Work with sales pricing methods, Details (DMR06301)

Options

Limit dep pricing	Select this option to add or maintain unique limit dependent prices or discounts (quantity, matrix or amount) for this item on this sales pricing method. Before this option is valid you must have entered the Limit type (quantity, matrix or amount) on detail level.
FOC items	Select this option to add or maintain FOC discounting for items. This option is only allowed for sales pricing method details that have a limit type defined but is not allowed for H type (Header discount) or O type (Order line summary) pricing methods.
Ceiling control	Select this option to view the ceiling control details defined on the sales pricing method. This option is not allowed for C type (Chain discount), H type (Header discount) or O type (Order line summary) pricing methods.

Function keys

Details/Defaults

This function key is only available if you accessed this panel from the Work with sales promotions routine. Toggle between viewing details and defaults for the sales promotion.

Selection fields

The first key defined in the pricing method is displayed as a selection/search field. If the first key defined in the pricing method is not item or customer, but either of these were defined instead as any one of the remaining Key 2 to Key 5 keys, these will be displayed allowing you to perform a selection/search.

Pricing method/Promotion: Displays the sales pricing method that you are currently working with. If you are working with a sales pricing method that is connected to a sales promotion, displays the sales promotion code.

Curr: This column lists the code from the Currency table indicating the monetary unit used in this transaction.

Unit: This column lists the unit used in this transaction.

Dp pr: This column lists the code for Quantity, Matrix or Amount when there are limit dependent discounts on header level.

D

An asterisk (*) in this column signifies that price or discount details exist for the key combination. The D column heading stands for Detail pricing. If any of the following fields are defined, then an asterisk (*) is displayed in front of the line:

Price
Price list
Basis
FOC=Y
Discount %
Discount amount
Limit type
Limit code

Key columns 1-5: On this panel a maximum of five columns are displayed, listing the individual key codes that are selected for either the sales pricing method or the sales promotion you are working with. If you accessed this panel from the Work with sales promotions routine, click Details/Defaults to toggle between viewing details and defaults entered for the sales promotion.

Disc amount: This column displays the amount that you wish to offer as a discount.

Disc %: This column displays the percentage that is to be discounted off the sales price.

Qualif qty: This column displays the quantity that must be ordered on a sales order/quotation line to qualify for the price or discount defined in the sales pricing method detail record.

Price: This column displays the sales price.

Pr list: This column displays the price list code from the Sales price list table denoting the price list that is applicable to this sales pricing method.

Basis

This column displays a code from the Cost bases table denoting how your company wishes to define the basic cost of an item.

FOC: This column denotes if the item is free-of-charge.

Price sys unit: This column is only available to display via the Edit columns feature if the PRCUNIT (Price unit handling) function is activated in the Function control file. It is used for method details, in which item is not selected as one of the keys. Price sys unit indicates the price unit for the method detail.

Marg/Mark

This column displays a value denoting the method (i.e. Margin or Mark-up) that you want to use to generate the sales price from, e.g., the cost price or the sales price list, depending on how this is set up.

Valid values are:

1	Margin
2	Mark-up

Fact/Per

This column displays a value indicating how you want the Marg/Mark (i.e. Margin or Mark-up) to be calculated.

Valid values are:

Value	Definition
1	Factor: The Mark-up or Margin will be multiplied by a factor. Note: The value of the factor is defined in the Value field.
2	Percentage: The Mark-up, or Margin value will be increased according to a percentage. Note: The value of the percentage is defined in the Value field.

Value

This column is used in conjunction with the Marg/Mark, and Fact/Per.

If the value of Marg/Mark is 1 and the value of Fact/Per is 1, this column displays the margin factor.
If the value of Marg/Mark is 1 and the value of Fact/Per is 2, this column displays the margin percentage.
If the value of Marg/Mark is 2 and the value of Fact/Per is 1, this column displays the mark-up factor.
If the value of Marg/Mark is 2 and the value of Fact/Per is 2, this column displays the mark-up percentage.

VAT based: This field in the maintenance program is automatically set to YES when you add a new record for N (Normal) and P (Promotion) details. Depending on your intent with the pricing and discounts, the default setting could automatically switch to NO. If you define a sales price (or the means to calculate a sales price, e.g., via a cost mark-up) this column denotes if this is a VAT based item. If however, you do not define a sales price (i.e. you want the price to be picked from the base price list with that VAT definition), but instead just want to enter a discount, this VAT based flag will automatically switch to the NO setting when you enter the discount for this new N (Normal) or P (Promotion) record. The exception is when you enter Quantity limits (i.e. this setting will remain as YES since you can define a price for these limits). This column denotes if this is a VAT based item. This field can only be set to YES in the maintenance program if either a price is entered or calculated using basis (except basis=”RET”) on the method.

