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.