Sales price lists

A source of selling prices for one sales context, one currency, and one catalog, with validity dates.

Fields

The API name is what the API, MCP and the CLI use.

NameAPI nameTypeRequiredDescription
IDidRecord IDYes
NamelabelTextYes
Customer groupcustomergroupIdReferenceCustomer group this list applies to. It outranks the sales context and yields to a customer list.
CustomercustomerIdReferenceCustomer this list applies to. It outranks the group, the sales context, and the organization list.
CatalogcatalogConstantYesItem type this list applies to: products, services, or engineering.
Quote currencycurrencyConstantYesValue from the table catalog for this field.
Valid fromdateFromDateFirst day this list applies, inclusive. Resolved against the document date.
Valid untildateToDateLast day this list applies, inclusive. Leave empty for an open-ended list.
Price basispriceBasisConstantYesWhether list prices include tax (gross) or exclude tax (net). It must match the document.
TagstagIdsTags
DatadataData
Created bycreatedByUser
Created atcreatedAtDate and TimeYes
Updated byupdatedByUser
Updated atupdatedAtDate and TimeYes
Published bypublishedByUser
Published atpublishedAtDate and Time
Disabled bydisabledByUser
Disabled atdisabledAtDate and Time
Blocked byblockedByUser
Blocked atblockedAtDate and Time
Archived byarchivedByUser
Archived atarchivedAtDate and Time

Relations

Owned records (solid line) are deleted with their owner. Grouped records (dashed line) can exist alone.

FieldPoints toKind
Customer group customergroupIdCustomer groupsreference
Customer customerIdCustomersreference
Tags tagIdsTagsreference

Actions

What you can do with a record. Every action also sends the webhook event salespricelists.<action>. Reads (find, get, count) work on every table.

NameAPI nameDescriptionWhere
CreatecreateAdd a new price list.App · WebMCP · API · MCP · CLI
EditupdateSave changes to this price list.App · WebMCP · API · MCP · CLI
DisabledisableTurn this price list off for new use. Existing references stay. Enable it again to use it.App · WebMCP · API · MCP · CLI
EnableundisableTurn this price list back on for new use.App · WebMCP · API · MCP · CLI
PublishpublishMake this price list available for use.App · WebMCP · API · MCP · CLI
BlockblockStop edits and deletion of this price list. It stays visible and can still appear on existing documents. Unblock to edit again.App · WebMCP · API · MCP · CLI
UnblockunblockAllow edits and deletion of this price list again.App · WebMCP · API · MCP · CLI
ArchivearchiveRetire this price list from daily use. It leaves active lists and pickers, and most actions stop. Unarchive to restore it.App · WebMCP · API · MCP · CLI
RestoreunarchiveReturn this price list to active lists and actions.App · WebMCP · API · MCP · CLI
DeletedeleteDelete this price list and the data that belongs with it. This cannot be undone.App · WebMCP · API · MCP · CLI

States

How a record moves from state to state. Archive and block can happen in any state.

PublishCreatedPublished