Configuration: Master Price Files

Use the Master Price Files screen to set up the appropriate vendor code and sale account on the master price file. The system will use the vendor code and sale account as defaults when adding parts. This screen works in conjunction with the parts vendor master price files.

To open the Master Price Files screen, navigate to Configuration > Parts > Profile > Master Price Files .

Topics in this section

• Setting Up a Master Price File Configuration
• Copying a Master Price File Configuration
• Deactivating a Master Price File Configuration
• Screen Description

Setting Up a Master Price File Configuration

1. From anywhere in IntelliDealer screen, navigate toConfiguration > Parts > Profile > Master Price Files.
   

   The Master Price Files screen appears.

   

2. Click Need to create a new master price file? Click here to add .
   

   The Master Price Files screen appears.

   

3. Enter a one character alphanumeric Vendor Code that is assigned to a vendor during the initial master price load.

4. Enter the Vendor Number the return code is associated with.
   
   - or -
   
   Click on the Search icon and search for a vendor number from the Vendor Selection screen.

   The Vendor Selection screen appears.

   
   

5. Enter a Location.
   - or -
   Click on the Search icon and select a Location from the Location Selection screen.

   The Vendor Selection screen appears

   
   

6. Enter a Sale Accountto set it as the default when a part is added from the master price file for the associated vendor to the Parts Profile tab, or click the Search icon to find a sale account on the Account Lookup screen.

   The Account Lookup screen appears.

   

7. On the Update Part Master field, selected whether the corresponding code is updated:
   • Always: Always updates the corresponding field, overwriting any existing information.
   • Only if blank or Zero: New values will be supplied by the vendor.
   • Never: Never updates the corresponding field.
   The Master Price Files screen appears.

   

8. On the Master Price Files screen, click the Save button to save the new master price files configuration and return to the Master Price Files screen.
   - or -
   Click the Save & New button to save the new master price files configuration.
   The Master Price Files screen screen refreshes, allowing you to add another master price file configuration without closing the screen.

Copying a Master Price File Configuration

1. From anywhere in IntelliDealer screen, navigate to Configuration > Parts > Profile > Master Price Files.
   

   The Master Price Files screen appear.

   

2. Fill out the appropriate field and click the Go >> link.
   

   The Master Price Files screen refreshes, listing the generated results.

   

3. Click Vendor Code.
   

   The Master Price Files screen appears.

   

4. Click Copy button.
   

   The Master Price Files screen refreshes, allowing you to add additional information to the copied master price file configuration before creating the new copy.

   
   
   

5. Once you have fill out all the desired fields click on the Save button to create a copy of the master price file configuration.

Deactivating a Master Price File Configuration

1. From any IntelliDealer screen, navigate to Configuration > Parts > Profile > Master Price Files.
   

   The Master Price Files screen appears.

   

2. Fill out the appropriate field and click the Go >> .
   

   The Master Price Files screen refreshes the displayed search results.

   

3. Click on the Vendor Code.
   

   The Master Price Files screen appears.

   
   
   

4. Select the Active for System checkbox, removing the checkmark.

   Clear the Active for System checkbox.

   
   
   

5. Click on the Save button in order to deactivate the master price file configuration within the system.

Screen Description

The sorting options on the Master Price Files screen are:

Sort by
Field	Description
Vendor Code	Sort the search results by vendor code.
Vendor Number	Sort the search results by vendor number.
Location	Sort the search results by branch location.

The search fields on the Master Price Files screen are:

Field	Description
Select Vendor Code	Search for master price files by entering a vendor code.
Select Vendor Number	Search for master price files by entering a vendor number.
Select Location	Search for master price files by entering a branch location.
Include Inactive	If selected, includes inactive master price files within the search results.

The fields on the Master Price files screen are:

Field	Description
Vendor Code	A one character alphanumeric code assigned to a vendor during the initial master price load. If there is no price tape for a particular vendor, the system will use the vendor code and sale account loaded on the CASHTAB table when parts are added to the Parts Profile tab.
Vendor Number	The master price file will apply the vendor number entered.
Location	Indicates which branch location the vendor master price files configuration is set up for.
Sale Account	The parts sale account that corresponds to the current vendor code. Used as the default sale account when a part is added from the master price file for the associated vendor to the Parts Profile tab.

Data Source: PFWTAB

Security: 999 Configuration

Revision: 2025.10