Changes in purchased material and service prices are performed in batches instead of individually for each material, and a new purchase price card is opened for these adjusted prices if necessary. Material and service prices are adjusted using the Price Updates option. The purchase price adjustment filter lines are used to specify how price adjustments will be performed. The filters used in material/service price updates are:
Filter | Value |
|---|---|
Type | Commercial Good / Deposit Item / Asset / Raw Material / Semi Finished Good / Finished Good / Consumer Good / Service / Assorted / Material Set |
Material /Service Code | Group / Range |
Material /Service Description | Group / Range |
Material /Service Aux. Code | Group / Range |
Material /Service Auth. Code | Group / Range |
Material /Service Group Code | Group / Range |
Parent Material Class Code | Class Code entry or selection |
Parent Material Class Description | Class Code entry or selection |
Unit | Group/Range for main unit and unit code |
Brand | Group / Range |
Price Group Code | Group / Range |
Payment Plan | Group / Range |
Usage Point | Material Management / Sales Management / Purchasing Management |
Delivery Code | Group / Range |
Delivery Time | .......... equal to ...... |
Priority | .......... equal to ...... |
VAT | Excluded / Included |
Currency | Currency types |
Present Unit Price | .......... equal to ...... |
Validity Date of Present Unit Price | Start / End |
Transaction type | Card will be Updated / Add New Master Data |
Prices to Process | Sales / Purchase / All |
Validity Date of New Unit Price | Start / End |
Validity Hour of New Unit Price | Start / End |
Update Method | New Price / Factor |
Update Factor (%) | Factor entry |
New Price | .......... equal to ...... |
Rounding Base | .......... equal to ....... |
Old Price Priority Info | Increase / Use as is |
The type to be updated is selected on the Material/service type filter line. All is selected as default and is processed in adjustment.
The Material/Service Code line is used to specify the materials/services for which the price will be adjusted. The group or range definition filter is used.
The Material Description line is used to specify the material for which the price will be adjusted. The group or range definition filter is used to set conditions.
The materials are filtered by the Aux. Code on the Material Aux. Code line.
The materials are filtered by the Auth. Code on the Material Auth. Code line.
The materials are filtered by the group code on the Material Group Code line.
The Parent Material Class Code field is used to specify the material class for which the adjustment will be performed.
The Parent Material Class Description field is used to specify the material class for which the adjustment will be performed.
The Unit line is used to specify the unit set and unit for whom the price will be adjusted.
The Payment Plan filter line is used to set conditions according to the Payment Plan Code specified in the material purchase price card, in order to update the price of the materials or services for which the payments will be done according to this plan code.
The Delivery Code filter is used to specify materials to be adjusted by delivery methods. The condition is set using one of the group or range definition filters.
The Delivery Time filter line is used to specify materials to be adjusted by delivery times. The delivery time is entered in days.
The Priority filter line is used to apply filters by the priority entered on the material price card. The Priority is specified as a number, and the material prices matching this priority are adjusted.
The VAT filter line is used to specify whether the price is VAT included.
The Currency Type filter line is used to select a currency type in order to process materials priced with that currency in the adjustment transaction.
The Present Unit Price filter line can be used to select materials to be adjusted by present unit prices. The unit price is entered as an amount.
The Transaction type filter line is used to specify the usage method of the adjusted prices. This filter contains two options: card will be updated and add new card.
- When Card will be updated is selected, the new price resulting from the update is transferred into material and service cards Price, and the card information is updated.
- When Add New Master Data is selected, a new material or purchase price card is opened for materials and services adjusted.
Sales price card can be generated over the purchase price card as a result of the value given in Prices to Process filter. If you select Purchase in filter line, a purchase card is generated or updated. If you select Sales and a new card should be generated, a new sales price card is generated over the purchase price. If All is selected, the relevant price cards complying with the transaction type are updated.
The Validity Date of New Unit Price filter line is used to specify the date range on which the new prices will be applied. The start and end date range is entered.
The Update Method filter line indicates how the prices will be adjusted. This filter line contains two options: New Price and Factor.
When New Price is selected, the price is entered directly into the fixed unit New Price filter line. When Factor is selected, a Unit price factor is entered.
The Update Factor filter line is used to specify the factor to be processed in adjustment should factor be selected as the update method.
The New Price filter line is used to specify the new price to be applied should new price be selected as the update method.
The Rounding Base filter line indicates the rounding base for decimal prices resulting from adjustment.
The Old Price Priority Info filter line is used to specify how the new price priority will be transferred. When Increase is selected, the priority of the old prices are increased by one and transferred into the new price. When "Use as is" is selected instead, the priorities of the old prices do not change.