VAT included: This column denotes if VAT is included in the sales price of the item.

Incl VAT%: This column displays the VAT handling code for the VAT percentage, if any, which is included in the sales price.

Limit typ: If you offer your customer limit dependent discounts that are specific to this pricing method, this column displays the limit type code that your company uses for Amount, Quantity or Matrix, depending upon whether the limit values are described as amounts, quantities or matrix quantities. See About setting up limit dependent pricing for more information.

Limit cod: This column displays the limit code which carries the limit discounts (based on quantity, matrix quantity or amount) that you want to apply. See About setting up limit dependent pricing for more information.

Ret meth

This column displays a value denoting the method that you want to use to generate the retail price from the sales price. The retail price is a recommended value that will be printed on the invoice.

Values are:

1	Margin
2	Mark-up
3	Value

Note: The mark-up factor is multiplied by the sales price of an item to yield the recommended retail price that will be printed on the invoice.

For example:

If the sales price is 10.00
If the Retail method selected for calculating the retail price is Mark-up.
If the type of mark-up used in the calculation is a percentage (defined in the Ret fact/per field)
And the Ret value of the mark-up is defined at 50.
Then the retail price will be calculated as: 10.00 * 1.50 = 15.00

Ret fac %

This column displays a value denoting how you want the Retail method (e.g., Mark-up, Margin) to be calculated.

Values are:

Value	Definition
1	Factor. The Mark-up or Margin will be calculated using a factor. Note: The value of the factor is displayed in the Ret value column.
2	Percentage. The Mark-up, or Margin value will be increased according to a percentage. Note: The value of the percentage is displayed in the Ret value column.

Item description: This column displays the item description for the Item key code.

Customer internal name: This column displays the customer internal name for the Customer key code.

Item group description: This column displays the item group description for the Item group key code.

Ret value

The retail price is a recommended value that will be printed on the invoice.

If the value of Ret method is 1 and the value of Ret fact/per is 1:
This column displays the margin factor.
If the value of Ret method is 1 and the value of Ret fact/per is 2:
This column displays the margin percentage.
If the value of Ret method is 2 and the value of Ret fact/per is 1:
This column displays the mark-up factor.
If the value of Ret method is 2 and the value of Ret fact/per is 2:
This column displays the mark-up percentage.

Sales value ceiling: This column lists the ceiling for the sales value in system currency.

Sales value reached: This column lists the sales value reached for the received and processed orders.

Sales qty ceiling: This column lists the ceiling for the sales quantity to be sold for this sales pricing method.

Sales qty reached: This column lists the sales quantity reached for received and processed orders.

Discount value ceiling: This column lists the ceiling for the discount value in system currency.

Discount value reached: This column lists the discount value reached for the sales pricing method.

FOC item qty ceiling: This column lists the ceiling for the FOC item quantity to be given as discount for this sales pricing method.

FOC item qty reached: This column lists the reached quantity of FOC items which is given as discount.

Valid from: This column lists the date from which the price or discount will be effective. See Validity dates for sales pricing methods (Short term pricing) for more information. Note: If you accessed this panel from the Work with sales promotions routine, this field displays the date from which the sales promotion you are working with is valid.

Valid to: This column lists the date that the price or discount will end. See Validity dates for sales pricing methods (Short term pricing) for more information. Note: If you accessed this panel from the Work with sales promotions routine, this field displays the date to which the sales promotion you are working with is valid.

Closed: This column denotes if the sales pricing method detail is closed.

Main supplier: This column displays the main supplier.

Work with sales pricing methods, Details (DMR06304)

Related topics

Note: If you accessed this panel from the Work with sales promotions routine, the panel sub-heading is Details – Sales promotions default values.

On this panel information on the prices and discounts are defined.

Pricing keys

The values for the pricing keys that were defined for this Sales pricing method are displayed at the top of the panel.

Note: If you accessed this panel from the Work with sales promotions routine, the pricing keys will not be displayed.

