customer, Price List, S.O., Quote,
> Etc.
> > could cause this not to work
> > 2. Ship to. Since the Price List in the Customer file is based off

of

> > ship to and you have multiple ship to addresses for that customer
> could
> > cause it not to work too
> > 3. Of course there could be a price list overriding a price list
> > depending on how you set them up.
> >
> > Also, are you using percentage or amount for your discount type?
> >
> > --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>

<mailto:vantage%40yahoogroups.com>

> <mailto:vantage%40yahoogroups.com> ,
> > "Daniel Laidig" <daniellaidig@> wrote:
> > >
> > > I have a basic question about Price Lists. Im not sure if I set it
> up
> > > right, or if there is a bug in vantage. I am using 407. I set up a
> > price
> > > list with a product group selected and a discount amount applied

to

> > that
> > > product group. I then went into Customer maintenance and added the
> > price
> > > list to the customer bill to. When I create an order with that
> > customer,
> > > and add a part in my product group, my discount is not applied. Am

I

> > doing
> > > something wrong? We have different discounts based upon purchased
> > support
> > > packages, so I wanted to be able to change my discount in the

price

> > list for
> > > all the customers that have that discount package. Support was no
> > help, and
> > > couldn't tell me why you can add the price list to the customer,

but

> > were
> > > convinced it was "working as designed"
> > >
> > >
> > >
> > > Daniel
> > >
> > >
> > >
> > > [Non-text portions of this message have been removed]
> > >
> >
> >
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
>
>
>
>
> [Non-text portions of this message have been removed]
>

[Non-text portions of this message have been removed]

system · February 19, 2009, 1:32pm

I have a basic question about Price Lists. Im not sure if I set it up
right, or if there is a bug in vantage. I am using 407. I set up a price
list with a product group selected and a discount amount applied to that
product group. I then went into Customer maintenance and added the price
list to the customer bill to. When I create an order with that customer,
and add a part in my product group, my discount is not applied. Am I doing
something wrong? We have different discounts based upon purchased support
packages, so I wanted to be able to change my discount in the price list for
all the customers that have that discount package. Support was no help, and
couldn't tell me why you can add the price list to the customer, but were
convinced it was "working as designed"

Daniel

[Non-text portions of this message have been removed]

system · March 2, 2010, 4:27pm

Version 8.0.812 - Vista

So something weird just happened to us maybe someone can shed some light
on this.

We use customer price lists extensively. We just created a SO where we
have no idea where the price came from because the part number was not
on the price list.

So the question is would the system pull pricing from older Sales
orders? Or where else does pricing come from? Is there a hierarchy
involved somehow?

Our Price Lists are associated to the customer, not the ship to address.

TIA,

Manasa

[Non-text portions of this message have been removed]

system · March 2, 2010, 4:44pm

Is there a selling price on the part master?

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Manasa Reddy
Sent: Tuesday, March 02, 2010 4:27 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Customer Price Lists

Version 8.0.812 - Vista

So something weird just happened to us maybe someone can shed some light
on this.

We use customer price lists extensively. We just created a SO where we
have no idea where the price came from because the part number was not
on the price list.

So the question is would the system pull pricing from older Sales
orders? Or where else does pricing come from? Is there a hierarchy
involved somehow?

Our Price Lists are associated to the customer, not the ship to address.

TIA,

Manasa

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

system · March 2, 2010, 4:49pm

Just checked and nope...none...

M. Manasa Reddy

manasa@... <mailto:manasa@...>

800.852.2325

630.806.2000 ofc

630.806.2001 fax

www.weldcoa.com

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Linda Lowney
Sent: Tuesday, March 02, 2010 3:45 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Customer Price Lists

Is there a selling price on the part master?

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Manasa Reddy
Sent: Tuesday, March 02, 2010 4:27 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Customer Price Lists

Version 8.0.812 - Vista

So something weird just happened to us maybe someone can shed some light
on this.

We use customer price lists extensively. We just created a SO where we
have no idea where the price came from because the part number was not
on the price list.

So the question is would the system pull pricing from older Sales
orders? Or where else does pricing come from? Is there a hierarchy
involved somehow?

Our Price Lists are associated to the customer, not the ship to address.

TIA,

Manasa

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

system · March 2, 2010, 5:58pm

Are you sure there isn't a price list without a customer?

