| Generic Price Lists (tipcf4101m000) |  |
| Use this session to maintain a generic price list. Customer selections can be used to generate sales and purchase prices. The price lists are defined in this session. Constraints control the translation of customer requirements into product variant sales prices and cost prices for generic purchase items. Select the item for which you want to record a generic price list. Specify the type of price list. Enter a sequence number and a description, and record the following information for each price list line: The validity of the price list line, by entering an effective date and an expiry date. The code of the currency in which you want to record the sales or purchase price. The amount, which can be a fixed amount, a discount percentage, or a surcharge percentage depending on the amount type you choose. The arithmetic expression if you want to combine an amount and a price list matrix. The price list matrix that applies. The constraint in which you defined under which conditions the price-list line must be included or excluded. If a product variant's options are too technical, ERP LN translates them to a differentiated sales price structure for the product variant, based on the generic sales price list. If this occurs, the sales price structure functions as the commercial reproduction of the chosen product variant options. The generated sales price structure for the product variant can then be printed on external sales order documents. You can calculate the purchase/sales price or the discount/surcharge percentage during the product configuration or product generation process. The formula ERP LN uses can be recorded in the Parameter Substitution section of the constraint. You can generate specific purchase and sales prices for product variants from generic price lists in the product configuration or product generation process. Generic sales price lists are also used to generate the sales price structure for product variants. Note Both the generic purchase price list and the generic sales price list are based on the inventory unit or the base unit of the generic item. Click the Text Manager button to record detailed price list texts with more information about the price list line. In the price list text, product features can be included as variables that are then automatically substituted for the description of the chosen option value. If the option description is unsufficiently denoted, the option value is automatically added to the option description. Product features must be supplied with square brackets ([...]) in price list texts, as in constraint expressions. Price list texts are especially important for generating the sales price structure of product variants. The sales price structure of product variants can be generated with the Calculate Product Variant Sales Price Structure (tipcf5230m000) session. Enter the < sign on the first position of each text line when the text is exclusively for internal use. Enter > when it is printed exclusively on external documents. Note You cannot enter purchase price lists in the different home currencies. Related topics How to define a product model PCF procedures
Fields | Description
Item | The code of the configurable item. The item code must be predefined in the Items - Production (tiipd0101m000) session.
Description | Enter the code for the language in which you want to print the texts that you previously selected.
Default Supply Source | The source that supplies an item by default. An item can be supplied by using purchase orders, production orders, assembly orders, or warehousing orders. The default supply source determines what type of order is used to supply the item, but in general, you can override the default and specify an alternate source. This field can be used to determine what type of supply order ERP LN must create if you enter a sales order for this item and the item's inventory on hand is not sufficient. Shop Floor The item is obtained by creating a production order. Assembly The item is obtained by creating an assembly order. Purchase The item is obtained by creating a purchase order. If the item type is Manufactured or Generic, this field can be Shop Floor or Assembly. If the item type is Engineering Module, this field is Assembly and cannot be changed. If the item type is Purchased, this field is Purchase and cannot be changed.
Price List Type | The type of price list. Purchase Price List The generic purchase price list is used by the product configurator or product generator to calculate the purchase price of a product variant item that is a part of the product variant structure. This calculation, which takes place when a product variant structure is generated for a sales quotation, sales order, budget or project, is determined for each generic item in the product variant structure. In principle, only define a generic price-list for generic purchased items. A generic purchased item is a generic item without a generic BOM and without generic routing. When you calculate the cost price of a certain product variant, the purchase prices of the generic purchased item are included in the cost-price structure of the product variant. Cost price calculations for product variants occur in the Project Control module. Sales Price List Generic sales price lists are used by the product configurator or product generator to determine the sales price structure of product variants. This calculation can be carried out in the Calculate Product Variant Sales Price Structure (tipcf5230m000) session. For this calculation, only define a generic sales price schedule for generic items that are configurable. Such items are generic and have defined product features and options. The sales price of a product variant is computed, based of the generic sales- price lists for the generic items in the generic product structure. An option set for this generic product structure is generated by the product configurator for a specific product variant. Generic sales price lists are also used to compute the sales price of product variant items, such as calculations related to a budget. These calculations are carried out for each generic item in the product variant structure in the following sessions: Generate (Budget) Structure for Sales Quotations (tdsls1201m100) Generate (Project) Structure for Sales Orders (tdsls4244m000) Generate (Project) Structure for Product Variant (tipcs2220m000)
Sequence Number | By default, ERP LN shows the last used number plus 10; thus in the sequence of 10, 20, 30, and so on. Numbering of price-list lines is free. However, you must adopt these default values because intermediate numbers are important if you add new price list lines. The sequence number shows the numerical order of the various price list lines within the generic purchase or sales price list for a generic item. The sequence number is very important, because ERP LN uses it when computing the purchase or sales price for a product variant. A surcharge and a discount are calculated based on the amount that originates from the price list lines with previous sequence numbers.
