Enter Price Break Template

Explanation

This activity can be used to define a price break template. Price break templates are used to group parts with the same characteristics regarding price depending on the ordered quantity. There are two types of templates, one for sales prices and one for rental prices. For template type for sales price you define quantities with a percentage offset from the base price of the sales part. For template type rental price also the rental duration is defined for the percentage offset. If the use of price break templates is enabled on sales price lists, quantities, rental durations and base prices are applied according to the price break template. If the use of price break templates is enabled on customer agreements quantities and base prices are applied according to the price break template.

The description can be translated into several languages using the translation functionality. If a translation exists, the description will be shown in the application in the user session language. On external reports, the description will be printed in the language specified by the customer, provided that the translation exists.

Prerequisites

• An applicable unit of measure must have been entered in the Units of Measure window.
• For entering translations, applicable language codes must be defined in the IFS/Applications Services component, on the Language tab of the ISO Code Usage window.

System Effects

As a result of this activity:

• A price break template is created, either for sales prices or rental prices.
• If the status is turned to active, the price break template can be used on sales part base prices or sales part rental base prices, to simplify different prices depending on the ordered quantity.

Window

Price Break Template

Related Window Descriptions

Price Break Template
Price Breaks per Sales Part

Procedure

1. Open the Price Break Template window and if required, populate to view existing templates.
2. To create a new template, click New.
3. Enter a short code for the template.
4. Enter a template description.
5. Enter a unit of measure for the quantities defined in the template.
6. Select the template type, Sales Prices or Rental Prices.
7. Save the record.
8. Optionally, right-click and then click Translation and enter translations in different languages for the description in the Basic Data Translation window.
9. In the table area, select a line and click New.
10. Enter a quantity and the percentage offset from the base price.
11. If the template type is Rental Prices, enter the minimum duration.
12. Repeat steps 9-11 for the remaining price breaks.
13. Save the template.
14. Right-click and then click Activate to be able to use the template.