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Upgrading 2.6 to 2.7 Price Lis…
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Last modified on 2/24/2009 8:56 AM by User.

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Upgrading 2.6 to 2.7 Price Lists

Problem

When upgrading from OASIS V2.6 to V2.7, some users report that price lists show drop-downs, but do not auto price items. This is typically from a price list that was created in V2.6 prior to upgrading to 2.7.

Solution

The solution is pretty quick:

  1. Open the manufacturer
  2. Select "Price Lists" under "Terms"
  3. Select "Split quotes and orders" (Shows which list is active for different OASIS applications)
  4. Select a price list for quotes

Example

In this example, the orders application was assigned the default price list form V2.6. However, the quotes application was not assigned an active price list:


Simply switch to the same price list for orders:


For more inormation see the new OASIS feature allowing different price lists to be active for different applications and workgroups in OASIS:

  Assigning price lists to orders/quotes and Workgroups