Enter Included Parts
Explanation
Use this function to enter purchase parts that are to included in
a supplier agreement, i.e., a purchase agreement or a blanket purchase order. If it is a group agreement, you can specify whether a part is going to be
valid for all sites or for just one specific site. If the part should be included on one site only, specify that by entering
a value in the Site column. The purchase unit of measure
and the conversion factor between the purchase and inventory unit of measure must be the
same for the part on all valid sites where it is entered.
The result when the maximum amount is reached depends on what is
selected in the Maximum Amount Option field
in the General tab. If Do Not Exceed is chosen, it is impossible to save a
purchase order line that exceeds the amount. You must lower the quantity until the total
amount is lower than the maximum amount. If Exceed With Warning is chosen, you will
receive a warning message that the amount is exceeded. However,
you can still continue with the purchase order line. If
Exceed Without Warning is chosen, you will not receive any indication that the amount has
been exceeded. You can continue with your purchase order line.
Prerequisites
- General information about the supplier agreement must have been
saved.
- If it is a group agreement, at least one site must have been
entered.
- The part must have been entered as a purchase part for at least
one of the included sites.
- If the Object Level check box has been
selected under Supplier Tax, Tax Code Validations in Company/Tax Control/General,
a tax code must have been defined for defined for the supplier for purchase part.
System Effects
- The supplier agreement can be retrieved to purchase order lines for
the included parts if there is a valid period and the status of the supplier
agreement allows
purchasing.
- If the company is working with single tax code per
line items and the purchase part is taxable, the tax code will
be retrieved from the supplier for purchase part.
- If the Use
Price Incl Tax check box is selected, the Price/Curr and
Additional Cost fields are non editable and the price is calculated
based on the price including tax value and the tax code. The
additional cost amount is calculated based on the tax code and the
additional cost gross amount. The Price Incl Tax/Curr and
Additional Cost Gross/Curr fields are editable.
- If the Use
Price Incl Tax check box is cleared, the Price Incl Tax/Curr and
Additional Cost Gross/Curr fields are non editable and the price
including tax is calculated based on the value entered for the price and the
tax code. The additional cost gross amount is calculated based on the tax
code and the additional cost net amount. The Price/Curr and
Additional Cost/Curr fields are editable.
Window
Supplier Agreement
Related Window Descriptions
Supplier Agreement
Supplier Agreement/Parts
Procedure
- Select the Parts tab, and then click
New.
- Enter a site in the Site column if this line should be valid only for a specific site;
otherwise, leave the column empty.
- In the Part No column, either enter the part number manually or
use the List of Values.
- Enter the agreed price in the Price column.
- Enter, if appropriate, the agreed discount and any additional cost in the Discount and
Additional Cost columns.
- Enter the agreed quantity in the Maximum Quantity column.
- Enter supplementary information, notes, and document text if
desired.
- Save when completed.