Activating or inactivating part price list

Unified Glossary

Basics of using a typical web page

Using Online Help

You can activate or inactivate the selected part price list in this activity. The system updates the status of the part price list as “Active” or “Inactive” and records the approver’s remarks.

The “Activate/Inactivate Part Price List” page appears.

The system displays the following field:

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.

The system displays the following in the “Price List Details” group box:

Part Price List #

The number identifying the part price list.

Revision#

The revision number of the part price list.

Description

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

Zoom facility available.

The system displays the following in the “Price List Details” groupbox:

Status

The status of the part price list.

Price List Category

Use the drop-down list box to select the price list category .The system displays all the part price list categories that are in the “Active” status from the “Category“ business component.

The system displays the following fields:

Price List Type

 The type to which the part price list belongs, which could be either “Regular” or “OEM”.

OEM #

The number identifying the Original Equipment Manufacturer (OEM).

OEM Name

The name of the Original Equipment Manufacturer (OEM).

  • Enter the following fields :

Effective From Date

The date 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”.

Note: Ensure that the “Effective Date From” and “Effective Date To” must be unique for the part price list number-revision number combination.

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.

Remarks

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

Zoom facility available.

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.

Ensure that this field is set to “Part No”, if the “Price List Type” is “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 “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”.

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).

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 for the company in the “Enterprise Setup” business component. By default, the system displays the Base Currency.

Other Currencies

Use the dropdown list box to set the other currencies value as “Applicable” or  “Not Applicable”. By default, the system displays the value as ”Not Applicable”.

File Name

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

Help facility available.

Approver Comments

The comments given by the approver (Alphanumeric, 255).

Zoom facility available.

To inactivate a part price list

Note: The system updates the status of the part price list as “Inactivated”.

To return a part price list

Note: Ensure that the part price list is in “Confirmed” status –as only the records that are in confirmed status can be returned for further modifications.

Note: The system updates the status of the part price list as “Returned”.

To activate a part price list

Note: The system updates the status of the part price list as “Activated”.

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.

For price list of type “OEM”, the system ensures that the part number-condition combination is unique for all the active and revised price lists having the same effectivity date range, if the “Part Type” is “Component”.

For price list of type “OEM”, the system ensures that the part number is unique for all the active and revised price lists having the same effectivity date range, if the “Part Type” is other than “Component”.

To proceed, carry out the following

The system displays the following fields in the “Record Statistics” group box:

Last Modified By

The name of the user who last modified part price list.

Last Modified Date

The date on which part price list details was last modified.

Confirmed By

The name of the user who confirmed part price list.

Confirmed Date

The date on which part price list was confirmed.

Approved By

The name of the user who approved part price list.

Approved Date

The date on which part price list was approved.

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