Charlie Smith

Smith Business Services / 2W Technologies LLC

www.vistaconsultant.com <http://www.vistaconsultant.com/> /
www.2WTech.com

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Manasa Reddy
Sent: Tuesday, March 02, 2010 4:27 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Customer Price Lists

Version 8.0.812 - Vista

So something weird just happened to us maybe someone can shed some light
on this.

We use customer price lists extensively. We just created a SO where we
have no idea where the price came from because the part number was not
on the price list.

So the question is would the system pull pricing from older Sales
orders? Or where else does pricing come from? Is there a hierarchy
involved somehow?

Our Price Lists are associated to the customer, not the ship to address.

TIA,

Manasa

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

system · March 2, 2010, 6:05pm

I guess what I meant was that customer can have multiple price lists and
a price list can have the product group on it without a list of parts.

Check the price list(s) for that customer.

If the price is not from the price list, make sure you didn't bring the
line in from the quote as it will bring in that price and make sure the
part itself does not have a selling price.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of CharlieSmith
Sent: Tuesday, March 02, 2010 5:58 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Customer Price Lists

Are you sure there isn't a price list without a customer?

Charlie Smith

Smith Business Services / 2W Technologies LLC

www.vistaconsultant.com <http://www.vistaconsultant.com/> /
www.2WTech.com

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Manasa Reddy
Sent: Tuesday, March 02, 2010 4:27 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Customer Price Lists

Version 8.0.812 - Vista

So something weird just happened to us maybe someone can shed some light
on this.

We use customer price lists extensively. We just created a SO where we
have no idea where the price came from because the part number was not
on the price list.

So the question is would the system pull pricing from older Sales
orders? Or where else does pricing come from? Is there a hierarchy
involved somehow?

Our Price Lists are associated to the customer, not the ship to address.

TIA,

Manasa

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

system · March 2, 2010, 6:58pm

This could be any number of things, a couple of ideas off the top of my head include:

1. Variation in currency between Customer, Price List, S.O., Quote, Etc. could cause this not to work
2. Ship to. Since the Price List in the Customer file is based off of ship to and you have multiple ship to addresses for that customer could cause it not to work too
3. Of course there could be a price list overriding a price list depending on how you set them up.

Also, are you using percentage or amount for your discount type?

--- In vantage@yahoogroups.com, "Daniel Laidig" <daniellaidig@...> wrote:
>
> I have a basic question about Price Lists. Im not sure if I set it up
> right, or if there is a bug in vantage. I am using 407. I set up a price
> list with a product group selected and a discount amount applied to that
> product group. I then went into Customer maintenance and added the price
> list to the customer bill to. When I create an order with that customer,
> and add a part in my product group, my discount is not applied. Am I doing
> something wrong? We have different discounts based upon purchased support
> packages, so I wanted to be able to change my discount in the price list for
> all the customers that have that discount package. Support was no help, and
> couldn't tell me why you can add the price list to the customer, but were
> convinced it was "working as designed"
>
>
>
> Daniel
>
>
>
> [Non-text portions of this message have been removed]
>

system · March 3, 2010, 8:52am

Checked the Sales Order and it did not come from a quote.

How does a price list have a product group attached to it? Where would
you set that up? I highly doubt it since I am the one who set this up,
but I am willing to see what I might have done on my "off" days!

M. Manasa Reddy

manasa@... <mailto:manasa@...>

800.852.2325

630.806.2000 ofc

630.806.2001 fax

www.weldcoa.com

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of CharlieSmith
Sent: Tuesday, March 02, 2010 5:05 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Customer Price Lists

I guess what I meant was that customer can have multiple price lists and
a price list can have the product group on it without a list of parts.

Check the price list(s) for that customer.

If the price is not from the price list, make sure you didn't bring the
line in from the quote as it will bring in that price and make sure the
part itself does not have a selling price.

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of CharlieSmith
Sent: Tuesday, March 02, 2010 5:58 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Customer Price Lists

Are you sure there isn't a price list without a customer?

Charlie Smith

Smith Business Services / 2W Technologies LLC

www.vistaconsultant.com <http://www.vistaconsultant.com/
<http://www.vistaconsultant.com/> > /
www.2WTech.com

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Manasa Reddy
Sent: Tuesday, March 02, 2010 4:27 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Customer Price Lists

Version 8.0.812 - Vista

So something weird just happened to us maybe someone can shed some light
on this.

