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Updating the Price List pick list values
After you create a new Price list record on the Price list object, you will need to go into the Setup mode of Schoolworks and find the Price List picklist on the Account object, and add this new Price List as a new picklist item.
Steps
Go to Setup (you’ll need Admin permissions)
Customise → Accounts → Fields
Select Price List
In the Values area
New - use to add any new Price List(s) you have created in the Price List object
The new picklist name must match exactly the new Price List Name
Edit - only edit if you have changed the name of it’s corresponding existing Price List
Deactivate - if you wish to no longer display this Price list in the Price list picklist
Reorder - you may wish to reorder the picklist values
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Updating the Price List Group pick list values
After you create a new Price List Group record on the Price List Group object, you will need to go into the Setup mode of Schoolworks and find the Price List Group picklist on the Account object, and add this new Price List Group as a new picklist item.
Steps
Go to Setup (you’ll need Admin permissions)
Customise → Accounts → Fields
Select Price List Group
In the Values area
New - use to add any new Price List Group(s) you have created in the Price List Group object
The new picklist name must match exactly the new Price List Group Name
Edit - only edit if you have changed the name of it’s corresponding existing Price List
Deactivate - if you wish to no longer display this Price list in the Price list picklist
Reorder - you may wish to reorder the picklist values
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