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Increase profitability
Powerful management and analysis of your manufacturing processes.
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Optimised to easily manage complex stock throughout your all your business processes from sales orders to fulfilment
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Purchase and cost analysis.
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A dependable solution meeting the demands of mid size enterprise.
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Special Price Lists for Stock |
Special Price Lists For Sales Stock
This document explains how special prices for purchases of consumables can be set up for sales ledger accounts. There are multiple types of price list types as you will see and a maximum of two different price lists can be attached to each customer.
Firstly, you must set up the price list via sop1496 which is normally located on the sales order processing menu. Each price list is coded and the code can refer to a specific sales account or a group of sales accounts. It is often best to define your separate price lists on paper first, so that you can economise on your data input and maybe homogenise the structure a little.
Once the price list code and description has been entered, you must select the price list type. The available types are: -
1. Global discount
2. Quantity breaks by code giving a net price
3. Value breaks by code giving a net price
4. Quantity breaks by code giving a discount
5. Value breaks by code giving a net price
6. Single level net price
7. Quantity break by product group giving a net price
8. Value break by product group giving a discount
(The most popular is (6), where net prices by product code are entered. This enables you to have a price for each product by customer.)
Once this screen is updated, the second screen invites you to set the prices against a currency code, this should be PS (Pounds Sterling). Then once this is updated, the next screen allows data to be entered against each item or group code depending on the selection of price list type on the first screen.
Having set up the price list data, the price list code then needs to be attached to the individual sales ledger account. So, using Customer Maintenance (hre0168), select the sales ledger account, press F2 to go to the menu and select option 1.
There are two price list code fields on this form; you simply enter the price list code for this customer in the relevant field. The price select routines that are built into the system will search for special prices that may be attached to price list code number 1. If a special does not exist, it will search for special price list 2, and if that fails the system will revert to the standard selling price form the parts header record.
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Super Tramp, a successful trampoline and outdoor toy distributor were expanding and had outgrown their Sage system.
Ylem installed Mobius enabling them to continue with their expansion and to cut costs.
Ylem tailored Mobius to automatically produce all the shipping documentation. This saved 4 operatives 4 hours a day completing shipping notes manually. This time saved enabled them to grow their business without additional staff.
Chris Prentice, Managing Director of Super Tramp, said
"Installing Mobius was the best business decision I ever made". |
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Training Advice Document
Genesys Version : 4
Program Number :
Description : Rehire Manual on Set-Up & Creation of Contract
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Summary
The Genesys rehire module enables the sales side of a rehired rental to be linked directly to the purchase side. Hire contracts can be analysed alongside purchase orders and hire invoices can be analysed alongside their associated purchase invoices.
In addition, sale items and accessories can be added to the hire contract and automatically linked to the purchase orders
Information on how best to configure your rehire system follows. We suggest you don’t try to start using the system on the strength of this information alone. A visit from a Ylem consultant is recommended before beginning, to ensure you get the most out of the system’s efficiency and the analytical information available to you from its associated reports and enquiry screens.
It is assumed that users reading this manual are already familiar with the basic set-up and operation of the Genesys Hire System.
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Details
System Configuration
Authorisations
The following authorisations are held at user level, and can be accessed by finding a user in screen hre0141 and pressing F2.
REHIRE_AUTHORISATION
Controls whether a user is allowed to create purchase orders for rehire fleet codes added to a hire contract or enquiry. Value of 1 means the user is allowed and a purchase order is created for every rehire code entered. Value of 0 means that rehire contracts are created without a linked purchase order.
UNEXPIRE_EXPIRED_PO
The purchase order created for a rehire is defined as an ‘open order’ (type 1). The expiry date on the purchase order is set to the same date as the expected (or actual) off-hire date from the hire contract. If a user tries to amend a purchase order on a date after its expiry date, they are disallowed from doing so unless they have this switch added to their account with its value set to 1.
INVOICE_EXPIRED_PO
When a purchase invoice is added to the system, the user is prompted to add the start and end date of the period that is being charged for by your supplier. If the purchase order has expired then only users with this authorisation, set to a value of 1, are allowed to add purchase invoices for this order.
ALLOW_USER_P/O_CODE
Allows this user to create purchase orders with their own number, rather than the system generating one for them. The user still has the ability to automatically generate a purchase order number if they want to, rather than entering their own.
Supplier Configuration
In your rehire analysis programs, the system needs to compare like for like. It does this by converting all prices to a daily rate.
For charging out to the customer, the system already knows which days are chargeable within a period (Calendar), and also whether to charge 1/5ths, 1/6ths or 1/7ths days within a part-week. It gets this information from the calendar and rate code on each hire contract line.
