On the Quote/Line/Worksheet, I’m wondering what table Epicor is storing the Material Markups/Profits percentage is. Common sense would tell me it’s QuoteQty.MaterialMarkUp, but what I’m seeing on the table is different than what’s it’s displaying in Quote Entry.
When I run a query against QuoteQty for that quote/line/qtynum, it’s showing me a value of 10 for QuoteQty.MaterialMarkup. But that quote is CLEARLY showing 20% on the screen. The field help shows that the field isn’t MaterialMarkup, but rather MaterialMarkupP (with the “P” on the end) or MaterialMarkupM (if I change calculations to Markup from Profit).
I know the Material Markups, unlike the other markups, have the ability to set different markups based on the part class, do you think it’s calculating this based on the materials that are actually on the quote?
Thanks for any direction. I’ve got a pretty customized process where I’m creating quote lines and the MOMs to deal with supply chain issues, but I’m trying to use markups from ‘template’ quotes and I can’t get the right values.
Looks like those are calculated fields. If you look in the help for field QuoteQty.PercentType (or Calculations Based Upon in the form) you will see the formulas there:
A qualifier of the Material, SubContract, Labor, Burden and Miscellaneous markup percent values. Prices can be calculated either as a straight markup of cost ( Cost + (Cost * x %)) or a percent of profit ( Cost / (100% - x%). PercentType “M” = straight markup, “P” = Profit Percent. Defaulted from referenced QMarkup, from EQSyst.PercentType if not blank, else default as “M”.
Thanks for the feedback. That doesn’t really answer my question, but perhaps it wasn’t clear.
If I’m using markup and I have $300 material costs, 20% markup, then the formula is pretty simple. Material Price = $300 + ($300 x 20%) = $360. My issue isn’t the $300 or the $360, my issue is where is it getting the 20% from. If I go to the QuoteQty.MaterialMarkup for that quote/line/qtynum, the value there is 10, not 20. So, when I look at the quote on the screen, I can’t figure out where Epicor is getting the 20% from.
Here’s the Worksheets page for my quote line:
The query against QuoteQty for that quote/line shows:
Note: the Burden, Labor, Subcontract and Mtl Burden all match. The Material is showing 20% on the screen, 10% on the table.
I think I found what I was looking for. There’s a table Qtmmkup which contains the material markup percentage by Class Code, and the field that’s displayed on the Worksheet for the markup percentage is a weighted average of all the Material that’s a part of the BOM.
My guess is the field QuoteQty.MaterialMarkUp was the field way back in the early versions of Vantage/Vista, and when Epicor introduced the ability to have material markup rates based on part class, just left the field out there.
I set the part class markups at various values, ran a query against QuoteMtl to get the cost per material (required quantity * Est Unit Cost), applied the markup rate based on the class ID of the material. With that, I ended up with the total Material Cost and Price, and was able to back into the weighted percentage.
