Calculations (Purchase)

In this box you can see calculation information about a purchased part. This information is loaded from saved calculations with current and future expenses and mark-ups. Expenses are displayed in the company currency.

For new parts that are being registered, no calculation information will be displayed.

The calculation information displays the following: Quote price, with profit mark-up which you can change. Cost price, with sales overhead mark-up and SO mark-up that you can change. Purchase cost, with distributions that you can select/deselect and distribute the cost on. Net cost, with rate type and cost basis (price alternative) that you can change. Net weight. Quantity/package. Calculated quantity, that you can change. Information that you can change is saved to a new calculation, if you choose to run a new calculation (see below).

The button Save calculation is used to run a pre-calculation. It is possible to save from Purchase cost*, Cost price, Quote price, or Net price* – to Standard price*, Future standard price, Price list, or Future price list. You can configure to save to one or multiple prices in the same calculation by adding more rows. When you save a calculation, the part's purchase expenses are updated and you get a total cost and quote price.

You must first enter allocations (percentages) for Purchase costs such as, e.g., freight and packaging. This is done in the Calculations box before you can perform the actual calculation in the Pre-calculation – Purchased parts procedure.

* You can save to standard price from Purchase cost or Net cost. This limitation exists to make the accounting correct. Since cost of storage, selling expenses, and profit should not be included in the standard price.

By clicking the button Saved calculations , at the bottom right corner, you can see all saved calculations for the part in a table, sorted by date with the most recent calculation at the top of the table.

In the Pre-calculation – Purchased parts procedure, you can pre-calculate several purchased parts at a time.

In the Part list procedure, you can use the list type Expenses to perform a mass update of purchase expenses for parts.

By using saved calculations on purchased parts, you can select how expenses for purchased parts should be posted. This is made in the Register posting method procedure. There you use the field Price alternative for purchased part to choose if the price alternative should be set to Standard price excluding expenses or just Expenses.