Related topics
- About DC1 Supplier Marketing Support (SMS)
- About sales restrictions
- About same item bonus handling
- About setting up profit check handling
- About unit handling in DC1
This panel displays profit information for the order header/quotation header. This information is calculated from the net sales value, cost value and exchange rate records.
If the profit for the order/quotation is not within acceptable limits, the result could be one of the following:
- Sale is not allowed
- Order/Quotation will be held
- Warning message will be displayed, but can be overridden by clicking OK.
The result and acceptable limits are defined in a Sales restriction. The result is defined in the Severity field and the acceptable limits are defined in the Minimum % and Maximum % fields under the Order restrictions section. See Work with restricted sales for more information about severity codes.
If the profit is too low or too high, it signals the handler of the order/quotation to look at the prices and discounts.
Note: No profit check is performed if:
- The line is free of charge
- The line belongs to a structure
- Quantity is negative
- A credit order
Function keys
| Incl/Excl FOC items | Toggle to include or exclude FOC item lines while calculating the profit values.
Note: Incl/Excl FOC items is only displayed if pricing policy for FOC items is set to YES in the DIS control file. |
| Discounts | View the discounts for the line and the lines that contributed to any header discounts. |
| Line connection | Only displayed if line connections exist for the sales order/sales quotation. Access the Line connections enquiry to view the line connections for the whole order/quotation or the specific order/quotation line. |
- Customer
- Displays the customer number of the order/quotation.
- Order value
- When viewing sales orders, this field displays the total value of the order lines, after deduction of the discount(s), and includes VAT (if applicable to the order). Free of charge order lines are not included in this value.
When viewing sales quotations, this field displays the total value of the quotation lines, after deduction of the discount(s), and includes VAT (if applicable to the quotation). Free of charge quotation lines are not included in this value.
- Ord typ
- Displays the order type of the order/quotation.
- Order number/Quote number
- When viewing sales orders, this field displays the order number. When viewing sales quotations, this column displays the quotation number and any version for the quotation.
- Order date
- Displays the date this order/quotation was entered into the system.
- Salesman
- Displays the salesman of this order/quotation.
- Gross sales
- Displays the gross sales value, excluding VAT, for all order/quotation lines. It is calculated as follows:
Sales price * Quantity = Gross sales value
- Discount
- Displays the total amount of line discounts.
- Exp reb amt
- Displays the total expected rebate amount that has been calculated for all order/quotation lines.
- Currency
- Displays the currency code in which the prices are displayed.
- Disc group
- Displays the discount group from the Discount group table that the customer belongs to.
- Exch rate
- Displays the exchange rate used when cost price is converted to the currency, retrieved from the Exchange rate table.
- Net line am
- Displays the net amount, in system currency, for the line. It is calculated as follows:
Net line sales price * Quantity Note: This field can only display a maximum of 10 positions, including any decimal point. If the amount exceeds this value, this field will display the last 10 positions in the amount. However, the database will be updated correctly.
- Header disc
- This field is only displayed if the pricing policy for Order summary disc is set to YES in DIS control file. Displays the accumulated header discount amount for all lines on the order/quotation where a header discount was calculated.
- Header disc %
- This field is only displayed if the pricing policy for Order summary disc is set to YES in DIS control file. Displays the accumulated header discount amount in percent.
- Net amount
- Displays the net amount after line and header discounts and any expected rebate amounts are withdrawn.
- Cost value
- Displays the cost value of all items. It is calculated as follows:
Quantity * Cost price / Exchange rate = Cost value
- Profit 1
- Displays the first profit value for all order/quotation lines. It is calculated as follows:
Net sales 2 value (in order currency) – Cost value (in order currency) = Profit 1 (in order currency) Note: The cost value used in the calculation depends on what cost is defined as the basis for profit margin calculation in the Margin cost basis field in the DIS control file.
