Training

Article01/16/20248 min read

This exercise will help you to get a better understanding of the Aptean Beverage Sales-Purchase Conditions extension. The exercise can be performed in the CRONUS DIT DEMO company.

Note

Create a copy of this company to keep your CRONUS DIT DEMO in the original state. In the copy you can do all the exercises that are included in the training.

Exercise 1 - Master data

Dimensions

Search for Dimensions.

Enter the VENDOR Code and add a dimension value

  • Code: your NAME_VENDOR
  • Description: your Name Vendor

Search for Dimensions.

Enter the BUSINESS GROUP Code and add a dimension value

  • Code: your NAME_GROUP
  • Description: your Name Customer Bus. group

Classifications

Search for Sales and Purchase Condition Classifications.

Create a new classification

  • Type: Customer
  • Code: your NAME_RETAIL
  • Description: your NAME Retail customers
  • Set the filter on customer group ‘retail’
Note

In the dimension matrix you see 13 columns with 10 ‘global’ dimensions defined by BC/BCA in the General Ledger Setup and 3 ‘global’ item dimensions defined in Foundation Setup.

Create a new classification

  • Type: Customer
  • Code: your NAME_GRPPUB
  • Description: Pubs owned by your NAME Group
  • Set the filter on
    • Business group: your ‘NAME_GROUP’
    • customer group ‘pubs’

Create a new classification

  • Type: Item
  • Code: your NAME_VEND
  • Description: your NAME producer items
  • Set the filter on items from Vendor Code : your NAME

Create a new classification

  • Type: Item
  • Code: your NAME_BEER
  • Description: your NAME all beers
  • Set the filter on items
    • Brand: all beers

Create a new classification

  • Type: Item
  • Code: your NAME_BBTL
  • Description: your NAME all beers sold in bottle
  • Set the filter on items
    • Brand: all beers
    • Packtype: all bottles

Condition groups

For those cases where a classification based on dimension is not possible, you can create condition groups.

Search for Sale and Purchase Condition Groups

Create a new group

  • Type: Customer
  • Code: your NAME_EMPL
  • Description: Employee conditions from your NAME

Calculation Codes

Search for Sales and Purchase Condition Calculations

Create a new Calculation Code

  • Code: your NAME_MNET
  • Description: your NAME Month discount Net%
  • Type/No.: select the item charge code for periodic discounts
  • Calculation type: Discount
  • Calculate on Special Price; Both
  • Calculation Method: Net%
  • Calculation Period: Month (anything other than ‘Order’ is a periodic ‘off-invoice’ settlement)
  • Post Accrual to G/L: yes
  • Based on Reason (sales): select the reason group SALES (the discount should only be calculated over normal sales transactions, not over free items, not include 3rd party settlements)
  • Based on Reason (purchase): select the reason group PURCHASE

Create another Calculation Code

  • Code: your NAME_MBONUS
  • Description: your NAME Month HL Bonus
  • Type/No.: select the item charge code for periodic discounts
  • Calculation type: Discount
  • Calculate on Special Price; Both
  • Calculation Method: Price
  • Calculation Minimum: Over
  • Calculation Period: Month (anything other than ‘Order’ is a periodic ‘off-invoice’ settlement)
  • Post Accrual to G/L: No
  • Based on Reason (sales): select the reason group SALES (the discount should only be calculated over normal sales transactions, not over free items, not include 3rd party settlements)
  • Based on Reason (purchase): select the reason group PURCHASE

Create another Calculation Code

  • Code: your NAME_MMALUS
  • Description: your NAME Month HL Malus
  • Type/No.: select the item charge code for periodic charges
  • Calculation type: Charge
  • Calculate on Special Price; Both
  • Calculation Method: Price
  • Calculation Minimum: Under
  • Calculation Period: Month (anything other than ‘Order’ is a periodic ‘off-invoice’ settlement)
  • Post Accrual to G/L: No
  • Based on Reason (sales): select the reason group SALES (the discount should only be calculated over normal sales transactions, not over free items, not include 3rd party settlements)
  • Based on Reason (purchase): select the reason group PURCHASE

Customers

Search for Customers.

