Unit: Cross Functionalities
Topic: Pricing
You use the system in both Purchasing and Sales to determine prices automatically.
Remember that the prices always refer to your national currency
(Administration ® System Initialization ® Company Details ® Basic Initialization)
1-1 Add a new item, T2002 (Treadmill), in the system and maintain prices manually.
1-1-1 The treadmill is purchased at the price of 150.00 units of your national currency (price list: 01 Purchase Price List). It is sold to large customers at the price of 400.00 units of the national currency (price list: Price List High Volume) and to small customers at the price of 500.00 units of the national currency (price list: Price List Low Volume). Maintain the prices either in the item master record or in the Price Lists menu.
1-2 Create a new customer, TC200, Smith Inc.. Since this customer initially only orders small quantities, assign him your terms for stores. You can assign the Price List Low Volume price list in the payment terms.
1-2-1 Create a sales order for customer TC200 and item T2002. Make sure that the system chooses the right price. Save the document.
1-2-2 Create a new price list called Test (Data à Add Row).
1-2-3 Base this price list on the 01 Purchase Price List with the factor 2.
1-2-4 Create a new item T2004 (Stepper) and assign it a purchase price (01 Purchase Price List) of 300.00 units of your national currency.
1-2-5 Call up the Price List screen and go to your Test price list. Check the price of your item.
1-2-6 Create a sales order for customer TC200 and material T2004. What price list will be used in the sales order? _______________________________________________________________
Make sure that the new Test price list (and not the price list in the customer master record) is used in this document.
1-3 Instead of entering purchase prices manually in the purchasing price list, you can also allow the system to calculate these prices automatically using the Last Purchase Price system price list.
1-3-1 Create a new item master, T2003 (Ergometer). Do not assign any price to this item. Check the price in the Last Purchase Price list. The list does not contain an entry yet.
1-3-2 Now order 10 units of the new item, T2003, from vendor S1000 at the price of 250.00 units of your national currency. Create a goods receipt posting with reference to the purchase order. Then display the price list and check whether the last purchase price has updated.
1-3-3 You can now post the AP invoice for item T2003 with a purchase price of 250.-. Check again whether the last purchase price has been updated.
1-3-4 Now find out if the prices related to other price lists have been calculated. Confirm the result by checking the situation in the Price Lists menu.
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1-4 Special Prices
1-4-1 You have agreed on a special discount of 10% of the store price (Price List Low Volume price list) for the item A1008 with customer C1000.
1-4-2 You have also negotiated a special price with quantity-based discounts for item A1005 (5% discount as of two units, 10% as of four units) with the same customer. This quantity-based discount is to be valid for three months. Create a sales order for 5 units for customer C1000 and materials A1008 and A1005, Check the prices.
1-4-3 After lengthy negotiations, you agree to grant customer C1002 the same conditions for items A1005 - A1008. Use the copy function for special prices.
1-4-4 You want to grant customers C1003 and C1004 a special discount for selected item groups. Create a discount of 10% for the Ballgames item group for customer C1003 (Special Prices à Define Discount Groups). Now copy the discount to customer C1004 (Copy to Selection Criteria): In the selection field, enter customer C1004 (in the From and To fields) and choose OK.Create a sales order and check the prices. Make sure that the item (for example. A1006) is assigned to the Ballgames item group. Then you can expand the Choose From List by the Group column.
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