We use customer price lists extensively. We just created a SO where we
have no idea where the price came from because the part number was not
on the price list.

So the question is would the system pull pricing from older Sales
orders? Or where else does pricing come from? Is there a hierarchy
involved somehow?

Our Price Lists are associated to the customer, not the ship to address.

TIA,

Manasa

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

system · March 3, 2010, 8:54am

No price list on Ship Tos. No discounts on purchased parts (which is
what this part is grouped as).

Now what do you mean by "variation currency"?

M. Manasa Reddy

manasa@... <mailto:manasa@...>

800.852.2325

630.806.2000 ofc

630.806.2001 fax

www.weldcoa.com

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of homestyleindustries
Sent: Tuesday, March 02, 2010 5:58 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Customer Price Lists

This could be any number of things, a couple of ideas off the top of my
head include:

1. Variation in currency between Customer, Price List, S.O., Quote, Etc.
could cause this not to work
2. Ship to. Since the Price List in the Customer file is based off of
ship to and you have multiple ship to addresses for that customer could
cause it not to work too
3. Of course there could be a price list overriding a price list
depending on how you set them up.

Also, are you using percentage or amount for your discount type?

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"Daniel Laidig" <daniellaidig@...> wrote:

>
> I have a basic question about Price Lists. Im not sure if I set it up
> right, or if there is a bug in vantage. I am using 407. I set up a

price

> list with a product group selected and a discount amount applied to

that

> product group. I then went into Customer maintenance and added the

price

> list to the customer bill to. When I create an order with that

customer,

> and add a part in my product group, my discount is not applied. Am I

doing

> something wrong? We have different discounts based upon purchased

support

> packages, so I wanted to be able to change my discount in the price

list for

> all the customers that have that discount package. Support was no

help, and

> couldn't tell me why you can add the price list to the customer, but

were

> convinced it was "working as designed"
>
>
>
> Daniel
>
>
>
> [Non-text portions of this message have been removed]
>

[Non-text portions of this message have been removed]

system · March 3, 2010, 9:35am

We have it set up to discount off list prices.

First you need a discount group (price Group Maintenance)
There, you will add all product groups that will be discounted off their list prices.

You also need to set up price lists that dont list any items, (we call them discount schedules as they dont hold prices only discount structures), you will add the product groups, quantity break (we use 1 as we would always apply the discount if the customer belongs to that group),& the discount to apply to this product group.

We then set up a number of customer groups, (Customer Group Maintenance) There, you will add the price lists that are avaialble for that group. (the discount schedule price list need to be first on the selected list).

I have a word document that goes through the set up. If I can locate it, I post it to the files section of this board.

--- In vantage@yahoogroups.com, "Manasa Reddy" <manasa@...> wrote:
>
> Checked the Sales Order and it did not come from a quote.
>
>
>
> How does a price list have a product group attached to it? Where would
> you set that up? I highly doubt it since I am the one who set this up,
> but I am willing to see what I might have done on my "off" days!
>
>
>
>
>
>
>
> M. Manasa Reddy
>
> manasa@... <mailto:manasa@...>
>
> 800.852.2325
>
> 630.806.2000 ofc
>
> 630.806.2001 fax
>
> www.weldcoa.com
>
> ________________________________
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of CharlieSmith
> Sent: Tuesday, March 02, 2010 5:05 PM
> To: vantage@yahoogroups.com
> Subject: RE: [Vantage] Customer Price Lists
>
>
>
>
>
> I guess what I meant was that customer can have multiple price lists and
> a price list can have the product group on it without a list of parts.
>
> Check the price list(s) for that customer.
>
> If the price is not from the price list, make sure you didn't bring the
> line in from the quote as it will bring in that price and make sure the
> part itself does not have a selling price.
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
> Behalf
> Of CharlieSmith
> Sent: Tuesday, March 02, 2010 5:58 PM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: RE: [Vantage] Customer Price Lists
>
> Are you sure there isn't a price list without a customer?
>
> Charlie Smith
>
> Smith Business Services / 2W Technologies LLC
>
> www.vistaconsultant.com <http://www.vistaconsultant.com/
> <http://www.vistaconsultant.com/> > /
> www.2WTech.com
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> ] On
> Behalf
> Of Manasa Reddy
> Sent: Tuesday, March 02, 2010 4:27 PM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Customer Price Lists
>
> Version 8.0.812 - Vista
>
> So something weird just happened to us maybe someone can shed some light
> on this.
>
> We use customer price lists extensively. We just created a SO where we
> have no idea where the price came from because the part number was not
> on the price list.
>
> So the question is would the system pull pricing from older Sales
> orders? Or where else does pricing come from? Is there a hierarchy
> involved somehow?
>
> Our Price Lists are associated to the customer, not the ship to address.
>
> TIA,
>
> Manasa
>
> [Non-text portions of this message have been removed]
>
> [Non-text portions of this message have been removed]
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
> [Non-text portions of this message have been removed]
>

