To create a list pricing schedule assignment, select the NEW button. The following screen will appear:
When creating a new list pricing schedule assignment, you are presented with the following options:
Specify the customer ship-to address you want to assign a list pricing schedule to. This is an optional setting which may be used in conjunction with the selected customer setting. The Ship-To option gives you the added flexibility of being able to assign multiple list pricing schedules to a single customer based on separate ship-to addresses.
When entering credit memos, make sure the ship-to address on the credit memo matches the ship-to address on the customer's list pricing schedule. If they don't match, you won't be able to issue credit for exclusively sold items.
Enter a ship-to address pattern to select a range of ship-to addresses for the selected customer.
Select to assign a list pricing schedule to an individual customer.
Specify the customer number of the customer you want to assign a list pricing schedule to. The lookup feature located to the right of the field leads to a searchable customers list. You may also access this list using the keyboard shortcut CTRL + L. Once a customer number is entered, the customer name and billing address will display. Select the ? or $ symbol next to the lookup feature to view customer information for the specified customer. If a customer's credit is good, the button will feature a black question mark (?) icon. If the customer is on credit warning, the icon will turn into an orange dollar sign ($). A red dollar sign ($) indicates the customer is on credit hold.
Specify the customer type you want to assign a list pricing schedule to.
Enter a customer type pattern to select a range of customer types. Refine your search using regular expressions.
Specify the list pricing schedule to be used when entering sales orders for the specified customers.
Accelerate your learning at xTuple University.