Enter Sales Price List Rental Lines
Explanation
This activity is used to add sales part information to an existing
Sales
Part List header. The sales price list is built in two levels, consisting of a
sales price list header and one or more sales, and/or rental, price list lines. The first step in a new
entry is to enter the sales price list header. If a part-based sales price group is
entered on the sales price list header, then the Rental
Prices tab is enabled and
you can enter rental price list lines.
New sales parts can also be entered in a more automated way, using the
Add
New Sales Parts to Sales Price List window. This makes it possible to
simultaneously add several records that match certain criteria. For example, if
sales
parts to be added are connected to
several sites, you can enter a percentage symbol (%) in the Base Price
Site field. This will add each sales part
once to the price list if sales part exist on at least one base price site. Note that only sales parts with the same sales price group as the price list
will be added. Price lists can be shared across multiple sites
belonging to different companies.
Note that this activity considers
default relations between the sales price list and the base price, defined on the
Sales Price List/General tab. The relation is defined by
specifying default values for base price site, percentage offset and amount
offset. This means that sales parts are added with these default offsets and
the rental base price is fetched from the default base price site first.
If Use Price Incl Tax check box is selected, the
Sales Price field is non-editable and the sales price is calculated based
on the sales price including tax value and the tax code. The sales
price including tax is calculated according to the base price including tax and
entered offsets. The sales price is back-calculated based on the tax code. The
Sales Price Incl Tax field is editable.
If the Use Price Incl Tax check box is cleared,
the Sales Price Incl Tax field is non-editable. Sales price is calculated
based on the base price and the value entered for offsets. The sales price
including tax is calculated based on the tax code and the sales price. The Sales
Price field is editable.
Prerequisites
This activity has the following prerequisites:
- A sales price list header must have been entered and saved. The sales price group type connected to the sales price group entered on sales price list
header must be part-based.
- The sales parts must have been entered
with the Active status in the
Sales Part Rental Base Prices
window.
- The user must have access to the owning
company of the sales price list.
System Effects
As result of this activity:
- One or more rental price
list lines are added to the sales price list.
- If the use of price break templates
is enabled on the price list and the base price is connected to a price break template, the
price break template is considered when lines are added.
- If the
Add
New Sales Parts to Sales Price List window is used and the review of
the base price update
is enabled on the price list, the added sales price list lines get the
Planned status and needs to be reviewed.
Window
Sales
Price List
Related Window Descriptions
Sales Price List
Add New Sales
Parts to Sales Price List
Sales Price List/Rental
Prices
Procedure
To add several rental price list lines:
- Open the
Sales Price List window and query for the desired
price list number.
- Right-click, then click Add New Sales Parts to open the
Add New Sales Parts to Sales Price List
window.
- In the Valid From field, enter the date that the new price list lines will
start to be valid.
Today's date (system date) is the default value.
- Enter the discount type in the Discount Type field by entering the short code or by
using the List of Values.
- Enter the discount rate, as a percentage, in the Discount % field.
- If required, change the default values
for
the offsets to be used for the new records in the Percentage Offset field and/or
the Amount Offset field.
- Select Online in the Execute area if you want to add the records immediately
from
the sales part base prices. Select Background Job if you want the records to be added as a
background job.
- In the lower part of the window, enter the criteria for the parts to be added to the
price list. Enter the sales part number for the sales part that you want to add to the
price list, in the Sales Part Number field. Wildcards can be used. The percent
symbol (%)
will add all available sales parts that match the sales price group and the base price site
entered. You can also use the List of Values.
- In the Base Price Site field,
you see the default base price site to use for
creating the new price list records. All sales parts that match the base
price site and the sales price group will be added to the sales price list.
If needed, change the default value either by entering a short code or using the List of
Values. The percentage symbol (%) will add sales parts
from any base price site. If a sales part has
base prices in several sites, the base price on the default base price site
entered in the Sales Price List/General tab is used
first, otherwise the base price entered first is used.
- Select the Add to Rental Prices check box.
- Click OK.
To add a single rental price list line:
- Click the Part Based tab, then
select New.
- Enter a sales part either by entering the short code or by using
the List of Values. The base price site will appear automatically,
fetched first from the default base price site entered on the Sales Price List/General
tab or from the site of the record first entered in the
Sales Part Base Price window for the current sales part. The base price site can be changed by entering the short code or by using the
List of Values. The base price for the sales part on the selected site and the price U/M
are automatically filled in when the site is entered.
- In the Min Quantity field, enter the minimum price quantity that must be
ordered on a customer order line to qualify for the sales price
on the sales price list line.
- In the Min Duration field, enter the minimum
number of chargeable days that must be
ordered on a customer order rental line to qualify for the rental price
on the sales price list line.
- Enter the starting validity date for the price list line. The price
list line will be valid until a new sales price list line for the same part on the
same site with a later valid-from date has been entered.
- If required, change the default values
for percentage and/or amount offset. The offsets are used to
determine the calculated sales price. If you want to use a sales price other than the
calculated sales price, then enter the sales price in the Sales Price
field.
- 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 Sales Price Incl Tax
field. The sales price values are calculated using the tax
code used for the sales part.
- Enter the discount type that will be used on the customer order
line for the current sales part when this price list is used. Either enter the short code or
use the List of Values. The discount is automatically indicated when the discount
type is entered. The discount type is used to calculate the price on the customer order
line.
- In the Rounding field, enter the number of decimals that you want to use when
rounding the sales
price.
- Save the new sales price list line. The date
on which it was last updated appear automatically.