Operation Plan Price List

General

The operation plan price lists are used to assign a price to Packaging Objects and incurred handling. This price can be formed on the basis of dimensions, weights, duration or a fixed value. The price lists are used to predetermine the price for certain handlings and to avoid having to calculate these prices manually. This has the advantage of saving time. In addition, the customer can transparently see the price for each handling.

Setup

You can access the operation plan price lists by entering Operation Plan Price Lists in the search. The overview list of all created operationplan price lists opens. To create a new Operation Plan Price List, click the action New.

The overview for a price list opens. The layout behaves similar to the layout of the operation plan templates.

Price List Header

The Code field will automatically be filled with a new number from the corresponding number series. You can freely select the Description. In the fields Source Type and Source Number you define for which customer the price list should be valid. In the field "Inventory movement document" you can specify for which inventory movement the price list should be valid. In the fields Start Date and End Date you can enter an optional validity period.

This leads us to the Status field. You have the following choices:

• draft
• inactive
• active

When creating a new operation plan price list, the status is always set to draft. To use the price list, you can set it to Active. Since no lines have been stored yet, leave the operation plan price list in the Draft status for the time being. You can explicitly deactivate an active operation plan price list by using the status inactive.

Tip

The Weight Limit is used to be able to set up weight limits for the different packages which are used for the calculation according to the Price Calculation Type Weight.

Price Calculation Method

The Price Calculation Method is used to enable dynamic price calculation filters in the rows. You can freely choose on which calculation basis a package should be priced.

To create a new price calculation method, click on the drop-down arrow to the right of the field. Now click on the action New in the window that opens. Here you can assign a Code and a Description for the price calculation method. You can now click on the three dots next to the Code field and select the Edit action.

The calculation method card will open. Here you can specify all the calculation filters you need in the Dimensions fields. You have the following choice here:

• ' '
• weight
• volume
• area
• location
• bin
• zone
• width
• length
• height

The idea behind these filter options is that you can individually set up the criteria of the price calculation for packages. For example, if you select Volume, a corresponding field will appear in the operation plan price list lines. Here you can enter any filters, such as:

• '10..20'
• '>10'
• '<=20'
• '75|99'

When calculating the price, the filter is then compared with the respective criterion on the package. If the value on the packaging fits the filter, a suitable price list has been found.

Note

Please consider the following scenario here: One package has a weight of 50kg. The filter is set up for weight '<75'. This means that the filter covers this package. However, another package whose weight is at least 75 kg will not be covered in this filter and you will receive a corresponding message that there is no matching price list line for the entry for the package with the weight of 75 kg.

From this, it is clear that all of your possible scenarios for packages must be considered and covered in your operations plan price lists.

Price List Lines

The price list lines are retrieved from the storage fee journal during calculation and compared with the packages in the entries. If all the filter criteria match, the price list line is used as the calculation base for the price of the service.

Please note that there is a priorization of the source type entered in the header.

1. Packages project
2. Customers
3. Customer handling costs group
4. All customers

Note

This means that if there are several price lists set up, the price list line with the higher priority will always be used.

An example:

You have two price lists. In the first price list you specify that it should be valid for all customers. A second price list is valid for a specific customer. Both lines of the price lists are compatible with the package after comparing the filter values. Now the price list line for the explicit customer is used, because it is higher in the priority list than the price list line with the option all customers. This opens up the possibility to create a basic price list for all services and customers and to create additional customer-specific price lists. Then the most fitting price list will be chosen automatically.

In the field type you can map every single packing type individually or with the option All Packing Types you can directly provide all possible packing types with a filter and a price. If you select All Packing Types, the option Current Document Type will not be included in the filtering during the calculation. The reason for this is that dimensions and weights for the different types of packaging can be used in the Price calculation type. With general costs, which refer to an inventory movement, these calculation types do not make sense. Therefore, the option Current Document Type must be entered separately to be able to calculate operation plan items of this type. In the fields Handling Cost Cause and Handling Cost Cause Description you define for which handling cost type the following price should be used. Now follow all the filter criteria you have selected. If you do not want to consider a selected criterion in a line, leave the field empty. The calculation mechanism will then skip this criterion when comparing packages from the entries and the filter criterion.

The Price Calculation Type follows. Here you have the choice between the options:

• Fix
• Ground
• Volume
• Weight (kg)
• Hours

The Fix option causes the stored Unit Price to be directly used as the price.

The Area option causes the base area of the packaging from the entry to be multiplied by the Unit Price.

The Volume option causes the volume of the packaging from the entry to be multiplied by the Unit Price.

If the option Weight (kg) is selected, the Unit Price will be multiplied by the rounded up upper weight value of the weight of the package from the entry. If a package has a weight of 45kg and in the price list the Upper Weight Limit is set to 10kg, then the Unit Price is multiplied by 5 (calculation in steps of 10 - 45 is thus rounded up to 50 according to the upper limit principle).

If the Hours option is selected, the Duration from the entry will be multiplied by the Unit Price.

The last field contains the Unit Price. Here you can chose a basic price. This value will be the basis for the calculation. This is compared as described above with the values from the entry and the packages on the basis of the Price Calculation Type and results then in the price for the service in the Storage Fee Journal.

Note

After all lines have been set up, now switch the price list to Active.

Copy Function

You can use the functionality Copy... to create a new price list and copy all the values from an existing price list. You perform this functionality by clicking the following actions:

1. Actions
2. New Document
3. Copy...

A list of all existing price lists will be shown. You can now select a price list and confirm the selection. Now all settings from the selected price list have been transferred to the current price list.