Applying Current Door & Frame Pricebooks after Price Protecting

How to: Apply current door and frame pricebooks after price protecting.

Environment: Comsense Advantage

In this article:

About Price Protection & Pricebooks

Price protection allows you to complete your project using older pricebooks rather than changing your pricebooks part way through your project. Comsense does not store old pricebooks for doors and frames. Any project with price protection uses the current pricebook and automatically calculates and applies discounts to maintain the old pricing.

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Update Pricebooks window; shows the Is Price Protected column as Yes and the calculated discounts.

If you want to update your project pricing to the current pricebooks for doors and frames, you must update the discounts in the Pricing window to reflect your regular or quoted discounts.

Applying the Pricebooks

The procedure you use to apply the current pricebooks depends on whether or not you moved net to adjusted cost in the Pricebook Selection window.

Move Net to Adjusted Cost: Yes

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Update Pricebooks window; shows the Move Net to Adjusted Cost? column as Yes.

Restoring the Adjusted Cost

*Note: You cannot restore the adjusted cost globally and must complete the steps below for each line item.

In the Component Costing tab of the Pricing window, Right-click on the component line item and Click Restore Defaults.

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Pricing window; shows the right-click menu and the location of Restore Defaults.

Updating Project Discounts

In the Component Costing tab of the Pricing window:

  1. Right-click on the component line item
  2. Click Quoted Concession Discount
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Pricing window; shows the right-click menu and the location of Quoted Concession Discounts.

In the Project Discounts window:

  1. Update the discounts to your regular or quoted discounts
  2. Click OK
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Project Discounts window; shows an updated Discount field and the location of OK.

Move Net to Adjusted Cost: No

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Update Pricebooks window; shows the Move Net to Adjusted Cost? column as No.

Complete the steps in Updating Project Discounts.

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