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
- 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
- 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
- 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
- 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.
- 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.
- Create a quotation line and indicate the sales part number XX18-100 and the quantity 5.
- Enter a Customer Order with customer CSC Oslo, order type Normal, and your User ID as coordinator in the
Customer Order header.
- 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
- Click the
Charges tab.
- Enter a sales charge as Charge Type, using the List of Values.
- Review and, if desired, update the amount and quantity.
- Click the
Charges tab.
- Enter a sales charge as Charge Type, using the List of Values.
- Review and, if desired, update the amount and quantity.
Purpose: The purpose of this exercise is to
learn how to enter default charges to customers.
Windows:
Customer
- Click the Order/Charges tab.
- In the Charge Type field, either enter a
value or select one from the List of Values.
- 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.
- Save the changes.
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
- Open the
Sales Part,
Non-Inventory Sales Part, or
Package Part window and
query for the required part.
- On the
Charges tab, click New.
- In the Charge Type field, either enter a
value or select one from the List of Values.
- 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.
- 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.
- Save the changes.