Managing part pricelist

This page allows you to create a part pricelist. A Part Pricelist can be created in multiple currencies when the Other Currencies is selected as “Applicable”. You can specify the details such as part pricelist number, pricelist description, effective period, currency, pricing basis, pricing method, price factor and embodiment factor. . Also you have the provision to record Price Factor elements based on set parameters.

Select the “Create Part Pricelist” activity under the “Part Pricelist” business component.

The “Manage Part Pricelist” page appears.

To create a part pricelist

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 “Identifier Details” group box:

Pricelist #

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

Ensure the following:

That the part pricelist number does not contain any space or special characters except “–“ (Hypen).not already exist.
That the specified part pricelist does not already exist.

The system displays the following:

Rev. #

A system generated number for tracking revision of the pricelist.

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

Description

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

Effective Date From

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

Ensure that the date specified in this field is earlier than or equal to the date specified in the “Effective Date To” field.

Effective Date To

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

The system displays the following:

Effective from (Existing)

The date from which the part pricelist and revision becomes effective.

Status

The status of the part pricelist which could be “Draft”, “Fresh”, “Returned”, “Cancelled” or “Active”.

Usage

Check this box to indicate the usage of the part pricelist. Mandatory.

Part Sale - Indicates that the part pricelist can be used for pricing the sale of a part.
Service Sale - Indicates that part pricelist can be used for pricing the parts involved in a service sale.

Ensure the following:

At least one of the check boxes must be checked, if the pricelist is of type “Regular”.
None of the check boxes must be checked, if the pricelist is of type “OEM” or “Ref. Catalogue”.

To copy details from a part pricelist

Enter the following fields in the “Copy from” group box:

Note: This copy option is available only while creating a Part Pricelist

Note: At least one of the usage pricelist check boxes must be checked.

Pricelist #

The code identifying the part pricelist from which you wish to copy the details (Alphanumeric, 10). Mandatory.

Ensure the following:

The pricelist / revision number specified in this field already exists.
Note that the number specified in this field does not belong to the pricelist type “OEM”.

Help facility available

Rev. #

In the editable box alongside enter the revision number of the part pricelist from which you wish to copy the details. Mandatory.

Copy Option

Use the drop-down list box to select the details that have to be copied from the part pricelist. The system lists the following options:

Copy All - Select this option if you wish to copy all the details from the part pricelist.
Copy Profile - Select this option if you wish to copy only the profile details from the reference part pricelist.

By default the system displays “Copy All”.

Click the “Copy” pushbutton to copy details from the part pricelist.

The system performs the following:

Updates the status of the Part Pricelist as “Fresh” if “Copy All” is selected as the “Copy Option”.
Updates the status of the Part Pricelist as “Draft” if the “Copy Profile” is selected as the “Copy Options”.
Enter the following fields in the “Other Pricing Details” group box:

Pricelist Category	Use the drop down list box to specify the category to which the part pricelist belongs. The system displays all the categories that are in “Active” Status as defined in the “Category” business component. Ensure that the category specified in this field remains active while processing the part pricelist. By default the system leaves this field blank.
Pricelist Type	Use the drop-down list box to specify the type to which the part pricelist belongs. The system lists the following options: Regular – Select this option to indicate whether the pricelist is part number-based, part group-based or part type-based or flat value-based. OEM – Select this option to indicate that the pricelist is only part number-based. Ref. Catalogue - Select this option to indicate that the pricelist is based on the reference catalogue ID pricelist eg. Internal pricelist or pricelist after a survey of the market. The system displays “Regular” by default.
OEM #	The number identifying the Original Equipment Manufacturer (OEM) (Alphanumeric, 40). Data entry is mandatory in this field, if “Pricelist Type” is specified as “OEM”. Ensure that the value entered here is an active supplier number as defined in the “Supplier” business component. Help facility available
OEM Name	The name of the Original Equipment Manufacturer (OEM).
Ref. Catalogue ID	Use the drop-down list box to specify the reference catalogue ID pricelist. Data entry in this field is mandatory if “Ref. Catalogue ID” is selected as the “Pricelist Type”. The system lists the following values on selection of the “Pricelist Type” drop-down list box as “Ref. Catalogue ID”: All the catalogues that are in “active” status as defied for the category type “Ref. Catalogue ID” in the “Category” business component. Note that the system does not list any values in this field if you select any value other than “Ref. Catalogue ID” in the “Pricelist Type” drop-down list box.
Currency	Use the drop-down list box to select the currency of the part pricelist. 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”.

