Online Library UX 365 Setting the Default Price List | Page 4

Default price list for new account and contact records When creating new account and contact records, the system automatically assigns a currency and a default price list to those records – typically a non-member price list. The currency is based on the user’s currency. In earlier versions of UX Online, UX assigned the default price list by searching price lists where the name contained the words ‘non-member’ and where the price list currency equaled the user currency. New in UX 365, is logic that selects the price list that is flagged as the default price list where the price list currency equals the user currency. Using the examples above for a single currency environment, you must designate one Price List record as the default price list for new account and contact records by setting Default = Yes on that Price List record (typically a non-member price list). • Non-member (Currency = US Dollar; Member = No; Default = Yes) • Member (Currency = US Dollar; Member = Yes; Default = No) Note Unlike earlier versions of UX Online, based on the user’s currency, UX 365 looks at Currency, Member (Yes/No), and Default (Yes/No) settings in the Price List records as the default to assign a Price List to new account and contact record. If your organization is using the multi-currency features of UX 365, you should designate the one Price List record in each currency as the default price list for new account and contact records. In a multi-currency environment, users may have different currencies, and a default Price List for each currency is required. For example, if your organization supports multi-currency for Euro and US Dollar, UX requires a minimum of four price lists: • Non-member (Currency = US Dollar; Member = No; Default = Yes) • Non-member (Currency = Euro; Member = No; Default = Yes) • Member (Currency = US Dollar; Member = Yes) • Member (Currency = Euro; Member = Yes) Important When creating price list records for your organization, do not set Default=Yes on more than one record per currency. There is no setup validation. If no Price List is flagged as the default for the user’s currency, no price level will be assigned to contacts or accounts created by that user. If you set Default = Yes on more than one price list record per currency, UX will randomly select the default price list. 3