Using Pack Size Discounts/Charges - Exercises

Basic Data Setup

Create Customer

Purpose: The purpose of this exercise is to show you how to set up the basic data required for running Pack Size Charge/Discount functionality.

Windows:
Customer

1. Create a new customer.
2. Save your changes.
3. Go to Customer/Order/General tab, to receive the pack size charges for this customer select the Receive pack size charge/discount check box and save. 

General exercise for Customer.

Create Sales Charge Type

Purpose: The purpose of this exercise is to show you how to set up the basic data required for running Pack Size Charge/Discount functionality.

Windows:
Sales Charge Type

1. Enter a new sales charge type; XX-PKG. The charge category must be Pack Size and unit charge must be enabled.
2. Save your changes.

General exercise for Enter Sales Charge Types.

Create Input Unit of Measure Group

Purpose: The purpose of this exercise is to show you how to set up the basic data required for running Pack Size Charge/Discount functionality.

Windows:
Input UoM Group

1. Enter a new input UoM Group; XX-110
2. Enter the input UoM line as Box -10 with conversion factor 10, Box -5 with conversion factor 5. The Sales Usage Allowed check box should be selected.
3. Save your changes.

General exercise for Enter Input UoM Group.

Create Inventory Part

Purpose: The purpose of this exercise is to show you how to set up the basic data required for running Pack Size Charge/Discount functionality.

Windows:
Inventory Part

1. Create four new inventory parts.

2. Remember to connect the input UoM group XX-110 to the inventory part.

3. Save your changes.

General exercise for Purchased Inventory Part.

Main Exercises

Create a Pack Size Charge Price List
 

Purpose: The purpose of this exercise is to show you how to set up the basic data required for running Pack size charge/Discount functionality.

Windows:
Pack Size Charge Price List
Customer Order

Steps: To complete this exercise, perform the following steps in the sequence shown.

Customer receives a 5% pack size discount when he buys a box with 10 pcs of inventory parts instead of buying individual parts.

In this exercise, a discount is defined on the pack size charge price list.

1. Open the Pack Size Charge Price List window. Create a new Price list.
2. Connect the sales charge type XX-PKG to the header.
3. Click the Pack Size Charge Price List/Charges tab and enter a new line, the input UoM Group XX-110, the input UoM Box -10, the charge percentage -5% (the minus sign is entered because of the discount calculation) & fixed charge USD2, valid-from system date and save changes. Enter another line for Box -5.
4. Go to the Charges tab and enter a new line, the input UoM Group XX-110, the input UoM Box-10, the charge percentage -5% (the minus sign is entered because of the discount calculation), and fixed charge USD 2, valid-from system date and save changes. Enter anther line for box-5.
5. Right-click and click Activate.

Note: A pack size charge price list has now been created. The next step is to create a customer order with two boxes for the part created above.

5. Open the Customer Order window. Create an order header and save.
6. Create an order line for the part above, enter the input UoM box and the input quantity; 2.
7. Verify that on the Charges tab a new line has been created with negative values. That is for the pack size discounts.
8. Process the CO line until it is invoiced/closed.

Print the invoice. You can see the pack size discount printed on the invoice as negative values

In the following exercise, pack size charge discounts can be created for a sales quantity. 

1. Open the Pack Size Charge Price List window. Create a new Price list.
2. Connect the sales charge type XX-PKG to the header.
3. Click the Pack Size Charge Price List/Charges tab and enter a new line, the input UoM Group XX-110, the input UoM Box -10, the charge percentage -5% (the minus sign is entered because of the discount calculation) & fixed charge USD2, valid-from system date and save changes. Enter another line for Box -5.
4. Go to the Charges tab and enter a new line, the input UoM Group XX-110, the input UoM Box-10, the charge percentage -5% (the minus sign is entered because of the discount calculation), and fixed charge USD 2, valid-from system date and save changes. Enter anther line for box-5.
5. Right-click and click Activate.
6. Create an order line for the part above, enter the sales quantity as 26 pieces.
7. On the Pack Size Charge Price List/Charges tab, verify if three pack size charge lines has been created. 2 lines for the discounts and the other line for the charges.         

(The total sales quantity is 26pcs = 2 nos. of Box -10, 1 nos. Box -5 and the remaining six pcs will be taken from breaking another box)   

Work with Partial Deliveries

Purpose: The purpose of this exercise is to show you how to set up the basic data required for running Pack Size Charge/Discount functionality.

Windows:
Pack Size Charge Price List
Customer Order
Delivery Confirmation of Customer Order Lines with Differences

Change to: If a customer has placed an order for two boxes, but a partial delivery of five pieces has been made, then let us see how to calculate the pack size discount;

Repeat step 1 to 8,

1. Change to: Process the Customer Order (CO) until the status is changed to Picked.
2. Partially deliver only 5pcs from the CO line.
3. Invoice to the delivered quantity.
4. See the pack size discount amounts. It is received proportionally to the delivered quantity.

Work with Sales Quotations

Purpose: The purpose of this exercise is to show you how to set up the basic data required for running Pack Size Charge / Discount functionality.

Windows:
Pack Size Charge Price List
Sales Quotations

In the sales quotation, it is possible to mention that the customer will receive a pack size discount of 5% per Box. In the earlier exercises you created the pack size charge price list successfully.

To complete this exercise, perform the following steps in the sequence shown.

1. Open the Sales Quotation window. Create a quotation header for an existing customer and save.
2. Create a quotation line for the part mentioned above, enter the input UoM Box, and the input quantity 2
3. Verify that on the Charges tab, a new line is created with negative amounts. That is for the pack size discounts.