Sales order price record configuration | Access Financials Help Centre

Price records contain details of priced goods or services that can be entered on transaction detail lines. They are used when stock items are not appropriate or are not being used. You need to configure these price records before raising an order, credit note or sales estimate.

Add a new price record

Click Selling then click Price Records.
Click New and enter the code, description, cost and or sell price.

The Details tab contains the following fields:

Field	Description
Code	Compulsory, alphanumeric text entry field allowing up to 16 characters. You can no longer change the code once a price record is used on a posted or batched transaction.
Description	Alphanumeric field allowing up to 40 characters.
Sort Key	When you are inserting or editing a record, this may be manually typed in or selected from a list of pre-defined items. You can also create new record using the Configure button.
Text	Multiple line entry field.
Notes	Multiple line entry to hold extra information on the record.
Sell Price	The sell price that you enter here will become the first sell price on the selling price table which you can only see after you have created a price record.
Cost Price	The cost price that you enter here will become the first cost price on the cost price table which you can only see after you have created a price record.

Note: Once you have saved on a price record, new tabs such as selling prices, cost prices and custom are displayed.

The Custom tab displays up to eight user definable fields, while the selling and cost tabs allow you to enter ten prices for each record.

The Settings tab contains the following fields:

Field	Description
Inactive	Check box which defaults to off. Once a record is flagged as inactive, they will not appear in record lists or reports. Inactive records should not be used on any transactions.
Reverse Charge VAT Applies	Check box which defaults to off. Cannot be used together when the Service check box is ticked.
Net Mass kg	Two decimal place numeric entry field which defaults to zero for.
Country of Origin	Alphanumeric field allowing three characters.
Commodity Code	Numeric field only allowing eight-character entries.
Supplementary Units	Two decimal place numeric field defaulting to zero.
Type	Alphanumeric and free value field allowing 20 character entry.
Service	Check box which defaults to off. Cannot be used together with the Reverse Charge VAT Applies option.

Amend an existing price record

Click the eye icon to the left of the price record.
Click Edit and make the required changes then click Save.

Next Generation - Create a cost centre record when using Multi Entity

Next Generation - Create a project record when using Multi Entity

Next Generation - Enter a sales order

Next Generation - Multi Entity and Sales Orders

Sales order processing price record configuration