How To: Entering Cost Factors (04-01)

Overview

This tutorial describes how to enter Cost Factors on the PO Entry/Maint screen.

Step-by-Step

The cost factors window appears during P/O Entry when you press the Tab key in the ‘PO Cost’ field or click the ‘Cost Changes’ button. The Cost Factors set up in A/P Vendor Master appear in these fields by default.

NOTE: The Net Cost will not display until these amounts are verified.

Click image to enlarge.

  1. In the ‘Accrued Co-Op’ field, accept or modify the Accrued Co-Op amount.
    NOTE: An entry in this field results in an Accrued Co-Op amount being automatically moved to an A/R account beginning with ‘A.’ If you do not want the dollars passed to Accounts Receivable, leave this field blank.

  1. In the field to the right, specify if the Accrued Co-Op should be calculated as a percentage of the PO Cost or a flat dollar amount.

  1. In the ‘DFI Co-Op’ field, accept or modify the DFI Co-Op amount.

  1. In the field to the right, specify if the DFI Co-Op should be calculated as a percentage of the PO Cost or a flat dollar amount.
    NOTE: A percentage will be converted to a dollar amount and then accumulated with any flat dollar amounts on the purchase order. This accumulated amount is then pre-prompted during P/O – A/P Entry (04-20). Remember, any DFI Co-OP accumulated amount will not be interfaced.

  1. In the ‘Accrued Rebate’ field, accept or modify the Accrued Rebate amount.
    NOTE: An entry in this field results in an Accrued Rebate amount being automatically moved to an A/R account beginning with ‘X.’ If you do not want the dollars passed to Accounts Receivable, leave this field blank.

  1. In the field to the right, specify if the Accrued Rebate should be calculated as a percentage of the PO Cost or a flat dollar amount.

  1. In the ‘DFI Rebate’ field, accept or modify the DFI Rebate amount.

  1. In the field to the right, specify if the DFI Rebate should be calculated as a percentage of the PO Cost or a flat dollar amount.

  1. In the ‘Discounts KCFunds’ field, accept or modify the Key City Funds amount.
    NOTE: An entry in this field results in a Discount Amount being automatically moved to an A/R account beginning with ‘K.’ If you do not want the dollars passed to Accounts Receivable, leave this field blank.

  1. In the field to the right, specify if the Key City Funds should be calculated as a percentage of the PO Cost or a flat dollar amount.

  1. In the ‘Discounts MDFunds’ field, accept or modify the Market Development Funds amount.
    NOTE: An entry in this field results in a Discount Amount being automatically moved to A/R account beginning with ‘D.’ If you do not want the dollars moved to Accounts Receivable, leave this field blank.

  1. In the field to the right, specify if the Market Development Funds should be calculated as a percentage of the PO Cost or a flat dollar amount.
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