Service Ticket > Master File Maintenance

Gives the ability to setup multiple price lists.

The system will determine which price list to use to when entering in tickets based on the price list code on the customer’s Job Location Maintenance/Special Pricing setup and the ticket date. If no special price is found, then the price will continue being taken from the part master.

PRICE LIST CODE

Six characters used to uniquely identify the price code. This could be used to setup each customer with its own price list or setup standard price lists that can be shared by multiple customers.

PRICE LIST DESCRIPTION

Up to 30 characters used to describe the price list (example: “South Texas Prices”)

GRID

Effective date: date of contract list that Special Pricing starts

Part Number: use the drop down to select a part number that has been set up in XXXXX

Price: enter in special price

UTIL

Copy: copy from one Price List and effective date to another price list/effective date

Copy from Parts Master: Copy entire Part List Master to create a new Special Price List

Delete: a mass delete using Price Code and Effective Date combination. All lists that fit into this filter will be deleted.

LIST

Enter in List Range, or leave as default for all. Enter in effective date or leave blank to print all. This will list: Price List Code (Item#), Desc, and Price for each Price List.

If printing for one effective date, the date will show in the heading. If unlimited, the date will show in a separate column.

ADD TO CUSTOMER:
Go to the Customers/Job Loc (F4) in Service Ticket, bring up the Customer, click on the Special Pricing tab, add the Special Pricing List field.

Also see: Service Ticket Overview and Setup