Related topics
- About DC1 Supplier Marketing Support (SMS)
- About sales restrictions
- About setting up profit check handling
- About unit handling in DC1
This panel displays information from the Quotation header. The calculated profit is also displayed.
If the profit for the quotation line is not within acceptable limits, the result could be one of the following:
- Sale is not allowed
- Order 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 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
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. |
| Rep curr | View the amount(s) in system currency and reporting currency.
Note: Reporting currency is only displayed if a reporting currency has been defined in Work with companies and if the currency defined has a fixed exchange rate, i.e. the Fixed exchange rate field is set to YES in Work with currencies for this currency. |
| Discounts | View the discounts for the line and the lines that contributed to any header discounts. |
- Customer
- Displays the customer number of the quotation.
- Quot value
- Displays the total line value, minus any line discounts. Order discounts are not considered in this calculated value.
- Quot
- Displays the quotation number of the quotation.
- Quot type
- Displays 1 if the quotation is expected to be a sales order, 2 if it is to be a customer contract or 3 if the quotation is a service quotation.
- Quot date
- Displays the creation date of this quotation.
- Expiry date
- Displays the expiration date of this quotation.
- Salesman
- Displays the salesman code of this quotation.
- Gross sales
- Displays the gross sales value, excluding VAT, for all 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 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 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 quotation lines. It is calculated as follows:
Net sales 2 value (in order currency) – Cost value x currency Exchange rate = Profit value 1 (in order currency) Note: The cost value used in the calculation depends on the code you entered in the Margin cost basis field in the DIS control file.
- Profit 1 %
- Displays the first profit percentage for all quotation lines. It is calculated as follows:
100 * Profit 1 value / Net sales 2 = Profit %
- Contract fr
- If a quotation type 2, (i.e. the quotation is to become a customer contract), displays the date from which the contract is valid.
- Contract to
- If a quotation type 2, (i.e. the quotation is to become a customer contract), displays the date to which the contract is valid.
- 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 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 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 quotation profit enquiry, Quotation line information (DIR15802)
This panel displays detailed information of the quotation line selected. Profit information is also displayed, which is calculated from net sales value, cost value and exchange rate records.
If the profit for the quotation line is not within acceptable limits, the result could be one of the following:
- Sale is not allowed
- Order 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 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
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. |
| Rep curr | View the amount(s) in system currency and reporting currency.
Note: Reporting currency is only displayed if a reporting currency has been defined in Work with companies and if the currency defined has a fixed exchange rate, i.e. the Fixed exchange rate field is set to YES in Work with currencies for this currency. |
| Quotation header | View Quotation header information. |
| Discounts | View the discounts for the line. |
- Customer
- Displays the customer number of the quotation.
- Quot value
- Displays the total value for all lines belonging to this quotation.
- Quot type
- Displays 1 if the quotation is expected to be a sales order, 2 if it is to be a customer contract or 3 if the quotation is a service quotation.
- Quot
- Displays the quotation number.
- Line number
- Displays the number of the quotation line.
- Item/Cust item
- Displays the item code. 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.
- Quantity
- Displays the quantity quoted for the 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.
- Gross sales
- Displays the gross sales value, excluding VAT, for the quotation line. Gross sales value is calculated as follows:
Sales price * Quantity = Gross sales value
- Discount
- Displays the total amount of line discounts.
- Discount %
- Displays the total percentage of all line discounts. Note: If the 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.
- Exp reb amt
- Displays the total expected rebate amount that has been calculated for the quotation line.
- Price
- Displays the sales price of the item on this quotation line.
- 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 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 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.
- Cost price
- Displays the cost price of the item in system currency.
- 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 activated
- The sales order type on the quotation line is defined as valid for SMS rebates
This field displays the SMS rebate for the quotation line (i.e. the price per 1 stock unit, in system currency, that will be claimed from the rebate payer). When the 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 quotation line. It is calculated as follows:
Net sales 2 value (in order currency) – Cost value (in order currency) = Profit 1 (in order currency)
- Profit 1 %
- Displays the first profit percentage for the quotation line. It is calculated as follows:
100 * Profit 1 value / Net sales 2 = Profit %
- Exch rate
- Displays the exchange rate used when cost price is converted to the currency, retrieved from the Exchange rate table.
- Am excl VAT
- Displays the gross sales value, excluding VAT.
- VAT amount
- Displays the VAT amount for this quotation line.
- Am incl VAT
- Displays the gross sales value, including VAT. 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 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 quotation line. It is calculated as follows:
100 * Profit 2 value / Net sales 2 = Profit %