Sales and Cost Prices for Related Quotation Information

This section provides basic information on how the sales and the cost price of the various equipment related quotation information (such as warranty, service etc.) are retrieved.

Item

  • Cost price for Item is retrieved from the standard price (for standard priced items) or average price (for average priced items) in the item/facility record in 'Item. Connect Facility' (MMS003).

    Note:  Cost price for Item is not the default price from the purchase price in the item master (even if it is entered).

  • Sales price for Item is calculated according to the price list on the quotation header. The list price code is retrieved from the customer record in 'Customer. Open' (CRS610). Alternatively, the sales price will default from the item master in 'Item. Open' (MMS001).

Trade-in

  • Cost price for Trade-in is retrieved from the trade-in field within the trade-in record.

  • Stock value for Trade-in is retrieved from the evaluation value field within the trade-in record.

    For additional information, refer to Equipment Trade-In.

Warranty

  • Cost price for Warranty is the same as the calculated purchase price.

  • Sales price for Warranty is retrieved from the extended warranty item. The price list on the quotation header is used to drive the sales price

Standard warranties are automatically linked to the quotation if configured to do so and could affect the quotation's sales price or cost price.

Service

  • Cost price for Service is retrieved from the service costing associated with the service record ('Service. Open' – MOS300) and is created when 'Product Costing. Calculate Service' (PCS235) is run. For a commission service with an internal customer will the cost price be defaulted from the service price list. The cost price in this case can be edited.

  • Sales price for Service is defaulted from the service price list and is only valid for commission services without internal customer. Configuration service and commission service with internal customer does not affect the quotation's sales price.

Maintenance Agreement

  • If the pre-payment item number is entered, a sales line will be created. This will affect the total sales price but not the margin (as there is no initial cost).

  • The maintenance agreement and costing are managed separately by the maintenance agreement functionality as such.

Financing

Financing will not affect the sales and cost prices for the quotation. The sales and cost price will only be used as an input when a Rental or Leasing Agreement is created at a later time.

Promotions

  • Cost price for Promotions (i.e the discount amount or discount percentage) is retrieved from the promotion setup in 'Quotation. Add Promotion' (QUS117). The discount percentage will only consider the price of the product and not other line types.

  • Sales price for Promotions will match the cost price if the parameter 'Quotation. Add Promotion' (QUS117) is set to on. If the actual discount amount is changed when the promotion is linked to the quotation, the difference (plus or minus) will be reflected in the sales price.

Miscellaneous costs

  • Cost price for Miscellaneous costs is retrieved from the miscellaneous cost definition in 'Quotation'. Add 'Miscellaneous costs' (QUS118) on records containing an item. In this case, the cost price will come from that items cost price as defined against its item / facility record in 'Item. Connect Facility' (MMS003).

  • Sales price for Miscellaneous costs that are linked to an item the default sales price will come from the item master record in 'Item. Open' (MMS001). These records can be defined with a charge code defined in 'Order Line Charge. Open' (CRS275) as described above.