Description | You can enter the description of the price list line here.
Effective Date | If the configuration date appears to fall outside the validity period for the price list line when you configure a product variant, the price list line is not included in the configuration. You must enter an effective date for each price list line. By default ERP LN shows the current date.
Expiry Date | Enter the expiry date of the price list line. If you do not want to use the expiry date, enter a zero instead. This means that the price list line has an indefinite validity. This date indicates when the price list line no longer applies. If the expiry date has not been entered, it is considered indefinite.
Curr. | The currency in which the purchase or sales price is recorded.
Amount | You can enter an amount and a percentage here. Note If you enter an amount for the purchase or sales price, this purchase or sales price must be related to the inventory unit or the base unit of the generic item.
Arithmetical Expression | An arithmetical connection is made between the Amount field and a value from the price list matrix by using the arithmetical expression. The eventual amount generated by the product generator is the result of the arithmetical expression.
Price List Matrix | The price-list matrix that applies to this generic price-list line. A price-list matrix can contain both prices and price factors, as well as surcharge and discount percentages, depending on the value of the Amount Type (A/T) field.
Amount Type | Choose from the following: Amount A fixed amount is added to the amount that originates from the price list lines of previous sequence numbers. Example: Amount that has originated from previous sequence numbers: 100.00 With a fixed amount of 45.00, the result is: 100 + 45.00 = 145.00. Discount The discount percentage is applied to the amount that originates from price list lines of previous sequence numbers. Example: Amount that has originated from previous sequence numbers: 100.00 With a discount percentage of 40%, the result is: 100 - (40 X 100)/100 = 60.00. Surcharge The surcharge percentage is applied to the amount that originates from price list lines of previous sequence numbers. Example: With a surcharge percentage of 130%, the result is: 100 + (130 X 100)/100 = 230.00. * (Subtotal) The total count made to the sales price lines in the sales price structure separately with out discount and surcharge. * (Total) A total count is made for the sales price structure for a product variant, in which the total amount includes the sales price lines in the sales price structure, discount and surcharge. (Text Line) The price list line is a text line. Text lines can be used to generate an organized sales price structure for product variants. A text line can also contain information (for example, a subheading for the sales price structure) or may remain empty.
Constraint ID | The constraint code to be entered must be predefined in the Configurable Item - Constraint IDs (tipcf2101m000) session. Only enter a constraint code if a constraint is recorded with this code in the Configurable Item - Constraints (tipcf2110m000) session. If you zoom to the Configurable Item - Constraints (tipcf2110m000) session, you can define constraints by generic item. If a constraint code is not previously entered, ERP LN prompts you to create a new constraint code. The Validation section of the constraint enables you to record under which conditions the price list line must be included in the purchase or sales price structure of a product variant. The Parameter Substitution section of the constraint enables you to record formulas to calculate the purchase or sales price, or the surcharge or discount percentage. This only applies if the value of the Amount Type field is equal to Amount, Discount, or Surcharge. In these circumstances, the Parameter Substitution section of the constraint is always carried out by the product generator, even if you already entered certain values for the Amount field and/or Price List Matrix field. Note The calculated price is expressed in the currency that you entered in the Curr. field. The Parameter Substitution section must always be carried out. The initial value of the price is equal to the value determined by ERP LN at that moment based on the Amount field and/or Price List Matrix field. With the help of global variables, this means you can carry out total counts in the Parameter Substitution section, during which a certain discount or surcharge can be computed based on the total amount.
Text | If this check box is selected, a price-list text is present for the price list line. The text can be displayed and modified (if needed) by clicking the Text Manager.
Commands | Description
Generic Price List Descriptions | Starts the Generic Price List Descriptions (tipcf4102m000) session.