Defining price bases and MSR factors in Data Administration

In the Data Administration you can add a price base and MSR factor to raw materials.

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 of each customer or exchange depends on the data of the suppliers.

The differentiation between prices/price bases is defined in the "Price Origin" column, after which a precise value is given in the "Origin" column.

Material surcharge factor

The MSR factor is specific for the product’s manufacturing process. This factor is entered as percentage and describes the additional cost effort at a certain raw material to produce the purchased 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. of every year.

    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 line.
    3. In the table below, select the Name "Test raw material".
    4. Change the price bases as follows:

      Data Administration dialog, Purchased parts category

      Figure: "Data Administration" dialog, "Purchased parts" 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. Click on the folder of the sub-category "Purchased parts" under which you have created your 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").

      • In the "Assignments" tab, enter the following values for mass and unit into the table:

      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.