Overview
Parts are defined with a price. Price Books offer an additional way to associate parts with price. One part can be associated with multiple Price Books. The FullAccess user can specify the Price Book applicable, depending on the user type.
Example: Consider that there are two prices books: US Price Book and Germany Price Book. If a customer based in New York decides to purchase a certain part, then the US Price Book will be used to determine the price of the part.
Similarly, if a German customer wants to purchase the same part, then the German Price Book will be used to determine the price of the part.
Therefore, the same part number can have different prices based on the Price Book that is applicable for a particular user. See the topic Managing Part Filters for more information on how to set up a similar use case.
Administration
User-Side Price Books
Configuration
Parts Export & Price Book Associations
Parts Export no longer includes Price Book Associations columns.
- If users wish to export Price Book Associations, they may do so separately.
- Users may still import older Excel documents that contain Price Book Associations columns.
Notes
You can define rules with Price Books as a rule input.
Example: You can use a recommendation rule to force set a Price Book or constrain a Price Book. Constrained Price Books are removed from the Price Book list unless they are currently selected, in which case they will appear marked.
You could also use a Price Book as a rule condition for a hiding rule and hide particular attribute(s) when a certain Price Book is selected.
If a part is not associated with a Price Book, then the price of the part is determined by the price specified when creating the part.
When five or more currencies are being used, fields will be paginated into columns to eliminate horizontal scrolling. Column headers will repeat at the bottom of the table for reference in long data sets.
