Analyze Price per Part and Customer
Explanation
This activity is used to get a better understanding of how prices and discounts are fetched and used in calculating the line price, line total, margin etc. You can use this function as a stand-alone for order simulation, in responding to customers regarding prices etc. It also helps you to understand and visualize the pricing strategy of customer orders and/or of sales quotations.
Prerequisites
- The required customer record should be created in the
Customer window.
- A customer order line or a sales quotation line
should be entered if the price query is called from a customer order line or
a sales quotation line respectively.
System Effects
- As a result of this activity, a price query will be created.
- For a company using the VAT tax regime, the tax
calculation basis for the price query is based on the setting on the Use Price Incl Tax
check box on the Price Query
window header. For the stand-alone price
query, the price including tax setting is retrieved from the customer. If the price
query is retrieved from the customer order line or sales quotation line, the
price including tax setting is retrieved from the customer order
or a sales quotation respectively.
Window
Price
Query
Customer Order
Sales
Quotation
Related Window Descriptions
Price Query
Price Query
Summery
Customer Order
Customer
Order/Order Line
Sales Quotation
Sales
Quotation/Quotation Line
Procedure
- Open the Price Query window.
- Create a new record.
- In the Customer field, enter the required customer.
You can enter this manually or use the List of
Values.
- In the Sales Part No field, enter the
required sales part number. You can enter this manually or use the List of
Values.
- Enter the required sales quantity in the Sales
Qty field.
- Save the record.
From the
Customer Order window:
- Open the
Customer Order window.
- Query for the required customer order or create a
new customer order.
- In the Order Lines tab, right-click
on the selected order line, point to Order Line Details then click Price
Query.
- The Price Query window will open and
it will populate with the pricing done for the customer order.
From the
Sales Quotation window.
- Open the
Sales Quotation window.
- Query for the required quotation number or create
a new sales quotation.
- Click on the
Quotation Lines tab,
right-click on the selected quotation line and then click Price Query.
- The Price Query window will open and
it will populate with the pricing done for the sales quotation.