See also: Products and services
Products and services
Lists in the Administration/Products menu
Administration/Products... | Explanation, usage | Customizing |
|---|---|---|
Quantity units | Management of the quantity units, for example piece, palette, litre, ream... for products and services. | Creating allowed |
Currencies | Management of the currency information including ISO code, currency character and exchange rate. The exchange rate is used for the Calculation in quotes. It should be maintained periodically in accordance with the guidelines in your company. | Creating allowed |
Origin | Product origin, origin of a neutral product, for example, external purchase, internal production etc. | Creating allowed |
Product type | Creating and managing product types. You can categorize the assignment as parts for maintenance in the service using the Grouping field. | Creating allowed |
New calculation group | Creation of new calculation groups | Creating allowed |
Fixed price fields | Management of the fields for fixed prices | Only for information |
Price lists | Management of price lists and assignment to customers, see Sales, Note concerning price lists. | Creating allowed |
Price list status | Management of the validity statuses (valid, invalid) | Only for information |
Note: You can manage product categories such as Maintenance, Spare part, Service, etc., in the process definition as processes (class PSA_ART).
Update of exchange rates
You can directly access the data of the ECB or use the CurrencyLayer web service. The data of the ECB is freely available, but supports only 31 currencies. ECB is the standard.
CurrencyLayer requires a free registration at https://currencylayer.com. The FreePlan offers 1000 queries per month, so updates are no problem.
The PSA_CUR_EXC_UPD_IPL variable lets you configure the service to be used for updating the exchange rate. For CurrencyLayer, the API key needs to be placed in the PSA_CUR_LAY_API_KEY variable.
Using the dynJava PSA_CUR_EXC_UPD or by the PSA_CUR_EXC_UPD job (Update exchange rates), the updates can be executed.
Selected environment variables (Administration/Settings menu)
| Variable name | Description | Default |
|---|---|---|
PSA_ART_STR_CLC_AUT | Specifies whether the automatic calculation for changes in the product structure during the import of articles is carried out by data interfaces. For imports, n is recommended. | y |
PSA_RPT_ART_PTM | Text module template used as a standard. | PSA_RPT_ART_PTM |
PSA_SET_PLI_CLC | Use the functionality of price lists on/off | n |
PSA_CTX_USE_ART_SEL | Deactivate or activate color highlighting of not selected (optional) articles. | y |
PSA_CGR_FMU | Single-line semicolon-separated list of formulae for calculation groups at the case so that a standard formula to be used for all calculation groups can be set. | @PSI_ART_STR.MTC_ABS=@CNT*@PSI_ART.MTC*@PSA_ART.LST_PRI/1200;@PSI_ART_STR.USR_ABS=@PSI_ART.USR*@CNT |