Create a new customer by the New action

  • Apply template Customers domestic (tax paid)
  • General FastTab
    • Name: Your NAME1 (Retail)
  • Address & Contact FastTab
    • City: Birmingham
  • Invoicing FastTab
    • Customer Price Group RETAIL
  • Payments FastTab
    • Payment Method: the customer pays by bank transfer;
    • Payment Terms: after 14 days
  • Logistics FastTab
    • Route: select your route (NAME_ROUTE1) or route 1300
  • Dimensions FastTab
    • Customer group/Channel: Retail
    • Business Group: your NAME_GROUP

In case Empty Good Management is installed and deposit is charged

  • Empty Goods FastTab
    • Empty Good Business Group: empty goods are traced and deposit is charged, within the same invoice. Select DEP.
    • Setup recurring sales lines: select Code EMPTY_RET for your customer and set Insert Rec. Lines on Return Entry to Automatic. This will help you to register returned empties in an efficient way.,
Note

On the Dimensions FastTab, you see part of the ‘global’ 10 dimensions defined by BC/BCA in the General Ledger Setup resp. Business Central Accelerator Setup. and 3 ‘global’ item dimensions defined in Foundation Setup.

Create another new customer by the New action

  • Apply template Customers domestic (tax paid)
  • General FastTab
    • Name: Your NAME2 (Pub)
  • Address & Contact FastTab
    • City: Birmingham
  • Invoicing FastTab
    • Customer Price Group PREM
  • Payments FastTab
    • Payment Method: the customer pays by CASH
    • Payment Terms: after 0D (Cash on delivery)
  • Logistics FastTab
    • Route: select your route (NAME_ROUTE1) or route 1300
    • Dimensions FastTab
      • Customer group/Channel: Pubs
      • Business Group: your NAME_GROUP

In case Empty Good Management is installed and deposit is charged

  • Empty Goods FastTab
    • Empty Good Business Group: empty goods are traced and deposit is charged, within the same invoice. Select DEP.
    • Setup recurring sales lines: select Code EMPTY_RET for your customer and set Insert Rec. Lines on Return Entry to Automatic. This will help you to register returned empties in an efficient way.

Create another new customer by the New action

  • Apply template Customers domestic (tax paid)
  • General FastTab
    • Name: Your NAME3 (Pub)
  • Address & Contact FastTab
    • City: Birmingham
  • Invoicing FastTab
    • Customer Price Group PREM
  • Payments FastTab
    • Payment Method: the customer pays by CASH
    • Payment Terms: after 0D (Cash on delivery)
  • Logistics FastTab
    • Route: select your route (NAME_ROUTE1) or route 1300
    • Dimensions FastTab
      • Customer group/Channel: Pubs
      • Business Group: your NAME_GROUP

In case Empty Good Management is installed and deposit is charged

  • Empty Goods FastTab
    • Empty Good Business Group: empty goods are traced and deposit is charged, within the same invoice. Select DEP.
    • Setup recurring sales lines: select Code EMPTY_RET for your customer and set Insert Rec. Lines on Return Entry to Automatic. This will help you to register returned empties in an efficient way.

Create another new customer by the New action

  • Apply template Customers domestic (tax paid)
  • General FastTab
    • Name: Your NAME4 (Retail+Owner)
  • Address & Contact FastTab
    • City: Birmingham
  • Invoicing FastTab
    • Customer Price Group RETAIL
  • Payments FastTab
    • Payment Method: the customer pays by bank transfer;
    • Payment Terms: after 14 days
    • Dimensions FastTab
      • Customer group/Channel: Retail
      • Business Group: your NAME_GROUP

Vendor

Search for Vendors.

Create a new Vendor by the New action

  • Apply template Vendors domestic

  • General FastTab

    • Name: Your NAME1

  • Address & Contact FastTab

    • City: Birmingham
    • Invoicing FastTab
      • Customer Price Group RETAIL
    • Payments FastTab
      • Payment Method: we pay the vendor by a SEPA bank transfer
      • Payment Terms: after 14 days
    • Logistics FastTab
      • Route: select your route (NAME_ROUTE2) In case Empty Good Management is installed and deposit is charged

  • Empty Goods FastTab

    • Empty Good Business Group: empty goods are traced and deposit is charged, within the same invoice. Select DEP.