Defining special prices and discounts

There are four methods of calculating the special prices or discounts. Only one of the following can be applied to the pricing keys:

Fixed price
Variable sales prices based on cost value
Limit dependent prices based on an amount, quantity or matrix quantity. Also includes FOC discounting for specific items based on an amount, quantity or matrix quantity. See About setting up limit dependent pricing for more information.
FOC (Free-of-charge)

Sales pricing methods can be defined according to:

Price. A fixed price can be defined.
Cost. The sales price will be based on the cost price of the item.

Variable sales prices based on cost value

There are many ways of defining what the cost price of the item is. By selecting a value from the Cost bases table you can determine how the cost of the item is to be derived (i.e. according to the Standard Cost per Item / Standard Cost per Warehouse / Last Purchase Cost, etc).

For example:

If the Basis parameter specifies that the cost of the item is the Average Cost per Item, the system will calculate a sales price based on that criteria. Furthermore, once the cost base has been established, you can specify whether the method of calculating the sales price is subject to a margin or mark-up factor (the Marg/Mark field).

Function keys

Limit dependent pricing	Define quantity, matrix quantity or amount dependent discounts that are unique to this method. Note: This function key is used in conjunction with the Limit type field.
FOC items	Add or maintain FOC discounting for items. This function key is only allowed for sales pricing method details that have a limit type defined but is not allowed for H type (Header discount) or O type (Order line summary) pricing methods.

Pricing method/promotion: Displays the pricing code that you are currently working with. If you are working with a sales pricing method that is connected to a sales promotion, displays the sales promotion code.

Pricing key: Displays the pricing key(s), code(s) and description(s) that were defined for this sales pricing method. Note: If you accessed this panel from the Work with sales promotions routine, the pricing keys will not be displayed.

Sales unit: Enter the unit for the item. Depending on what has been activated and/or defined in the system, the unit can either be automatically retrieved or entered manually.

Valid from

Enter the date from which the price or discount will be effective. This field is optional, however, if a value is entered in this field, an end date must be specified in the Valid to field. See Validity dates for sales pricing methods (Short term pricing) for more information.

Note: If you accessed this panel from the Work with sales promotions routine, displays the date from which the sales promotion you are working with is valid.

Valid to

Enter the date that the price or discount will end. This field is optional, however, if a value is entered in this field, a starting date must be specified in the Valid from field. See Validity dates for sales pricing methods (Short term pricing) for more information. This date can be changed once a price is created, even when the functionality for Short term pricing is activated. When a price with overlapping dates is created, a warning message will be displayed to inform the user about this situation.

Note: If you accessed this panel from the Work with sales promotions routine, displays the date to which the sales promotion you are working with is valid.

Qualif qty: Enter the quantity that must be ordered on a sales order/quotation line to qualify for the price or discount defined in the sales pricing method detail record.

Price: Enter the sales price of the item.

Price list: Enter a code from the Sales price list table to indicate the price list that is applicable to this sales pricing method.

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.

Basis

Select a code from the Cost bases table to identify to the system how your company wishes to define the basic cost of an item.

FOC: Indicate if the item is free-of-charge.

Price sys unit: Only displayed if the PRCUNIT (Price unit handling) function is activated in the Function control file. It is used for method details, in which item is not selected as one of the keys. Price sys unit indicates the price unit for the method detail.

Marg/Mark

Enter a value indicating the method (i.e. Margin or Mark-up) that you want to use to generate the sales price from, e.g., the cost price or the sales price list, depending on how this is set up.

Permitted values:

1	Margin
2	Mark-up

Note: This field is used in conjunction with the Fact/Per, and Value parameters.

The following formulae are used to calculate a sales price based upon margins and mark-ups:

Margin
Base Price / ((100 – %) / 100) = Sales Price
Base Price / (1 – Factor) = Sales Price

Mark-up
Base Price x ((100 + %) / 100) = Sales Price
Base Price x (1 + Factor) = Sales Price

For example:

If the Cost Basis selected on this panel is ACI Average Cost/Item
If the average cost of the item value = 10 GBP (defined on the Item file maintenance, Inventory information (DMR00302) panel
If the Method selected for calculating the sales price is Mark-up
If the type of mark-up used in the calculation is a factor and not a percentage (defined in the Fact/Per field)
And the Value of the mark-up is defined at 1.5
Then the sales price will be calculated as:
10 * (1 + 1.5) = 25

Fact/Per

Enter a value indicating how you want the Marg/Mark (i.e. Margin or Mark-up) to be calculated.

