When you add a part to a purchase requirement or a purchase line, Isah will look for a purchase price for that part. Once a valid price has been found, the search will not be continued. Prices higher up in the search path will have a higher priority.
Some of the settings on the Purchase tab of the Basic data form affect the search path operation:
This field will be used when checking the search path for purchase prices. Depending on the setting of this field, the price of the parts ordered will be determined on the basis of the order date (Purchase lines for parts form, Specification tab), or the receipt date (Purchase lines for parts form, General tab).
First based on purchase part groups, then on financial part group
Based on purchase part groups
Purchase contract
Isah will first check whether a purchase contract has been entered for the part on the purchase requirement line or purchase line. If this is the case, the price data are copied from the contract. If no purchase contract has been specified for the part, Isah checks whether a purchase contract has been specified for the part group to which the part belongs. In that case, Isah will use this price.
Custom price from preliminary costing
If the part has been included in a production calculation and is purchased to order, a custom price can be entered on the Calculation tab of the Production calculation for parts form. Isah checks whether the part is purchased for a production file, and whether that production file contains a custom price. In that case, Isah will use this price.
Suppliers by part
The Suppliers by part form is available in the part data. It contains base and scale prices and constitutes the next step in the search path. Within this form, Isah first checks the Purchase scale prices.
A price found in this pricing scale is used only if the following conditions are true:
The price date falls within the validity period indicated on the pricing scale line.
The quantity specified on the purchase requirement line or purchase line is valid for the relevant pricing scale line.
The price on the pricing scale line is denominated in the same currency as the currency set in the Currency field of the purchase requirement line or purchase line.
A base price is used only if the following conditions are true:
The price date falls within the validity period indicated on the base line.
The price on the base line is denominated in the same currency as the currency set in the Currency field of the purchase requirement line or purchase line.
Price list
If a price list has been specified on the Financial tab of the supplier, this price list will be checked.
The software will first check the pricing scale types set in the price list. If the pricing scale types contain a line for the part entered on the purchase requirement or purchase line, the software will check the underlying pricing scales.If a valid line is found, the price data from that line will be selected.
If no pricing scale line is found for the part, the pricing scale types will be checked for a pricing scale line that applies to the part group to which the part belongs. If the pricing scale types contain a line for the part group of the part, the underlying pricing scales will be checked.If a valid line is found, the price data from that line will be selected.
If no pricing scale exists for the part group either, the price list definition will be checked for a line specifying a general discount. If such a discount exists, it will be selected.
Note: If the price list does not contain a price, but a discount percentage instead, this discount percentage will be used in the purchase requirement or on the purchase line. Also a sum is required, however, to which this discount percentage will apply. First the scale prices of supplier '0' are checked for this sum. If no price is found there, the base prices of supplier '0' are checked for a price. If no sum is found there either, the sum specified on the Purchase tab of the Parts form will be used.
If a price list has been specified on the General tab of the supplier group to which the supplier belongs, this price list will be checked.
The software will first check the pricing scale types set in the price list. If the pricing scale types contain a line for the part entered on the purchase requirement or purchase line, the software will check the underlying pricing scales.If a valid line is found, the price data from that line will be selected.
If no pricing scale line is found for the part, the pricing scale types will be checked for a pricing scale line that applies to the part group to which the part belongs. If the pricing scale types contain a line for the part group of the part, the underlying pricing scales will be checked.If a valid line is found, the price data from that line will be selected.
If no pricing scale exists for the part group either, the price list definition will be checked for a line specifying a general discount. If such a discount exists, it will be selected.
Note: If the price list does not contain a price, but a discount percentage instead, this discount percentage will be used in the purchase requirement or on the purchase line. Also a sum is required, however, to which this discount percentage will apply. First the scale prices of supplier '0' are checked for this sum. If no price is found there, the base prices of supplier '0' are checked for a price. If no sum is found there either, the sum specified on the Purchase tab of the Parts form will be used.
Database price list
On the Basic data form, use the Purchase tab to specify a general price list. If a price list exists, it will be checked.
The software will first check the pricing scale types set in the price list. If the pricing scale types contain a line for the part entered on the purchase requirement or purchase line, the software will check the underlying pricing scales.If a valid line is found, the price data from that line will be selected.
If no pricing scale line is found for the part, the pricing scale types will be checked for a pricing scale line that applies to the part group to which the part belongs. If the pricing scale types contain a line for the part group of the part, the underlying pricing scales will be checked.If a valid line is found, the price data from that line will be selected.
If no pricing scale exists for the part group either, the price list definition will be checked for a line specifying a general discount. If such a discount exists, it will be selected.
Note: If the price list does not contain a price, but a discount percentage instead, this discount percentage will be used in the purchase requirement or on the purchase line. Also a sum is required, however, to which this discount percentage will apply. First the scale prices of supplier '0' are checked for this sum. If no price is found there, the base prices of supplier '0' are checked for a price. If no sum is found there either, the sum specified on the Purchase tab of the Parts form will be used.
Suppliers by part
If still no price has been found, Isah returns to the Suppliers by part form to look for a general scale price. Scale prices that apply to all suppliers are available on this form under the line for supplier '0'. If there is no line for supplier '0', there are no general scale prices. If a line for supplier '0' does exist, Isah will check the underlying Purchase scale prices form.
A price found in this pricing scale is used only if the following conditions are true:
The price date falls within the validity period indicated on the pricing scale line.
The quantity specified on the purchase requirement line or purchase line is valid for the relevant pricing scale line.
The price on the pricing scale line is denominated in the same currency as the currency set in the Currency field of the purchase requirement line or purchase line.
If no scale price is found for supplier '0', Isah checks whether a base price has been entered for supplier '0'. Base prices that apply to all suppliers are available on the Suppliers by part form under the line for supplier '0'. If there is no line for supplier '0', there are no general base prices. If a line for supplier '0' does exist, Isah will check the underlying Base part prices by supplier form.
A price found in this pricing scale is used only if the following conditions are true:
The price date falls within the validity period indicated on the pricing scale line.
The quantity specified on the purchase requirement line or purchase line is valid for the relevant pricing scale line.
The price on the pricing scale line is denominated in the same currency as the currency set in the Currency field of the purchase requirement line or purchase line.
Part purchase price
On the Parts form, use the Purchase tab to specify a general purchase price for all your parts. If the remainder of the search path does not result in a purchase price, these price data will be selected. This happens only if the purchase price on the Parts form has been entered in the same currency as the currency specified on the purchase requirement line or purchase line.
Pricing based on