Items

Search for Items

Create a new item

  • Apply template Trade beer
  • General FastTab
    • Description: your ‘NAME Beer Crate 20x50CL’
    • Base Unit of Measure: select CRATE; confirm. By default the Sales UOM (FT Prices & Sales) and Purchase UOM (FT Replenishment) are the same.
  • Foundation FastTab
    • Volume is 10 (L)
    • Net weight: 10 (KG)
    • Gross weight: 19,7 (KG) (volume + packaging; crate, bottle)
    • The Consumption UOM is BOTTLE and 20 bottles are in one crate
    • The Transportation UOM is PAL and 40 crates fit on one pallet
    • Dimensions
      • Itembrand: select DIT UK Beers
      • Item Packtype: Bottle, returnable
      • Item packsize: 50 CL
  • Dimension FastTab
    • Vendor Code: select your NAME
  • View the item unit of measurements
  • Select action Special Prices & Discounts – Sales Prices and setup gross prices
    • Customer Price Group RETAIL: 24,00
    • Customer Price Group: PREM: 25,00
    • Customer Price Group: WHOLESALE: 15,00
    • All Customers: 35,00

In case Empty Good Management is installed and empty goods are tracked over this full good item, possibly charged with deposit

  • Empty Goods FastTab
    • Empty Goods Code: select the (combined) code for the German (DE) crate with 20 (empty) bottles.
Note

On the Foundation FastTab you find 3 ‘global’ item dimensions defined in Foundation Setup.
On the Dimensions FastTab you see part of the ‘global’ 10 dimensions defined by BC/BCA in the General Ledger Setup resp. Business Central Accelerator Setup.

Create another new item

  • Apply template Trade beer
  • General FastTab
    • Description: your ‘NAME Beer Can 6x33CL’
    • Base Unit of Measure: select TRAY; confirm. By default the Sales UOM (FT Prices & Sales) and Purchase UOM (FT Replenishment) are the same.
  • Foundation FastTab
    • Volume is 1,98 (L)
    • Net weight: 1,98 (KG)
    • Gross weight: 2,5 (KG) (volume + packaging; tray,can)
    • The Consumption UOM is CAN and 6 cans are in one tray
    • The transportation UOM is PAL_LG and 80 trays fit on one of this pallet type (PAL_LG counts for half a pallet place).
    • Dimensions
      • Itembrand: select DIT UK Beers
      • Item Packtype: Can, one-way
      • Item packsize: 33 CL
  • Dimensions FastTab
    • Vendor Code: select your NAME
  • View the item unit of measurements
  • Select Special Sales Prices & Discounts > Sales Prices on the action bar and setup gross prices.
    • Customer Price Group RETAIL: 5,00
    • Customer Price Group: PREM: 6,00
    • Customer Price Group: WHOLESALE: 4,00
    • All Customers: 7,00

This is a one-way packaged item, no deposit.

Create another new item

  • Apply template Finished products beer
  • General FastTab
    • Description: your ‘NAME Beer CRONUS Premium Bottle 6x33CL’
    • Base Unit of Measure: select TRAY; confirm. By default the Sales UOM (FT Prices & Sales) and Purchase UOM (FT Replenishment) are the same.
  • Foundation FastTab
    • Volume is 1,98 (L)
    • Net weight: 1,98 (KG)
    • Gross weight: 3,1 (KG) (volume + packaging; tray,can)
    • The Consumption UOM is BOTTLE and 6 bottles are in one tray
    • The transportation UOM is PAL_LG and 80 trays fit on one of this pallet type (PAL_LG counts for half a pallet place).
    • Dimensions
      • Itembrand: select Cronus Premium
      • Item Packtype: bottle, one-way
      • Item packsize: 33 CL
  • Dimensions FastTab
    • Vendor Code: leave blank, this is an own produced item by the Cronus company.
  • Select Special Sales Prices & Discounts > Sales Prices on the action bar and setup gross prices.
    • Customer Price Group RETAIL: 4,00
    • Customer Price Group: PREM: 5,00
    • Customer Price Group: WHOLESALE: 3,00
    • All Customers: 6,00

This is a one-way packaged item, no deposit.

Locations

The exercises are based on the location BLUE_TP, which does not contain warehouse activities.