Why does Epicor not let you have a duplicate description against the discount price list, even though they have different codes?
For example, we have changed the way we apply discount price lists to customer accounts. We used to just have a single discount price list and updated the discounts whenever they needed to be changed. The downside is that you could not look back to see what they were at a particular date.
So, it was decided to change to have a different discount price list every time they needed to be changed, using the start and end dates, which means that you can look back easily.
I am incorporating the customer number within the code and the year. So for example I would have 1099-2025A for the initial one, then if it changes again within the year, it would go to 1099-2025B, etc. But I want to keep the decription the same - e.g. My Customer Discount. Epicor does not seem to allow this.
We do the same thing for one segment of our business…start/end dates to give us historical perspective. Took a look at Data Dictionary for table PriceLst and Description isn’t part of the primary key…just Company and ListCode. Unless that description’s used as (or included in) a key further downstream into OrderLine or InvcDtl or something like that, it doesn’t make much sense to me either.
We do the same thing. Maybe it can’t have a duplicate description because it’s used in a dropdown list?
If you have 2 price lists with the same description and they’re both within the current start and end date range, how would you know which one to select?
The main reason is that if a drop down only shows the description, which is often in Kinetic, then the user won’t know which code they are selecting by just seeing the description.
No, I think and @KPreda had it right - while it might not be part of the primary key, it would certainly make it difficult to utilize duplicate descriptions in the dropdown.
Otherwise you’d have a dropdown of:
My Customer Discount
My Customer Discount
My Customer Discount
My Customer Discount
My Customer Discount
etc.
By using the start and end dates, we only have one valid discount list at any time but I guess other companies may work differently.
I didn’t realise it was used in a dropdown list, but have just found it against the Order Line.
You are correct. There is only one valid for a given date. However, Kinetic gives the option to override the Price List and the drop down will show all price lists:
I have resolved this now by changing my description to be the Code followed by CustID, which makes the description unique everytime.
For example - 1099-2025A - My CustID, 1099-2025B - My CustID, etc.
