Revising part price list

You can revise the part price list in this activity.

Select the “Revise Part Price List” link in the “Select Part Price List” page. Alternatively, select the hyperlinked part price list number in the multiline of the same page.

The “Revise 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.

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

Part Price List #	The number identifying the part price list.
Revision#	The number identifying the revision of the part price list. The system automatically generates this number on clicking the “Revise Part Price List” pushbutton.

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

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” group box:

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 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 in the “Price List Details” group box:

Effective Date From

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

Effective Date To

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.

Inactivate Previous Revisions

Check this box to inactivate the previous revision of the part price list.

Note: If this box is checked, the system maintains the current part price list and the revision number in “Active” status. Else, the system maintains all the previous revisions of part price list in “Active” status.

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.

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” or “Factored on Std Price list”

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 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.
Enter the following fields in the “Comments” group box:

Comments

Additional information pertaining to revising part price list (Alphanumeric, 255).

Zoom facility available.

To update the revised part price list

Click the "Revise Part Price List" pushbutton, to update the revised part price list details.

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

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 revised part price list

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

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

To proceed, carry out the following

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

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

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

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

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.
Revised By	The name of the user who revised part price list.
Revised Date	The date on which part price list was revised.