Procedures: Trade cost calculations

This document describes the procedures for handling the Trade cost calculations application.

Detailed description of the Trade cost calculations application can be found in the Trade cost calculations article.

Creating new trade cost calculation for a sales item

  1. Open Trade cost calculations application
  2. In first part of the Number field, select calculation type.
  3. Create new calculation with the use of the [New] button.
    The view is assigned automatically according to selected calculation type.  In the second part of the Number field, the system automatically assigns the calculation number in accordance with the numbering scheme defined in the calculation type.
  4. In the Description field, define the description of the trade cost calculation.
  5. In the Sales item filed, select item. The item must have data defined in the Items application, Sales view. The prices will be calculated for the selected item.
  6. In the Logistics organization field, select the logistics organization for the calculation.
  7. In the Quantity filed, define the quantity of the sales item for which the price calculation is to be carried out. The user can enter any item quantity for which the calculation will be executed.
  8. In the Sales price listing field, select the sales price listing defined for selected calculation organization.
  9. In the Update sales price using the line, in the Price list field, select the price list whose price is to be updated.
    Only price lists defined for the organization selected in the Sales organization field, are available.
  10. In the Price dimension field, define the dimension of the price for which the price in the price list is to be updated.
  11. Calculate values with the use of the button [Select action] → [Calculate].
    Update trade calculations dialog window is displayed.
  12. Define the validity date in the Validity date field.
  13. In the Settings tab, define the batch job data.
  14. Start the calculation with the use of the [In batch] button.
  15. Update the sales price list with the use of the button [Select action] → [Update sales price].
    The Update sales prices dialog window is opened.
  16. In the Price level field, select the level on which the item prices are supposed to be changed.
  17. Define price validity dates.
  18. In the Settings tab, define the batch job data.
  19. Start the price update with the use of the [In batch] button.

Creating new trade cost calculation for a purchasing item

  1. Open Trade cost calculations application
  2. In first part of the Number field, select calculation type.
  3. Create new calculation with the use of the [New] button.
    The view is assigned automatically according to selected calculation type.  In the second part of the Number field, the system automatically assigns the calculation number in accordance with the numbering scheme defined in the calculation type.
  4. In the Description field, define the description of the trade cost calculation.
  5. In the Purchasing item field, select item. The item must have data defined in the Items application, Purchasing view. The prices will be calculated for the selected item.
  6. In the Logistics organization field, select the logistics organization for the calculation.
  7. In the Quantity filed, define the quantity of the purchasing item for which the price calculation is to be carried out. The user can enter any item quantity for which the calculation will be executed.
  8. In the Purchase price listing field, select the purchase price listing defined for selected calculation organization.
  9. In the Update valuation prices according to line items section, the following fields are available:
  • Price 1
  • Price 2
  • Price 3
  • Price 4
  • Price 5
  • Inventory count price
Hint
For the fields mentioned above, insert the calculation line number whose result (calculated price) will be transferred to the fields corresponding to the application Items, Financials view, Pricing section.

10. In the Price dimension field, define the dimension of the price for which the price in the price list is to be updated.

11. Calculate values with the use of the button [Select action] → [Calculate].
Update trade calculations dialog window is displayed.

12. Define the validity date in the Validity date field.

13. In the Settings tab, define the batch job data.

14. Start the calculation with the use of the [In batch] button.

15. Update the valuation price list with the use of the button [Select action] → [Update valuation price].

Creating new backward trade cost calculation for a purchasing item

Note
To be able to create a backward calculation, in the calculation schema defined in the Calculation schemas application, the parameter With backward calculation must be active.
  1. Open Trade cost calculations application
  2. In first part of the Number field, select calculation type.
  3. Create new calculation with the use of the [New] button.
    The view is assigned automatically according to selected calculation type.  In the second part of the Number field, the system automatically assigns the calculation number in accordance with the numbering scheme defined in the calculation type.
  4. In the Description field, define the description of the trade cost calculation.
  5. In the Purchasing item field, select item. The item must have data defined in the Items application, Purchasing view. The prices will be calculated for the selected item.
  6. In the Logistics organization field, select the logistics organization for the calculation.
  7. In the Quantity filed, define the quantity of the purchasing item for which the price calculation is to be carried out. The user can enter any item quantity for which the calculation will be executed.
  8. In the Purchase price listing field, select the purchase price listing defined for selected calculation organization.
  9. In the Update valuation prices according to line items section, the following fields are available:
  • Price 1
  • Price 2
  • Price 3
  • Price 4
  • Price 5
  • Inventory count price
Hint
For the fields mentioned above, insert the calculation line number whose result (calculated price) will be transferred to the fields corresponding to the application Items, Financials view, Pricing section.

10. Calculate values with the use of the button [Select action] → [Calculate].
Update trade calculations dialog window is displayed.

11. Define the validity date in the Validity date field.

12. In the Settings tab, define the batch job data.

13. Start the calculation with the use of the [In batch] button.

14. In the work pane, in the Backward calculation tab, in the Usage column, define the usage for the calculation row.

15. In case of using the Known value usage, in the Backward calculated value column, define the value supposed to be assumed by the row for the backward calculation.

16. Calculate values with the use of the button [Select action] → [Calculate backward].

17. Define the validity date in the Validity date field.

18. In the Settings tab, define the batch job data.

19. Start the calculation with the use of the [In batch] button.

 

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