Items and Warehouses - Solutions
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1 s and Warehouses - Solutions Unit: Pricing Topic: Price Lists At the conclusion of this exercise, you will be able to: Create a price list based on another price list Assign a price list to a customer group Deactivate a price list Set a validity period for a price list Calculate prices based on last purchase price In this exercise, you create a new price list that will be based on another price list so that it is automatically updated when the base price list changes. You will assign the price list to a customer group and see how it can be assigned to a customer via customer group. You will deactivate the price list and see what happens when an inactive price list is used in a marketing document. Then you will activate the price list for a specified validity period. The second portion of the exercise will be to set the Distributor Sales price list to be based on the last purchase price. Then you will create purchasing documents for a new item to see how and when the last purchase price list is updated. 2-1 Create a new price list Create a new price list called Test Inventory Price Lists Price Lists. In order to create a new price list, place your cursor on the row number and Right mouse click Add Row.
2 2-1-2 The base price list is the Base Price and the factor is 2 Save the price list by choosing Update. Close the confirmation window. Choose OK. 2-2 OEC Computers is adding a new line of office furniture for their retail store. Create 2 new items and give them basic prices Create a new item OF2002 (Desk) and assign it a purchase price (Base Price) of units of your national currency. Inventory Master Data Choose the Add icon. Description Price List (Unit Price first field) OF2002 Desk Price (Unit Price second field) 300 Add the item. Base Price Create a new item OF2003 (Office Chair) and assign it a purchase price (Base Price) of units of your national currency. Inventory Master Data Choose the Add icon. OF2003 Description Office Chair Price List (Unit Price first field) Base Price Price (Unit Price second field) 85 Add the item. 2-3 Check if your items have the correct price on your new price list Call up the Price List screen and go to your Test price list. Check the price of your item. Inventory Price Lists Price Lists Select radio button Update Entire Price List
3 Double click on the Test price list. The price of the new desk item is units of national currency and the price for the chair is units of national currency. 2-4 Assign your new price list to a Customer Group and use it in a sales document Assign your new Test price list to the customer group Distributors. Choose Administration Setup Business Partners Customer Groups. For the row with the customer group Distributors, enter the price list Test. Choose Update. Choose Yes to replace the price list for all existing customers in the customer group Create a quotation for items OF2002 and OF2003 for Customer C42000 who belongs to that customer group. Choose Sales A/R Sales Quotation Customer C42000 OF2002 OF View the price list assigned to the document. What is the price list? Why is this price list assigned? Choose the Form Settings icon. On the Document tab, see the value in the Price List field. The new price list Test is assigned. This is because you told the system to replace pricelists for all customers who belong to this customer group.
4 2-5 Deactivate a price list Deactivate the Test price list. Open the price list window: Inventory Price Lists Price Lists Choose the Form Settings icon. Add the fields Active, Valid From, and Valid To. Choose OK. For the Test price list row, deselect Active Create a sales order for customer C42000 and material OF2002. Choose Sales-A/R Sales Order. Customer C42000 Delivery Date Today s date OF2002 When the item availability check appears, choose Continue What price list is used in the sales order? The system will choose the Test price list for the document. However, no prices appear because the price list has been deactivated. In the Form Settings window, you can see the price list shown with the word Inactive Change the document s price list to the Distributor Sales Price price list. Form Settings Document tab Table tab in order to assign the Distributor Sales Price price list to the document. Choose OK and answer the question, Update prices in existing rows? with Yes. The system then uses the price of the Distributor Sales Price price list. Add your sales order. Sales Order number: Set the Test price list to be valid for 2 months. Reactivate the price list and set the price list to valid until the end of the next month. Open the price list window: Inventory Price Lists Price Lists For the Test price list row, select Active. Enter validity dates from today to the end of next month.
5 2-6 Calculate prices automatically using the Last Purchase Price list Change the Distributor Sales Price price list so that it is calculated based on the Last Purchase Price list. The values in the Distibutor Sales Price price list should be 50% higher than the Last Purchase Price. Inventory Price Lists Price Lists For the Distributor Sales Price row, use the dropdown to set the following: Distributor Sales Price List Factor 1.5 Choose Update. Last Purchase Price Create a new item master, T2003 (Flat X-Large Monitor). Do not assign any price to this item. Check the price in the Last Purchase Price list. The list does not contain an entry yet. Choose Inventory Master Data Choose Data Add. T2003 Do not enter any price! Add the item. There is currently no price listed for T2003 in any price list Now order 10 units of the new item, T2003, from vendor V1010 at the price of units of your national currency. Create a goods receipt posting with reference to the purchase order. Then display the Distributor Sales Price price list and check whether the last purchase price has updated the Distributor Sales Price list. Purchasing-A/P Purchase Order. Vendor Quantity 10 V1010 T2003 Unit Price 250 Add the purchase order. Purchase Order number:
6 2-6-4 Receive the items from the vendor. Purchasing-A/P Goods Receipt PO. Vendor V1010 Copy from Purchase Orders. Choose your purchase order from the list In the Draw Document Wizard, choose Finish Add the Goods Receipt PO. Goods Receipt PO number: Confirm the system message. Choose Inventory Price Lists Price Lists in order to check the price lists again. The system will not automatically copy the last purchase price of units of the national currency until the AP invoice is entered You can now post the AP invoice for item T2003 with a purchase price of 250. Check again whether the last purchase price has been updated and has therefore updated the Distributor Sales Price. Choose Purchasing-A/P A/P Invoice. Vendor Posting Date V1010 Today s date Copy from Goods Receipt PO. Choose your Goods Receipt PO from the list Choose Finish in the Draw Document Wizard Add the A/P Invoice. A/P Invoice number: Confirm the system message Now find out if the prices in the Distributor Sales Price list have been calculated. Confirm the result by checking the situation in the Price Lists menu. Inventory Price Lists Price Lists Open the Distributor Sales Price List. Yes, the price is updated and calculated as 50% higher than the Last Purchase Price.
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