42 Set Up Branch Sales Markups

This chapter contains the topic:

• Section 42.1, "Setting Up Branch Sales Markups (ECS)."

Navigation

From ECS Sales Order Management (G4910), enter 29

From ECS Sales Order Management Setup (G491041), choose Branch Sales Markups

42.1 Setting Up Branch Sales Markups (ECS)

You use branch sales markups to set up the additional costs that are associated with an interbranch sales order. You enter an interbranch sales order to fill a sales order from a different branch/plant where you placed the order. For example, if your company sells from one location but fills and ships orders from another location, such as a central supply warehouse, you can have the order shipped from the central supply warehouse directly to the customer.

Companies can apply additional costs to interbranch sales. The additional costs that you set in the Branch Sales Markups program are the amounts that the branch/plant charges in addition to the base price.

You can use the Branch Sales Markups program to set the markup amount for any interbranch sales order. You can also define the relationship between the selling branch/plant and the supplying branch/plant. For example, if you are setting up the branch sales markup table from the perspective of a central supply warehouse, you can define the amount that you charge every location that places an order.

You can also set markup amounts that are specific to either an item or an item group. For example, whenever you fill an order that contains an item with an additional markup amount, the system adds the markup amount for that item to the order total. Or, whenever you fill an order that contains an item from a specific group, the system adds the markup amount for the group. You cannot set a markup for both an item and a markup for a group that includes the item.

42.1.1 Before You Begin

• Verify that you have set the processing option in Sales Order Entry to use the cost markup pricing method. See Section 3.1, "Working with Interactive Sales Orders (ECS)."

• Verify that you have set up item groups in user defined codes. See Work with User Defined Codes in the JD Edwards World Technical Foundation Guide.

To set up branch sales markups

On Branch Sales Markups

Figure 42-1 Branch Sales Markups screen

Description of "Figure 42-1 Branch Sales Markups screen"

1. Complete the following fields:

   • Supply/Demand

   • From Branch/Plant

   • To Branch/Plant

   • Sales Code

   • Item

   • Percent

2. To set up a markup table for an item group, complete the following field:

   • Sales Catalog Section

3. To set up an item-specific markup table, complete the following field:

   • Item

4. Access the fold area.

   Figure 42-2 Branch Sales Markups (Fold Area) screen

   
   Description of "Figure 42-2 Branch Sales Markups (Fold Area) screen"
   
   

5. Complete the following fields:

   • Effective From

   • Effective Thru

Field	Explanation
Supply or Demand Plant	This field allows you to view messages from the viewpoint of either the supply or demand branch. Changing this field from S to D also changes the Supply Plant field immediately below the Action Code field to Demand Plant. S – Supply branch/plant D – Demand branch/plant Form-specific information If you are viewing messages for the supply branch/plant, the fold area shows branch/plants generating demand for each re-supply order. If you are viewing messages for the demand branch/plant, the fold area shows branch/plants to which each re-supply order is directed.
From Branch/Plant	A code that represents a high-level business unit. It can be used to reference a branch or plant that might have departments or jobs, which represent lower-level business units (data item MCU), subordinate to it. For example: Branch/Plant (MMCU) Dept A (MCU) Dept B (MCU) Job 123 (MCU) Business unit security is based on the higher-level business unit. Form-specific information Depending on the entry in the Supply/Demand field, this field will be either the branch/plant receiving the items (the demand branch/plant) or the branch/plant producing the items (the supply branch/plant).
To Branch/Plant	A secondary or higher level business unit. Sometimes used to reference a branch or plant with several departments or jobs subordinate to it. Branch/Plant - (MMCU) Dept A - (MCU) Dept B - (MCU) Job 123 - (MCU) Form-specific information Depending on the entry in the Supply/Demand field, this field will be either the branch/plant receiving the items (the demand branch/plant) or the branch/plant producing the items (the supply branch/plant).
Percent Markup	The percent markup is the percent the cost is to be marked up when the item is transferred from one branch to another.
Sales Catalog Section	One of ten category codes to be used for sales coding purposes. These codes can represent such things as color, material content, or use.
Effective From Date	The default is the current system date. You can enter future effective dates so that the system plans for upcoming changes. Form-specific information On this form, this field shows, along with the Effective To field, the dates for which a branch relationship is effective. If the Effective From and Thru dates are no longer in effect, the relationship has expired, and the planning system plans for supply at one of the following alternate locations: The demand branch Another supply branch for which an effective from/through date has been defined
Effective Thru Date	The default is December 31 of the default year defined in the Data Dictionary for Century Change Year. You can enter future effective dates so that the system plans for upcoming changes. Some forms display data based on the affectivity dates you enter.

42.1.2 What You Should Know About

Topic	Description
Marking up items for a demand branch	The procedure for marking up items for a demand branch is identical to that for marking up items for a supply branch. The variation is that the "from" and "to" fields are reversed.

See Also:

• Chapter 16, "Enter an Interbranch Sales Order."

42.1.3 Processing Options

See Section 49.3, "Branch Relationship Revisions (P3403)."