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ERP 2.50:User Manual/Pricing

Contents

IconAutoForm.png Price List Schema

Define a Price List Schema to be assigned to business partners.


What is a Price List Schema?

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.


Keep in Mind:

  • The Price List Schema window allows the user to create a logical method of updating and creating price lists.
  • In a Price List Scheme, the different sequential lines are executed. This allows users to, for example, raise a percentage all products of a list in forward edge of price updating. They can also subtly raise the price of products of a certain product category.
  • In the Price List scheme, different lines are executed sequentially. This allows the user to raise a percentage all products of a list in the first price line. They can then return and add more value to products of a determined product category.
  • If the percentage introduced is positive the price goes up and when if it is negative the price goes down.
  • References allow to choose business partners, product categories, products, etc. to which the discount line are applied.
  • A clear example can be the rise of prices at the beginning of year, where many products increase in value (for example a supermarket that it wants to increase the IPC to its products). Instead of going one by one, a scheme with a line is created that increases the price by a desired percentage.
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Tab23.png 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.


Tab23.png 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

IconAutoForm.png Price List

Create and edit price lists and versions to optionally apply specified product prices to individual business partners.


What is a Price List?

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.


Keep in Mind:

  • The products are not related to business partners, they are related to the price list versions of an existing price list. And the price lists are related to business partners.
  • You won´t be able to create a second price for a product in the same price list version.
  • Each price list has to be defined as a purchase or sales price list.
  • Price lists usually are defined in a period of time. Using versions, we can keep historical records and create future price lists.
  • It is possible for a newly created price list version to be dependent on another already existing price list version (Base Version). In such case the products are introduced automatically from the Base Version. In the contrary case it is necessary to insert the products manually.
  • The Base Version contains the prices that are used to calculate new prices for the new price list version using the desired Price List Schema.
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Tab23.png 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


Tab23.png 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.

Tab23.png 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.


IconAutoForm.png Price Adjustments

Create and edit price adjustments to be applied to business partners, products, or price lists.
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Tab23.png 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.


Tab23.png 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.


Tab23.png 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.


Tab23.png 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.


Tab23.png 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.


Tab23.png 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.


IconReport.png Price List Report

Create a report showing all products and their prices for a selected price list.

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