In this tab, the following PO lines can be added:
- from existing purchase lines,
- or by creating new lines with the same characteristics as those of the purchase request.
As long as the command is not confirmed (or edited, depending on the configuration of the user's profile), changes to the line are still allowed.
These changes are taken into account and reflected on the lines of purchase requests. They are tracked in the change history.
If the order is open, you can add new order lines, even after issuance. Only the new lines will be carried over to the next order form.
Amounts
- Ordered amount excluding taxes and including taxes: The sum of the amounts of the order lines, not including the additional costs. These amounts are expressed in the reference currency and in the supplier's currency, if different.
PO lines
- To add new order lines, move the cursor to the add icon
.
→ The various means of line creation are offered.
- Select the means of creation.
→ Depending on the case, the list of purchase requests is displayed, or a new line is created on which the user has to enter all the information normally indicated in PRL.
- The color at the end of the line indicates the receipt status of the line:
- : no receipt.
- : partial receipt.
- : total receipt.
- : invoicing finished, receipt not finished.
- : invoicing and receiving finished.
Rules for initializing item or service data from the catalog or contract catalog link
Once an item or service has been selected in a purchase line, certain data relating to the catalog or Contract catalog link is transferred to this line. In some contexts, the application may not be able to return data automatically.
The purpose of this paragraph is to clarify these rules.
Data from the catalog or contract catalog:
- the purchase unit
- unit price
- name
- the discount
- the delivery time
Data initialization rules:
- If the item or service does not have a catalogue link or a contract catalog link, no data is returned to the PRL.
- If the item or service has a single catalog link, the catalog data is returned. The PRL is initialized.
- If the item or service has a single contract catalog link, the contract catalog data is returned. The PRL is initialized.
- If the item or service has several catalog link, no data is returned. The PRL is not initialized.
- If the item or service has several contract catalog links, no data is returned. The PRL is not initialized.
This data can also be reinitialized later on using the Search for item purchase conditions and Search for specific conditions actions available from the Item or Service infozone.
Color indicator:
The color at the end of the line indicates whether the item or service has been initialized by the catalog or contract catalog. This indicator is true as long no receipt has been carried out:
specific terms
If the order is linked to a contract, specific terms can be added; to do this:
- Go to the cursor on the add icon .
→ The various means of line creation are offered.
- Select contract references.
→ The list of Specific terms is displayed. If necessary, the [Search] tab can be used to refine the search criteria.
On a new order, for which no contract is entered, when a service/item is added:
- If the code for the element entered is linked to a specific condition, a pop-up window setting out the corresponding specific conditions is displayed.
- If acondition is selected, the corresponding information is returned to the order line and the order contract is initialized.
Change history
- To view the details about the changes made on the order line, click on the order line.
→ It appears highlighted in blue.
- On the action menu of the list
, select "History of changes".
→ Details on the successive changes of the selected line are displayed.
Detail tab
The information is identical to that on the purchase line, but you can change all of it in the order. For details about the fields, see Purchase request [Purchase lines] [Details].
- Invoicing: Invoicing progress. Same principle as for the order [General].
Allocations and costs tab
The information is taken from the original PRL , but can still be changed.
See Purchase request [Purchase lines] [Allocations & costs].
Address tab
This tab can be seen on a purchase order with delivery distributed according to the order line. It indicates the designated delivery address of the order line.
The system will automatically determine the delivery address based on the information of the entity entered on the order line, determining the delivery distribution, and therefore the "Selected delivery point".
If the system does not find an address eligible for delivery on the entity allowing the breakdown ("Grouped by"), it will then browse through the entity's parent elements in order to determine whether one of these entities has a valid address and select it as the "Selected delivery point":
- For Customer: the system will search for an address from the parent customer
- For an Item of equipment, the system scans the equipment tree to determine if an eligible address (the first one found) is present. In case of multiple parents, the system takes the first one found.
- For a Management, the system does not have a parent entity to search for as it is based only on the addresses of the associated organization.
- For a Warehouse, the system will search for an address in the warehouse organization if necessary.
- Issue of: The code of the specified entity with a valid delivery address for the order line.
While the code used is that of the entity on which the distribution is made, the entity code may differ from the one concerned, - Regarding: The determining entity of the order line that allows the order line to be split between an address.