Change Price Document

For situations when it is necessary to reflect in the accounting the change in the sales price after the shipment of items (performance of work, services), the functionality for creating the Change Price Document has been developed.

This functionality creates a sales invoice or a sales credit memo for item expenses for the amount of the difference between the old and new prices.

Make sure that all necessary settings are in place before creating the Change Price Document. To do it:

1. Choose the icon, enter Sales & ReceivablesSetup, and then choose the related link.
2. On the Other tab, select the value for the Revaluation Item Charge No. field > Change Price

To create a Change Price Document, go to the Sales Invoices or Sales Credit Memos list page. To do it:

• Choose the icon, enter Sales Invoices or Sales Credit Memos, and then choose the related link.
• Click Actions => Invoice => Create Change Price Document.
• Creating an Change Price Document . Click the button that will open the Search function and enter Create Change Price Document, then follow the corresponding link.

On the report request page Create Change Price Document there are three tabs: Options, Filter:Sales Shipment Header, Filter:Sales Shipment Line. On the Options tab, you need to fill in the fields:

Field	Description
Split by Sales Shipment	Specifies whether document lines are generated for each shipment.
Posting Date	Specifies the date when the document was posted.

On the Filter: Sales Shipment Header tab, you need to set filters to determine the document for which you need to adjust the price of goods and services, by fields Sell-to Customer No., Bill-to Customer No., Shipment date, Posting Date, Agreement No., Order No., etc. On the Filter: Sales Shipment Line tab, you need to set filters to determine the invoice line whose price you want to adjust.

1. After setting the filters, click the OK button. The Revaluation Buffer page opens with the item lines from the invoices according to the specified filters. Select one or more lines and click the Suggest New Price button. A window will open with the available types of discounts, namely:
   • Amount – the specified amount will be distributed over the amounts of the selected lines to form a new price of the product;
   • Percentage – the specified percentage will be applied to the amount of the selected line;
   • Const – the specified value will be added to the new price.
2. You can reset your changes. To do this, select the required line and click Reset Price.
3. The new price cannot be negative. During adjustments, the price change control function is triggered. The system automatically blocks changes and does not allow the original price to be adjusted below zero.
4. After making all the changes, click OK. The system will automatically create a Sales Invoice for the revaluation amount if the price has decreased and a Sales Credit Memo for the revaluation amount if the price has increased. In the lines of the created documents, the item charge will be configured in the Sales & Receivables Setup. Also, for the created documents, there will be the Change Price Document attribute reflected by the corresponding field on the document.
5. If necessary, a printed form of the Sales Credit Memo can be printed from the posted documents.

Note Regardless of whether the previous price included VAT or not, when generating a Sales Invoice or Sales Credit Memos with the Change Price Order attribute, the price is always generated excluding VAT.

Note The number of decimal places for the item price displayed in the printed forms of sales documents is controlled by the Unit-Amount Decimal Places (LCY) field on the page General ledger setup.

Return of goods, subject to revaluation

If a customer returns goods for which a change price has been posted (by a Sales Invoice or Sales Credit Memo marked as a Change Price Document), the price in the return document is determined with the revaluation taken into account. This logic applies provided that the Return At Price with Revaluation flag is enabled in the customer contract card, or the corresponding flag is enabled in the customer card if no agreement is specified in the sales invoice. When the return document is created (Sales Credit Memo or Sales Return Order), the system also takes into account the value of the Prices Including VAT parameter from the original sales invoice:

• if it is Yes- the price including VAT, adjusted for revaluation, is transferred to the return document;
• if it is No- the price excluding VAT, adjusted for revaluation, is transferred to the return document.