Bulk Update Price/Tax/Charge/Discount of Sale Orders

Bulk Update Price / Tax / Charge / Discount of Sale Orders

Select the “Bulk Update Price/Tax/Charge/Discount of Sale Orders” link under the “Normal Sale Order“ business component.

The “Bulk Update Price / Tax / Charge / Discount of Sale Orders” page appears.

Enter the following field details in the header:

Updation Id.	The code identifying the updation (Alphanumeric, 10). Mandatory. The system ensures that the updation id does not contain any special character. The system checks for the existence of the updation id. This checking is also restricted to the organization unit.
Updation Date	The date on which the updation was done (Date Format). Mandatory. The system displays the system date by default on launch of the page.

The system displays the following detail:

Updation By

The login id of the person who has updated the price or TCD details. The system displays the login user id by default on launch of the page.

Enter the following details in the “Price List /T/C/D Search” group box:

Type	Use the drop-down list box to select the type. You can select from “Price List”, “Tax”, Charge” or “Discount”. The system displays “Price List” by default on launch of the page.
Price List No.	The number identifying the price list (Alphanumeric, 10). The system ensures that this field is left blank when the type of the TCD selected is “Tax / Charge / Discount”.
TCD Code	The code identifying the TCD (Alphanumeric, 10).
TCD Variant	The code identifying the variant of the TCD (Alphanumeric, 10).

Note: The system displays an error message if the TCD code and TCD variant are entered when the type of TCD is set to “Price List”.

Enter the following details in the “Price List /T/C/D Search” group box:

Desc.	The description of the TCD code (Alphanumeric, 40).
Basis	Use the drop-down list box to select the basis on which the TCD is to be calculated. You can select from “Percentage”, “Flat Amount”, “Unit Price” or “Blank”. The system displays “Blank” by default on launch of the page. The system displays an error message if this field is entered when the type of TCD is set to “Price List”.
Item Code	The code identifying the item (Alphanumeric, 32).
Variant Code	The code identifying the variant of an item (Alphanumeric, 8).

Note: The system displays an error message if the item and variant code are entered when the type of TCD is set to “Tax / Charge / Discount”.

Click the “Search” pushbutton to retrieve the details of the search results.

The system restricts the search depending on the CIM mapping that exists between sale order and price list component or between sale order and TCD administration component. The search is also restricted to the login organization (LO) to which the login organization unit is mapped.

Enter the following detail:

Select All

Select this check box to select all the rows in the “Search Results” multiline.

The system retrieves and displays the TCD details in the “Search Results” multiline based on the search criteria specified.

Price List / T / C / D Code	The code identifying the price list or tax or charge or discount.
TCD Variant	The code identifying the variant of the TCD.
Type	The type of the TCD.

Enter the following details in the “Search Criteria” group box:

Order From Customer	The code identifying the order from customer (Alphanumeric, 18).
Bill To Customer Code	The code identifying the customer to whom the invoices are sent (Alphanumeric, 18).
Ship To Customer Code	The code of the customer to whom the item is to be shipped (Alphanumeric, 18).
Customer Address Id.	The address ID of the customer who has placed the sale order (Alphanumeric, 6).
Bill To Address Id.	The address id of the customer to whom the invoices are sent (Alphanumeric, 6).
Ship To Address Id.	The number identifying the customer address to which the items are to be shipped (Alphanumeric, 40).
Item Type	Use the drop-down list box to select the type of the item. You can select from “Item”, “Kit”, “Model” or “Service”. The system displays “Item” by default on launch of the page.
Item Code	The code identifying the item (Alphanumeric, 32).
Variant Code	The code identifying the variant of an item (Alphanumeric, 8).
Order No. From	The starting number in the range of sale order numbers for which the details are to be retrieved (Alphanumeric, 18). You can also enter the number in full or specify it partially using the “*” character. The system lists all the sale order numbers that are greater than or equal to the value entered here. If this field is left blank and the “To” field is entered, then the system retrieves the documents starting from the first sale order number till the sale order number specified in the “To” field.
Order No. To	The ending number in the range of sale order numbers for which the details are to be retrieved (Alphanumeric, 18). The system lists all the sale order numbers that are lesser than the value entered here. The number entered here must be greater than the number entered in the “Document No. From” field.
Shipping Point	The point from where the goods are shipped to the delivery area specified by the customer (Alphanumeric, 16).
Order Date From	The starting date in the range of dates from which the sale order details must be retrieved (Date Format). The value entered in this field must be less than or equal to the system date. The system date is displayed by default on launch of the page.
Order Date To	The ending date in the range of dates from which the sale order details must be retrieved (Date Format). The value entered in this field must be greater than or equal to the value entered in the “Document Date From” field.
Order Status	Use the drop-down list box to select the status of the sale order. You can select from “All”, “Authorized”, “Fresh” or “Return”. The system displays “All” by default on launch of the page.
Processing Action	Use the drop-down list box to specify the action to be carried out for the line item in the sale order. You can select from “Make”, “Buy” or “Dropship”. The system displays “Make” by default on launch of the page.
Currency	The currency applicable to the sale order (Alphanumeric, 5).