system · March 3, 2010, 12:58pm

There is a currency field in the customer setup, the price list setup, and on all sales orders and quotes. All of these must have the same currency or it will not work.

--- In vantage@yahoogroups.com, "Manasa Reddy" <manasa@...> wrote:
>
> No price list on Ship Tos. No discounts on purchased parts (which is
> what this part is grouped as).
>
>
>
> Now what do you mean by "variation currency"?
>
>
>
>
>
>
>
> M. Manasa Reddy
>
> manasa@... <mailto:manasa@...>
>
> 800.852.2325
>
> 630.806.2000 ofc
>
> 630.806.2001 fax
>
> www.weldcoa.com
>
> ________________________________
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of homestyleindustries
> Sent: Tuesday, March 02, 2010 5:58 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: Customer Price Lists
>
>
>
>
>
> This could be any number of things, a couple of ideas off the top of my
> head include:
>
> 1. Variation in currency between Customer, Price List, S.O., Quote, Etc.
> could cause this not to work
> 2. Ship to. Since the Price List in the Customer file is based off of
> ship to and you have multiple ship to addresses for that customer could
> cause it not to work too
> 3. Of course there could be a price list overriding a price list
> depending on how you set them up.
>
> Also, are you using percentage or amount for your discount type?
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
> "Daniel Laidig" <daniellaidig@> wrote:
> >
> > I have a basic question about Price Lists. Im not sure if I set it up
> > right, or if there is a bug in vantage. I am using 407. I set up a
> price
> > list with a product group selected and a discount amount applied to
> that
> > product group. I then went into Customer maintenance and added the
> price
> > list to the customer bill to. When I create an order with that
> customer,
> > and add a part in my product group, my discount is not applied. Am I
> doing
> > something wrong? We have different discounts based upon purchased
> support
> > packages, so I wanted to be able to change my discount in the price
> list for
> > all the customers that have that discount package. Support was no
> help, and
> > couldn't tell me why you can add the price list to the customer, but
> were
> > convinced it was "working as designed"
> >
> >
> >
> > Daniel
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
>
>
>
>
> [Non-text portions of this message have been removed]
>

system · March 3, 2010, 2:39pm

Oh, ok, I know what you are talking about...and yes we only work in US
dollars...no other currency is setup.

M. Manasa Reddy

manasa@... <mailto:manasa@...>

800.852.2325

630.806.2000 ofc

630.806.2001 fax

www.weldcoa.com

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of homestyleindustries
Sent: Wednesday, March 03, 2010 9:36 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Customer Price Lists

There is a currency field in the customer setup, the price list setup,
and on all sales orders and quotes. All of these must have the same
currency or it will not work.

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"Manasa Reddy" <manasa@...> wrote:

>
> No price list on Ship Tos. No discounts on purchased parts (which is
> what this part is grouped as).
>
>
>
> Now what do you mean by "variation currency"?
>
>
>
>
>
>
>
> M. Manasa Reddy
>
> manasa@... <mailto:manasa@...>
>
> 800.852.2325
>
> 630.806.2000 ofc
>
> 630.806.2001 fax
>
> www.weldcoa.com
>
> ________________________________
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>

[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf

> Of homestyleindustries
> Sent: Tuesday, March 02, 2010 5:58 PM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Re: Customer Price Lists
>
>
>
>
>
> This could be any number of things, a couple of ideas off the top of

my

> head include:
>
> 1. Variation in currency between Customer, Price List, S.O., Quote,

Etc.

