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order GP question (visibility to one-off custom pricing on sales line)

  • 1.  order GP question (visibility to one-off custom pricing on sales line)

    GOLD CONTRIBUTOR
    Posted 03-13-2018 01:41 PM
    This question is something that we've had issues with at my company so I thought I'd ask here:

    our sales team reaches out to our vendors for special discounts (off our current purchase price) on an "per order" basis. Not all orders, but some, will be flagged for this activity

    our sales team then enters these special costs into the sales order under a "special cost" field which then instructs the purchasing team to use that purchase price for that particular PO/SO.

    this special cost field travels from SO to PO then disappears on invoice but shows up in a different area of the invoice (keep in mind there's FIFO and drop-ships going on)

    the question I have is - how do those of you who have teams that get special discounts on a scenario basis allow your sales team to see the modified GP on a sales order/quote? it seems that if you have special circumstances for a discounted purchase price from the vendor that this wouldn't be visible until the PO activity.

    please advise if possible :)

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    Ravi Rooprai
    Systems Integration Manager
    Cook's Direct Inc.
    Warrenville IL
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  • 2.  RE: order GP question (visibility to one-off custom pricing on sales line)

    TOP CONTRIBUTOR
    Posted 03-14-2018 02:31 PM
    Hi Ravi,

    We encounter your situation on a regular basis. We had to customize our system to include the vendor and agreed special price at quoting stage (see below columns). Once the quote turns into an order and all approvals take place, our purchaser can create the PO(s) from the Sales Order (see added function below). The system will create the PO for as many vendors as needed with the special purchase price. We also added reservations and code so that we consume and apply the right cost to the order; basically turning FIFO into Specific Costing.



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    Eduardo Diaz
    IT Director
    Minequip Corp.
    Miami FL
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  • 3.  RE: order GP question (visibility to one-off custom pricing on sales line)

    GOLD CONTRIBUTOR
    Posted 03-15-2018 09:12 AM
    thank you! very much appreciated.

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    Ravi Rooprai
    Systems Integration Manager
    Cook's Direct Inc.
    Warrenville IL
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