Enter Sales Part Base Price

Explanation

Use this optional activity to set up base prices for sales parts. The sales part base price is used as a basis for creating part-based price lists and customer agreements. The system uses the base prices to calculate sales prices for different price intervals for a specific part. The base price should not be mistaken for being the price entered on Sales Part/General. The base price is used for updating sales price lists and customer agreements. It is also used as the base price of configured sales parts, i.e., the price that is affected by the characteristics and the options.

When defining the base price, you must define the baseline price, the percentage offset and the amount offset. The base price is calculated from the baseline price with the percentage and amount offset taken into consideration. The baseline price is used as a starting point to which offsets can be added in order to get the desired markup before the base price is used. The baseline price can be defined manually or linked to IFS/Costing.

In addition, it is possible to add a price break template to the base price. This is beneficial when several parts have the same characteristics regarding the price depending on the ordered quantity. In the price break template, you define quantities with a percentage offset from the base price of the sales part. If the use of price break templates is enabled on sales price lists and customer agreements, quantities and base prices are applied according to the price break template.

If new sales parts need to be added, they can be manually entered in the Sales Part Base Prices window or, in a more automated way, via the Add New Sales Parts dialog box. This makes it possible to add several records simultaneously. For example, if a sales part is connected to several sites, you can enter a percent sign (%) in the Base Price Site field, adding a record of the sales part for every site to which it is connected.

Base prices can be entered, including tax, if the tax regime used is VAT. The tax code on the sales part, if it is taxable, controls the calculations. If a base price including tax is entered, then the base price net value will be calculated and vice versa. The baseline price will also be calculated according to entered offsets.

If the company tax regime is VAT, the price and tax calculations are controlled by the Use Price Incl Tax check box. The default value of the check box is fetched from the site, however, it can be changed if necessary.

If the Use Price Incl Tax check box is selected, the Base Price field is non-editable and the base price is calculated based on the value entered for the base price including tax value and the tax code. The Baseline Price Incl Tax field is editable and the Baseline Price field is non-editable. When you enter records, the price including tax value is fetched from the sales part to the Baseline Price Incl Tax field. The baseline price is back-calculated based on the tax code. The base price including tax is calculated according to the entered offsets. The base price is back-calculated based on the tax code.

If the Use Price Incl Tax check box is cleared, the Base Price Incl Tax field is non-editable and the base price including tax is calculated based on the value entered for the base price and the tax code. The Baseline Price field is editable and the Baseline Price Incl Tax field is non-editable. When you enter records, the price is fetched from the sales part to the Baseline Price field. The baseline price including tax is back-calculated based on the tax code. The base price is calculated according to the entered offsets. The base price including tax is back-calculated based on the tax code.

Prerequisites

This activity has the following prerequisites:

• The sales parts must have been entered.
• At least one applicable part based sales price group must have been entered, if you are using configuration of sales parts.

System Effects

As a result of this activity:

• A base price for a sales part on a given site is created. Whether or not the base price should be created in the Active or Planned status is decided via a check box in the Site/Sales and Procurement tab.
• If the base price has the Active status, it can be used on the sales price lists and customer agreements. If the base price has the Planned status, the status must be changed to the Active status before the base price can be used on the sales price lists and customer agreements. 

Window

Sales Part Base Prices
Sales Price List
Customer Agreement

Related Window Descriptions

Sales Part Base Prices
Add New Sales Parts
Sales Price List
Sales Price List/Part Based
Customer Agreement
Customer Agreement/Deal per Part

Procedure

To add several records:

1. Open the Sales Part Base Prices window.
2. Right-click, then click Add New Sales Parts.
3. Select the Origin From Costing check box if the baseline price should be retrieved from the Costing component.
4. Enter the cost set in the Cost Set field, if the Origin From Costing check box is selected, by manually entering the short code or by using the List of Values.
5. Click Online in the Execute section if you want to add the records immediately into the sales part base prices. Click Background Job if you want the records to be added as a background job.
6. Optionally, enter the percentage offset and the amount offset from the baseline price in order to get the required base price.
7. The sales part number, base price site and sales price group are entered by entering the short code or by using the List of Values. Only '%' can be used as wild card character. If only '%' is entered, all records connected to the values entered in the other fields will be added.
8. Add the parts by clicking OK . An information message with the number of records added will be displayed if you chose online execution. If you chose background job execution, the number of records added is logged in the background job execution log.

To add a single record:

1. Open the Sales Part Base Prices window and click New.
2. The user default site is automatically indicated in the site column. You can specify another site either by entering the short code or by using the List of Values.
3. Specify the sales part in the sales part column by using the List of Values.
4. The baseline price can either be selected from the costing component or entered manually. Select the Origin from Costing check box if you want the price to be selected from the Costing component. If the Origin from Costing check box is selected, Cost set 1 is automatically entered in the cost set column. You can specify another cost set by using the List of Values. If the baseline price is not selected from costing, then enter the desired price manually in the baseline price column.
5. Optionally enter the percentage and amount offset from baseline price in order to get the desired base price.
6. If the company tax regime is VAT and the Use Price Incl Tax check box is selected, it is possible to enter a value in the Base Price Incl Tax field as well. The baseline and base price values are overridden with a calculated value using the percentage offset, amount offset and the tax code percentage used for the sales part.
7. If required, specify a price break template.
8. Save your base price record.