For the purchase of the hire from your supplier, the system can be told this information for each contract line. It is also possible to set up a default for each supplier in the Supplier Maintenance routine (plp1207, F2).
The rehire calendar code defines the days that are chargeable within a period, and the Day/Rate is the factor used to convert weekly rates down to a daily rate for comparison with the hire contract. For example, if the supplier charges 1/7ths for part weeks, then the days per rate factor should be 7.
Data Set-up
Hire Fleet
The system uses the standard hire fleet maintenance programs for charging out and controlling hires, and the standard stock maintenance programs for use on purchase orders.
The stock code that will be entered in the linking rehire purchase order line will first need creating in stk1294 (Maintain Stock).
Hire fleet for rehire should be created as type 4 (Non-stock with quantity) and linked to the NS type stock codes as shown in the picture below.
The depth of income analysis you require from the system would dictate the number of rehire fleet codes you need to set up. Similarly, the depth of rehire cost analysis you require would dictate the number of stock codes you set up. This is a critical area and should be discussed with a Ylem consultant before beginning.
Additional Charges
It is possible to add extra charges for accessories, cleaning, etc. to the hire contract, as in the normal Genesys Hire System. If these charges are already defined as rehire items, then it is also possible to raise purchase orders for them when you create the hire contract.
Furthermore, if these items are defined as accessories to the main hire line, they are automatically added to the purchase order. Amendment of the hire/sale charge to the customer is usually necessary, and you can use the REHIRE button (bottom right of screen) to amend the purchase details of each item.
To define particular sale items as a rehire item, you must use the following configuration switches in screen cut1432:-
REHIRE_TRANSPORT_n
This code allows for any number of stock codes to be defined as rehire items. The code type must define the sale stock code, and the stock code should be created as class NS (Non-Stock). Stock codes defined under REHIRE_TRANSPORT_n will appear in the transport section of the rehire analysis reports.
REHIRE_OTHER_n
This code allows for any number of stock codes to be defined as rehire items. The code type must define the sale stock code, and the stock code should be created as class NS (Non-Stock). Stock codes defined under REHIRE_OTHER_n will appear in the other section of the rehire analysis reports.
If you have used more than one supplier within one hire contract, more than one purchase order will be created on acceptance of the contract.
Contract Maintenance
These notes tell you how to create rehired contracts in Contract Maintenance (con0101). Create a contract as normal following the additional procedures as described below.
Delivery Details
The delivery details entered will be stated on the purchase order. It is necessary to enter the delivery details even when the address is the same as the invoice address.
Plant Code / Reg no
Enter the rehire code that has been created in fleet maintenance, and define the hire charge to the customer. After updating the contract line by hitting F8 the screen below will appear.
Supplier Code
Sitting in the supplier code field hit F11 or click on the ‘sup dets’ button found on the bottom right of the screen (all Suppliers that have ever provided you with this plant code will be listed) and select the chosen supplier. When the supplier does not appear (due to the supplier never having provided this plant code) F1 back to the supplier code field then F9 to select from the full supplier list.
Day/Rate
Amend when necessary the default Day/Rate i.e. the supplier is charging you £200/5 day week, enter 5 in the Day/Rate field and £200 in Unit Cost field.
Stock Code
The stock code will be defaulted from the code entered in additional fleet details when creating the rehire plant code.
Price
Enter the price at which you are purchasing the hire (or transport charge, etc). For hires, this rate should be for one block of the number of days that you entered in the days/rate field.
Accessories
When you accept the order, you are asked to add accessories. If these accessories are defined as rehire items (see Setup above), then they will automatically be added to the order. You may have to amend the charge on each line and use the REHIRE button to amend the purchase cost for each line
Use F8 to save changes to each line.
Accepting the Contract
Print and accept contract as usual. Having accepted the contract the print routine automatically appears to print the purchase order.
Enquiry Tracking
Although these notes refer to the contract maintenance program, the same functionality is available from the Enquiry Tracking program, allowing you to raise quotations and pre-bookings for hires in the future. The purchase order is created when the Enquiry is converted, and any lost enquiries have their purchase order numbers posted to the lost numbers table (cut1152)
Accruals
The accruals program calculates costs that have not yet been received via the purchase invoice routine. It is controlled by the following entries in cut1432
REHIRE_START_DATE
The code type field defines how far back the accruals program will calculate, so is only used the first time the accruals program is run, and then will hold the date of the previous time the accruals program was run. This date overrides the contract start date, if the start date is earlier
REHIRE_ACCRUAL_PER
This is maintained by the system and contains the current / last period number for accruals postings.
The Description field will hold the period number and the Code Type field will hold the last / current batch number. The Code Amount field is set to a 1 if the batch is currently in progress (i.e., calculated but not posted)
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