The Sales Budget File is directly linked to the Business Rules File, once the business rules define the negotiation standard features and commercialization of sales, and budgets are registered according to the need of differentiated business practices, that is, towards a negotiation power greater than the one allowed in the Business Rules (Discount Folder). Thus, the sales budget should not be registered before the definition of the business rule.
This concept is used in Holdings that allocate budget amounts to companies that belong to the group with the objective of obtaining negotiating power at the time of sale.
Another example is in companies that allocate budgets for their departments, with the same purpose.
The budgets are defined for sales representatives, groups of sales representatives, customers and group of customers, for a certain period.
The system does not insert budgets within the same period for an existing condition.
Example:
If a budget was registered for customer 000001 for the period from 04/01/03 to 04/20/03, no new record for the same customer in the period from 04/15/03 to 05/15/03 is allowed.
Parameters
The system checks and updates the budget balances when adding the sale order. The parameter MV_SOMAVER is used to indicate if, in a sale with value greater than list price, the difference will be credited in the budget corresponding to the term of the order. The budget balance flows generated from the sales order can be checked through the routine Budget Flow.
If the sale order is deleted, the budget flows generated by the order are canceled, that is, go back to the budget balance. |
This parameter indicates the percentage added to the budget balance when the sale price is greater than the list price.
Example:
When the parameter MV_FTRSOMA is filled out with 30, means that only 30% of value sold with higher price is added to the budget.
Sale price = $ 10.00.
Sold price = R$ 11.00
Quantity = 10
10 * 11,00 = R$ 110.00 (Quantity sold * price sold)
10 * 10,00 = R$ 100.00 (Quantity sold * price sold)
Difference = R$ 10,00
R$ 10,00 * 30% = R$ 3.00 (value added to the sales budget balance)
Steps to apply sales rules:
1. Define in the Business Rules file, Discounts folder, the discount percentage applied to a certain product. This is the maximum value allowed by the company. If there is a need for a new business practice, a new sale budget must be registered.
2. Then, the sale budget allowed for the sales representative or for the customer must be entered.
3. After the rules defined, the following processes take place while issuing the Sale Order:
- The system checks if there is a blockage of rule, that is, if the items and the header of the sale order matches the definition in the Business Rules file.
- If it does not meet the rule stipulated, the order remains blocked by the business rule, with blue status, in the maintenance window.
- If it meets the business rule, the system checks the sales budget.
- While analyzing the budget, the system checks if the discount granted on the order items is greater than allowed by the company.
- The difference between what is allowed by the rule and granted in the sales order is discounted from the balance of the sale budget, if there is a balance. If there is insufficient balance, the order will be blocked by budget, with orange status in the maintenance window.
If there are blockages, the sale order is not released.
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Process flow of sales budgets -> issue of sale order:
To understand better the process that runs in the budget file up to the sale order, see the flowchart below:
See Also
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