This tab contains all the purchasing information on the item for each supplier that offers it.

Rate changes are tracked and can be viewed by the History of prices action.

Managing the list [Catalog]

The list includes one or more lines per supplier.
The information of the selected line is to be entered in the lower pane: Details about purchasing terms.
To add or delete items from the list, use the and icons.

Details about purchasing terms

• Supplier: Identifier of the supplier, to be entered or selected.
• Reference: Item reference used by the supplier.
• Name: Name of the item at the supplier' plant.
• Status: Status of the purchasing terms for this item and this supplier.
  • Active, the supplier offers the item.
  • Inactive, the supplier does not offer it, the item must not be ordered from this supplier. This status is irreversible.
• Updated on: Date of the last update of the purchasing terms for this supplier and this item.
• Warehouse: Warehouse used to pre-filter the purchasing terms from the purchase request or item supplies.
• Manufacturer: Manufacturer of the item for this supplier. The Manufacturer must be a supplier referenced in CARL Source.
• Manufacturer ref: Manufacturer reference of the item.

Rates

The following prices are calculated in relation to each other as a function of the tax provided in the general information and the discount filled in for this catalog line.

• Gross unit price excluding VAT: Price excluding tax and discount.
• Net unit price excluding VAT: Price excluding taxes, discount applied.
• Gross unit price including taxes: Price with tax applied and excluding discount.
• Net unit price including taxes: Price with tax applied and discount applied.
• 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 is 80.
• Updated by purchasing: If checked, offers as default to update the item catalog based on the purchase request or order.

Quantity

• Purchase unit: Unit in which the item quantity is expressed by the supplier.
• Coefficient: Ratio between the purchase unit and the usage unit of the item. Example: if the item is sold in pallets of 200 and managed in inventory in packs of 10, the coefficient is 20.
• Usage unit: Unit of the item filled in in the general information.
• No. of decimals: Number of digits after the decimal to be taken into account when expressing the quantity in the purchase unit.
• Minimum: Minimum quantity to be ordered; checked upon order validation.
• Packaging: Quantity per packaging unit, expressed in purchase units.
  In the case of reorder from the supplier, the quantity offered will be initialized using a value that is a multiple of the packaging quantity.
• Warranty: Number of months of warranty after purchase from the supplier.
• Delivery lead time: Typical number of days between order issuance and delivery by the supplier.

Managing the list [Catalog on Contract]

On this sub-tab, you can view the Contract in which the item is referenced.
You cannot change the information in this form.

The data can be viewed from the Item form, and on the details section of the Supplier form and the Service form.

Details about purchasing terms

• Contract: Identifier of the contract.
• Type: Type of contract.
• Period: Identifier of the period.
• Type: Type of contract.
• Start: Period start date.
• End: Period end date.
• Supplier: Supplier linked to the contract.

Details of the item/service

• Item/Service: Item or service code.
• Supplier ref: Identifier used by the supplier to designate the product.
• Revision: Product revision coefficient.
• Gross UP excl. tax: Unit price without discount or tax applied.
• Discount: Discount percentage applied to the gross unit price.
• Net UP excl. tax: Net UP = Gross UP x (1 - Discount/100).

Quantity

• Purchase unit: Purchase unit of the item or service.
• Coefficient: Coefficient between the purchase unit and the internal management unit.
• Minimum: Minimum purchase quantity.
• Warranty: Warranty period in months.
• Usage unit: Item management unit.
• Packaging: Management quantity.
• Delivery lead time: Delivery lead time in days.
• Maximum quantity: Maximum purchasing quantity defined in the Contract for the item or service.
• quantity purchased: Quantity already purchased over the contract period.