This activity is used if you want to use detailed part pricing for sales parts entered in a customer agreement.
When detailed part pricing is used the sales price can be built from a base price and several price elements that contribute to the final sales price. Three types of price elements exist: material, amount and percentage.
Material price elements contribute to the final price based on the share of the material included in the inventory part and the price of the material.
To add material Price Elements to the Price Details table for a specific deal per part record, they must first be entered in the Material Price Elements tab of the Customer Agreement.
Price elements of type Amount are used to enter an amount that will contribute to the final price.
Price elements of type Percentage can be used with two different percentage bases to calculate the contribution, either Base Price or Calculated Price. Both positive and negative percentage values can be defined. Price elements of type percentage are always based on the agreement currency.
To add price elements, select a specific Deal per Part record in the Customer Agreement and use the Add Price Elements command to open the Price Element Details assistant. This function is available only when a single Deal per Part record is selected.
From there, the user can select either Add Material Price Elements or Add Non-Material Price Elements to add the relevant price elements to the corresponding Deal per Part record in the Customer Agreement.
In the Add Material Price Elements assistant:
For a record to appear in the Assistant, the system validates material price elements by checking their validity period against the Deal per Part record. In here the system check the validity period for each price element added in the Customer Agreement/ Material Price Elements tab and the Inventory Part/Material Share records.
If multiple records exist for a specific validity period per material price element, all records are displayed, allowing the user to select only the required material price elements. Unwanted material price elements can be removed from the dialog if needed.
Upon executing the Ok command in the bottom of the assistant, all the material price elemets in the assistant will appear in the Price Element Details assistant.
In the Add Non-Material Price Elements assistant:
Users can manually add elements of type Amount or Percentage. Both the values and records are editable and can be deleted as necessary. Once the Ok command is executed, all non-material price elements will be reflected in the assistant Price Element Details.
Once the Price Elements have been added to the Main Assistant, only Amount and Percentage type price elements can be modified if necessary. However, any price element record can be deleted prior to being added to the Price Details table within the Deal Per Part tab.
Upon executing the Finish command in the bottom of the Price Element Details assistant, all price elements will be transferred to Price Details table within the Deal Per Part tab and become visible after the page is refreshed.
When price elements are added to the Price Details table, Calc Sales Price in the Deal per Part record is calculated as follows.
Calc Sales Price =Base Price + Sum(Material Price x (Material Share x (1 + Weight Surcharge [%])) + Sum (Price of Non Material Price Elements) + Offset Adjustments
Within the Price Details table of the Deal Per Part tab, only Amount and Percentage Price Elements are editable if adjustments are required. Nonetheless, all records in this table can be deleted if needed.
Note: Any modifications made in the Customer Agreement/Material Price Elements tab, Valid to Date changes in Deal per Part record and in Inventory Part/Material Price Elements after adding price elements to the Price Details table will not be reflected automatically. Any changes must be entered manually after deleting the previous records.
The Sales price will be updated according to the detailed part price contributions.