Retrieving Price and Discount—Exercises

IMPORTANT
It is extremely important that you set up and work within your own site to maintain your data integrity. If you work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own site.

Basic Data Setup

Create Customer

Purpose: The purpose of this exercise is to show you how to set up the basic data required to use price lists.

Windows:
Customer

  1. Create Customer XX120 Benetton.

General exercise for creating Customer.

Create Sales Part

Purpose: The purpose of this exercise is to show you how to set up the basic data required to create part-based price lists and enter customer orders.

Windows:
Sales Part

  1. Create sales parts two chassis XX48-100 Standard and XX88-100 Paint and one seat XX85-100 Leather
  2. Save your changes.

General exercise for entering Sales Part.

Create Assortment

Purpose: The purpose of this exercise is to set up the assortment and connect a part to an assortment node. This assortment will be connected to a part-based price list.

Windows:
Assortment

  1. Create an assortment XXA85 Seats. Create a sub node for the assortment XXA85-1 Rear Seats. Connect sales part, XX85-100 to the sub node.

General exercise for creating Assortment.

Main Exercises

Price and Discount Retrieval for Part- Based Price Lists

Purpose: The purpose of this exercise is to show you how prices and discounts are retrieved from price lists.

Windows:
Sales Price List
Customer Order
Sales Basic Data/Sales Price Groups

Use your skills to create a price list in USD for chassis XX48-100 Standard. Use the information listed in the table below, and connect the price list to Customer XX120 Benetton.

Min. Quantity Sales Price Discount
0 Base price + 10% offset No discount
50 pcs. Base price + 5% offset 10% discount
100 pcs. Base price 20% discount
  1. XX120 Benetton has ordered 20 pcs. of XX48-100 Standard. Create a customer order for XX120 Benetton, and save it.
  2. Look at the information in the Price/Currency and Price List No fields on the order line. How are the prices and discounts retrieved?
  3. Change the sales quantity from 20 to 60 pcs., and save. Note the values in fields Price/Currency and Discount on the order line (or Order Line Discounts in Operations menu). What happened? Why? What effect do offsets have on price/currency compared to discounts?

Price and Discount Retrieval for Assortment Node from a Part Based Price List

Purpose: The purpose of this exercise is to show you how prices and discounts are retrieved from assortment node-based prices in a part-based sales price list.

Windows:
Sales Price List
Customer Order
Sales Basic Data/Sales Price Groups

Use the same USD price list that you created in the previous exercise. It is already connected to the customer XX120 Benetton. Connect the assortment ID XXA85 to the sales price list. In the Assortment Node Based tab, for the  assortment node XXA85-1, enter these prices.

Min Quantity Price Discount
0 pcs 100 No discount
50 pcs 90 5%
100 pcs 80 10%
  1. XX120 Benetton has ordered 30 pcs of XX85-100. Create a customer order for XX120 Benetton, and save it.
  2. Look at the information in the Price/Currency and Price List No fields on the order line. How are the prices and discounts retrieved?
  3. Change the sales quantity from 30 to 60 pcs., and save. Note the values in fields Price/Currency and Discount on the order line (or Order Line Discounts in the Operations menu). What has happened to the values? Do you know why?

Price and Discount Retrieval for Preferred Part Based Price Lists

Purpose: The purpose of this exercise is to show you how a preferred price list can be used regardless of the order currency.

Windows:
Customer Order
Sales Basic Data/Sales Price Groups

Use the same USD price list that you created in the previous exercise. It is already connected to the customer XX120 Benetton.

  1. Click the Sales Basic Data/Sales Price Groups tab, and select the price list you prefer by right-clicking and clicking Set as Preferred Price List.
  2. XX120 has ordered 20 pieces of XX48-100 standard, but they must to be invoiced in EUR instead of USD. Create a customer order for XX120 Benetton with the order currency EUR, and save the record.
  3. Look at the information in the fields Price/Currency and Price List No on the order line. How are the prices and discounts retrieved?
  4. Go back to the Sales Basic Data/Sales Price Groups tab, and change so that the price list is no longer preferred.
  5. Repeat steps 1—3 and see from where the prices and discounts are retrieved. What happened and why?

Price and Discount Retrieval for Unit-Based Price Lists

Purpose: The purpose of this exercise is to show you how prices and discounts are retrieved from a unit-based price list.

Windows:
Sales Price List
Customer Order
Sales Basic Data/Sales Price Groups

Use your skills to create a unit-based price list in USD for XX88-100 Paint. Use the information listed in the table below, and connect the price list to Customer XX120 Benetton.

Min Quantity Sales Price Discount
0 liters 15 USD No discount
10 liters 10 USD 10% discount
  1. XX120 Benetton wants to buy 6 liters of XX88-100 Paint. Create a customer order.
  2. Note the values in the Price List No, Price/Currency, and Discount fields. How are the price and discount retrieved?
  3. Change the sales quantity to 12 liters. What happened to price/currency and discounts? Why?

Price Effective Date

Purpose: The purpose of this exercise is to show you how the price effective date affect price retrieval on customer order line.

Windows:
Site
Sales Price List
Customer Order
Sales Basic Data/Sales Price Groups

Note: This exercise assumes that XXBenetton uses the Delivery Date pricing method, which is specified in the Site/Sales and Procurement tab. When the pricing method is set to Delivery Date, make sure that the Update Price Effective Date check box is automatically selected. Use your skills to create a price list for chassis XX48-100 Standard using the information from the table below.

Min. Quantity Sales Price Valid From
1 pc. Base price Today's date – 7 days
1 pc. Base price + 10% offset Today's date + 7 days
  1. XX120 Benetton has ordered 4 pcs. of XX48-100 Standard for delivery more than one week from today. Create an order for XX120 Benetton, and then save it.
  2. Note the values in the Price/Currency and Price Effective Date fields. Which price is used? Why is that price used?
  3. Change the price effective date to today's date. Check the value in the Price/Currency field. What happened? Why?
  4. Change the price effective date to a date more than 7 days before today's date. Check the value in the Price/Currency field. What happened? Why?
  5. Change the wanted delivery date to 2 days after the current date. On the message that appears click Yes. The price effective date should be automatically updated. Check the value in the Price/Currency field.