> could cause this not to work
> 2. Ship to. Since the Price List in the Customer file is based off of
> ship to and you have multiple ship to addresses for that customer

could

> cause it not to work too
> 3. Of course there could be a price list overriding a price list
> depending on how you set them up.
>
> Also, are you using percentage or amount for your discount type?
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>

<mailto:vantage%40yahoogroups.com> ,

> "Daniel Laidig" <daniellaidig@> wrote:
> >
> > I have a basic question about Price Lists. Im not sure if I set it

up

> > right, or if there is a bug in vantage. I am using 407. I set up a
> price
> > list with a product group selected and a discount amount applied to
> that
> > product group. I then went into Customer maintenance and added the
> price
> > list to the customer bill to. When I create an order with that
> customer,
> > and add a part in my product group, my discount is not applied. Am I
> doing
> > something wrong? We have different discounts based upon purchased
> support
> > packages, so I wanted to be able to change my discount in the price
> list for
> > all the customers that have that discount package. Support was no
> help, and
> > couldn't tell me why you can add the price list to the customer, but
> were
> > convinced it was "working as designed"
> >
> >
> >
> > Daniel
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
>
>
>
>
> [Non-text portions of this message have been removed]
>

[Non-text portions of this message have been removed]

system · March 3, 2010, 3:02pm

Definitely would love to see that...just to make sure that I did not set
up something inadvertently!

If you don't mind sending it off list would be great too, that is when
you find it! :-)

M. Manasa Reddy

manasa@... <mailto:manasa@...>

800.852.2325

630.806.2000 ofc

630.806.2001 fax

www.weldcoa.com

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of howco22
Sent: Wednesday, March 03, 2010 8:27 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Customer Price Lists

We have it set up to discount off list prices.

First you need a discount group (price Group Maintenance)
There, you will add all product groups that will be discounted off their
list prices.

You also need to set up price lists that dont list any items, (we call
them discount schedules as they dont hold prices only discount
structures), you will add the product groups, quantity break (we use 1
as we would always apply the discount if the customer belongs to that
group),& the discount to apply to this product group.

We then set up a number of customer groups, (Customer Group Maintenance)
There, you will add the price lists that are avaialble for that group.
(the discount schedule price list need to be first on the selected
list).

I have a word document that goes through the set up. If I can locate it,
I post it to the files section of this board.

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"Manasa Reddy" <manasa@...> wrote:

>
> Checked the Sales Order and it did not come from a quote.
>
>
>
> How does a price list have a product group attached to it? Where would
> you set that up? I highly doubt it since I am the one who set this up,
> but I am willing to see what I might have done on my "off" days!
>
>
>
>
>
>
>
> M. Manasa Reddy
>
> manasa@... <mailto:manasa@...>
>
> 800.852.2325
>
> 630.806.2000 ofc
>
> 630.806.2001 fax
>
> www.weldcoa.com
>
> ________________________________
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>

[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf

> Of CharlieSmith
> Sent: Tuesday, March 02, 2010 5:05 PM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: RE: [Vantage] Customer Price Lists
>
>
>
>
>
> I guess what I meant was that customer can have multiple price lists

and

> a price list can have the product group on it without a list of parts.
>
> Check the price list(s) for that customer.
>
> If the price is not from the price list, make sure you didn't bring

the

> line in from the quote as it will bring in that price and make sure

the

> part itself does not have a selling price.
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>

<mailto:vantage%40yahoogroups.com>

> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>

<mailto:vantage%40yahoogroups.com> ] On

> Behalf
> Of CharlieSmith
> Sent: Tuesday, March 02, 2010 5:58 PM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>

<mailto:vantage%40yahoogroups.com>

> Subject: RE: [Vantage] Customer Price Lists
>
> Are you sure there isn't a price list without a customer?
>
> Charlie Smith
>
> Smith Business Services / 2W Technologies LLC
>
> www.vistaconsultant.com <http://www.vistaconsultant.com/

<http://www.vistaconsultant.com/>

> <http://www.vistaconsultant.com/ <http://www.vistaconsultant.com/> > >

/

> www.2WTech.com
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>

<mailto:vantage%40yahoogroups.com>

> <mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>

<mailto:vantage%40yahoogroups.com>

> <mailto:vantage%40yahoogroups.com> ] On
> Behalf
> Of Manasa Reddy
> Sent: Tuesday, March 02, 2010 4:27 PM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>

