Sales Price Calculation

As a IT Manager
I want to enable the Sales Price Calculation feature for our company
So that sales staff can calculate sales prices from hierarchy costs on configured sales lines

Setup:

1. Open Configurator Setup.
2. Click the Abakion Feature Management action.
3. Find the Sales Price Calculation feature in the list and enable it.
4. Close and reopen Configurator Setup. The Price Calculation group is now visible with its configuration fields.

As a Business Manager
I want to define a default profit percentage that applies to all configured items unless overridden
So that sales staff do not have to manually enter a margin every time a price is calculated

Setup:

1. Open Configurator Setup → Price Calculation.
2. Enter the desired percentage in the Default Profit % field.
3. Save. This percentage will be applied during price calculation on any sales line where no item- or line-specific override has been set.

As a Business Manager
I want to define a different profit percentage for a specific item
So that high-value or cost-sensitive products can have their own margin without affecting the default

Setup:

1. Open the Configurator Profit Pct. page (accessible from the search or via Configurator Setup).
2. Add a line, set Type to Item, and enter the No. of the relevant item.
3. Enter the desired Profit %.
4. Optionally, set a Sales Price Calc. Method override for this item (Through Hierarchy or Use Current Line).
5. Save. When a price calculation is run on a sales line for this item, this percentage will be used instead of the default.

As a Production Planner
I want to define a profit percentage for routing work performed at a specific work centre
So that the margin applied to routing costs can differ from the standard component margin

Setup:

1. Open the Configurator Profit Pct. page.
2. Add a line, set Type to Work Center, and enter the No. of the relevant work centre.
3. Enter the desired Profit %.
4. Save. During price calculation, this percentage is applied to the routing cost attributed to this work centre.

As a Production Planner
I want to define a profit percentage for routing work performed at a specific machine centre
So that the margin for machine-intensive operations can be set independently

Setup:

1. Open the Configurator Profit Pct. page.
2. Add a line, set Type to Machine Center, and enter the No. of the relevant machine centre.
3. Enter the desired Profit %.
4. Save.

As a Sales Order Processor
I want to trigger a price calculation on a configured sales line and have the unit price updated automatically
So that the customer is quoted a price that accurately reflects the actual production cost plus our margin

Setup:

1. On a Sales Order or Sales Quote with a configured line that has an active supply order hierarchy, select the line.
2. Go to Configurator → Update Sales Price (Shift+Ctrl+U).
3. The system traverses the supply order hierarchy, collects component and routing costs, applies the profit percentage, and updates the Unit Price on the sales line.
4. A confirmation dialog may appear asking whether to update the cost and sales price — confirm to proceed.

As a Sales Order Processor
I want to calculate the expected cost from the supply hierarchy and review it before deciding whether to update the sales price
So that I can verify the cost is reasonable before it affects the customer's quote

Setup:

1. On a Sales Order line with an active supply hierarchy, go to Configurator → Get Expected Standard Cost.
2. The system calculates and populates the cost breakdown fields on the sales line (Component Cost, Routing Cost, Overhead Rate, Indirect Cost) without modifying the Unit Price.
3. Review the cost fields on the sales line to assess whether the calculated price is appropriate.
4. If satisfied, follow up with Update Sales Price to apply the price.

As a Sales Order Processor
I want to override the profit percentage on a specific sales line
So that I can apply a different margin for a particular customer or deal without changing the global setup

Setup:

1. On the Sales Order or Sales Quote subform, locate the Profit % column on the relevant sales line. (This column is visible only when Sales Price Calculation is enabled.)
2. Enter the desired percentage directly in the Profit % field on the line.
3. When Update Sales Price is triggered, this line-level percentage will be used instead of the item-level or default percentage.

As a Sales Manager
I want to apply different profit margins to the component cost and the routing cost on a sales line
So that I can optimise pricing for products where material cost and labour cost have different competitive sensitivities

Setup:

1. On the sales line subform, locate the Component Profit % and Routing Profit % columns. (These are visible when Sales Price Calculation is enabled.)
2. Enter the desired percentages in each field independently.
3. When Update Sales Price is triggered, the component cost and routing cost each use their respective profit percentages to calculate the contribution to the final sales price.

As a IT Manager
I want to control whether the calculation uses the purchase line's actual unit cost or the item's standard cost
So that the price calculation reflects our preferred costing approach

Setup:

1. Open Configurator Setup → Price Calculation.
2. Set Get Purchase Cost From:
   • Always from Purchase Line Unit Cost — always uses the unit cost from the purchase order line.
   • According to Costing Method — uses the item's standard cost for standard-costed items; uses the purchase line unit cost for all other costing methods.
3. Save.

As a IT Manager
I want to control whether BOM component costs come from the item's unit cost or from purchase prices
So that the price calculation is consistent with how we manage component costs

Setup:

1. Open Configurator Setup → Price Calculation.
2. Set Get Component Cost From:
   • Item Unit Cost — uses the item's standard or average unit cost.
   • Purchase Prices — looks up the best purchase price with a blank currency code for the component; falls back to item unit cost if no purchase price is found.
3. Save.

As a IT Manager
I want to choose whether the cost calculation accumulates costs across all levels of the hierarchy or only at the top level
So that the pricing method matches our accounting practice for multi-level production orders

Setup:

1. Open Configurator Setup → Price Calculation.
2. Set Cost Roll Up Principle:
   • Rolled Up — sums costs from all levels of the supply order hierarchy (full BOM explosion).
   • Single Level — includes only the direct costs of the top-level production or assembly order.
3. Save.

As a Sales Order Processor
I want to calculate the sales price based on the unit cost already on the sales line rather than traversing the supply order hierarchy
So that I can get a quick price on lines where the supply order has not yet been created

Setup:

1. Open Configurator Setup → Price Calculation and set Default Sales Price Calculation Method to Use Current Line.
2. Alternatively, open the Configurator Profit Pct. page and set Sales Price Calc. Method to Use Current Line for the specific item.
3. On the sales line, go to Configurator → Update Sales Price. The system applies the profit percentage to the existing unit cost on the line rather than calculating from the hierarchy.

As a Sales Manager
I want to see the breakdown of component cost, routing cost, overhead, and indirect cost that was used to calculate the sales price
So that I can explain the price to a customer or review the margin in detail

Setup:

1. After running Get Expected Standard Cost or Update Sales Price on a sales line, personalise or show the columns Component Cost, Routing Cost, Overhead Rate, and Indirect Cost on the sales order subform. (These columns exist on the subform but are hidden by default.)
2. The values show the raw cost contributions used in the last price calculation for that line.

Note: These fields are read-only. They are updated each time the cost calculation is run.