Using Customer Hierarchy and Multiple Discount Method—Exercises

Basic Data Setup

Create Customer

Purpose: The purpose of this exercise is to set up the basic data required for using customer hierarchies.

Windows:
Customer

1. Create Customers XX100 Race Teams, XX110 McLaren, XX120 Benetton, XX130 Ferrari and XX140 Team Rahal

General exercise for creating Customer.

Create Sales Parts

Purpose: The purpose of this exercise is to set up the basic data required for using customer hierarchies.

Windows:
Sales Part

1. Create two sales parts. Race car XX18-200 White and chassis XX48-200 Sport.

General exercise for creating Sales Part

Create Sales Groups

Purpose: The purpose of this exercise is to set up the basic data required for creating customer agreements based on a sales group.

Windows:
Sales Basic Data/Sales Groups

1. Create sales group XXCA.

General exercise for creating Sales Groups

Connect Sales Group

Purpose: The purpose of this exercise is to set up the basic data required for setting up customer agreements, including Deal per Sales Group.

Windows:
Sales Part

1. Connect XX18-200 White to Sales Group XXCA.

Main Exercises

Purpose: The purpose of this exercise is to show you how the price and discount is retrieved when using customer hierarchy and the customer order pricing method, multiple discount.

Windows:
Site
Customer Agreement
Customer Order/Order Line Discount
Sales Part
Sales Price List

XX130 Ferrari wants to buy 5 of the XX18-200 White from IFS Racing Inc. Since they are a member of XX100 Race Teams group, they benefit from the customer agreement price lists connected to the XX110 McLaren and XX100 Race Teams.

Create a customer hierarchy, using the structure shown below.

Agreements

XX120 Benetton needs to order 5 Race Cars, XX18-200 White from IFS Racing Inc. XX110 McLaren, which is responsible for negotiating for the European part of the group, has previously made an agreement with IFS Racing Inc., which includes both price and discount. In addition, the XX100 Race Teams has recently made an agreement with IFS Racing for a discount when ordering any kind of car (XX18-parts). Besides these two agreements, XX120 Benetton also has an ordinary customer discount.

1. Open the Site window and click on the Sales and Procurement tab.
2. Query for the desired site.
3. In the Customer Orders group box, verify that the Pricing Method is set to System Date and select Multiple Discount in the Discount Method.
4. Verify that no old active agreements connected to XX120 Benetton or XX110 McLaren include the X18-200 White.
5. Create a price agreement (Deal per Part) connected to McLaren for XX18-200 White. As previously mentioned, the agreement should include both price and discount. Activate the agreement.
6. Create a price agreement (Deal per Sales Group) connected to the XX100 Race Teams for Sales Group XXCA. The agreement should include a discount. Activate the agreement.
7. Enter a customer discount for Benetton.
8. Create an order for 5 XX18-200 White.
9. View the Price Source and Price Source ID fields on the order line. From where is the price retrieved?
10. View the Discount Source and the Discount Source ID columns on the order line. From where is the discount retrieved? Why isn't the customer discount entered on XX120 Benetton used?

Some time has now passed, and XX120 Benetton would like to buy an additional car. However, the agreement with XX110 McLaren is being re-negotiated when the order is placed

1. Open the price agreement connected to McLaren (see step 3 above), and set the status to Negotiated.
2. Create a new order for one XX18-200 White.
3. View the Price Source and Price Source ID columns on the order line. From where is the price retrieved?
4. View the Discount Source and the Discount Source ID columns on the order line. From where is the discount retrieved?
5. Why is only one discount presented, despite the choice of Multiple discount method? Why isn't the customer discount entered on XX120 Benetton used as well?

Price Lists

XX120 Benetton also needs to buy 5 chassis XX48-100 Sport from IFS Racing Inc. Chassis are covered by a price list connected to the XX100 Race Teams. Both XX120 Benetton and XX110 McLaren have individual customer discounts from IFS Racing Inc.

1. Open the Site window and click on the Sales and Procurement tab.
2. From the Customer Orders group box select Single Discount in the Discount Method list box.
3. Verify that no active agreements or valid price lists connected to Benetton or McLaren include X48-200 Sport.
4. Create a part based price list including Chassis XX48-200. The price list should include both a price and a discount.
5. Connect a customer discount to Benetton and McLaren.
6. Create an order for 5 chassis XX48-200 Sport.
7. View the Price Source and Price Source ID fields on the order line. From where is the price retrieved?
8. View the Discount Source and the Discount Source ID fields on the order line. From where is the discount retrieved? Why isn't customer discount from McLaren used?

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