Scales for Sales Prices

This supporting function is used to create scales in order to calculate graduated sales prices.

Graduated sales prices are prices that depend on ordered quantities. They are based on an item's basic price in a sales price list and are calculated with regards to quantity.

The scales contain specified limits in ascending order. A factor (in percent) is connected to each limit. This factor is then multiplied by the basic price.

Before you start

Follow these steps

  1. Enter scales

    Scales are entered in 'Sales Price Scale. Open' (OIS024). Two basic pieces of information are entered for each scale:

    • Scale unit
    • Sales price unit

    The scale unit is the unit of the limits in the scale. The sales price unit is the unit in which a basic price must be entered in order to use the scale.

  2. Enter factors

    To calculate quantity-dependent prices in a scale, limits and factors are specified in 'Sales Price Scale. Connect Price Factor' (OIS025).

    The factors are specified as a scale of percentages and correspond to a scale of limits. To retrieve the correct factor, the ordered quantity is compared to the scale's limits. To calculate the sales price for the current quantity, the basic price is multiplied by the factor.

  3. Select keys per price list

    Scales are general, meaning that they can be used for different items and price lists at the same time. A scale is connected to a price list in 'Sales Price List. Open' (OIS017).

    If different scales for different items are to be used, keys can be specified to make selections. A key is a field from the item file, such as item group, product group, item number, etc. These fields are specified in 'Sales Price List. Open' (OIS017).

    The specified field acts as general selection criteria, regulating the use of different scales depending on the values matched in the fields.

    Example

    If different scales will be used depending on the item group, then field MMITNO (item group) is specified in 'Sales Price List. Open' (OIS017).

    In 'Sales Price List. Connect Price Scale' (OIS026), Item Group is then displayed as a heading. A specific item group is specified in the field and then connected to a specific scale. That scale will then be used for items belonging to the selected item group.

  4. Select scales per price list

    Specific values for the selected fields are entered in 'Sales Price List. Connect Price Scale' (OIS026).

    Several different values can be specified for each field. For example, if field 'Item group' has been specified, then different item groups can be entered. Each item group is then connected to a scale that will be used when the value is matched.

    If several fields have been specified, a combination of values in the fields can be used to select the scales. For example, a scale can be used if an item belongs to an item group within a product group.

    Note: Each scale is defined for a specified unit and price unit. In order to price an item according to a scale, the item's price unit in the current price list must correspond to the scale unit.

    For manual updates, the scale's price unit is proposed by default. When items and prices are generated automatically in a price list, the scale's price unit is proposed by default if it is valid for the item. If the unit is not valid, no automatic scaling is done. Instead, the price unit and price quantity from the item file are used.

Outcome

After using this supporting function, quantity-dependent sales prices are calculated during customer order entry. An item's basic price is affected by the factors in the selected scale according to the limits.

Graduated prices are recalculated automatically each time an item's basic price is changed in each price list.

If keys for the scales are entered for a price list and different scales are entered for the different keys, then different scales are used for different items within the price list.

Examples

The examples below describe how scales are created and used depending on the values entered for a price list.

Two scales are created:

Scale Price unit Scale unit
S1 PC PC
S2 KG KG

For scales S1 and S2, the following limits and factors have been entered:

Scale Price unit Scale unit Limit Factor
S1 ST ST 0 1.40
      100 1.20
      500 1.00
      1000 0.80
      2000 0.60
S2 KG KG 0 1.25
      100 1.00
      500 0.85

Price list A1 will use scale S1 or S2 depending on the product group and item group. Therefore, fields MMITCL and MMITGR (product group and item group, respectively) have been specified for the price list.

Price list Key 1 Name Key 2 Name
A1 MMITCL Product grp. MMITGR Item grp.

The specific values to be used to select the scale are entered for each field.

Price list Product group Item group Scale
A1 P1   S1
A1 P1 STEEL S2

The scale for price list A1 will be selected for each combination of product group/item group. All items in product group P1 use scale S1 except items with item group STEEL, which use scale S2.

There are two items in the item file included in price list A1:

Item Product group Item group
101 P1 TOOL
102 P1 STEEL

According to price list A1, the basic prices per item are:

Price list Item Name Basic price Price unit
A1 101 Drill 1000 PC
A1 102 Plate, 100 x 200 10 KG

When price list A1 (with selected fields and scales) is used, graduated prices are calculated as shown below.

Price list Scale Item Name Limit Graduated price Price unit
A1 S1 101 Drill 0 1400 PC
        100 1200 PC
        500 1000 PC
        1000 800 PC
        2000 600 PC
             
A1 S2 102 Plate 100 x 200 0 12.50 KG
        100 10 KG
        500 8.50 KG

Graduated prices for item 101 are calculated according to scale S1, while item 102 uses scale S2 since the item belongs to item group STEEL.

When the basic price is changed, the graduated prices will be recalculated automatically.

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