DMAIIS of AP in Sales

7/25/2019 DMAIIS of AP in Sales

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Doc. ID: Date Last Revised: 07/26/2010

Title: Advanced Pricing DMAAI in Sales Abstract: This document describes the setup that is needed in order to use Advanced Pricing DMAAIs in Sales in EnterpriseOne 8 !"

Table of Contents

OverviewSetup Require entsPrice Ad!ust ent Definition "P#$%&'

Price ( Ad!ust ent Detail Revisions "P#$%)'Price ( Ad!ust ent Sc*edule RevisionsPricing ConstantsDMAAI Setup for t*e +,a ples in T*is Docu ent+,a ple &: Ite *as -o .ase Price Record+,a ple ): Ite /as a .ase Price Record+,a ple 0: Ite 1it* a Rebate

Overview

This document is to help give an understanding o the !dvanced "ricing D#!!I$s %270and %2&0 and their unctionalit'. This paper is not intended to dictate to customer ho( toset)up their !dvanced "ricing or D#!!I$s *ut to give them an understanding on ho( theD#!!Is +Distri*ution and #anu acturing !utomatic !ccounting Instructions, in!dvanced "ricing- are used *' the s'stem.

Defaults:

ne ma' esta*lish an !!I or each uni ue com*ination o compan' num*er- documentt'pe and /L class code that one anticipates using.

o(ever- i the s'stem cannot ind an !!I or a speci ic com*ination- then the s'stem(ill use ompan' 00000 and /L class code 3333 as de aults.

The s'stem per orms !!I searches as ollo(s +e4ample o ompan' 00100- /L class oI520- document t'pe is assumed,:

earches or ompan' 00100- /L class I520.


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I not ound- then searches or ompan' 00100- /L class 3333.I not ound- then searches or ompan' 00000- /L class I520.I not ound- then searches or ompan' 00000- /L class 3333.I not ound- then gives error message.

#ote: $inancials AAIs P% and &% '(or A)P and A)&* have a de(ault search se+uence similar to Distributions AAIs, -ith the last de(ault o( %ompan. /////, item P%0000 or &%0000 'P%0000)&%0000 means that the. can be blan1*

234 Class Codes: The %270 and %2&0 !!I$s or advanced pricing pull their /L class codes rom theadvanced pricing de inition "%071 on menu %2 11. I *lan8- it comes rom the item

*ranch record.

Advanced Pricing DMAAI

T5pe Purpose Progra

%270 Records discount/mar8up oadvanced price ad9ustment"%071)"rice !d9ustmentDe initions

%2&0 Re*ate "a'a*le "%071)"rice !d9ustmentDe initions

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Setup Require ents De ine !d9ustment T'pes +"%071, De ine !d9ustment chedules +"%070,

De ine the !d9ustment Detail +"%072,

!ssign !d9ustment chedule to the ustomer #aster.

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Price Ad!ust ent Definition "P#$%&'

rom menu %2 1112 select !dvance "ricing 5ame Revisions +"%071,.


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De ine the !d9ustment name elect ales rder #anagement. elect the !d9ustment Level + in this paper all e2amples -ill be 3ine 3evel , elect the !d9ustment ontrol ode + in this paper all e2amples -ill be Print on

Document*

elect Item roup- ustomer "rice roup and/or rder Detail roup 'optional* elect a "re erence ierarch' 're+uired* elect a u*ledger in /L + optional , and/or /L set 'optional, but required for

the purposes of this white paper * Level ;rea8 T'pe + re+uired , !d9ustment ptions + optional*


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In releases prior to &.12- the user must create the ne( !dvance "ricing 5ame in


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This processing option determines (hether the application is running in "ricing or"re erence mode. #a8e sure or !dvance "ricing it is set to >;lan8$.

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Price ( Ad!ust ent Detail Revisions "P#$%)'

rom menu %2 1112 select "rice ? !d9ustment Revisions +"%072,.

!dd the !d9ustment 5ame elect the ierarch' value to *e used. + In this -hitepaper all customer)all items

-ill be used*

@hen clic8ing !DD *ased on the "re erence ierarch' value ound in the !d9ustmentt'pe +"%070, the ollo(ing (ill *e displa'ed:


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!dd the detail in ormation re uired or the ad9ustment.

or the purpose o this (hitepaper (e (ill use an !DD on value o AB.00. ustomers canuse an' *asis code availa*le- per their *usiness re uirements.

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Price ( Ad!ust ent Sc*edule Revisions

rom menu %2 1112 select "rice ? !d9ustment chedule Revisions +"%070,.

De ine the !dvanced "ricing chedule elect one or more ad9ustment names to ma8e up the !dvance "ricing chedule


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!ttach the schedule to the ustomer #aster to have it automaticall' de ault into the alesorder header or the user can use ;asic "re erence C1% +"rice !d9ustment chedule, tohave the chedule de ault in *' pre erence.

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Pricing Constants

elect the "ricing onstants rom the orm e4it in ;ranch/"lant onstants +"%1001,.!ctivate the !dvance "ricing lag.


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DMAAI Setup for t*e +,a ples in T*is Docu ent

DMAAI7

24 ClassCode Account

%220 I5 0 0.6020

%2 0 I5 0 0.B010

%2%0 3333 0.1%11

%270 5 %0 0.B170

%270 I5 0 0.

%2&0 I5 0 0.7777

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+,a ple &: Ite *as -o .ase Price Record

Assu ptions:

1. Item has no *ase price record in the "%106 +@or8 (ith "re erence ;ase "rice,.2. !dvanced pricing ad9ustment (ill *e used to add a *ase price.

. ummariEe Ta* (ithin the R%2&00 + ales


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Price /istor5 "P#$%#'

Sales 8pdate result:


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ince there (as no *ase price in the %106 there is no value (ritten in the Revenue account o0.B010. In this case the customer can use the %270 to (rite the revenue.

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+,a ple ): Ite /as a .ase Price Record

Assu ptions:

1. Item has *ase price record in the "%106 +@or8 (ith "re erence ;ase "rice,.2. !dvanced pricing ad9ustment (ill included (ith the *ase price.

. ummariEe Ta* (ithin the R%2&00 + ales


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Revenue account + 0.B010, (as (ritten or B0.00 and the ad9ustment has *een (ritten to adi erent account + 0.B170,F this allo(s the customer to trac8 all ad9ustments in separate

9ournal entries.

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+,a ple 0: Ite 1it* a Rebate

Assu ptions:

B. Item has *ase price record in the "%106 +@or8 (ith "re erence ;ase "rice,.6. !dvance pricing ad9ustments +L"!DG< and L"!DG


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Re*ate ad9ustment is set up (ith a *lan8 L class code in the !d9ustment T'pe record +"%071,- pulls L class code rom the item.



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DMAIIS of AP in Sales