Setprice document form
The Setprice document form contains all transaction details required before saving and posting.
Open the form from the : select Create, or select a document and choose Edit. Viewing requires view permission, creating and saving require edit permission, and posting or unposting requires post permission. Fields marked with an asterisk are required.
Sections and tables
The main details and table are located in one working window.
Related tables use Price columns. Add lines with the corresponding command, complete them in order, and verify totals before saving.
Fields
| Field | Required | How to complete |
|---|---|---|
| Number | Yes | Enter the value from the source document or the approved transaction terms. |
| Document date | Yes | Enter the required date, period, or time. |
| Actual From Date | Yes | Enter the required date, period, or time. |
| From Time | Yes | Enter the required date, period, or time. |
| Actual To Date | When required by the form | Enter the required date, period, or time. |
| To Time | When required by the form | Enter the required date, period, or time. |
| Pricelist | Yes | Select an available value; the available choices depend on the context already entered. |
| Price Type | Yes | Select an available value; the available choices depend on the context already entered. |
| Currency | Yes | Select an available value; the available choices depend on the context already entered. |
| Row number | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Nomenclature | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Variation | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Unit | When required by the form | Select an available value; the available choices depend on the context already entered. |
Automatic values and dependencies
- After an item is selected, the available unit, tax, and accounting details are filled into the line.
Validation, saving, and posting
Depending on the form state, Number, Document date, Actual From Date, From Time, Pricelist, Price Type, Currency can be marked as required. Some of these fields are shown only for the relevant operation type or organization settings; follow the visible asterisks.
- Verify the number, date, organization, and all dependent details.
- Make sure all table lines are complete and quantities, amounts, taxes, and totals agree.
- Select Save to record the document without posting, or Save and post to run its business rules at the same time.
Posting makes the new prices effective for subsequent documents.
To change a posted document, use Unpost first. Related documents, a closed period, or other dependencies may block the action; the form then displays a message. After corrections, save and post the document again.
Files and printing
The verified form has no separate attachments tab.
No dedicated print form is configured for this module.