Enter Included Parts
Explanation
Use this function to enter purchase parts that are to be 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.
If the agreement is valid for a supplier hierarchy, you can add parts
valid for both the agreement supplier, but also all subordinate
suppliers in the hierarchy.
You can indicate a max amount per line and 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.
If you are using the update order prices feature in the supplier
agreement, you can exclude certain lines from the update process by enabling
the Exclude from Order Update switch.
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.
- A supplier for purchase part connection must exist between the part
and either the agreement supplier, or one of the subordinate suppliers, for at least one
of the included sites.
- If the Object Level option has been enabled
in Supplier Tax Code Validations section 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 option is enabled, 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 option is disabled, 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.