Establishing Prerequisites for Margin Adjustments
Before you can create price adjustments for margins:
On the Order Management Setup page for the Order Management business unit, establish a default reason code for price adjustments.
On the Orders - Sales and Orders - Quotes user preferences pages, establish a default reason code for price adjustments for each user to optionally override the setting on the Order Management business unit.
On the Order Entry Features page for the Order Management business unit, select the option for margin adjustments from the drop-down list box. The available options are Not Enabled, Sales Order & Quote, Sales Order Only, and Quote Only.
Establish feature function security for margin manipulation in the Feature Function Security component.
On the Product Definition - Options page and the Product Groups Table page, establish whether you want the product or product group to use alternate cost and, if so, the percent for the alternate cost.
On the Product Attributes by UOM page and Product Group Table page, establish whether you want the product or product group to be adjusted using the Pricing Option field.