Price management

Price management: from value to reliable price

A price is not a single field in X-ERP. It arises from a chain of decisions: Where does the initial price come from? What price unit does it apply to? Which discount rules apply? And how does a down payment item affect the receipt?

Anyone who understands this chain can explain prices confidently, find calculation errors quickly and prevent a seemingly small master data error from continuing into the offer, order or invoice.

The pricing logic at a glance

1. Item and price source: In sales, the selected sales price list provides the starting price. In purchasing, it comes from the supplier-related purchase price list. The procurement and cost structure of the item is available for internal calculations.
2. Price unit: For example, a price can be for 1, 10 or 100 units. X-ERP divides the price by the price unit when calculating the position.
3. Discounts: Item discount, quantity discount and document discount are managed as separate values. In the X-ERP document invoice, the percentages are added together and deducted from the price.
4. Quantity and factor: The discounted price per unit is multiplied by the quantity. Down payment items also receive the down payment factor specified in the document type.

The calculation model in the document

For a normal item position, the X-ERP logic can be read as follows:

Total = Price ÷ Price unit × Quantity × (1 − (Discount + Quantity discount + Document discount) ÷ 100)

Example: 120 euros per 10 pieces, quantity 25, 5% item discount, 3% quantity discount and 2% document discount. The total discount is 10%. This results in 12 euros per piece, 300 euros before discount and 270 euros after discount.

The three discounts are added together in X-ERP. 5% + 3% + 2% therefore equals 10% total discount - not three deductions multiplied one after the other.

Where to look for discrepancies

• Price is zero or unexpected: Check price list, validity date, business partner and price unit.
• Purchase price is not correct: Check supplier, item, direct discount, discount group assignment and procurement costs.
• Discount missing: Check the partner's discount group, item group and - in purchasing - the activated assignment to the discount group in the purchase price list.
• Quantity discount does not change: Check the quantity scale and the setting of the document type for the quantity discount recalculation.
• Document total appears incorrect: First calculate the price per unit, then the sum of the three discount percentages and finally the quantity and down payment factor.

Secure workflow

1. Clearly define price units and item groups.
2. Maintain sales and purchase price sources separately.
3. Assign partners the correct price list and, if necessary, discount group.
4. Test at least one sales and one purchasing document with realistic quantities.
5. Never change price lists or discount rules without a deadline, responsibility and control document.

Check before sharing

• Each item has the correct price unit.
• Sales prices are available in the intended price list with the correct validity date.
• Purchase prices belong to the correct supplier and include all procurement costs.
• Discount group and item group form the desired rule.
• The sum of all discounts remains technically plausible.
• A test receipt can be recalculated from the initial price to the final total.

The result

Good price management turns numbers into a reliable decision. Sales, purchasing and controlling see the same connection - and a customer receives a price that your team can explain at any time.

In this chapter

• Items
• Document
• Deposit items

Further information / source

Related topics

1. For specialist users – Use individual modules safely and efficiently › Master data › Price management › items
2. For specialist users – Use individual modules safely and efficiently › Master data › Price management › Document
3. For specialist users – Use individual modules safely and efficiently › Master data › Price management › Down payment items
4. For specialist users – Use individual modules safely and efficiently › Master data › items › Price units

Frequently asked questions