Click the “Search” pushbutton to retrieve the search results.

The system selects the row from the “Price List /T/C/D Search” group box as search criteria along with the search criteria mentioned. If the type of the TCD is set to “Price List”, then the system retrieves the price after the last amendment from the “Price list / Rules Mapping” business component. The system populates the “New Price / Variant Value” with the retrieved value. If the type of the TCD is set to “Charge / Discount / Tax”, then the system retrieves the latest version of variant value from the “TCD Administration” business component.

Enter the following detail:

Select All

Select this check box to select all the rows in the “Order Details” multiline.

The system retrieves and displays the sale order details in the “Order Details” multiline based on the search criteria specified.

Order No.	The code identifying the sale order number.
Order Date	The date on which the sale order was created.
Order Status	The status of the sale order.
Order Line No.	The number identifying the line in the sale order.
Order From Customer	The code identifying the order from customer.
Bill To Customer Code	The code identifying the customer to whom the invoices are sent.
Ship To Customer Code	The code of the customer to whom the item is to be shipped.
Customer Address Id.	The address ID of the customer who has placed the sale order.
Bill To Address Id.	The address id of the customer to whom the invoices are sent.
Ship To Address Id.	The number identifying the customer address to which the items are to be shipped.
Item Type	The type of the item. It can be “Item”, “Kit”, “Model” or “Service”.
Item Code	The code identifying the item.
Variant Code	The code identifying the variant of an item.
UOM	The unit of measurement of the item.
Qty.	The quantity of the item ordered in the sale order.
Price List / T / C / D Code	The code identifying the price list or tax or charge or discount.
TCD Variant	The code identifying the variant of the TCD.
Type	The type of the TCD.
Old Price / Variant Value	The number identifying the old price or variant value that is to be altered.

Enter the following detail in the “Order Details” multiline:

New Price / Variant Value

The number identifying the new price or variant value (Integer). Mandatory. The system ensures that this value is no a negative value.

The system displays the following detail in the “Order Details” multiline:

Processing Action

The action to be carried out for the line item in the sale order. It can be “Make”, “Buy” or “Dropship”.

Click the “Update Price / T / C / D” pushbutton to update the TCD details.

The system ensures that at least one row is selected if the “Select All” check box is not selected.

The system ensures that the entered "New Price / Variant Value" is not the same as that of the “Old Price / Variant Value” for the selected row. If the price list or Tax or Charge or Discount code is not left blank and if the type of TCD is set to “Price List”, then the system retrieves the price from the “Price list / Rules Mapping” business component. Then the system checks if the entered "New Price / Variant Value" is same as that of the retrieved price.

If the Price list or Tax or Discount or Charge code is not left blank and if the type of TCD is set to “Tax / Charge / Discount”, then the system retrieves the variant value from the “TCD Administration” business component. Then the system checks if the entered "New Price / Variant Value" is same as that of the retrieved price.

The system updates the corresponding sale order detail and generates the amendment number.