Price History and margins

🌐 NL · Last reviewed: 27 May 2026

Alongside the live sales and purchase price lists, DXSteel keeps a time-line archive of what an item or profile historically cost and earned. With Price History you can answer: "What did Customer X pay last June for Profile HEA 200 Quality S235?" — without touching the current price lists.

What's in Price History?

Snapshots of sales and purchase lines from released orders and posted receipts/shipments.
Per line: customer or vendor, profile, quality, item no., document type (quote, order, invoice), document no., quantity, price, currency, date.
Optional: links to certificates via Price History Certificates.

When is Price History updated?

Two ways:

Automatically when sales and purchase orders are released and posted. Each line gets a snapshot in Price History.
In batch via the Fill Price History report — useful during initial migration or after large price changes, to seed history from existing orders/archives.

Querying Price History

Open Price History via Tell Me.
Filter on customer, vendor, profile, quality, item, date range, or currency.
The subpages Price History Sales and Price History Purchase show one side at a time.
Print or export to Excel via standard BC actions.

Margins and the Sales Price Inquiry

For current margin questions during order entry, use the live Sales Price Inquiry, not Price History:

Open from a sales order line.
You see the current sales price, cost price, and margin.
Margins are validated against Minimum Margins (configurable per item or customer).

When is Price History Old relevant?

The Price History Old page is a legacy view for pre-DXSteel data or manually archived snapshots. New installations only use the main Price History and run Fill Price History regularly. If you migrated from a previous system, legacy snapshots live here.

Best practices

Schedule Fill Price History as a Job Queue task — daily or weekly. The archive stays current without manual action.

Migration tip: run Fill Price History once after go-live so all historical orders enter the archive. Without it, the archive starts empty.

The live Sales Prices and Purchase Prices drive new orders. Price History is a read-only archive; don't edit values there directly.

Reports — Inventory and items — includes Suggest Item Price on Worksheet and Implement Price Change.
Reports — Sales and invoicing — includes Suggest Sales Price on Worksheet.

[Screenshot: Price History with a customer + profile filter]