Using a price book list view variant to review product units
- John Nairn (Unlicensed)
- Sharon Harden (Unlicensed)
Alternative, use a view variant on the price book list
It takes more work to setup a list view on the price book but you can use a list view variant on the price book list view. But it is slightly easier to get at the list this way. There are a lot of steps to setting this up. See procedure below.
Create a new view variant "Product unit review" on your price book list view
Filter your list view to only show price book entries where the product is not blank
Right click on filter editor and paste the following filter into the filter editor
[Product] Is Not Null And [Product.Default Sell Unit.Quantity] <> 1.0m
Add a report footer to your report and count the number of rows
Add the following fields to you list view:
- Default Sell Unit Code
- Sell Unit Quantity
- Fixed sell 1
- Then from product add
- Product.defaultsellunit
- Product.defaultsellunit.code
- Product.defaultsellunit.quantity
- Product.ignorebuyunitandcost
- Product.Ignorecataloguesellunitand price
- Product.Quantityonhand
- Product.Quantityonhandysellunit
- Product.Defaultproductpriicelevel.calculatedeachpriceintax
- Product.Defaultproductpriicelevel.calculatedunitpriceintax
From product.primary product supplier, add:
- Cost price 1
- Default buy unit
- Supplier
Add some conditional formatting to highlight the products that can be actioned using OB sell units
Your list view on the price book should look like this:
