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Price Proposal Lines | |
Type | The type of the material, service, asset, material class and material set which will be evaluated within the scope of the price proposal is selected in this field. |
Code | The code of the material/service for which a price proposal is received. The relevant browsers are opened according to the selected type in Type field, and material or service for which the price will apply is selected. |
Description | The description of the material/service for which a price proposal is received. The description of the material/service selected in the Code field is transferred into this field automatically. A new definition can also be selected in this field by using the browse button. |
Variant Code | The variant code of the configurable material/material sets. If a material set is processed on the line, the variant code and description of the materials included in the set are transferred into the Variant Code and Description fields. Configurable materials can be selected from the list. |
Variant Description | The variant description of the configurable material/material sets. If a material set is processed on the line, the variant code and description of the materials included in the set are transferred into the Variant Code and Description fields. |
Quantity | The quantity of the material, service, asset, material class or material set for which the price proposal is received. |
Unit | Indicates the unit in which the price is received. The main unit appears by default. |
Unit Price | The unit price of the material/service/asset/material set or class. The unit price is entered directly into this field or the price options are listed. One of the defined purchase price, average price, last purchase or sales price, average of on hand, average of inputs, periodic average, LIFO and FIFO cost value, physical cost or historic unit price options can be selected for the material. The define price or the last purchase price can be selected for the services received. |
Unit Price (PC) | The unit price in pricing currency of the material/service/asset/material set or class on the line. The unit price information is entered over the currency type selected in Currency field. |
Currency | Indicates the currency type with which the transaction on the line is performed. Recorded currency types are listed and the related unit is selected. |
Exchange Rate | The exchange rate of the pricing currency. The daily exchange rate comes into field as default. If a different exchange rate will be applied to the transaction, daily exchange rates can be listed and the related value can be selected. |
(%) | The discount rate which will apply only for the material/service in the line. |
VAT Rate | The VAT rate of the material/service. VAT rate is specified in percent. |
VAT Included | Indicates whether or not the price specified on the Unit Price is VAT included. The box next to the field is checked if VAT is included. VAT included information is not entered for general contracts. |
Amount | The amount of the transaction. This value is automatically calculated and transferred into the field by the application using the Quantity and the Unit Price. |
VAT Amount | This value is automatically calculated by the application using the VAT rate of the material/service in the line and unit price information. |
Amount (PC) | The line transaction amount in pricing currency. This value is automatically calculated and transferred into the field by the application using the quantity and the pricing currency. |
Updated Unit Price | The new price information is entered in this field if the purchase price is updated later. |
Updated Unit Price (PC) | The new price information is entered over pricing currency in this field if the purchase price is updated later. |
Updated Amount | The material/Service amount recalculated over the updated unit price. |
Updated Amount in F.C. | The new material/service amount in foreign currency calculated over the updated unit price. |
Order No | Indicates the priority of the price proposal. |
Payment Plan | The payment which will apply for the material/service price specified in the line is entered in this field. The existing payment plan records are listed and the relevant payment plan is selected. |
Transaction Auxiliary Code | The transaction auxiliary code of the material/service price. Used to group the slip lines, filter a group of information during report generation and to display the totals of the grouped information. The user can use this field to record any necessary information that is not included in the slip. The Aux. Code on the line is different from the Aux. Code located at the top of the slip. The Aux. Code located at the top is a code pertaining to the slip bottom, while the Aux. Code on the line is used to group transactions. Filtering can be done by Transaction Aux. Code information in all slip reports. However, the application does not sort the slips by Transaction Aux. Code. |
Description | The description of the transaction in line. It is a alpha numeric field which is 30 characters in length. |
Cancel | Used to cancel the relevant price proposal line. |
Delivery Date | Refers to the delivery date of the material for which price proposal is received. |
Totals | Price proposal total amount and exchange rate information is saved in Totals section over the reporting currency. Totals tab is divided into two sections:
Reporting Currency: This option is used to record slip totals amount and exchange rate information in RC. The amount is calculated by taking exchange rate information - which is read from Daily Exchange Rates Table - and slip total amount into account; and it is transferred to the Total field automatically. However, if transaction will be saved over a different exchange rate value, RC exchange rate value is changed. Transaction Currency: This section is used to record proposal's transaction currency information. Transaction Currency type is selected in Type field or it is selected from Currencies list. The equivalent exchange rate of the local currency - which is read from Daily Exchange Rates Table - and invoice total amount are used to calculate TC total amount; and it is transferred to the field automatically. However, if transaction will be saved over a different exchange rate value, new exchange rate value is entered or selected from exchange rates table. |
Analysis Details | Analysis Details option is used to save analysis dimensions and projects which will be affected by the relevant transactions performed in purchase proposal. It is located at the bottom of the slip. Analysis details are recorded separately for each line shown in purchase slip and invoices. |
Generate Purchase Order in Purchase Proposals Browser
This menu option is used to generate purchase order automatically over the purchase proposals in "Order" status. This transaction is performed by using "Generate Order" option located in F9 menu of Purchase Proposals browser. Generate Order option is available for the purchase proposals in "Order" status only. It is possible to generate multiple orders over a single proposal. "Generate Order" opens the purchase order form which also shows proposal details. If user saves the order form, purchase order slip, which includes the proposal related lines, is generated.