Calculating Consolidated Prices—Exercises

Basic Data Setup

Purchase Part

Purpose: The purpose of this exercise is to enter a purchase part. In this case, you will enter a non-inventory purchase part, but an inventory-stored purchase part will also work if you already have one registered.

Windows:
Purchase Part

1. Enter a purchase part.

General exercise for Purchase Part

Supplier

Purpose: The purpose of this exercise is to enter the supplier of the part. If you already have a supplier registered, you can use that one.

Windows:
Supplier

1. Enter a supplier.

General exercise for Supplier

Supplier for Purchase Part

Purpose: The purpose of this exercise is to connect your purchase parts to the supplier.

Windows:
Supplier for Purchase Part

1. Connect the supplier and the purchase part you have created.

General exercise for Supplier for Purchase Part

Required Data

Entering a Price List for Purchase Part

Purpose: The purpose of this exercise it to show you the required data used in the exercise below. When you have entered the required data, you should have a price list for a purchase part with some different price intervals.

Windows:
Supplier for Purchase Part

1. Query for a part you created earlier.
2. Click the Price List tab and enter some lines with different prices for different quantities.

General exercise for Maintaining Price Lists.

Main Exercise

Purpose: The purpose of this exercise is to learn how to achieve better prices by consolidating the quantities for a part on the whole order to achieve better prices, supposing that you are using prices lists with quantity intervals. This functionality follows the principle that when you order larger amounts, you typically receive better prices.

Windows:
Purchase Order

Calculate Consolidated Prices

1. Enter a new purchase order.
2. Enter several lines for the part you created earlier.
3. Observe that the prices, discounts, and additional costs are retrieved line-by-line.
4. In the order header, right click and then click Consolidated Price Calculation. A dialog box opens.
5. In the Consolidated Price Calculation dialog box, study the total order amount before and after consolidation.
6. Accept the results by clicking OK.
7. Observe the following:
   * On the order lines, the price and discount has been updated with the calculated price and discount, based on the total order quantity.
   * The calculated additional cost has been arithmetically divided among all the order lines.
   * The Consolidated check box on the order header is now selected.
   
8. Print your order by right-clicking and then clicking Print Order. Observe that on the report, a summary line is printed with the accumulated quantity and the corresponding price.
9. Observe the following:
   * Lines in status canceled or closed are not considered.
   * On the line, If the Price Freeze check box is selected, the line will be ignored in the consolidation, and therefore no updates will affect it.

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