Alloy Management for Sales
The calculation of the expected alloy amount is performed in the Sales Quote, Sales Order, and Blanket Sales Order. Once an item with alloy specifications is entered in the sales line, the Exp. Alloy Price field shows the calculated surcharge price (per base unit) and the Exp. Alloy Surcharge field shows the total calculated surcharge. Choose the value in either field to open the Alloy Surcharges Lines page.
The fields in the Alloy Surcharges Lines page are described in the following table.
| Field | Description |
|---|---|
| Alloy Type Code | Alloy Type assigned to the item. |
| Quotation Unit | Defaults from the Alloy Type. |
| Alloy Weight (per Base Unit) | Defaults from the Alloy Condition assigned to this Alloy Type for this customer. |
| Total Alloy Weight | Calculated by the Quantity in the sales line + Alloy Weight (per Base Unit). |
| Exp. Alloy Price (per Base Unit) | Calculated by the Exp. Alloy Amount / Quantity (Base) of the sales line. This field is also shown on the sales quote/order lines as Exp. Alloy Price. |
| Exp. Alloy Amount | Automatically calculated using formulas based on various settings (see Calculating Surcharges). If the calculation fields are not pre-populated with data, this field is not automatically calculated. |
| Alloy Base | Defaults from the Alloy Condition assigned to this Alloy Type for this customer. |
| Alloy Quotation | Defaults from the Alloy Quotation of the Alloy Type, if the sales Order Date matches a date in the Alloy Quotation. Otherwise, this field is blank. This value includes the Reference Value % if one was defined on the Alloy Condition. |
| Fix Values | If selected, the calculation of the Exp. Alloy Price and Exp. Alloy Amount is different: (Exp. Alloy Price (per B. Unit) * Sales Line.Quantity (Base)) / Total Alloy Weight Note: This value must not be used with scale surcharges. Otherwise, nothing is calculated when getting the sales shipment lines in sales invoices. |
| Reference Date | Indicates the date used for calculating the surcharge. |
| Scale Surcharge % | Indicates the scale surcharge percentage used if the alloy in the item was set up for scale surcharges and is based on the quantity. |
| Specific Quotation | Indicates that a specific quotation has been used for the alloy surcharge calculation. |
Note
On Blanket Sales Orders, the Exp. Alloy Surcharge field is not on the line. You must choose Line > Alloy Surcharges Lines in the Lines FastTab to open the Alloy Surcharges Lines page to view the calculation.
Calculate Alloy Surcharges
For selected sales lines, you can use the Calculate Alloy Surcharges action to make subsequent updates to alloy surcharges, e.g., if the document/delivery date was changed. The surcharges are not updated if the Fix Values check box is selected. If no alloy overhead lines exist, new overhead lines will be created.
This action is available on the Lines FastTab of the sales quote/order by choosing:
- Functions > Calculate Alloy Surcharges on the Sales Quote
- Line > Functions > Calculate Alloy Surcharges on the Sales Order
Copy Alloy Surcharges
Alloy surcharges lines are copied from the sales quote to the sales order when the Make Order function is run.
Sales Invoicing
When sales invoices are processed using the Get Shipment Lines function, the alloy surcharge is added as an item charge and assigned to the item.
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