Enter Part-Based Sales Price List Lines

Explanation

This activity is used to add sales part information to an existing Sales Part List header. The sales price list is built in two levels, consisting of a sales price list header and one or more sales price list lines. The first step in a new entry is to enter the sales price list header. If a part-based sales price group is entered on the sales price list header, then the Part Based tab is enabled and you can enter sales price list lines.

New sales parts can also be entered in a more automated way, using the Add New Sales Parts to Sales Price List window. This makes it possible to simultaneously add several records that match certain criteria. For example, if sales parts to be added are connected to several sites, you can enter a percentage symbol (%) in the Base Price Site field. This will add each sales part once to the price list if sales part exist on at least one base price site. Note that only sales parts with the same sales price group as the price list will be added. Price lists can be shared across multiple sites belonging to different companies.

Note that this activity considers default relations between the sales price list and the base price, defined in the Sales Price List/General tab. The relation is defined by specifying default values for base price site, percentage offset and amount offset. This means that sales parts are added with these default offsets and the base price is fetched from the default base price site first.

If Use Price Incl Tax check box is selected, the Sales Price field is non-editable and the sales price is calculated based on the sales price including tax value and the tax code. The sales price including tax is calculated according to the base price including tax and entered offsets. The sales price is back-calculated based on the tax code. The Sales Price Incl Tax field is editable.

If the Use Price Incl Tax check box is cleared, the Sales Price Incl Tax field is non-editable. Sales price is calculated based on the base price and the value entered for offsets. The sales price including tax is calculated based on the tax code and the sales price. The Sales Price field is editable.

Once a configurable sales part has been added to a sales price list you can add pricing rules and pricing information. If Use Price Incl Tax check box is selected on the Sales Price List/General tab, it is possible to enter values in the Amount Offset Incl Tax field and the amount offset value is calculated using the tax code used for the part-based price list line. If Use Price Incl Tax check box is cleared on the Sales Price List/General tab, it is possible to enter values in the Amount Offset field and the amount offset including tax value is calculated using the tax code used for the part-based price list line.

Prerequisites

This activity has the following prerequisites:

• A sales price list header must have been entered and saved. The sales price group type connected to the sales price group entered on sales price list header must be part based.
• The sales parts must have been entered with the Active status in the Sales Part Base Prices window.
• The user must have access to the owning company of the sales price list.

System Effects

As result of this activity:

• One or more part based sales price list lines are added to the sales price list.
• If the use of price break templates is enabled on the price list and the base price is connected to a price break template, the price break template is considered when lines are added.
• If the Add New Sales Parts to Sales Price List window is used and the review of the base price update is enabled on the price list, the added sales price list lines get the Planned status and needs to be reviewed.

Window

Sales Price List

Related Window Descriptions

Sales Price List,
Add New Sales Parts to Sales Price List,
Sales Price List/Part Based,
Configuration Price List,
Configuration Price List/Configuration Price List

Procedure

To add several sales price list lines:

1. Open the Sales Price List window and query for the desired price list number.
2. Right-click, then click Add New Sales Parts to open the Add New Sales Parts to Sales Price List window.
3. In the Valid From field, enter the date that the new price list lines will start to be valid. Today's date (system date) is the default value.
4. In the Valid To field, enter the date up to which the new price list lines will be valid.
5. Enter the discount type in the Discount Type field by entering the short code or by using the List of Values.
6. Enter the discount rate, as a percentage, in the Discount % field.
7. If required, change the default values for the offsets to be used for the new records in the Percentage Offset field and/or the Amount Offset field.
8. Select Online in the Execute area if you want to add the records immediately from the sales part base prices. Select Background Job if you want the records to be added as a background job.
9. In the lower part of the window, enter the criteria for the parts to be added to the price list. Enter the sales part number for the sales part that you want to add to the price list, in the Sales Part Number field. Wildcards can be used. The percent symbol (%) will add all available sales parts that match the sales price group and the base price site entered. You can also use the List of Values.
10. In the Base Price Site field, you see the default base price site to use for creating the new price list records. All sales parts that match the base price site and the sales price group will be added to the sales price list. If needed, change the default value either by entering a short code or using the List of Values. The percentage symbol (%) will add sales parts from any base price site. If a sales part has base prices in several sites, the base price on the default base price site entered in the Sales Price List/General tab is used first, otherwise the base price entered first is used.
11. Select the Add to Sales Prices check box.
12. Click OK.

To add a single sales price list line:

1. Click the Part Based tab, then select New.
2. Enter a sales part either by entering the short code or by using the List of Values. The base price site will appear automatically, fetched first from the default base price site entered in the Sales Price List/General tab or from the site of the record first entered in the Sales Part Base Price window for the current sales part. The base price site can be changed by entering the short code or by using the List of Values. The base price for the sales part on the selected site and the price U/M are automatically filled in when the site is entered.
3. In the Min Quantity field, enter the minimum price quantity that must be ordered on a customer order line to qualify for the sales price on the sales price list line.
4. Enter the starting validity date for the price list line. The price list line will be valid primarily until the valid-to date specified for the line or secondarily if a new sales price list line for the same part on the same site with a later valid-from date has been entered.
5. Optionally, in the Valid To field, enter the date up to which the new price list lines will be valid.
6. If required, change the default values for percentage and/or amount offset. The offsets are used to determine the calculated sales price. If you want to use a sales price other than the calculated sales price, then enter the sales price in the Sales Price field.
7. If the Use Price Incl Tax check box is selected, it is possible to enter a value in the Sales Price Incl Tax field. The sales price values are calculated using the tax code used for the sales part.
8. Enter the discount type that will be used on the customer order line for the current sales part when this price list is used. Either enter the short code or use the List of Values. The discount is automatically indicated when the discount type is entered. The discount type is used to calculate the price on the customer order line.
9. In the Rounding field, enter the number of decimals that you want to use when rounding the sales price.
10. Save the new sales price list line. The date on which it was last updated appear automatically.

To add pricing rules and pricing information (configurable parts only):

1. Click the Part Based tab.
2. Select the sales part number line, for which you want to add pricing rules and pricing information.
3. Right-click, then click Configuration Price List to open the Configuration Price List window.
4. Select the characteristic ID, by using the List of Values, for which the sales price should differ from the base price indicated in the Sales Price List/Part Based window.
5. Enter additional values on the line as required.
6. Save the changes in the characteristic ID line.
7. Select characteristic ID line for which you want to change the sales price by options.
8. Go to the table in the lower part of the window.
9. Select the options value ID, by using the List of Values, for which the sales price should differ from the price of the characteristic ID in the table above.
10. Enter additional values on the line as required.
11. Repeat steps 8–10 for each options value for which you want to add pricing rules and pricing information.
12. Save the record.
13. Repeat steps 4–12 for every additional characteristic to be entered.