The system displays the following field:

Note: The system displays the “Price Factor Details ?.” and "Factor Details at" fields only if the process parameter “Definition of Price factor details in Part Pricelist” for the parameter “Part Pricelist” in the “Set Sales Process Parameters” activity of the “Customer” business component is set as “Required” or “Specific Pricelist”.

Pricing Defined

A system generated value indicating the method of pricing definition which can be Direct, Factored or Direct and Factored. More...

Price Factor Details ?

Use the drop-down list box to specify whether price factor details are applicable. The system lists the options in this field as per the value set for the process parameter “Definition of Price factor details in Part Pricelist” for the parameter “Part Pricelist” in the “Set Sales Process Parameters” activity of the “Customer” business component as given below:

Value set in the “Set Sales Process Parameter” activity	Value listed in this field	Value defaulted
Required	Required	Required
Not Required	Not Required	Not Required
Specific Pricelist	Required and Not Required	Blank and Required and Not Required

Factor Details at

Use the drop-down list box to specify at what level price factor details are applicable. The system lists the following options if the Factor Details is set as “Required” or “Specific”:

Document Level - Indicates that the pirce factor detail is the same for the entire document.
Line Level - Indicates that price factor detail is different at line level.

By default the system displays “Document Level” if “ Price Factor Details.” is set as “Required”, else displays blank.

Enter the following fields:

Remarks

Any comments or additional information pertaining to the part pricelist (Alphanumeric, 255).

To proceed, carry out the following:

Select the “Pricing Profile” tab to select attributes for each pricing element based on which factored pricing is defined.
Select the “Factored Pricing” tab to define the price factor at each pricing element level.
Select the “Ref. Pricelist Priority” tab to define priority for alternate pricelist.
Select the “Max Price – Appl. Pricelists” tab to capture Ref. Catalogue IDs and its Price Factors.

Note: This tab appears only if the ‘Factored on’ is set as “Price List with Max Price” in the “Factored Pricing” tab.

Select the "Slab Definitions" tab to define the price factor and Base Adj. factor based on the slab against a pricing line.
Select the “Direct Pricing” tab to define prices directly.
Select the "Price Factor Details" tab to define factor pricing breakups.
Enter the following fields:

Comments

Any additional detail pertaining to the part pricelist.

Click the “Save” pushbutton, to save the part pricelist.

The system performs the following:

Updates the part pricelist in “Fresh” status if pricing is defined for all the pricing elements, for which Pricing Profile is defined, in the “Factored Pricing” or “Direct Pricing” tab, else the system updates the status as “Draft”.
Updates the status of the Pricellist # as “Fresh” only if factor breakups are defined for all the rows in the “Factored Pricing” tab page in the current activity.
Updates the Rev. # of the part pricelist as “0” if it is created for the first Increments the Rev. # to the next number when the pricelist is in “Active” status.
Updates the Effective From (Existing) with the date in the “Effective Date From” field.
Updates the “OEM Name” based on the OEM # specified.
Click the “Confirm” pushbutton, to confirm the part pricelist.
Click the “Cancel” pushbutton, to cancel the part pricelist.

Note: Only pricelists which are of status “Draft”, “Fresh”, or “Returned” can be cancelled.

To proceed, carry out the following

Select the “Upload Documents” link at the bottom of the page to upload documents.

Refer to the topic “Object Attachments” online help for more details.

Select the “Activate/Inactivate Part Pricelist” link at the bottom of the page to activate or inactivate the selected part pricelist.
Select the “View Associated Doc. Attachments” at the bottom of the page to view information regarding the associated document attachments.

Refer to the topic “Object Attachments” online help for more details

Select the “View Part Pricelist” link at the bottom of the page to view details of the part pricelist.

Record Statistics

Created By	The name of the user who created the part pricelist.
Created Date	The date on which the part pricelist was created.
Last Modified By	The name of the user who last modified the part pricelist.
Last Modified Date	The date on which part pricelist was last modified.
Confirmed By	The name of the user who confirmed the part pricelist.
Confirmed Date	The date on which part pricelist was confirmed.
Activated / Inactivated By	The name of the user who activated / inactivated the part pricelist.
Activated / Inactivated Date	The date on which the part pricelist was activated / inactivated.
Source	The organization unit that is the source of the part pricelist information.
Owner	The organization unit that is the owner of the part pricelist information.