Defining price bases and MSR factors in Data Administration

You can define price bases and MSR factors for each commodity in Data Administration.

To distinguish between suppliers, customers and exchanges, the "Origins" area of FACTON Data Administration is extended by the folders "Customers" and "Exchanges". The basic data for each customer and exchange is similar to the supplier objects.

The difference between prices/price bases of commodity groups can be defined via the "Price origin" column, with the "Origin" column storing the corresponding price value.

Material surcharge factor

The MSR factor is specific for the product’s manufacturing process. It is specified as a percentage and describes the additional amount of the raw material required to produce the respective part.

Example

Purchased part: Screw (Mass: 10 g, Copper content: 2 g)

Assuming an MSR factor of 50 %, 3 g of copper are required to produce the screw.

WARNING

Do not mistake the MSR factor for the MSR value.

Create origins and purchased parts

  1. In the ribbon, click on View ► Data Administration. The Data Administration dialog opens.

  2. In the "Origins" category, create new stock exchange, customer and supplier.

    Example
    • Supplier: Create the "Test supplier".
    • Stock exchange: Create the "Test stock exchange".
    • Customer: Create the "Test customer".

  3. In Data Administration, switch to the "Parts" category and create a new purchased part. Go to the Special tab.

    Example
    1. Create the purchased part "Test purchased part".
    2. Enter the following values in the upper table of the "Prices" tab:
    Data Administration dialog, Purchased parts category

    Figure: Data Administration dialog, Purchased parts category

  • In Data Administration, switch to the "Materials" category and create a new raw material. Go to the Special tab.
    Example
    1. Create the "Test raw material".
    2. Enter the following values in the upper table of the "Prices" tab:
    Data Administration dialog, Materials category

    Figure: Data Administration dialog, Materials category

  • If applicable, modify the MSR factor.
  • You can overwrite the supplier conditions of the purchased part as needed.
    Example
    1. In the "Prices" tab, switch to the "Purchased parts" category.
    2. In the upper table, select the first price row.
    3. In the table below, select the Name "Test raw material".

    4. Change the price values as follows:

      Data Administration dialog, Purchased parts category

      Figure: Data Administration dialog, Purchased part category

  • Overwrite the MSR factor and the mass as needed.
    • Note

    The MSR factor is just a production-specific surcharge. It is negotiated in conjunction with the material price base.

    Assigning purchased parts and raw materials

    1. In Data Administration, switch to the "Parts" category
    2. In the sub-category "Purchased parts", click on the folder containing your newly created purchased part.
    3. Switch to the "Special" tab.
    4. Right-click in the "Assignments" tab and add the raw material.
      Example

      Assign the "Test raw material" to the "Test purchased part" (section "Assignments between master data").

      • Enter the following values for mass and unit in the "Assignments" tab:

      Data Administration dialog, Purchased parts category

      Figure: Data Administration dialog, Purchased parts category

    WARNING

    The assignment of raw materials to purchased and standard parts is essential for the MSR calculation.