Before you can manage pricing processes, configure the rules and values that define the company's pricing policies.
Define tools such as cost bases and cost calculation methods if a company wants to use some of the more complex pricing options available in the program. These features let you record, maintain, and process separate lists of item values that the system can use to calculate sales prices.
You can also establish supporting features such as break charges, delivered pricing, usage formulas, and purchasing groups.
The following table provides an overview of capabilities in the system and describes a sequence of activities with links to the topics that describe them. These activities are listed in the order in which they are generally performed.
To | See |
|---|---|
Get an overview of cost bases and calculation methods. | |
Set up the cost basis records used to maintain separate lists of item cost values. | |
Set up the cost calculation methods used to calculate cost references for sales prices. | |
Set up a cost calculation method for a cost basis using the most recent cost reference. | Set up cost calculation methods for unmodified cost basis values |
Specify conversion factors between a cost calculation item and sales items. | |
Determine the order in which items appear on price lists. | |
Get an overview of the break charges functionality. | |
Assign charges to an item's unit of measure that are added to the item's unit price when that unit of measure is specified on a sales document. | |
Start the delivered pricing function so that transportation costs are included in the unit price of items on sales orders. | |
Set up usage formulas for the different methods by which the program projects future item usage. | |
Define codes for purchasing groups to group purchased items together. | |
Assign items to purchasing groups. |