Updating sales information for a part
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This page allows you to update the sales information of the selected part. Tell me more.
Select the “Maintain Sales Information” link in the “Select Part #” page. Alternatively, select the hyperlinked part number in the multiline of the same page.
The “Maintain Sales Information” page appears.
The system displays the following in the “Sales Information” group box:
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Part # |
The number identifying the part for which the sales information must be updated. |
Enter the following field:
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Planning Status |
Use the drop-down list box to set the planning status of the part. The system lists the options “Fresh”, or “Active” and “Inactive”.. |
Note: You can modify the planning status from “Fresh" to "Active", "Active" to "Inactive", "Inactive" to "Active".
The system displays the following fields:
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Part Description |
The description of the part. |
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Manufacturer Part # |
The code identifying the manufacturer part number. |
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Manufacturer # |
The manufacturer of the part. |
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Manufacturer Name |
The name of the manufacturer. |
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SPEC 2000 Code |
The code by which the manufacturer is identified in SPEC 2000. |
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CAGE # |
The “Commercial and Government Entity” code (CAGE) assigned to the manufacturer. |
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NSCM # |
The “NATO Supply code for Manufacturer” number (NSCM) assigned to the manufacturer. |
If you have already defined the sales information for the part, the system fills in the following fields in the “Sales Information” group box.
Enter the following fields, to add or modify the details:
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Standard Sales Package |
The number of parts that comprise a unit during sales (Integer). The value in this field must be greater than zero. |
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Sales UOM |
The unit of measurement in which the sales of the part is done (Alphanumeric, 10). Mandatory. The UOM must have been defined in the “Create UOM” activity of the “Unit of Measurement Administration” business component and must be in “Active” status. |
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Help facility available. |
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Standard Sales Price |
The standard price at which the part is sold (Decimal). Mandatory. The value in this field must be greater than zero. |
The system displays the following:
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Base Currency |
The base currency of the login organization unit. |
Enter the following pricing-related fields in the “Sales Information” group box.
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Variable Pricing |
Use the drop-down list box to indicate whether variable pricing is allowed. The system displays the following values: “Allowed and “Not Allowed”. |
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Pricing Basis |
Use the drop-down list box to specify the basis for setting the price of the part. The system displays the following values: Std.Purchase Price"," Standard Cost", "Std.Sales Price", and "Actual Issue Cost", if “Allowed” is selected in the Variable Pricing field. The system defaults this field with Space, if you have selected “Not Allowed” in the Variable Pricing field. |
Note: You can select “Std. Purchase Price” only for parts for which the Part-Usage flag in the “Maintain Planning Information” activity is set to “Purchase”.
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Estimation Pricing Basis |
Use the drop-down list box to specify the basis for estimating the price of the part during quotation. The system displays "Maximum Purchase Price" and "Std. Sales Price, if you have selected "Actual |
Enter the following fields in the “Exchange Information” group box:
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Regular Exchange |
Select the box if the part has to participate in Exchanges. Parts that are checked as Regular Exchange can be exchanged and would have some repair costs also attached to it. |
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Standard Exchange |
Select the box if the part has to participate in Exchanges as a Flat Exchange. Parts that are checked as Standard Exchange can be exchanged and they may or maynot have repair costs attached to it, based on the “Standard Exchange Type” selected. |
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Std. Exchange Type? |
Use the drop-down list box to indicate whether the exchanged part has a repair cost associated or it is a “Flat Exchange”. |
Enter the following fields in the “Sales Restrictions” group box:
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Min. Stock Limit |
The minimum amount of stock that is required at the location you have selected in the “Applicable At” field. The system defaults this field with Zero, if you do not enter any value. |
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Applicable At |
Use the drop-down list box to specify the location where the minimum stock must be maintained. The system displays the following values: "Warehouse", "Location", "Across Location". |
Enter the following fields in the “Shipment Tolerance %” group box:
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+ve Tolerance % |
The maximum excess quantity in percentage, which can be shipped in comparison to the quantity ordered by the customer (Integer). The value in this field must be greater than zero. |
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-ve Tolerance % |
The minimum deficit quantity in percentage, which can be shipped in comparison to the quantity ordered by the customer (Integer). The value in this field must be greater than zero. |
Click the “Update Sales Information” pushbutton to update the sales information.
The system updates the status as follows:
The planning status of the part is set as selected in the “Planning Status” field. The status of the New Part Request documents is updated, if the part is available in any of the New Part Request documents as either the New Part or Created Part.
For a “Saleable” part the system sets the planning status to “Active” only when you have specified sales UOM and standard sales price in the “Maintain Sales Information” page.
If the planning status is changed from “Fresh” to “Active”, the system updates the status to “Active”.
If the planning status is changed from “Active” to “Inactive”, the system updates the status to “Inactive”.
The system ensures that the additional valuation information is maintained for the part with “Expensing Policy" set as "Core Value on Phase Out" in the “Maintain Planning Information” activity of the current business component, if the “Planning Status” is Active.
The system stores the login user ID and the server date along with the other details.
The system displays the following in the “Record Statistics” group box:
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Created By |
The login ID of the user who defined the sales details of the part. |
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Created Date |
The date on which the sales details were incorporated. |
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Last Modified by |
The login ID of the user who last modified the sales details of the part. |
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Last Modified Date |
The date on which the sales details were last modified. |
To proceed, carry out the following
Select “Maintain UOM Conversion” link at the bottom of the page to update the UOM conversion details for the part.
Select the “Maintain Purchase Information” link at the bottom of the page to update the purchase details for the part.
Select the “Maintain Part Manufacturing Information” link at the bottom of the page to update the manufacturing details for the part.
Select the “Upload Documents” link at the bottom of the page to upload documents associated with the part to the “Object Attachments” repository.
Select the “View Parts Main Information” link at the bottom of the page to view the main details of the part.
Select the “View Associated Doc. Attachments” link at the bottom of the page to view the documents associated with the part from the “Object Attachments” repository.
Updating sales information for a part – An overview
Details such as the standard sales package, the standard sales price of the part and the tolerance percentages during shipment can be defined in this page.
The system stores the login user id and the server date along with the modification details.
You can identify the unit of measurement in which the part can be sold.
Enter the value in the “Sales UOM” field.
The standard price of the part when sale orders are generated can be entered.
Enter the value in the “Standard Sales Price” field.
Shipment tolerance specifies the maximum excess/deficit allowed in the quantity shipped in comparison to the quantity ordered by the customer. You can enter the shipment tolerance in terms of percentage.
Enter the shipment tolerance percentages in the “+ve Tolerance (%)” and “ -ve Tolerance (%)” fields in the “Shipment Tolerance %” group box.