Price list does not flow through to sales order

Kinetic ERP
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Hi there : )
I am on Kinetic version 2025.1.11, I created a test price list, populated the fields Start Date, End Date, Currency, and added one Part to the list, assigned a Base Unit Price.
When creating a new Sales order, the order date falls into the price list date range, added that Part to the sales order line, the price still automatically shows as $0.
Can I please have some help on why the price list isn’t pulling through? I have checked that we don’t have other price list that may interfere, which other menu should I look through? Many thanks for all the help!

2

Have you attached/linked the price list to the customer you are testing with?

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3

We sometimes have this issue if the revision on the price list doesn’t match the revision on the sales order

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Hi Barry, thanks for your reply! Yes I missed this part, I tried assigning price list to a customer and it works, so I have two issues currently:
(1) it seems like it can easily be manually overriden without having to check ‘Override Price List’, is this normal?
(2) given we’re going to just have one price list for all customers, is there an easy way around without having to go into each customer and assign the price list? I was hoping not assiging it to anyone would make it work but looks like it’s not the case : (

Thank you so much for your help!

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If all your customers are part of the same customer group you can assign the pricelist to the group instead of the individual customers. As our setup is a little more complicated than that we usually just do the assignments via DMT

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I think this would work really well for us, thank you so much!

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  1. Yes I believe in sales orders by default the price can be overridden manually. The ‘override price list’ checkbox is for when you have multiple price lists - it unlocks the ‘Price List’ drop down and allows you to use a different one to the default.
  2. I agree with @Melmoy suggestion - we’ve found users prefer the customer group option as its easier than attaching price lists, although we’ve only do this in classic.
    That’s assuming you need to use price lists at all - if you only have one price for each part, then you can just set the price (Part.UnitPrice) against the part and you won’t have to use price lists at all.
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