Purchase Price List Detailed History

This program lets you query a Purchase Price List and view changes made to the Purchase Price List detail lines (e.g. Basis price list, Price UOM, Discount %, etc.)

Exploring

This program lets you query a Purchase Price List and view changes made to the Purchase Price List detail lines (e.g. Basis price list, Price UOM, Discount %, etc.)

Things you can do in this program include:

  • Review a full, field-level audit trail for Purchase Price List details per price list and stock code. View Action, Date, Field Description and Before/After values for each amendment.

  • Purge selected history matching your filters.

This program is accessed from the Program List of the Syspro menu:

    Program List > Purchase Orders > Purchase Pricing Engine

The Purchase Pricing Engine provides a simplified, single point of capture and maintenance for purchase prices, enabling configuration, data-driven supplier price lists, group-based pricing control and automated best-price selection at requisition and purchase order entry.

It extends the principles established by the Sales Pricing Engine to the Purchasing domain.

This indicates a dated collection of stock codes with prices, in a specified price basis (Stocking/Alternate/Purchase Price UOM)

A price method is specified for each price list, which may be a flat price (list price), a discounted price, or a quantity-discounted price.

You can define statuses against a Purchase Price List, such as Blank - Active, R - In review or H - On hold.

Only price lists that have a status of Blank - Active are included when the Purchase Price Query determines the best price.

Purchase Price Groups link one or more suppliers to shared pricing rules (lists, exceptions, group-level policies) used to assign prices and discounts to a specific group of suppliers.

A Purchase Price Group can have multiple price rules, linked to price lists. The group is captured on purchase order headers and drives downstream price determination.

Starting

To use this program, the following setup option(s) must be configured appropriately:

Setup Options > Preferences > Distribution > Purchase Orders

  • Default pricing method for entry

    This must be defined as Purchase Price Group

This will enable the Purchase Pricing Engine behavior and exposes the Purchase Pricing Engine menu under the Program List.

Solving

This message is displayed when you attempt to open this browse program before the Default pricing method for entry setup option has been configured.

Ensure that theDefault pricing method for entry setup option is defined as Purchase Price Group within the Setup Options (Syspro Ribbon bar > Setup > Setup Options > Preferences) before attempting to use any of the Purchase Pricing Engine programs.

Changes made to Purchase Price List header records can be viewed within Purchase Price List History program (Program List > Purchase Orders > Purchase Pricing Engine)

Changes made to Purchase Price List detail line records can be viewed within the Purchase Price List Detailed History program (Program List > Purchase Orders > Purchase Pricing Engine)

These changes can also be printed. Run the Purchase Price History List report (Program List > Purchase Orders > Purchase Pricing Engine > Reports)

Referencing

When deselected, the History entries only display the Purchase Price List, Action and Date columns in the listview

When selected, all the listview column details are displayed.

This refreshes the data displayed.

This resets the selection criteria to the default.

Field Description

Amendment date selection

This lets you select a date range for which you want to view Purchase Price Listchanges.

Indicate an Amendment date selection criteria of:

  • All

  • Range

  • Single

Enter a From date if selection criteria Range or Single was selected.

Enter a To date if selection criteria Range was selected.

Price lists

This lets you select the Purchase Price List(s) for which you want to view changes.

Indicate a Price list selection criteria of:

  • All

  • Range

  • Single

  • List

Enter a From purchase price list if selection criteria Range or Single was selected.

Enter a To purchase price list if selection criteria Range was selected.

Define List of Items, select the Define list hyperlink, if Price list selection criteria List was selected.

Operators

This lets you select the operator which you want to view price list changes.

Indicate a Operator selection criteria of:

  • All

  • Single

Enter a From operator if selection criteria Single was selected.
Stock code

This lets you select the Stock code(s) for which you want to view changes.

Indicate a Stock code selection criteria of:

  • All

  • Range

  • Single

  • List

Enter a From stock code if selection criteria Range or Single was selected.

Enter a To stock code if selection criteria Range was selected.

Define List of Items, select Define list hyperlink, if Stock code selection criteria List was selected.

Delete journal tables

Indicate whether the amendment journal history table can be purged.
Field Description

Purchase price list

This indicate the Purchase Price List.
Stock code This indicate the Stock codes linked with the Purchase Price List.

Action

This indicate the type of amendment recorded for the Purchase Price List (e.g. Added, Changed, Deleted) as captured by the amendment journal framework.

Date

This indicate the system date and time when the change was applied and written to the journal.

Field description

This indicates the caption of the field on the Purchase Price List record that was changed. (e.g. Status, Start date, Expiry date, Description)

This column will only display if the Include Additional Details check box is selected.

Before change

This indicate the previous value held in the Field description prior to the amendment.

This column will only display if the Include Additional Details check box is selected.

After change

This indicate the new value stored in the Field description after the amendment.

This column will only display if the Include Additional Details check box is selected.

Operator

This indicates the operator code or name of the person who performed the change.

This column will only display if the Include Additional Details check box is selected.