View sales pricing information

To access this enquiry select Customer service enquiry from the Enquiry list.

This enquiry is ideal to use when the customer wants to know the price and delivery for a specific quantity of a specific item as all of the information regarding the price (e.g., prices, discounts, contracts, rebates for SMS agreements) and availability are displayed on, or accessible from this panel. Details can be accessed via the function keys.

Note: Order summary discounts (O- and H-type) can only be retrieved and displayed here to a limited extent as you only can simulate a single order line here.

Entering item information

If only item is entered, the price or prices (limit or quantity dependent) are displayed. The unit and system currency are automatically retrieved but can be overridden if sales prices exist for the combination of item/currency/unit. The price shown is the one valid today.

Entering item and customer information

If a customer is also entered, the panel will display the price (after any applied discounts) valid for this customer. To see how the price was calculated and to view any applied discounts select the appropriate function.

Entering item, customer and quantity

If a quantity is also entered, the correct price is selected if limit dependent prices (quantity or amount) exist. The net amount will be calculated and displayed excluding VAT. The total amount will be calculated and displayed with any VAT included.

Use this enquiry when you want to see the breakdown of how a sales price was calculated for the entered quantity on a sales order line, sales quotation line and invoice line.

You can access this enquiry from the Fnc list function key in the following locations but it is not, however, accessible for a component in a sales structure that has sales price calculation code 3 or 4 after the summary has taken place. (For a type 4 the summary is done during invoicing but prior to that you can still use this enquiry for the component lines):

• Line level of Work with sales orders or Sales order enquiry
• Line level of Work with sales quotations or Sales quotation enquiry
• Line level of Invoice enquiry
• Customer service enquiry

The information displayed will outline, as an example, the:

• Starting price and where it was derived
• Price and discount method used
• Actual pricing key values used
• Discounts and the intermediate prices
• Net price

Depending on where the starting price was derived, (e.g., price list, customer contract, sales pricing method, manually entered price or summarised structure price), the panel accessed will display the applicable sub-heading and information.

You access this enquiry via the Enquiry list.

This enquiry, which is invaluable in ascertaining how many prices are set up for your customer, displays all of the pricing techniques that could be encountered by the sales price calculation routine for the entered customer alone or in combination with a quantity of the entered item. The net sales price for the customer can be viewed in the Detailed net price calculation enquiry. It is ideal to use, for example, where a customer is a member of several buying groups; each of which buys the entered item but at a different discount. The enquiry will display the different prices that the customer could get depending upon which buying group your customer uses to acquire the items.

As it works its way through counting the customer contracts, sales price lists and sales pricing methods in which the item and customer can be found, it calculates a price for each of the contracts, price lists and sales pricing method types for normal and promotion where it can and stores these for later display (accessed via the Cust prices and Parent prices function keys). Where it cannot calculate a price, for example for chain and order summary methods it will store the key and discount details for later display (again, accessed via the Cust prices and Parent prices function keys).

The lower half of the panel displays an overview of where all prices or discounts can be found, listing the function and a descriptive price/discount conclusion. For any sales pricing methods you have the possibility to drill down further to view the method types and the details.

If you have entered an item you also have the possibility to view a breakdown of the applicable prices or discounts for customers (regardless of whether or not they are a subsidiary in a customer structure) by clicking the Cust prices function key. Similarly, click the Parent prices function key for parents in a customer structure.

You access this enquiry via the Enquiry list.

In this enquiry you can search all pricing techniques, i.e. price lists, customer contracts and sales pricing methods, where a price could be applicable for the entered selection criteria.

• Up to five sales pricing keys can be used as selection criteria
• Runs in the following three modes:

You access this enquiry via the Enquiry list.

In this enquiry you have the possibility to browse all pricing techniques, i.e. price lists, customer contracts and sales pricing methods (via the Pricing methods option) where a price could be applicable for the selected basket.

You also have the possibility, via the Where-used selection function key, to search all baskets containing the entered combination of selection criteria for applicable pricing techniques.

• Item code or up to five other item related sales pricing keys can be used as selection criteria
• Each basket can be “exploded” to display its details
• Runs in the following three modes:

Use this enquiry to see the connection between the lines. (e.g. for sales quotation lines, sales order lines or invoice lines).

You can access this enquiry either via the function list or, when applicable, a specific function key from the following locations:

• Work with sales orders
• Sales order enquiry
• Invoice enquiry
• Work with sales quotations
• Sales quotation enquiry
• Work with service order jobs

When this enquiry is called, all the lines that have some type of connection are displayed. In sales order or quotation entry, lines may exist which are connected to other lines in one way or another. For example, a line is backlogged to a new line or a parent line may hold many component lines, etc. This enquiry handles such types of relationships among FOC items, item structure (parent and components), backorder lines, split and scheduled lines.

A line can be of various types depending upon the kind of relationship it has with other lines. Link type of a line depicts what kind of line it is, i.e. Parent or Component, FOC base or FOC item line, etc. The following table outlines the details about the Link types:

• Sales order profit enquiry: accessed via Sales order enquiry. Click the Profit function key on the Order header and Detailed order line panels.
• Sales quotation profit enquiry: accessed via Sales quotation enquiry. Click the Profit function key on the Quotation header and Detailed line panels.

Depending on the access point, this enquiry displays profit information for the order header or order line. This information is calculated from the net sales value, cost value and exchange rate records.

If the profit for the order 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 pressing Enter.

The result and acceptable limits are defined in a Sales restriction. If the profit is too low or too high, it signals the handler of the order to look at the prices and discounts.

No profit check is performed if:

• The line is free of charge
• The line belongs to a structure
• Quantity is negative
• A credit order

See the Panel help for a description of the fields.