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11.8.1. Pricing Schedule Assignment

To create a pricing schedule assignment, select the NEW button. The following screen will appear:

Create new Pricing Schedule Assignment

When creating a new pricing schedule assignment, you are presented with the following options:

Customer Ship-To

Specify the customer ship-to address you want to assign a 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 pricing schedules to a single customer based on separate ship-to addresses.

Tip

When entering credit memos, make sure the ship-to address on the credit memo matches the ship-to address on the customer's pricing schedule. If they don't match, you won't be able to issue credit for exclusively sold items.

Customer Ship-To Pattern

Enter a ship-to address pattern to select a range of ship-to addresses for the selected customer.

Customer

Select to assign a pricing schedule to an individual customer.

Customer #

Specify the customer number of the customer you want to assign a 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.

Customer Type

Specify the customer type you want to assign a pricing schedule to.

Customer Type Pattern

Enter a customer type pattern to select a range of customer types. Refine your search using regular expressions.

Shipping Zone

Specify the shipping zone you want to assign a pricing schedule to.

Sale Type

Specify the sale type you want to assign a pricing schedule to.

Pricing Schedule

Specify the pricing schedule to be used when entering sales orders for the specified customers.