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 Overview

Use this procedure to set up product lines/price levels by customer.

 Before You Begin

• Set up product lines in Product Line Maintenance.

• Set up price codes in Price Code Maintenance, if required. Price codes are optional.

• Set up ship-to codes in Customer Ship-To Address Maintenance, if required. Ship-to codes are optional.

• In Sales Order Options, select the Enable Default Price Level by Customer check box and select Price Code or Ship-To Code in the Base New Price Level Records On field.

 

To set up product lines/price levels by customer

1. Use one of the following methods to access Price Level by Customer Maintenance:

2. Accounts Receivable Setup menu > Price Level by Customer Maintenance.

3. Accounts Receivable Main menu > Customer Maintenance. Select the customer, click the drop-down button, and then select Price Level.

2. Select the customer for whom you want to define default price level settings. For more information, see Price Level by Customer Maintenance - Fields.

3. Depending on the setting in Sales Order Options, select one of the following to set up default price levels for the customer.

4. If setting up by product line only, select the product line.

5. If setting up by product line and price code, select the product line and the price code.

6. If setting up by product line and ship-to code, select the product line and the ship-to code.

4. In the Price Lvl field, type the price level. A single alphanumeric character can be entered.

5. Enter the effective and end dates for each product line/price level record.

6. Repeat steps 3 through 5 if adding multiple product lines/price levels for the customer.

7. Click Accept.

Product lines/price levels are now set up for the customer.