- Profit 1 %
- Displays the first profit percentage for all order/quotation lines. It is calculated as follows:
100 * Profit 1 value / Net sales 2 = Profit %
- Inv cash dsc
- Displays the cash discount of the invoice.
- Cash disc %
- Displays the cash discount percentage from the terms of payment.
- Profit 2
- Displays the second profit value for all order/quotation lines. It is calculated as follows:
Profit 1 value – Cash discount % from terms of payment = Profit 2 (in order currency)
- Profit 2 %
- Displays the second profit percentage for all order/quotation lines. It is calculated as follows:
100 * Profit 2 value / Net sales 2 = Profit %
- TOP
- Displays the terms of payment valid for this customer.
Sales order profit enquiry or Sales quotation profit enquiry, Order/Quotation line information (DIR15502)
This panel displays profit information for the selected order/quotation line. This information is calculated from the net sales value, cost value and exchange rate records.
If the profit for the order/quotation is not within acceptable limits, the result could be one of the following:
- Sale is not allowed
- Order/Quotation will be held
- Warning message will be displayed, but can be overridden by clicking OK.
The result and acceptable limits are defined in a Sales restriction. The result is defined in the Severity field and the acceptable limits are defined in the Minimum % and Maximum % fields under the Order restrictions section. See Work with restricted sales for more information about severity codes.
If the profit is too low or too high, it signals the handler of the order/quotation to look at the prices and discounts.
Note: No profit check is performed if:
- The line is free of charge
- The line belongs to a structure
- Quantity is negative
- A credit order
Function keys
| Incl/Excl FOC items | Toggle to include or exclude FOC item lines while calculating the profit values.
Note: Incl/Excl FOC items is only displayed if it is a Base line for FOC items and pricing policy for FOC items is set to YES in the DIS control file. |
| Discounts | View the discounts for the line. |
| Line connection | Only displayed if line connections exist for the order/quotation. Access the Line connections enquiry to view the line connections for the whole order/quotation or the specific order/quotation line. |
| Order/Quote header | View order header/Quotation header information. |
- Customer
- Displays the customer number of the order/quotation.
- Order/Quote value
- When viewing sales orders, this field displays the total value of the order lines, after deduction of the discount(s), and includes VAT (if applicable to the order). Free of charge order lines are not included in this value.
When viewing sales quotations, this field displays the total value of the quotation lines, after deduction of the discount(s), and includes VAT (if applicable to the quotation). Free of charge quotation lines are not included in this value.
- Ord type
- Displays the order type of the order/quotation.
- Order number/Quote number
- When viewing sales orders, this field displays the order number. When viewing sales quotations, this column displays the quotation number and any version for the quotation.
- Line/Link tp
- Displays the number of the order/quotation line. Link tp (Link type) denotes what kind of line is displayed, i.e. Parent or Component, FOC base or FOC item line. See Link types for more information.
- Item/Cust item
- Displays the item and description. Note: If the panel is set up to view customer item codes, the field will be titled Cust item and display the customer item code and description set up using the Item cross references function.
- Gross sales
- Displays the gross sales value, excluding VAT, for the order/quotation line. Gross sales value is calculated as follows:
Sales price * Quantity = Gross sales value
- Quantity
- Displays the quantity ordered for the order/quotation line. If the unit is equal to the D/E-unit for the item, this quantity could display two units in the same quantity field. The partial units could be displayed with decimal positions for the Display/Entry unit or by a dual display/entry of both the Display/Entry unit and the Stock unit separated by a user-defined delimiter. See About display/entry unit handling for more information.
- Discount
- Displays the total amount of line discounts.
- Discount %
- Displays the total percentage of line discounts. Note: If the order/quotation line is included in an order structure, this field only displays a value if the structure type is defined with 2 in the Sales price calc field in the Order structure type table.
