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DA0534 - Supplier Contracts

DA0534 - Supplier Contracts. DA0534 Supplier Contracts. Static Data. Static Data: Contract Suspension Reason Contract Delivery Terms Contract Payment Terms Supplier Maintenance Full Stock Details User Supplier Comments User Activity Maintenance.

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DA0534 - Supplier Contracts

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  1. DA0534 - Supplier Contracts DA0534Supplier Contracts DA0534 - Supplier Contracts Last updated: 03-01

  2. Static Data • Static Data: • Contract Suspension Reason • Contract Delivery Terms • Contract Payment Terms • Supplier Maintenance • Full Stock Details • User Supplier Comments • User Activity Maintenance DA0534 - Supplier Contracts Last updated: 03-01

  3. Contract Suspension Reason (ce_cont_susp_reason) Contract Suspension Reason (ce_cont_susp_reason) DA0534 - Supplier Contracts Last updated: 03-01

  4. Contract Suspension Reason This option has been added to allow you to enter valid contract reason codes. DA0534 - Supplier Contracts Last updated: 03-01

  5. Contract Delivery Terms (ce_cont_del_terms) Contract Delivery Terms (ce_cont_del_terms) DA0534 - Supplier Contracts Last updated: 03-01

  6. Contract Delivery Terms This option has been added to allows you to enter valid contract delivery terms. DA0534 - Supplier Contracts Last updated: 03-01

  7. Contract Payment Terms (ce_cont_pay_terms) Contract Payment Terms (ce_cont_pay_terms) DA0534 - Supplier Contracts Last updated: 03-01

  8. Contract Payment Terms This option has been added to allow you to enter valid contract payment terms. DA0534 - Supplier Contracts Last updated: 03-01

  9. Supplier Maintenance (pl_supplier_entry) Supplier Maintenance (pl_supplier_entry) DA0534 - Supplier Contracts Last updated: 03-01

  10. Supplier Maintenance Enter or F2-Browse and select a valid supplier code to be referenced as the parent of this supplier. This option has been extended to include a new memo field which allows you to specify a parent supplier reference to be recorded. DA0534 - Supplier Contracts Last updated: 03-01

  11. Full Stock Details (st_stock_entry) Full Stock Details (st_stock_entry) DA0534 - Supplier Contracts Last updated: 03-01

  12. Full Stock Details If these fields are blank the tolerances will be taken from the system keys POCALLTOLQ and PORECTOLQ. This option has been extended to include 2 new fields which allow you to specify call-off and delivery tolerances specific to a product code. Note: Delivery tolerance is only available if DA0533 (Purchase Invoice Matching to Goods Received) is also licensed. DA0534 - Supplier Contracts Last updated: 03-01

  13. Full Stock Details - Technical Pages Enter your technical page(s), noting each page number. You can create a number of technical pages on product codes that are specifically for supplier contracts. Each page number that holds technical details of a supplier contract are added as a value to the system key POCONPAGE. The system key setting is set to either each page number separated by a comma or a range of page numbers, e.g. 1-5. DA0534 - Supplier Contracts Last updated: 03-01

  14. User Supplier Comments (po_usr_supp_comm_mnt) User Supplier Comments (po_usr_supp_comm_mnt) DA0534 - Supplier Contracts Last updated: 03-01

  15. User Supplier Comments Enter or browse the supplier code. The user will default to the current user. Enter a comment code, then CR-Accept. Enter the comment description followed by up to 6 lines of comment(s). This option has been added to allow you to enter comments that are specific to both the user and the supplier. Note: There is also a User Supplier Comments Enquiry (po_usr_supp_comm_enq) option. DA0534 - Supplier Contracts Last updated: 03-01

  16. User Activity Maintenance (po_usr_activity/pq_usr_activity) User Activity Maintenance (po_usr_activity/pq_usr_activity) DA0534 - Supplier Contracts Last updated: 03-01

  17. User Activity Maintenance Tick this check box if this user is allowed to enter supplier contracts. Enter the maximum amount up to which this user is allowed to create a supplier contract. This option has been amended to include the activity of entering supplier contracts. DA0534 - Supplier Contracts Last updated: 03-01

  18. Tasks • Tasks: • Contract Maintenance • G/L Postings • MRP Recommendations • Purchase Orders • Purchase Receipts • Purchase Invoices • Enquiries DA0534 - Supplier Contracts Last updated: 03-01

  19. Contract Maintenance (pq_contract_entry) Contract Maintenance (pq_contract_entry) DA0534 - Supplier Contracts Last updated: 03-01

  20. Contract Maintenance - Enter Contract Number This allows an existing contract to be copied. Type in the contract number, or F6-Next for the number the contract automatically. This option has been added to allow the entry of supplier contracts. Note: The contract numbers are held on the system key POLASTCON. The format of these numbers is defined by the system key POCONFMT. DA0534 - Supplier Contracts Last updated: 03-01

