VA Order Entry - Detail - Value Add Rollup overview

The Value Add Rollup window is accessed from Sales Order Entry or VA Order Entry for VA orders tied to a sales order. It is also accessed from Sales Customer Pricing Inquiry-Pricing Worksheet. You can use the Value Add Rollup to adjust sell prices for VA products using margin or cost plus percentages to achieve appropriate margins. Click Update to update the sales order line item with the calculated total cost and total price from the worksheet. The price calculation logic supports both margin and markup calculations for costs, such as inventory, nonstock, external process, and internal labor.

You can override the price in the Value Add Rollup if you are authorized to see and modify pricing on the OE Pricing option settings in SA Operator Setup.

When automatic sourcing for CPQ-Configured VA products is enabled, a Customer Service Representative (CSR) can access the Infor CPQ Configurator from Sales Order Entry through the VA workflow. After adding a sales order line for a CPQ-Confgurator VA assembly-type product, the CSR can use the Configurator to define the product's configuration. This configuration updates the tied VA order using inventory components from CPQ and section data from VA Product Default Setup. After the configuration is finished, the Value Add Rollup window displays a manual price override from CPQ in the Price Override field. This overrides the sales order line price when you click Update and return to Sales Order Entry.