ERP 2.50:User Manual/Pricing
Contents |
Price List Schema
Define a Price List Schema to be assigned to business partners.
A price list schema calculates new price lists versions of price list making operations. These operations are established in the price list line tab, on the list of prices for a determined price list. This way, having to update each one of the prices of the catalog manually is avoided.
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Header
Create a price list schema to assign item prices to your business partners.
Fields:
Active: | A flag indicating whether this record is available for use or de-activated. | |
Client: | Client for this installation. | |
Cumulative Level: | Level for cumulative calculations | |
Description: | A space to write additional related information. | |
Discount Type: | Type of trade discount calculation | |
Flat Discount %: | Flat discount percentage | |
Name: | A identifier for a document which can be used as a search tool. | |
Organization: | Organizational entity within client | |
Price List Adjustment: | A set of guidelines applied to current Price List in order to create a price list. | |
Quantity based: | Trade discount break level based on Quantity (not value) | |
Renumber: | Renumber Discount entries | |
Script: | A code used to create or modify the database or the database data. | |
Valid from Date: | A parameter stating the starting time of a specified request. |
Lines
Add prices and discounts to your price list. Each piece of information is added by creating a line.
Fields:
Active: | A flag indicating whether this record is available for use or de-activated. | |
Business Partner : | Anyone who takes part in daily business operations by acting as a customer, employee, etc. | |
Client: | Client for this installation. | |
Conversion Date: | Date for selecting conversion rate | |
Conversion Rate Type: | A distinct conversion rate characteristic used for processes. | |
Discount Pricelist: | Line of the pricelist trade discount schema | |
Fixed Limit Price: | Fixed Limit Price (not calculated) | |
Fixed List Price: | Fixes List Price (not calculated) | |
Fixed Standard Price: | Fixed Standard Price (not calculated) | |
Limit price Base: | Base price for calculation of the new price | |
Limit price Discount %: | Discount in percent to be subtracted from base, if negative it will be added to base price | |
Limit price max Margin: | Maximum difference to original limit price; ignored if zero | |
Limit price min Margin: | Minimum difference to original limit price; ignored if zero | |
Limit price Rounding: | Rounding of the final result | |
Limit price Surcharge Amount: | Amount added to the converted/copied price before multiplying | |
List price Base: | Price used as the basis for price list calculations | |
List price Discount %: | Discount from list price as a percentage | |
List price max Margin: | Maximum margin for a product | |
List price min Margin: | Minimum margin for a product | |
List price Rounding: | Rounding rule for final list price | |
List price Surcharge Amount: | List Price Surcharge Amount | |
Organization: | Organizational entity within client | |
Price List Adjustment: | A set of guidelines applied to current Price List in order to create a price list. | |
Product: | An item produced by a process. | |
Product Category: | A classification of items based on similar characteristics or attributes. | |
Sequence: | The order of records in a specified document. | |
Standard max Margin: | Maximum margin allowed for a product | |
Standard price Base: | Base price for calculating new standard price | |
Standard price Discount %: | Discount percentage to subtract from base price | |
Standard price min Margin: | Minimum margin allowed for a product | |
Standard price Rounding: | Rounding rule for calculated price | |
Standard price Surcharge Amount: | Amount added to a price as a surcharge |
Price List
Create and edit price lists and versions to optionally apply specified product prices to individual business partners.
Prices List is a catalog of product prices related to a business partner. From each price list, different updates can be made creating the price list versions. It is also possible to make price lists schemes to calculate price lists in a simpler way. In conclusion, a business partner has a price list; this price list could have different versions, and in this versions there will be the prices of the products.
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Price List
Create price lists to be used in application transactions.
Fields:
Active: | A flag indicating whether this record is available for use or de-activated. | |
Base Pricelist: | Pricelist to be used, if product not found on this pricelist | |
Client: | Client for this installation. | |
Currency: | An accepted medium of monetary exchange that may vary across countries. | |
Default: | A value that is shown whenever a record is created. | |
Description: | A space to write additional related information. | |
Enforce price limit: | Do not allow prices below the limit price | |
Name: | A identifier for a document which can be used as a search tool. | |
Organization: | Organizational entity within client | |
Price includes Tax: | Tax is included in the price | |
Price List: | A catalog of selected items with prices defined generally or for a specific partner. | |
Sales Price list: | This is a Sales Price List |
Price List Version
Create versions of the price list which will be valid for a defined time period and potentially using price list schemas.
