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 company tax regime is VAT, a tax code must have been defined for the 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 tax regime is VAT, the tax code will be retrieved from the supplier for purchase part. 
• If the company tax regime is VAT and 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 company tax regime is VAT and 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

1. Select the Parts tab, and then click New.
2. Enter a site in the Site column if this line should be valid only for a specific site; otherwise, leave the column empty.
3. In the Part No column, either enter the part number manually or use the List of Values.
4. Enter the agreed price in the Price column.
5. Enter, if appropriate, the agreed discount and any additional cost in the Discount and Additional Cost columns.
6. Enter the agreed quantity in the Maximum Quantity column.
7. Enter supplementary information, notes, and document text if desired.
8. Save when completed.