Pricing:

Create a Pricelist
SAP Business One
Version 10.0

PUBLIC
Objectives

At the end of this topic, you will be able to:

 Describe how to create pricelists in SAP Business One

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Business Scenario

Your company maintains multiple pricelists to give appropriate pricing for

different types of customers. Therefore you tie the pricelists to customer groups.
When a new customer master record is created, the pricelist defaults from the
customer group assigned to the customer master.
You set some pricelists to update automatically when a base pricelist changes.
Some pricelists are seasonal so they are managed with validity dates. New
pricelists are marked as inactive until they are ready to be used.

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 Pricelist Concept

Item Master Business Partner Master Data

Item Number A1001 C1001

Payment
Price List Purchasing Price Terms
299.00
Price List Price List High Volume

Price List High Volume 499.00

Reseller 599.00Document
Price List 04 799.00Business Partner C1001
Item Price
Price List 05 299.00 A1001 499.00

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Pricelists

 SAP Business One provides 10 price

lists.
 You can add, change or delete prices in
price lists to maintain your pricing
strategy.
 You can use:
 all 10 price lists
 just a few of them, or
 create additional as needed.

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Ways to Create Price Lists

Import Price Lists Create Individual Price Lists

 Import from Excel, or  Create a price list and enter prices
 Data Transfer Workbench manually, or
 Base a price list on another price list for
automatic updates

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 Create pricelists

Inventory  Price Lists  Price Lists.

# Price List Name Default BaseaPrice

To add List list:Default Factor
new price Rounding Method Group

0 Last Evaluated Price

 Open context menu, choose Add Row.
 Enter the name of the new price list.
0 Last Purchase Price

1 Base Price List Gr.1

2 Schools Gr.2

You can control authorization for the price

list with authorization groups

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Base a price list on another price list

# Price List Name Default Base Price List Default Factor Rounding Method Group

0 Last Evaluated Price

We set prices for schools to be
Set a default base price list double (2x) the prices on the
0 Last Purchase Price
base price list.
1 Base Price List Base Price List 1.0 Gr.1

2 Schools Base Price List 2.0 No Rounding Gr.2

Anytime the base price list changes,

the Schools price list is automatically updated.

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Drill down to price details

# Name Base Price List Factor Rounding Method Group

2 Schools. Base Price List 2 No Rounding Gr.2

double-click

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Drill down to price details

# Name Base Price List Factor Rounding Method Group

2 Schools. Base Price List 2 No Rounding Gr.2

# Item number Description Base Price List Factor Base Price Price

1 A0001 Printer Base Price List 2 double-click

45 90

2 A0002 Tablet Base Price List 2 270 540

3 A0003 Laptop Base Price List 2 1200 2,400

4 A0004 Scanner Base Price List 2 50 100

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Drill down to Unit of Measure (UoM) Prices

# Name Base Price List Factor Rounding Method Group

2 Schools. Base Price List 2 No Rounding Gr.2

# Item No. Description Base Price Factor Price Man.

29 B00320 Copy Paper 1 2 2 

double-click

UoM Prices window for Item B00320 - Schools Price List

# UoM Code Base Price Reduce Unit Price Auto

double-click
By %
1 Pack 1 2 

2 6Pack 12 12 

3 Carton 48 48 

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 Maintain unit of measure prices

The checkbox allows

 When you add a unit of
you to keep the
measure, the system You can adjust the unit price: reduction when prices
automatically calculates the enter a new unit price or set a change.
unit price based on the unit of percentage reduction.
measure group definitions.
 If you choose not to enter a unit
UoM Prices window for Item B00320 - Schools Price List
and price for this price list, a
price for the unit will be Reduce
# UoM Code Base Price Unit Price Auto
automatically calculated when By %
the unit is used in a document. 1 Pack 2 2 

2 6Pack 12 5 11.40 

3 Carton 48 15 40.80 

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Copy ‘Reduce By’ Percentages

 Copy Reduce By Percentages UoM Prices window for Item B00320 - Schools Price List
for unit of measure prices to multiple
items and price lists. # UoM Code Base Price Reduce Unit Price Auto
By %
 All items must belong to the same unit
1 Pack 2 2 
of measure group.
2 6Pack 12 5 11.40 

3 Carton 48 15 40.80 

Copy Reduce By

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Price Lists Validity

 Set pricelists as inactive until ready to use.

 Pricelists can be active for specific date range

# Price List Name Base Price List Factor Rounding Method Group Active Valid From Valid To
0 Last Purchase Price
1 Base Price Base Price 1.0 No Rounding Gr.1
2 Schools Base Price 2.0 / Gr.2
3 Small Customers Base Price 1.5 / Gr.2
4

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Exact Pricing for Additional Currencies

Primary Currency Additional Currency 1 Additional Currency 2

 For each entry in the price list, you can maintain 3 prices with different
currencies:
 The Primary currency
 Additional Currency 1
 Additional Currency 2

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System-maintained price lists

Two price lists automatically

maintained:
 Last Evaluated Price – updated
by Inventory Simulation Report
 Last Purchase Price – updated
when an item enters inventory
with its original price

Grayed out because you cannot change

these price lists

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Last Purchase Price Pricelist

When you post one of the following

transactions in the system, the system
Base updates the last purchase price:
Pricelist
 A/P Invoice
Automatic  Miscellaneous goods receipts
Last Purchase Price update only  Entering a positive inventory balance
 Landed Cost Document
 Manufacturing a product with automatic
calculation of last purchase prices for all
components

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Configuration Settings for Price Lists

Administration  System Initialization  General Settings  Pricing Tab

 Inactive Price Lists:

 Display zero prices in documents if price source is based on inactive price lists
 Display inactive price lists in:
 Reports
 Sales, Purchasing and Inventory Documents
 Settings
 Unpriced Items: Remove unpriced items from price lists tables
 UoM Pricing: Set a default for handling changes to unit of measure conversion rules

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Summary

Here are some key points:

 You maintain purchasing and sales prices in pricelists.
 There are 10 default price lists. You can define more.
 You can define prices for all pricelists except the last purchase price and evaluated price
pricelists.
 You can maintain prices for each unit of measure for an item’s unit of measure group..
 Every item is linked to every pricelist, however you have the option to remove zero price items
from all pricelists except system maintained price lists.
 Prices in a pricelist can be based on another pricelist by using a factor. In this way prices can be
automatically updated when the base pricelist changes.
 If a pricelist price is changed manually, it can no longer automatically change.
 You can set validity dates for pricelists or mark a pricelist as inactive.

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