You can assign price agreements to a quote and apply these pre-defined prices to the quote details.
-
Click Financials - Price Agreements on the menu.
-
Click Add Row to add a price agreement to the list.
-
Select a Price Type.
The Price Agreement Number, Short Description, Description, Valid Start Date, and Valid End Date are populated automatically with the price agreement details.
-
Type a percentage factor in the Factor cell.
This factor is applied to each price in the price list (in addition to the pre-defined factor). The factor can be a positive or negative number, thus resulting in either a bonus or discount.
-
Click Save.
-
Click Apply Prices to populate the quote details with the prices from the selected price agreement.
The price from the price agreement is only applied if the unit price is 0 (zero) or greater than the price agreement price.