Adjust Configuration Price
Explanation
This activity is used to adjust the characteristic prices after the
initial pricing calculation at configuration creation. Adjust Price allows you to change Price of
all or few eligible characteristics directly, or as a result of an offset for
characteristic groups or total part price.
Eligible characteristics are characteristics for which, Override
Allowed option is enabled in Sales Part/Configuration
Base Pricing or Configuration Price List,
Price Freeze option is disabled, and the Price
is greater than the minimum allowed price as per Max Override
(%).
Four commands are available for price adjustments and they are placed in
Edit Configuration and Edit Configuration
Pricing under sub command list Adjust Price.
Use Adjust All Characteristic Prices to offset
all characteristic prices by a single offset amount or an offset percentage.
If an offset amount of 1000 USD is used, all characteristic prices will get
a 1000 USD increase, and if an offset percentage of -10% is used, all characteristic
prices will be reduced by a 10%.
Use Adjust Characteristic Prices by Group to offset
a characteristic group by an offset amount or an offset percentage. Imagine
Group A contains 3 configuration characteristics, and the total price of the
characteristics in the group is 10000 USD. You can set the new group price of
Group A as 9000 USD, use an offset amount of -1000 USD, or use an offset percentage
of -10% to get the same result. In all three cases, the price difference of
1000USD will be distributed among the three characteristics in the group proportionately
to the characteristic price.
Use Adjust Total Price to offset the total part
price of the configured part by an offset amount or an offset percentage. Imagine
a configured part with the total price of 20000 USD. You can set the new group
price of Group A as 18000 USD, use an offset amount of -2000 USD, or use an
offset percentage of -10% to get the same result. In all three cases, the price
difference of 2000USD will be distributed among the connected characteristics
proportionately to the characteristic price.
Use Clear Price Adjustments to remove the changes done by
three types of adjustments done above. Once an adjusted price is manually modified,
it will no longer be considered as an adjusted price. Hence, Clear Price
Adjustments will not remove any price modification done using
Price Details or Edit Configuration Pricing.
If you need to exclude the price of a certain characteristics from getting
new prices after price adjustments, then you can disable Allow Override
option in Sales Part/Configuration Based Pricing or
Configuration Price List where prices of each characteristic
or option is defined. It is also possible to limit the price reduction by defining
a Max Override (%) at the same basic data page.
Prerequisites
To be able to Adjust Price:
- Configuration status should be in Completed state
- Edit configuration or Create Configuration
should be opened from Business Opportunity line,
Sales Quotation line, or Customer
Order line.
To be able to Clear Price Adjustments:
- At least one characteristic in the configuration must have the price
overridden using above commands.
System Effects
As a result of Adjust All Characteristic Prices:
- For each eligible characteristic, a new Price
is calculated after applying the Offset or Offset (%).
- If the price resulted after applying offset is less than the
Minimum Price allowed for that characteristic, Minimum
Price is selected as the New Price.
- Details on price changes are shown in the Characteristic Prices
list in the assistant (collapsed by default).
- Once the prices are confirmed by clicking on OK,
Price of each characteristic is updated. Characteristic
Price and Total Part Price on the header of
Edit Configuration, Create Configuration,
or Edit Pricing are recalculated and Price/Curr
and Char Price/Curr on source line are also updated.
- Price Adjustments Applied indicator appears
on the header of Edit Configuration,
Create Configuration, and Edit Pricing.
For all characteristic which got the price adjusted, same indicator is shown
inside Price Details.
- Clear Price Adjustments command is enabled
under Adjust Price.
As a result of Adjust Characteristic Prices by Group:
- New Group Price of the characteristic group
is calculated after applying the Offset
or Offset (%)
on Group Price.
- Price Difference is distributed among eligible
characteristics in the group, proportionately to the initial
Price of each characteristic.
- Once the prices are confirmed by clicking on OK,
Price of each characteristic is updated. Characteristic
Price and Total Part Price on the header of
Edit Configuration, Create Configuration,
or Edit Pricing are recalculated and Price/Curr
and Char Price/Curr on source line are also updated.
- Price Adjustments Applied indicator appears
on the header of Edit Configuration,
Create Configuration, and Edit Pricing.
For all characteristic which got the price adjusted, same indicator is shown
inside Price Details.
- Clear Price Adjustments command is enabled
under Adjust Price.
As a result of Adjust Total Price:
- New Total Part Price is calculated after applying
the Offset or
Offset (%) on the Total
Part Price.
- Price Difference is distributed among eligible
characteristics in the configuration, proportionately to the initial
Price of each characteristic.
- Once the prices are confirmed by clicking on OK,
Price of each characteristic is updated. Characteristic
Price and Total Part Price on the header of
Edit Configuration, Create Configuration,
or Edit Pricing are recalculated and Price/Curr
and Char Price/Curr on source line are also updated.
- Price Adjustments Applied indicator appears
on the header of Edit Configuration,
Create Configuration, and Edit Pricing.
For all characteristic which got the price adjusted, same indicator is shown
inside Price Details.
- Clear Price Adjustments command is enabled
under Adjust Price.
As a result of Clear Price Adjustments:
- Any price adjustment done for a characteristic is removed. Manual price
changes done using Edit Pricing or
Price Details will not be cleared. Price
is reverted to the last value it had before the price adjustment.
- Characteristic Price and Total
Part Price on the header of
Edit Configuration, Create
Configuration, or Edit Pricing are
recalculated and Price/Curr and Char Price/Curr
on source line are also updated.
- Price Adjustments Applied indicator is removed
from the header of Edit Configuration,
Create Configuration, Edit Pricing
and Price Details.
- Clear Price Adjustments command is disabled
under Adjust Price.