Calculation scheme
Description
Especially in trading companies, a lot of work is done with supplier price lists. In order not to have to import all parts that a supplier has in his regularly sent price list into the database, there is the external trading goods database.
Conditions "net" (are taken over in orders)
In addition to the price list, calculation schemes for determining the supplier's own purchase price from the sales price stated in the price list are agreed with the supplier. For example, the price list may contain a sales price of x, and a sales price of 25% has been agreed for the determination of the purchase price. This -25% is therefore part of the calculation schema and is marked as "net" when the condition is created.
Conditions "list price related" (are not taken over in orders)
If customs duties are added, which have to be taken into account for the determination of the cost price in the order, but which may not be transferred to the order, these surcharges can be marked as "list price related" and can also be recorded in this calculation scheme.
List price-related conditions are transferred to the order created from an order. Net-related conditions are not. They are only responsible for the calculation of the own cost price in the order.
Functionality
Input window
| Menu item | Description |
|---|---|
| Edit | - |
| : Search terms | - |
| : : Insert | Inserts a new search term |
| : : Remove | Deletes the selected search term |
| Symbol | Description |
|---|---|
 | Create new calculation schema for the same main object (supplier or part) |
 | Save changes |
 | Delete calculation schema |
 | Print calculation scheme |
  | Create/edit notes |
 | Set validity |
| Field | Description |
|---|---|
| Name | Name of the calculation scheme. This name is used to assign a part imported from the merchandise database to a calculation scheme. In the merchandise database, this name must therefore appear before each part that is to be assigned to this calculation schema |
| Date | Date of creation of this calculation scheme |
| Search terms | Search terms of this calculation scheme |
| Suppliers | Suppliers assigned to this calculation schema (for trading goods parts import) |
| Parts | Parts that are assigned to this calculation scheme (parts in the own database that are subject to this calculation scheme) |
| Description | Free description field for this calculation scheme. Who has entered it, what agreements are there with the supplier, etc. |
| Purchase price calculation | If the purchase price, which is entered in the commercial goods database for a part, still needs to be changed in any way, this check mark must be set. Setting this check mark activates the group below it for the maintenance of the purchase price determination data. ATTENTION: Only list price-related conditions are included in the orders! |
| : Base | Basis of the purchase price. If only a recommended sales price is stated in the supplier's price list and it is agreed with the supplier that my purchase price is the recommended sales price-30%, the base "sales price" can be set here. If the price list also contains a purchase price, which is further reduced for me via conditions, purchase price remains activated in this field. |
| : Calculation scheme | The discount formation of the purchase price determination. These conditions are based on the base value set above. List price-related conditions are included in the purchase order when a purchase order is created from an order item, net price-related conditions are not. They only serve to determine my cost price for the calculation of the margin in the order. |
| new | Moves the current purchase price determination schema to the price history and creates a new one. This can now be edited and is valid from today by default (can be changed). |
| : Euro symbol | Opens the editing mask of the complex purchase calculation schema. Here you can design the calculation schema (add, remove, change conditions...) |
| : Conversion | If the prices in the supplier's price list are stated in a foreign currency, it may be useful to convert them into the local currency when selecting such a part on an order item. On the order, the currency is taken from the cost price of the order. If the supplier expects the order in the foreign currency, the conversion should not take place, so this check mark should not be set. However, if the supplier accepts our local currency, an exchange rate can be set here from a foreign currency to be selected into the local currency. |
| Sales price calculation | If the selling price, which is entered in the trade goods database for a part, still needs to be changed in any way, this check mark must be placed. Setting this check mark activates the group below it for maintaining the sales price determination data |
| : Base | Basis of the selling price. If the supplier's price list only contains an own purchase price and it is agreed with the supplier that my sales price is the purchase price+30% valid for me, the basis "purchase price" can be set here. If the price list also contains a sales price, which is further adjusted for me via conditions, the sales price remains activated in this field. |
| : Calculation scheme | The discount formation of the sales price calculation. These conditions are based on the base value set above. |
| new | Moves the current sales price determination schema to the price history and creates a new one. This can now be edited and is valid as of today (can be changed). |
| : Euro symbol | Opens the editing mask of the complex sales calculation schema. Here you can design the calculation schema (add, remove, change conditions..) |
| : Conversion | If the sales prices in the supplier's price list are stated in a foreign currency, it is advisable to convert them into the local currency when selecting such a part on an order item, so that all prices on the order for the customer have the same currency. |
| button | Description |
|---|---|
| OK | Changes to the ... are saved. If no changes have been made the button is locked. |
| New | The input window is cleared. |
| Delete | The displayed ... is deleted. |
| Close | The window is closed without saving changes. If you want to save the changes, you must press the "OK" button. |
List window
This window lists the calculation schemes entered in the machine
| Menu item | Description |
|---|---|
| Edit | - |
| : Reset | Reactivate default search options |
| Close | Close window |
| Options | Call up the option window |
| Symbol | Description |
|---|---|
| Create new calculation schema for the same main object (supplier or part) |
| Save changes |
| Delete calculation schema |
| Print calculation scheme |
| Create/edit notes |
| Set validity |
| Field | Description |
|---|---|
| Number | ... |
| button | Description |
|---|---|
| Edit | The/the/the current ... is displayed in the input window. |
| New | An empty input window opens. |
| Delete | The selected ... is deleted. |
| Close | The window is closed. |
Selection window
This window is used to select the calculation schemas entered in the system for assignment to an existing object
| Field | Description |
|---|---|
| Number | ... |
| button | Description |
|---|---|
| OK | Confirm selection |
| Close | The window is closed. |
Option window
All settings for the search can be made here. The window can only be closed with the "OK" button.
| Menu item | Description |
|---|---|
| Edit | - |
| : Set default settings | all changed settings are reset to default |
| Field | Description |
|---|---|
| Search options | - |
| : Immediate take over in case of a hit | If a search only returns a ... is found during a search, it will be opened in the input window |
| Clear the list before starting a new search | The list is cleared before each new search |
| : General Search | Search terms from ... use yourself |
| Advanced search | Search terms of the other roles of the ... will be considered |
| Validity | Validity |
| : With exchange object | |
| : Without exchange object | |
| : Only valid objects | |
| : All objects | |
| Number of objects | Determines the maximum number of objects in the list that can be displayed during a search |
| : All objects | |
| : Number of objects | |
| : 100 objects |
| button | Description |
|---|---|
| OK | The settings are saved and the window is closed. |
Related topics
Technical documentation
Calculation scheme basic module
Module name
pricecal.mod
Classes
CX_PRICE_CALCULATION_PROCEDURE
Security
In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.
Calculation scheme editing module
Module name
priceedt.mod
Classes
CX_PRICE_CALCULATION_PROCEDURE
Security
In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.
| Message | Parameters | Function | Security |
|---|---|---|---|
| EDIT_PRICE_CALCULATION_PROCEDURE | Owner object, priceCalculationProcedure/NULL | Opens the edit mask | |
| Message | Parameters | Function | Receiver module |
|---|---|---|---|
Calculation procedure selection module
Module name
pricesel.mod
Classes
CX_PRICE_CALCULATION_PROCEDURE
Security
In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.
| Message | Parameters | Function | Security |
|---|---|---|---|
| SELECT_PRICE_CALCULATION_PROCEDURE | Widget | Opens the selection window for the new assignment of a calculation scheme to a part / supplier | |
| Message | Parameters | Function | Receiver module |
|---|---|---|---|
;){kind=link}
;){kind=link}
;){kind=link}