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No

The record and tracking number of the purchase price proposal. Slips are in order by their record number. Slip number is mandatory and slips cannot be saved without specifying the slip number.

Date

The record date of the purchasing price proposal. The system date appears by default. It can be changed when required. Slips are in order by date. Slip date is mandatory.

Hour

The record time of the purchasing price proposal. The system time appears by default. It can be changed when required.

Validity Date

Indicates a due date until when the proposal will be valid. System date will appear by default. It cannot be after the End Date.

Auxiliary Code

A secondary code field of 10-character length used to group slips.

The auxiliary code is used to classify purchasing price proposals by company specific criteria. This field can also be used to enter additional information for the purchasing price proposal if the required field does not exist on the slip.

Authorization Code

Used to define authorizations in detail. It is a 10-character length field. Users can access or process the records only if they are authorized by work definition. Detailed authorization definition required planning. First, the relevant slips which can be processed and accessed by the users or user groups are specified. Then each slip group must be assigned a different authorization code. Slips are encrypted on authorization code basis. It is ensured that users can perform transactions on the slips only if they logged in with the relevant authorization code.

Payment Plan

Purchase prices can show differences depending on the payment plan terms. This field is used to specify the payment for the price proposal. The payment plans can be listed by clicking the browser button and the relevant record is selected.

Salesperson

Salesperson The salesperson who prepared the relevant proposal is entered.

AR/AP

Code and description of the AR/AP specified in proposal card.

Phase

Current phase of the proposal.

Proposal Type

Type of the proposal specified in proposal card.

Start / End Date

Start and end dates of the proposal.

Description

A general description field for the slip.

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
• Transaction Currency

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.