Permitted values:

th>Value

Definition
1	Factor: The Mark-up or Margin will be multiplied by a factor. Note: The value of the factor will be defined in the Value field.
2	Percentage: The Mark-up, or Margin value will be increased according to a percentage. Note: The value of the percentage will be defined in the Value field.

Value

This field is used in conjunction with the Marg/Mark, and Fact/Per fields.

If the value of Marg/Mark is 1 and the value of Fact/Per is 1, enter the margin factor.
If the value of Marg/Mark is 1 and the value of Fact/Per is 2, enter the margin percentage.
If the value of Marg/Mark is 2 and the value of Fact/Per is 1, enter the mark-up factor.
If the value of Marg/Mark is 2 and the value of Fact/Per is 2, enter the mark-up percentage.

VAT based: This field is automatically set to YES when you add a new record for N (Normal) and P (Promotion) details. Depending on your intent with the pricing and discounts, the default setting could automatically switch to NO. If you define a sales price (or the means to calculate a sales price, e.g., via a cost mark-up) indicate if this is a VAT based item. If however, you do not define a sales price (i.e. you want the price to be picked from the base price list with that VAT definition), but instead just want to enter a discount, this VAT based flag will automatically switch to the NO setting when you enter the discount for this new N (Normal) or P (Promotion) record. The exception is when you enter Quantity limits (i.e. this setting will remain as YES since you can define a price for these limits). Indicate if this is a VAT based item. This field can only be set to YES if either a price is entered or calculated using basis (except basis=”RET”) on the method.

VAT included: Indicate if VAT is included in the sales price of the item. The field can only be set to YES if either a price is entered or calculated using basis (except basis=”RET”) on the method. This code is defaulted to the sales order line, where it can be changed.

Incl Vat% cd: Enter the VAT handling code for the VAT percentage, if any, which is included in the sales price. If the VAT included field is set to NO, this field must be blank. If you are maintaining an existing entry, the information can be changed or deleted.

Discount %: Enter the percentage that is to be discounted off the sales price.

Disc amount: Enter the amount that you wish to offer as a discount.

Limit type: A value is only entered in this field if you wish to offer your customer limit dependent discounts that are specific to this pricing method. The limits are based upon the amount, quantity or matrix quantities of the order or quotation line. Enter the code that your company uses for Amount, Quantity or Matrix depending upon whether the limit values are to be described as amounts, quantities or matrix quantities and click Limit dependent pricing to define the limit dependent pricing. See About setting up limit dependent pricing for more information.

Limit code: By using this field a pre-defined limit dependent discount can be applied depending on the quantity, matrix quantity or amount entered on the sales order or quotation line. Enter a code from the Limit codes table, which carries the limit discounts (based on quantity, matrix quantity or amount) that you want to apply. See About setting up limit dependent pricing for more information.

Ret method

Enter a value indicating the method that you want to use to generate the retail price from the sales price. The retail price is a recommended value that will be printed on the invoice.

Permitted values:

1	Margin
2	Mark-up
3	Value

Note: This field is used in conjunction with the Ret value, and Ret fact/per parameters.

Note: The mark-up factor is multiplied by the sales price of an item to yield the recommended retail price that will be printed on the invoice.

For example:

If the sales price is 10.00
If the Retail method selected for calculating the retail price is Mark-up.
If the type of mark-up used in the calculation is a percentage (defined in the Ret fact/per field)
And the Ret value of the mark-up is defined at 50.
Then the retail price will be calculated as: 10.00 * 1.50 = 15.00

Ret fact/per

This field is used to determine the recommended retail price that will be printed on the invoice sent to the customer. Enter a value indicating how you want the Retail method (e.g., Mark-up, Margin) to be calculated. Note: This field is used in conjunction with the Ret method, and Ret value parameters.

Permitted values:

Value	Definition
1	Factor. The Mark-up or Margin will be calculated using a factor. Note: The value of the factor will be defined in the Ret value field.
2	Percentage. The Mark-up, or Margin value will be increased according to a percentage. Note: The value of the percentage will be defined in the Ret value field.

Ret value

This field is used to generate the retail price from the sales price. The retail price is a recommended value that will be printed on the invoice. Note: This field is used in conjunction with the Ret method, and Ret fact/per parameters.

