Transfer Purchase Conditions

Purchase prices and line discounts can be transferred from the PQM Placing Matrix and Purchase Quote to the master data (Item) or project-specific prices if a project is attached to the purchase quote line.

Note

The transfer process is different based on whether the New sales pricing experience feature update has been enabled in Feature Management in Business Central 16.00 (or later).
For more information about feature updates, see Microsoft Documentation.

The process is different based on where the function is run and whether the current or new pricing experience is enabled:

  • On the PQM Placing Matrix page, choose the Transfer Purchase Conditions action. A dialog opens for you to transfer pricing/discounts for a single vendor or all vendors:

    • Single Vendor – opens the PQM Vendors page where you can select the vendor and then choose the Close button to transfer the prices to the item for the selected vendor only.
    • All Vendors – transfers the pricing information to the item for all vendors.

  • On the Purchase Quote page, choose Functions > Transfer Purchase Conditions on the Actions menu. The transfer and visibility of the pricing information is different based on the option selected:

    • General Price – Purchase Line Details FactBox on the quote and Purchase Prices and Purchase Line Discounts pages from the Item Card (current pricing experience) or the Price Worksheet to the Purchase Price List (new pricing experience).
    • Project specific price – Project Purchase Prices and Project Purchase Discounts pages from the Project Card (current pricing experience) or the Price Worksheet to the Purchase Project Price List (new pricing experience).

To transfer prices from PQM Placing Matrix

The steps for transferring prices from the PQM Placing Matrix differ depending on whether the New sales pricing experience feature update has been enabled. If the feature update has not been enabled, follow the steps on the Current Pricing Experience tab.

  1. Open the PQM Placing Matrix page.
  2. Choose the Transfer Purchase Conditions action.
  3. In the request page, choose how to apply pricing/discounts:
    • Single Vendor
      1. Choose the Single Vendor option.
      2. Choose the OK button.
      3. In the PQM Vendors page, choose the vendor.
      4. Choose the OK button.
    • All Vendors
      1. Choose the All Vendors option.
      2. Choose the OK button.
  4. In the request page, choose to transfer prices to General Price (item) or Project specific price (project).
  5. Choose the OK button.
  6. Close the confirmation message.
  7. Choose the Lightbulb that opens the Tell Me feature icon, enter Price Worksheet, and then choose the related link.
  8. Ensure that the Price Type field is set to Purchase.
  9. In the Assign-to Group field:
    • Enter Vendor if General Price was selected in step 4.
    • Enter Project if Project specific price was selected in step 4.
  10. Make any changes as necessary.
  11. Choose the Implement Price Change action.
  12. Close the Price Worksheet page.
  13. Open the general or project purchase price list:
    • For the general purchase price list, choose the Lightbulb that opens the Tell Me feature icon, enter Purchase Price Lists, and then choose the related link.
    • For the project purchase price list, choose the Lightbulb that opens the Tell Me feature icon, enter Purchase Project Price Lists, and then choose the related link.
  14. Select the price list and then view the purchase condition transferred from the PQM Placing Matrix.

Both prices and discounts are shown in the lines. This can be changed in the View Columns for field in the General FastTab.

To transfer prices from Purchase Quote

The steps for transferring prices from the Purchase Quote differ depending on whether the New sales pricing experience feature update has been enabled. If the feature update has not been enabled, follow the steps on the Current Pricing Experience tab.

  1. Open the Purchase Quote page.
  2. On the Actions menu, choose the Functions > Transfer Purchase Conditions action.
  3. In the request page, choose to transfer prices to General Price (item) or Project specific price (project).
  4. Choose the OK button.
  5. Close the confirmation message.
  6. Choose the Lightbulb that opens the Tell Me feature icon, enter Price Worksheet, and then choose the related link.
  7. Ensure that the Price Type field is set to Purchase.
  8. In the Assign-to Group field:
    • Enter Vendor if General Price was selected in step 3.
    • Enter Project if Project specific price was selected in step 3.
  9. Make any changes as necessary.
  10. Choose the Implement Price Change action.
  11. Close the Price Worksheet page.
  12. Open the general or project purchase price list:
    • For the general purchase price list, choose the Lightbulb that opens the Tell Me feature icon, enter Purchase Price Lists, and then choose the related link.
    • For the project purchase price list, choose the Lightbulb that opens the Tell Me feature icon, enter Purchase Project Price Lists, and then choose the related link.
  13. Select the price list and then view the purchase condition transferred from the Purchase Quote.

Both prices and discounts are shown in the lines. This can be changed in the View Columns for field in the General FastTab.

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