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Administrator Guide
Last Updated: 2023-06-23
Create Sales Item Price Lists

Create Sales Item Price Lists

Security:
  • Set Up: Customer Contracts - Price Lists
     domain in the Customer Contracts and Project Billing functional areas.
  • Set Up: Sale Item
     domain in the Customer Accounts and Learning Core functional areas.
You can create dynamic price lists and apply effective dates to manage sales items. You can create price lists based on company size, region, and other dimensions such as sales channel.
  1. Access the
    Maintain Sales Item Price List
     report.
  2. Click
    Add
     to create a new price list.
    As you complete the task, consider:
    Option Description
    Worktag Type
    Defines the available price rule worktags.
    Tiered Price
    Select this option to create different pricing based on quantities sold.
  3. (Optional) Access the
    Set Up Sales Item Pricing Configuration
     task.
    Define a price list at the tenant level. You can also override the tenant option by adding a price list at the company level.
Use the
Sales Item Price List
 report data source and
Sales Item Price Rule
 report field to create a custom report.