<mailto:vantage%40yahoogroups.com>

> <mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Customer Price Lists
>
> Version 8.0.812 - Vista
>
> So something weird just happened to us maybe someone can shed some

light

> on this.
>
> We use customer price lists extensively. We just created a SO where we
> have no idea where the price came from because the part number was not
> on the price list.
>
> So the question is would the system pull pricing from older Sales
> orders? Or where else does pricing come from? Is there a hierarchy
> involved somehow?
>
> Our Price Lists are associated to the customer, not the ship to

address.

>
> TIA,
>
> Manasa
>
> [Non-text portions of this message have been removed]
>
> [Non-text portions of this message have been removed]
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
> [Non-text portions of this message have been removed]
>

[Non-text portions of this message have been removed]

system · March 3, 2010, 6:14pm

The other option I can think of, without actually looking at the setup, is the warehouse selection in the price list maintenance. Have you applied the correct warehouse(s)? Outside of that I may not be much help unless you want to take screenshots of your setup and private message them to me. Then I can try to replicate it in a test environment.

Eric

--- In vantage@yahoogroups.com, "Manasa Reddy" <manasa@...> wrote:
>
> Oh, ok, I know what you are talking about...and yes we only work in US
> dollars...no other currency is setup.
>
>
>
>
>
>
>
> M. Manasa Reddy
>
> manasa@... <mailto:manasa@...>
>
> 800.852.2325
>
> 630.806.2000 ofc
>
> 630.806.2001 fax
>
> www.weldcoa.com
>
> ________________________________
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of homestyleindustries
> Sent: Wednesday, March 03, 2010 9:36 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: Customer Price Lists
>
>
>
>
>
> There is a currency field in the customer setup, the price list setup,
> and on all sales orders and quotes. All of these must have the same
> currency or it will not work.
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
> "Manasa Reddy" <manasa@> wrote:
> >
> > No price list on Ship Tos. No discounts on purchased parts (which is
> > what this part is grouped as).
> >
> >
> >
> > Now what do you mean by "variation currency"?
> >
> >
> >
> >
> >
> >
> >
> > M. Manasa Reddy
> >
> > manasa@ <mailto:manasa@>
> >
> > 800.852.2325
> >
> > 630.806.2000 ofc
> >
> > 630.806.2001 fax
> >
> > www.weldcoa.com
> >
> > ________________________________
> >
> > From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
> Behalf
> > Of homestyleindustries
> > Sent: Tuesday, March 02, 2010 5:58 PM
> > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> > Subject: [Vantage] Re: Customer Price Lists
> >
> >
> >
> >
> >
> > This could be any number of things, a couple of ideas off the top of
> my
> > head include:
> >
> > 1. Variation in currency between Customer, Price List, S.O., Quote,
> Etc.
> > could cause this not to work
> > 2. Ship to. Since the Price List in the Customer file is based off of
> > ship to and you have multiple ship to addresses for that customer
> could
> > cause it not to work too
> > 3. Of course there could be a price list overriding a price list
> > depending on how you set them up.
> >
> > Also, are you using percentage or amount for your discount type?
> >
> > --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> ,
> > "Daniel Laidig" <daniellaidig@> wrote:
> > >
> > > I have a basic question about Price Lists. Im not sure if I set it
> up
> > > right, or if there is a bug in vantage. I am using 407. I set up a
> > price
> > > list with a product group selected and a discount amount applied to
> > that
> > > product group. I then went into Customer maintenance and added the
> > price
> > > list to the customer bill to. When I create an order with that
> > customer,
> > > and add a part in my product group, my discount is not applied. Am I
> > doing
> > > something wrong? We have different discounts based upon purchased
> > support
> > > packages, so I wanted to be able to change my discount in the price
> > list for
> > > all the customers that have that discount package. Support was no
> > help, and
> > > couldn't tell me why you can add the price list to the customer, but
> > were
> > > convinced it was "working as designed"
> > >
> > >
> > >
> > > Daniel
> > >
> > >
> > >
> > > [Non-text portions of this message have been removed]
> > >
> >
> >
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
>
>
>
>
> [Non-text portions of this message have been removed]
>