Fields:
Active: | A flag indicating whether this record is available for use or de-activated. | |
Base Version (Default): | Base Price List | |
Client: | Client for this installation. | |
Create Price List : | Create Prices based on parameters of this version | |
Create Price List Version: | Create a specific version of this price list | |
Description: | A space to write additional related information. | |
Name: | A identifier for a document which can be used as a search tool. | |
Organization: | Organizational entity within client | |
Price List: | A catalog of selected items with prices defined generally or for a specific partner. | |
Price List Adjustment: | A set of guidelines applied to current Price List in order to create a price list. | |
Price List Version: | A price list with a specified validity range. | |
Valid from Date: | A parameter stating the starting time of a specified request. |
Product Price
Add products and edit their prices for a selected price list.
Fields:
Active: | A flag indicating whether this record is available for use or de-activated. | |
Client: | Client for this installation. | |
List Price: | The official price of a product in a specified currency. | |
Organization: | Organizational entity within client | |
Price Limit: | The lowest price a specified item may be sold for. | |
Price List Version: | A price list with a specified validity range. | |
Product: | An item produced by a process. | |
Standard Price: | The regular or normal price of a product in the respective price list. |
Price Adjustments
Create and edit price adjustments to be applied to business partners, products, or price lists. |
Adjustments
Define price adjustments to be applied to business partners, products, and price lists.
Fields:
Active: | A flag indicating whether this record is available for use or de-activated. | |
BP Group Selection Mode: | BP Group Selection Mode | |
BPartner Selection Mode: | Business Partner Selection Mode | |
Client: | Client for this installation. | |
Description: | A space to write additional related information. | |
Discount %: | The proportional discount given to an item, without respect to any previously defined discounts. | |
Discount Amt : | Fixed discount amount | |
Ending Date: | A parameter stating the ending time range related for a specified request, query, etc. | |
Fixed Price: | A price that does not change when price adjustments are made. | |
Name: | A identifier for a document which can be used as a search tool. | |
Organization: | Organizational entity within client | |
Price Adjustment: | The ability to raise or lower prices. | |
Pricelist Selection Mode: | Pricelist Selection Mode | |
Priority: | A defined level of importance or precedence. | |
Product Category Selection Mode: | Product Category Selection Mode | |
Product Selection Mode: | Product Selection Mode | |
Qty From: | Quantity From | |
Qty To: | Quantity to | |
Starting Date: | A parameter stating the starting time range related to a specified request. |
Business Partner
Add business partners in order to include or exclude them from a selected price adjustment.
Fields:
Active: | A flag indicating whether this record is available for use or de-activated. | |
Business Partner : | Anyone who takes part in daily business operations by acting as a customer, employee, etc. | |
Client: | Client for this installation. | |
Organization: | Organizational entity within client | |
Price Adjustment: | The ability to raise or lower prices. |
Business Partner Category
Add business partner categories in order to include or exclude them from a selected price adjustment.
Fields:
Active: | A flag indicating whether this record is available for use or de-activated. | |
Business Partner Category: | A classification of business partners based on defined similarities. | |
Client: | Client for this installation. | |
Organization: | Organizational entity within client | |
Price Adjustment: | The ability to raise or lower prices. |
Price List
Add price lists in order to include or exclude them from a selected price adjustment.
Fields:
Active: | A flag indicating whether this record is available for use or de-activated. | |
Client: | Client for this installation. | |
Organization: | Organizational entity within client | |
Price Adjustment: | The ability to raise or lower prices. | |
Price List: | A catalog of selected items with prices defined generally or for a specific partner. |
Product Category
Add product categories in order to include or exclude them from a selected price adjustment.
Fields:
Active: | A flag indicating whether this record is available for use or de-activated. | |
Client: | Client for this installation. | |
M_Offer_Prod_Cat_ID: | ||
Organization: | Organizational entity within client | |
Price Adjustment: | The ability to raise or lower prices. | |
Product Category: | A classification of items based on similar characteristics or attributes. |
Products
Add products in order to include or exclude them from a selected price adjustment.
Fields:
Active: | A flag indicating whether this record is available for use or de-activated. | |
Client: | Client for this installation. | |
Organization: | Organizational entity within client | |
Price Adjustment: | The ability to raise or lower prices. | |
Product: | An item produced by a process. |
Price List Report
Create a report showing all products and their prices for a selected price list.