What this document contains:
- Accumulation of target turnover for target pricing
- Rebuild target pricing agreements
- Close target pricing agreements
- View target pricing transactions
- Print target pricing transactions
- Reorganise target pricing agreements
Accumulation of target turnover for target pricing
Accumulation of target pricing agreements will take place during invoicing of sales order lines. Invoice lines that are flagged as ready for target pricing accumulation will be matched against open and active target pricing agreements. If the invoice line is considered as valid for a target pricing agreement, the invoice line value will be accumulated to the target turnover for the matched agreement. The target turnover from the agreement will be compared to target limits on sales pricing methods that are linked to the target pricing agreement.
Rebuild target pricing agreements
| File | Process description |
|---|---|
| Work with target pricing agreements (Rebuild option) | It is possible to run into situations where you discover that an active target pricing agreement needs to be changed. As soon as an active transaction pricing agreement is changed, it will be flagged as changed as well. It is also possible to run into situations where target pricing agreements are created in arrears, with an agreement start date that already is passed. For these situations, the rebuild target pricing agreements functionality can be used.
When rebuild of a target pricing agreement takes place, all target pricing transactions belonging to the agreement will be removed. Then a new target pricing accumulation will take place for all invoice lines that are flagged as already included in a target pricing accumulation, within the dates on the agreement that is rebuilt. This target accumulation will be done exactly as the normal target accumulation, and new target pricing transactions will be created. |
Close target pricing agreements
| File | Process description |
|---|---|
| Work with target pricing agreements | Target pricing agreements can be closed via the Close option. This merely sets the status to C on the agreement header for the agreement. |
View target pricing transactions
| File | Process description |
|---|---|
| Work with target pricing agreements | Target pricing transactions can be accessed via the Target pricing transactions option. This overview will display the total accumulated value for the agreement as well as the invoice lines that have contributed to the accumulated value for the agreement. |
Print target pricing transactions
| File | Process description |
|---|---|
| Work with target pricing agreements (Print option)
Print target pricing transactions |
A flexible printout routine exists for the target pricing transactions where you can print a transaction list. It is possible to determine the order of the printed transactions using up to three different sequence fields. For each sequence field it is also possible to determine whether or not sub-total is to be printed, and whether or not a page break is to take place. You can select to print the information from the target pricing agreement transactions and/or the invoice line. |
Reorganise target pricing agreements
From this routine you can delete open, closed or deleted target pricing agreements. All target pricing transactions that are created for the deleted agreement will also be removed.