Set up purchase price reference date

On the Vendor Card page, on the Invoicing FastTab, in the Advanced Pricing section, in the Purchase Price Reference Date field, select the date type the system uses when determining purchase prices. The available options are:

• Order Date
• Expected Receipt Date
• Requested Receipt Date
• Promised Receipt Date

If the Purchase Price Reference Date field value is left blank, the system defaults to using the order date for price determination.

On the Vendor Card page, on the Invoicing FastTab, in the Advanced Pricing section, in the Purchase Price Reference Vendor field, select another vendor whose price lists the system uses for price determination.

• When you create a purchase document for the selected vendor, the system retrieves prices from the price list lines of the referenced vendor instead of the actual vendor.
• If the Purchase Price Reference Vendor field value is left blank, the system uses the actual vendor number for price determination.

When you create a purchase order for a vendor with the Pricing Method field set to Advanced Pricing, the system automatically applies prices based on the vendor configuration.

On the Purchase Order page, on the General FastTab, the Purchase Price Reference Vendor field displays the reference vendor number configured on the vendor card. This field is not editable.

When you add lines to the purchase order, the system determines prices as follows:

1. The system checks the Purchase Price Reference Date field value on the vendor card to identify which date to use for price lookups.
2. The system retrieves prices from the price lists of the vendor specified in the Purchase Price Reference Vendor field.
3. The system validates minimum quantity requirements and applies the correct price based on the reference date.

For example a purchase order with the following configuration:

• The Order Date field value is set to 02-10-2025
• The Expected Receipt Date field value is set to 12-10-2025
• The Purchase Price Reference Vendor field value is set to 10001

The system applies prices from vendor 10001's price lists valid on 12-10-2025.

Item No.	Description	Quantity	Unit of Measure	Applied Price	Source
0025	Tomatoes Box 10 kg	100	BOX	14.50 per BOX	Vendor 10001
0030	Cheddar Cheese 5 kg	50	PCS	18.75 per PCS	Vendor 10001
0040	Butter 25 kg block	60	BLOCK	96.00 per BLOCK	Vendor 10001

When you change the Expected Receipt Date field value to 20-10-2025, the system displays a confirmation message.
If you select Yes, the system re-evaluates each line based on the new reference date:

• The confirmation message appears when you change the Expected Receipt Date, Requested Receipt Date, or Promised Receipt Date field values.
• If the Purchase Price Reference Vendor field value is left blank, the system uses the actual vendor for price determination.
• If the Purchase Price Reference Date field value is left blank, the system defaults to the order date.
• If the reference vendor has no valid price list line for the reference date, the system uses the actual vendor price list.
• This functionality applies only when the Pricing Method field value is set to Advanced Pricing on the vendor card.