The purchase quantity and terms are filled in on this sub-tab.

 

Supplier and delivery

• Supplier: That of the item, if known. If the supplier is entered at PR level, it cannot be changed.
  If needed, it can be deleted or changed in the [General] tab. Using the infozone icon , you can directly select the purchase terms from among those of the item catalog.
• Purchase type: That of the item if it is filled in for the item. Editable.
• Type of purchase: Item or service depending on the element. To be specified if the item/service is not listed.
• Item/service: Identifier of the item/service. To be filled in only if the item/service is listed in CARL Source.
  Using the infozone icon , you can directly select the purchase terms from among those of the item catalog. If a specific condition is selected, the icon and link are displayed.
• Supplier reference and name: Those of the item/service. One of these two fields must be filled in if the item/service is not listed in CARL Source.
• Update catalog: Upon closure of the PR, update or creation of the line in the supplier catalog for the item if the catalog does not contain several lines for the item. Checked by default if the "Update by purchases" check box is included in the supplier catalog.
• Planned receipt: Delivery date calculated from the current date and the delivery lead time specified in the item catalog.
• Reception check (If Inventory origin): Initialized with the value indicated for the item, but can be changed. See Reception check.
• Equipment: The equipment for which the item/service is being requested.
• Warehouse (If Inventory origin): Warehouse for which the request is being made. If the warehouse is entered at PR level, it cannot be changed.
  If needed, it can be deleted or changed in the [General] tab.

Customer/Company/Management

When it is the custom form CUSTOMER_PR_DET, the Customer/Management/Company fields are displayed:

 

• Customer: Initialized with the logged in agent, but can be changed.
• Management: Initialized with the customer selection, but can be changed.
• Company: Initialized with the customer selection, but can be changed.

 

 

Quantity

• Purchase unit: That found in the catalog. Editable.
• Quantity requested: Initial quantity in the PR.
• Quantity validated: Filled in only if the PR has been validated.

 

For a PR originating from Inventory only:

• Purchase coefficient: Ratio between the purchase unit and the storage unit of the item.
• Storage quantity: Requested quantity X purchase coefficient

 

Amounts

The prices and amounts are calculated in relation to each other according to the selected taxes and quantity requested or validated depending on the case.

• Gross unit price: Price excluding tax and discount.
• Discount: Discount rate compared to the gross price, expressed as a percentage. Example: if the gross price is 100 and the discount is 20, the net price will be 80.
• Net unit price: Price excluding tax with the discount applied.
• Total exc. tax: Net unit price X quantity
• Taxes 1, 2, and 3: Taxes to be applied. Initializes with the supplier tax, and if [empty] then initializes with the item/service tax.
• Tax amount: Amount of the taxes applied to the total excluding taxes.
• Total inc. tax: Total excluding taxes + Tax amount