Understand the working context

A date-based entry needs a clear commercial meaning. Confirm which date the quotation calculation uses and how it interacts with quantities or customer terms. Keep future entries recognisable so colleagues do not confuse tomorrow’s planned rate with today’s applicable one. Issued document versions should remain a reference to what was offered, even when a later list changes. Review examples around the change date before relying on a broad update.

Put it into practice

  • Name the list and confirm the entry’s validity.
  • Check the quotation’s relevant pricing date.
  • Review any quantity or customer-specific conditions.
  • Keep issued versions as a record of the original offer.

A practical example

A team plans a new selling rate for the next period. Before using it with customers, they preview quotations around the effective date and check the results. An earlier issued quotation remains part of the customer history instead of silently adopting the new rate.

HOW THIS RELATES TO ATLAS

In the current workspace

Atlas supports effective-dated price entries and saved issued quotation snapshots. Preview the supported pricing calculation when creating an offer or planning a change.

Explore the product

Atlas feature scope reviewed 17 October 2026. Plan availability and connection setup apply.