Managing Sales Charges / Landed Costs—Exercises

IMPORTANT
If you are a student, 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

Customer

Purpose: The purpose of this exercise is to set up the basic data required to run this functionality.

Windows:
Customer

  1. Enter customer C.S.C. Oslo with XX1001 as Customer Number.

General exercise for Customer

Sales Parts

Purpose: The purpose of this exercise is to set up the basic data required to run this functionality.

Windows:
Sales Part

  1. Enter XX18-100 IFS Race car as sales part.

General exercise for Sales Parts

Sales Charge Group

Purpose: The purpose of this exercise is to set up the basic data required to run this functionality.

Windows:
Sales Basic Data/Sales Charge Groups

  1. Enter relevant sales charge group(s), e.g. XXFREIGHT.

General exercise for Sales Charge Groups

Sales Charge Type

Purpose: The purpose of this exercise is to set up the basic data required to run this functionality.

Windows:
Sales Basic Data/Sales Charge Groups

  1. Enter relevant sales charge type(s), e.g. XXAIR, XXTRUCK, or XXSEA.

General exercise for Sales Charge Types

Required Data

Exercise Name

Purpose: The purpose of this exercise is to show you the required data that is used in the exercises below.

  1. Enter a Sales Quotation with customer type Normal, customer CSC Oslo, wanted delivery date within three months, and your User ID as coordinator in the Sales Quotation header.
  2. Create a quotation line and indicate the sales part number XX18-100 and the quantity 5.
  3. Enter a Customer Order with customer CSC Oslo, order type Normal, and your User ID as coordinator in the Customer Order header.
  4. Create a order line and indicate the sales part number XX18-100 and the quantity 5.

General exercise for Sales Quotation

General exercise for Customer Order

Main Exercises

Purpose: The purpose of this exercise is to learn how to connect sales charges / landed costs both to sales quotations and to customer orders.

Windows:
Sales Quotation
Customer Order

Connect Sales Charges to a Sales Quotation

  1. Click the Charges tab.
  2. Enter a sales charge as Charge Type, using the List of Values.
  3. Review and, if desired, update the amount and quantity.

Connect Sales Charges to a Customer Order

  1. Click the Charges tab.
  2. Enter a sales charge as Charge Type, using the List of Values.
  3. Review and, if desired, update the amount and quantity.

Enter Default Charges to a Customer

Purpose: The purpose of this exercise is to learn how to enter default charges to customers.

Windows:
Customer

  1. Click the Order/Charges tab.
  2. In the Charge Type field, either enter a value or select one from the List of Values.
  3. The default value for the Charge Price/Curr or Charge % field is displayed, based on the charge type. You can change this value if necessary.
  4. Save the changes. 

Enter Default Charges to a Sales Part, Non-Inventory Sales Part, or Package Part

Purpose: The purpose of this exercise is to learn how to enter default charges to sales parts, non-inventory sales parts, and package parts.

Windows:
Sales Part
Non-Inventory Sales Part
Package Part

  1. Open the Sales Part, Non-Inventory Sales Part, or Package Part window and query for the required part.
  2. On the Charges tab, click New.
  3. In the Charge Type field, either enter a value or select one from the List of Values.
  4. The default value for the Charge Price/Base or or Charge % field is displayed based on the charge type. You can change this value if necessary.
  5. If you want the charge to be specific to a particular customer, then select a customer in the Customer No. field from the List of Values.
  6. Save the changes.