Is the customer record setup with a price level or are you importing the price level?

Thanks for the question. The customer record is setup already.

Okay well it should come in automatically. Are you importing anything for the customer besides the customer ID? Basically when you import data you should be importing only fields you would normally type in if you were keying in the invoice manually.

I'm not bringing in anything out of the ordinary. I always bring in as little as possible, so that's what it's a bit of a head scratcher to me.

Make sure you import the customer id as one of the first items in the list. If it is populated after items numbers/quantities etc., it may not trigger the price levels.

The first five fields are.. runtime fields for the batch, runtime for the warehouse code, then InvoiceNo, ARDivisionNo, then CustomerNo. The ItemCode is roughly the 15th field, and there's nothing before that with the price level or anything else that I could see messing it up. Thanks!

When you look at the imported record in invoice data entry, are you seeing the price level code?

If not you might try explicitly assigning it with a file assign.

I don't see the price level code, and I have set it up to equal the price level in Customer Maintenance.

We've never had to use this feature before, but upon further investigation, I am missing all the Price Level Options in Sales Order Setup. We're still on 4.4 so perhaps that's why, but still, I would think that the feature should be available. I checked the panels in Custom Office I didn't see them hidden either so I'm a little stumped.

Those have been around long before 4.4. Most people don't fully understand them so they often do not get used or properly set up.

This is the type of thing that really requires a one on one to truly understand vs back and for on the forum. Have you talked with your Sage Partner about this?