Creating part price list

This page allows you to create a part price list. You can create multiple price lists in a given currency. You can specify the details such as part price list number, price list description, effective period, currency, pricing basis, pricing method, price factor and embodiment factor.

Select the “Create Part Price List” link under the “Part Price List” business component.

The “Create Part Price List” page appears.

The system displays the following:

Date Format

The format in which the date fields are displayed in this page. This format is displayed from the "User Preferences" based on the login user ID. In case the format is not defined, the system displays the date format from the “Enterprise Modeling” business component by default.

Enter the following fields in the “Price List Details” group box:

Part Price List #

The unique number identifying the part price list (Alphanumeric, 10). Mandatory.

Description

The textual description of the part price list (Alphanumeric, 100). Mandatory.

Zoom facility available.

Usage

Check this box to indicate the usage of the part price list. Mandatory.

Part Sale - indicates that the part price list is for the sale of a part.
Service Sale – indicates that if associated part is involved in service sale, the price from the list can be utilized.

The system displays the following:

Status

The status of the part price list.

Enter the following fields in the “Price List Details” group box:

Price List Category

Use the drop down list box to specify the category to which the part price list belongs. The system displays all the categories that are in the “Active” Status as defined in the “Category” business component.

Price List Type

Use the drop-down list box to specify the type to which the part price list belongs. The system lists the following options:

Regular – Select this option to indicate whether the price list is part number-based, part group-based or part type-based or flat value-based.
OEM – Select this option to indicate that the price list is only part number-based.

The system displays “Regular” by default.

OEM #

The number identifying the Original Equipment Manufacturer (OEM) (Alphanumeric, 40).

Help facility available.

Ensure that a value is entered here, if “Price List Type” field is set to “OEM”.

Ensure that the value entered here is an active supplier number as defined in the “Supplier” business component.

The system displays the following field:

OEM Name

The name of the Original Equipment Manufacturer (OEM).

Enter the following fields :

Effective From Date

The date starting from which the part price list becomes effective (Date Format). Mandatory.

Effective To Date

The date till which the part price list remains effective (Date Format). Ensure that the “Effective To Date” is later than the “Effective From Date”.

Remarks

Any additional detail pertaining to the part price list (Alphanumeric, 255).

Zoom facility available.

To copy part price list details

Enter the following fields in the “Copy From” group box, if you wish to copy the details from an existing part price list:

Part Price List#

The code identifying the part price list from which you wish to copy the details (Alphanumeric, 10). Ensure that the part price list is already defined in the login organizational unit and it is in the "Active" status.

Help facility available.

To enter other details

Enter the following fields in the “Pricing Details” group box:

Pricing Basis

Use the drop down list box to select the pricing basis as “Flat”, “Part No”, ”Part Group” or “Part Type”.

Flat – Select this option to indicate that the pricing is done as a flat value.
Part No –Select this option to indicate that the pricing is based on the part number.
Part Group - Select this option to indicate that the pricing is based on the part group.
Part Type- Select this option to indicate that the pricing is based on the part type.

The system displays “Part No” by default, if the “Price List Type” is set to “OEM”.

Pricing Method

Use the drop down list box to select the pricing method as “Direct”, ”Factored” or “Factored on Std Price List”.

Direct - Select this option if you wish to enter the price for the part directly.
Factored - Select this option if you wish to set the pricing method as a percentage of the existing part price.
Factored on Std Price List – Select this option if you wish to set the pricing method as a percentage of the standard price list.

The system displays “Direct” by default, if the “Price List Type” is set to “OEM”.

Note: If the “Pricing Basis” is “Flat”, set “Pricing Method” to “Factored” or “Factored on Std Price list”.

If the “Pricing Basis” is “Part No”, set “Pricing Method” as “Direct” or “Factored”.

If the “Pricing Basis” is “Part Group” or “Part Type”, set “Pricing Method” as “Factored” and “Factored on std Price list”.

Price Factor

The price factor of the part (Decimal). Ensure that the value entered is a positive numeric value.

This field should not be left blank, when the “Pricing Basis” is “Flat”.

Std. Part Price List

The existing standard part price list that is in “Active” status. (Alphanumeric, 10).

This field cannot be left blank, if the “Pricing Method” is set to “Factored on Std. Part Price List”.

Help facility available.

Embodiment Factor

The amount levied on the customer for holding his goods in the warehouse. (Decimal).

Enter the following fields in the “Currency Details” group box:

Currency	Use the drop-down list box to select the currency for the part price list. The system lists all the currency codes that are identified as permitted currencies and the base currency for the company in the “Enterprise Setup” business component. By default, the system displays the Base Currency.
Other Currencies	Use the drop-down list box to specify whether other currencies are “Applicable” or “Not Applicable”. By default, the system sets the field to ”Not Applicable”.

Enter the following fields in the “Document Attachment Details” group box:

File Name

The name of the file used as reference for the part price list (Alphanumeric, 50).

Help facility available.

Select the “View File” link provided alongside, to view the contents of the reference document.

To create the part price list

Click the "Create Part Price List" pushbutton, to create the part price list.

Note: If the “Pricing Method” is set as "Factored On Std. Price List", the system ensures that the standard part price list # is not cyclically dependent on any earlier factored on price lists. For example, if PPL 1 is primary price list, PPL2 is factored on PPL1, PPL3 is factored on PPL2 then if PPL4 is set as factored on PPL1 or PPL2, the system throws cyclic dependency error.

To confirm the part price list

Click the "Confirm Part Price List" pushbutton, to confirm the part price list.

To proceed, carry out the following

Select the "Edit Part based Pricing” link to update the part based pricing details.

Select the "Edit Part Group based Pricing” link to update the part group based pricing details.

Select the "Edit Part Type based Pricing” link to update the part type based pricing details.

What you can do in this page

Specify the effective period for the part price list

Copy details from an existing part price list

Confirm part price list

Specify the effective period for the part price list

You can define the period for which the part price list will be effective.

Enter the starting date from which the part price list becomes effective, in the “Effective From Date” field.
Enter the end date until which the part price list remains effective, in the “Effective To” field.

Confirm part price list

You can confirm the part price list as soon as it is created.

Enter the details for the part price list.
Click the “Confirm Part Price List” pushbutton, to confirm the details.

The system updates the status of the part price list as “Confirmed”. Only the confirmed part price list can be activated.

The system updates the status as "Active", if the "Activation of Part Price List " is set as "Not Required" in the "Set Options" activity.