Purchase Price Expiry Date Update and Purge

This program lets you update the expiry dates of Purchase Price Lists or purge expired lists.

Exploring

This program lets you update the expiry dates of Purchase Price Lists or purge expired lists.

Things you can do in this program include:

  • Use this program to bulk-update the Expiry date on selected Purchase Price Lists.

  • Use this program to delete (purge) expired Purchase Price Lists that are no longer required by open purchasing documents.

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

    Program List > Purchase Orders > Purchase Pricing Engine > Transaction Processing

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.

The Purchase Price List expiry date refer to the end date after which a list is considered expired. Purchase Price Expiry Date Update and Purge can bulk-update this date or delete (purge) lists that have expired and are not in use.

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.

You can restrict access to the eSignature transactions within a program at operator, group, role or company level (configured using the Electronic Signature Configuration Setup program).

Electronic Signatures provide security access, transaction logging and event triggering that gives you greater control over your system changes.

The following eSignatures will enable or disable updating or purging of existing Purchase Price Lists:

Controls access to purge a Purchase Price List in the Purchase Price Expiry Date Update and Purge program.

Controls access to amend a Purchase Price List expiry date in the Purchase Price Expiry Date Update and Purge program.

Solving

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Using

  • Ensure you have the correct eSignatures configured to perform an update or purge.

  • Select the Function (Update, Purge) that must be performed.

    • Update:

      • Select the New expiry date. This will update all selected Purchase Price Lists expiry dates to the New expiry date.

      • Select the applicable filter options in the Options pane.

    • Purge

      • Select the applicable filter options in the Options pane.

  • Select the Start Processing icon.

  • The Report pane will update with the total number of Purchase Price Lists updated or purged

  • To perform another update or purge the program must be closed and opened again.

Referencing

This commences processing according to your selections.

Field Description

Function

This bulk-update Purchase Price List(s) expiry date as selected in the Options pane.

You can restrict access to this function using the Update Purchase price list expiry date and Change Purchase price list e.net eSignature.

This deletes Purchase Price List(s) as selected in the Options pane.

You can restrict access to this function using the Purge Purchase price list eSignature.

New expiry date

This indicates the date on which the Purchase Price List must expire or the date before which Purchase Price Lists must be deleted.
Field Description

Pricing method

This indicate the Purchase Price List's pricing method. Multiple options can be selected.

  • List price

  • Discounted list price(%)

  • List price less chain

  • List price less value

  • Mark-up price list

  • List price for QDB

  • List price less % for QDB

Status

This indicate the Purchase Price List's status. Multiple options can be selected.

  • Blank - Active

  • H - On hold

  • R - In review

Purchase price group

This indicates whether you want to select:

  • All

  • Single

  • Range

  • List

If the Purchase price group selection is Range, then select the to group.

If the Purchase price group selection is Single, then select a group.

If the Purchase price group selection is Range, then select the from group.

If the Purchase price group selection is List, then select the Define List hyperlink.

The Define List of Items screen will open

Supplier

This indicates whether you want to select:

  • All

  • Single

  • Range

  • List

If the Supplier selection is Single, then select a supplier.

If the Supplier selection is Range, then select the From Supplier.

If the Supplier selection is Range, then select the To Supplier.

If the Supplier selection is List, then select the Define List hyperlink.

The Define List of Items screen will open

Purchase price list

This indicates whether you want to select:

  • All

  • Single

  • Range

  • List

If the Purchase price list selection is Single, then select a Purchase price list.

If the Purchase price list selection is Range, then select the From Purchase price list.

If the Purchase price list selection is Range, then select the To Purchase price list.

If the Purchase price list selection is List, then select the Define List hyperlink.

The Define List of Items screen will open

Currencies

This indicates whether you want to select:

  • All

  • Single

  • Range

  • List

If the Currency selection is Single, then select a currency.

If the Currency selection is Range, then select the From currency.

If the Currency selection is Range, then select the To currency.

If the Currency selection is List, then select the Define List hyperlink.

The Define List of Items screen will open

Expiry date

This indicates whether you want to select:

  • All

  • Single

  • Range

If the Expiry date selection is Single, then select an expiry date.

If the Expiry date selection is Range, then select the From expiry date.

If the Expiry date selection is Range, then select the expiry date
Field Description

Description

This indicate description of the report.

Value

This indicates the number of records updated. or purged.