- Invoice qty
- This field is only displayed if the Bonus pricing policy parameter is set to YES in the DIS control file. If the same item bonus functionality is set up in the system and the setup stipulations are met for the item on the order/quotation line, the quantity that will be invoiced to the customer can be less than the ordered quantity for the item. This field displays the quantity to be invoiced, if found for the actual item and quantity.
- Exp reb amt
- Displays the total expected rebate amount that has been calculated for the order/quotation line.
- Price
- Displays the sales price of the item being sold to the customer.
- Price unit
- Only displayed if the PRCUNIT (Price unit handling) function is activated in the Function control file. Displays the unit in which the price is presented. See About price unit handling for more information.
- Prc unit qty
- Only displayed if the PRCUNIT (Price unit handling) function is activated in the Function control file. Displays the price unit quantity (i.e. the sales quantity presented according to the price unit). See About price unit handling for more information.
- Net line am
- Displays the net amount, in system currency, for the line. It is calculated as follows:
Net line sales price * Quantity Note: This field can only display a maximum of 10 positions, including any decimal point. If the amount exceeds this value, this field will display the last 10 positions in the amount. However, the database will be updated correctly.
- FOC
- Indicates if this order/quotation line is Free of charge.
- Header disc
- This field is only displayed if the pricing policy for Order summary disc is set to YES in DIS control file. Displays the accumulated header discount amount for all lines on the order/quotation where a header discount was calculated.
- Header disc %
- This field is only displayed if the pricing policy for Order summary disc is set to YES in DIS control file. Displays the accumulated header discount amount in percent.
- Net amount
- Displays the net amount after line and header discounts and any expected rebate amounts are withdrawn.
- Currency
- Displays the currency code in which the prices are displayed.
- Exch rate
- Displays the exchange rate used when cost price is converted to currency, retrieved from the Exchange rate table.
- Cost price
- Displays the cost price used in the calculation of Profit 1 and Profit 2 on this panel.
Note: The content of the field varies depending on what cost is defined as the basis for profit margin calculation in field Margin cost basis in the DIS control file.
- Cost value
- Displays the cost value of the item. It is calculated as follows:
Quantity * Cost price / Exchange rate = Cost value
- SMS rebate
- This field is only displayed if the following is true:
- The DC1 Supplier Marketing Support application is installaed and activated
- The sales order type on the order/quotation line is defined as valid for SMS rebates
This field displays the SMS rebate for the order/quotation line (i.e. the price per 1 stock unit, in system currency, that will be claimed from the rebate payer). When the order/quotation line is changed, a new search for the best rebate is performed and the value is updated accordingly in this field.
The SMS rebate will affect the profit in that during the profit calculation the cost price will be reduced with the value in this SMS rebate field. This means that if a SMS rebate exists, the profit will be higher.
- Profit 1
- Displays the first profit value for the order/quotation line. It is calculated as follows:
Net sales 2 (in order currency) – Cost value (in order currency) = Profit 1 (in order currency)
- Profit 1 %
- Displays the first profit percentage for the order/quotation line. It is calculated as follows:
100 * Profit 1 value / Net sales 2 = Profit %
- Am excl VAT or Tax
- Displays the gross sales value, excluding VAT, or if sales tax handling is activated, sales tax.
- VAT amount or Tax amount
- Displays the VAT amount for this order/quotation line, or if sales tax handling is activated, the sales tax amount.
- Am incl VAT or Tax
- Displays the gross sales value, including VAT, or if sales tax handling is activated, sales tax. It is calculated as follows:
Amount excluding VAT + VAT amount = Amount including VAT
- Inv cash dsc
- Displays the cash discount of the invoice.
- Cash disc %
- Displays the cash discount percentage from the terms of payment.
- Profit 2
- Displays the second profit value for this order/quotation line. It is calculated as follows:
Profit 1 value – Cash discount % from terms of payment = Profit 2 (in order currency)
- Profit 2 %
- Displays the second profit percentage for the order/quotation line. It is calculated as follows:
100 * Profit 2 value / Net sales 2 = Profit %