If the value of Ret method is 1 and the value of Ret fact/per is 1:
Enter the margin factor.
If the value of Ret method is 1 and the value of Ret fact/per is 2:
Enter the margin percentage.
If the value of Ret method is 2 and the value of Ret fact/per is 1:
Enter the mark-up factor.
If the value of Ret method is 2 and the value of Ret fact/per is 2:
Enter the mark-up percentage.

Work with sales pricing methods, Details, Copy (DMR06305)

Related topics

Function keys

Fill with from values

Fill the input field(s) by retrieving the value from the preceding field.

Pricing method

Pricing key: Displays the pricing that were defined for this sales pricing method.

New pricing key: Enter the new pricing keys to be defined for the sales pricing method.

Currency: Displays the currency that was defined for this sales pricing method.

New currency: Enter the new currency to be defined for this sales pricing method.

Unit: Displays the unit that was defined for this sales pricing method.

New unit: Enter the new unit to be defined for this sales pricing method.

Valid from date: Displays the valid from date of the price or discount that was defined for this sales pricing method.

New valid from date: Enter the new valid from date to be defined for this Sales pricing method. See Validity dates for sales pricing methods (Short term pricing) for more information.

Valid to date: Displays the valid to date of the price or discount that was defined for this sales pricing method.

New valid to date: Enter the new valid to date to be defined for this sales pricing method. See Validity dates for sales pricing methods (Short term pricing) for more information.

Work with sales pricing methods, Details, Deletion (DMR06308)

Related topics

Work with sales pricing methods, Ceiling control details (DMR06311)

Related topics

On this panel you can maintain the ceiling control details on sales pricing method detail level. See Set up a promotion method and define the ceiling control values for detailed instructions. Promotion ceiling control does not apply for component lines with structure type 3 and 4.

Function keys

Limit dependent pricing	Define quantity, matrix quantity or amount dependent discounts that are unique to this method. Note: This function key is used in conjunction with the Limit type field.
FOC items	Add or maintain FOC discounting for items. This function key is only allowed for sales pricing method details that have a limit type defined but is not allowed for H type (Header discount) or O type (Order line summary) pricing methods.

Pricing method: Displays the sales pricing method.

Pricing keys: Displays the defined pricing key(s), code(s) and description(s) for this sales pricing method detail.

Currency: Displays the currency that was defined for this sales pricing method detail.

Sales unit: Displays the unit that was defined for this sales pricing method detail.

Valid from: Displays the date from which the price or discount will be effective. Note: If you accessed this panel from the Work with sales promotions routine, this field displays the date from which the sales promotion you are working with is valid.

Valid to: Displays the date that the price or discount will end. Note: If you accessed this panel from the Work with sales promotions routine, this field displays the date to which the sales promotion you are working with is valid.

Sales value ceiling: Enter the ceiling for the sales value in system currency.

Sales value reached: Displays the sales value reached for the received and processed orders. It is the net value of the sales order line after discounts (before VAT). Note: This field is not updated for sales order lines marked as free of charge.

Sales qty ceiling: Enter the ceiling for the sales quantity to be sold for this sales pricing method. It is the quantity in stock units for all promotion items. One method can hold many different items with different stock units.

Sales qty reached: Displays the sales quantity reached for received and processed orders.

Disc value ceiling: Enter the ceiling for the discount value in system currency. The discount ceiling value is the same as the value of the given discount for the sales pricing method. A sales order line marked as free of charge is considered as 100% discount.

Disc value reached: Displays the discount value reached for the sales pricing method.

FOC item qty ceiling: Only displayed if FOC item discounting is allowed (i.e. the FOC items field is set to YES in the DIS control file).
Enter the ceiling for the FOC item quantity to be given as discount for this sales pricing method. FOC item ceiling quantity is defined in stock unit. One method can hold many different items with different stock units.

FOC item qty reached: Only displayed if FOC item discounting is allowed (i.e. the FOC items field is set to YES in the DIS control file).
Displays the reached quantity of FOC items which is given as discount.

Status

Indicates if the sales pricing method detail is Open or Closed. The sales pricing method detail will automatically be closed (the status will be set to Closed) when any of the ceiling values for the detail is reached. If ceiling control was not defined on header level, the header will remain open and other details will still be valid for the promotion. You can change the status from closed to open in two ways:

By manually increasing the ceiling control value to a higher value than reached/consumed values.
By changing the quantity of the sales order line if, e.g., the sales pricing method gets closed by mistake. For example, a sales order line with quantity 1000 has been entered instead of 100, which in turn closes the method. The user can the change the quantity to re-open the sales pricing method.