Pricelist modal form
Price lists define price sets, currency, and usage rules for sales and purchases.
Open the form from the : select Create, or select a record and choose Edit. Fields marked with an asterisk are required.
Form sections
The form combines general details and related tables where applicable.
Related tables use columns such as PriceType and IsMain. Add a row with the relevant button, complete its card, and confirm the changes.
Fields
| Field | Required | How to complete it |
|---|---|---|
| Name | Yes | Enter the field value. |
| Organization | Yes | Select a value from the available list. |
| PricelistKind | Yes | Select a value from the available list. |
| IsVatInclude | No | Enable or select IsVatInclude when it applies to the record. |
| IsMain | No | Enable or select IsMain when it applies to the record. |
Validation and saving
Required fields in the verified form states include Name, Organization and PricelistKind. Before saving, make sure every visible field marked with an asterisk is complete.
Select Save to remain in the form or Save and close to return to the previous page. Cancel closes the card without recording the current changes. The copy command creates a new card from the selected record; verify every field before saving it.
Related forms
- — search and manage records.
- — select a record in the context of another form.