Analyze Price per Part and Customer

Explanation

This activity is used to get a better understanding of how prices and discounts are fetched and used in calculating the line price, line total, margin etc. You can use this function as a stand-alone for order simulation, in responding to customers regarding prices etc. It also helps you to understand and visualize the pricing strategy of customer orders and/or of sales quotations.

Prerequisites

• The required customer record should be created in the Customer window.
• A customer order line or a sales quotation line should be entered if the price query is called from a customer order line or a sales quotation line respectively.

System Effects

• As a result of this activity, a price query will be created. 
• For a company using the VAT tax regime, the tax calculation basis for the price query is based on the setting on the Use Price Incl Tax check box on the Price Query window header. For the stand-alone price query, the price including tax setting is retrieved from the customer. If the price query is retrieved from the customer order line or sales quotation line, the price including tax setting is retrieved from the customer order or a sales quotation respectively.

Window

Price Query 
Customer Order
Sales Quotation
 

Related Window Descriptions

Price Query
Price Query Summery 
Customer Order
Customer Order/Order Line
Sales Quotation
Sales Quotation/Quotation Line

Procedure

1. Open the Price Query window.
2. Create a new record.
3. In the Customer field, enter the required customer. You can enter this manually or use the List of Values.
4. In the Sales Part No field, enter the required sales part number. You can enter this manually or use the List of Values.
5. Enter the required sales quantity in the Sales Qty field.
6. Save the record.

From the Customer Order window:

1. Open the Customer Order window.
2. Query for the required customer order or create a new customer order.
3. In the Order Lines tab, right-click on the selected order line, point to Order Line Details then click Price Query.
4. The Price Query window will open and it will populate with the pricing done for the customer order.

From the Sales Quotation window.

1. Open the Sales Quotation window.
2. Query for the required quotation number or create a new sales quotation.
3. Click on the Quotation Lines tab, right-click on the selected quotation line and then click Price Query.
4. The Price Query window will open and it will populate with the pricing done for the sales quotation.