  21. Contract Maintenance - Header Details Select F8 to view the supplier’s details. Supplier with whom the contract is made. Supplier ref appears on the purchase order. Enter the date when the contract expires. Wildcard substitution for posting code. This screen is displayed after accepting the contract number. DA0534 - Supplier Contracts Last updated: 03-01

  22. Contract Maintenance - Header Details Enter or F2-Browse and select a valid delivery code for this contract. Enter a description for the contract. Enter or F2-Browse and select payment terms for this contract. Leave blank to use the suppliers payment terms. Enter or F2-Browse and select a valid delivery terms code for this contract. DA0534 - Supplier Contracts Last updated: 03-01

  23. Contract Maintenance - Header Details This price list will default from the supplier’s record. Enter or F2-Browse and select a valid reason code as to why this contract is suspended. Tick this check box to mark this contract complete. Tick this check box to suspend the contract. DA0534 - Supplier Contracts Last updated: 03-01

  24. Contract Maintenance - Header Details If you have the Euro project licensed (DA0659) and this is a foreign supplier, select F4 to view/amend the current rates. The contract rate will default to zero. To use a fixed rate for all call-offs, enter the contract rate here. This filed will not be highlighted if the Euro project is licensed. If this is a foreign supplier, the currency code used will be fixed to that on the supplier’s record. DA0534 - Supplier Contracts Last updated: 03-01

  25. Contract Maintenance - Currency Details Amend the exchange rate, if necessary. This window appears when you select F4-Currency on the header details. DA0534 - Supplier Contracts Last updated: 03-01

  26. Contract Maintenance - Header Details These references allow you to enter either free-form text or valid purchase order numbers/contract numbers (via F2-Browse). Enter the maximum overall value of the contract). Enter the maximum value of the call-offs. This field displays the total value of call-offs so far. If a call-off is deleted or modified, this value adjusts accordingly. Note: If the maximum value is zero, then the contract has an unlimited value. DA0534 - Supplier Contracts Last updated: 03-01

  27. Contract Maintenance - Contract Lines Enter or F2-Browse and select the product codes for this contract. This window appears when you accept the contract header details. Note: You can also browse and select services, comments and user/supplier comments. DA0534 - Supplier Contracts Last updated: 03-01

  28. Contract Maintenance - Contract Line Details This displays the quantity actioned so far, any deletions/amendments are adjusted accordingly. Enter the maximum quantity and call-off quantity for this contract line. Enter/amend the pricing and discount details. This account defaults from the PONLACCxxx system key(s). This window appears when you have entered/selected the product codes for the contract. Prices are determined, depending on the settings on the following system keys: POPRICING, POCOSTTYPE, STCOSTTYPE. DA0534 - Supplier Contracts Last updated: 03-01

  29. Contract Maintenance - Contract Line Details Enter the date range for this contract line. These fields are mandatory. POCALLTOLQ PORECTOLQ POINVTOLP Enter the tolerances for this contract line. The defaults are shown in brackets. POINVTOLL POINVTOLQ This window appears when you accept the contract header details. Defaults are taken from the following system keys: DA0534 - Supplier Contracts Last updated: 03-01

  30. Contract Maintenance - Contract Line Details If the contract is suspended, enter or F2-Browse and select a valid reason code. Tick the relevant check boxes if this contract line is suspended or complete. This window appears when you accept the contract header details. DA0534 - Supplier Contracts Last updated: 03-01

  31. Contract Maintenance - Contract Line Details F3 browses on stock units. F4 displays any technical sheets for this product. F6 displays the product group information. Note: Any technical details will be printed on the contract according to the system key POCONPAGE. If the same stock appears more than once, technical details only print for the first occurrence. CR-Accept this window, then enter any further contract lines. DA0534 - Supplier Contracts Last updated: 03-01

  32. Contract Maintenance - Copying Contract Lines F4 copies the current line to a new line a specified number of times and with uplifted dates. DA0534 - Supplier Contracts Last updated: 03-01

  33. Contract Maintenance - Copying Contract Lines The repeat period size applies to 2 dates of the line being copied. In this e.g 13 days. Enter the number of times this line is to be copied. DA0534 - Supplier Contracts Last updated: 03-01

  34. Contract Maintenance - Copying Contract Lines F8 toggles further details of the lines. The number of lines, in this case 3, have been copied to the contract. DA0534 - Supplier Contracts Last updated: 03-01

  35. Contract Maintenance - Copying Contract Lines Here the dates displayed have been calculated, based upon the Repeat Period Size field on the Generate Repetitive Contract window. DA0534 - Supplier Contracts Last updated: 03-01

  36. Contract Maintenance - Finalising the Contract You can then enter any services or comments as required. When you have entered all the contract lines, ESC-Exit, then either: F10-Print to print the contract. POCONPAGE system key defines the technical description of the print and the contract will have a PRINTED status. It is not mandatory to print the contract. ESC-Continue DA0534 - Supplier Contracts Last updated: 03-01

  37. Contract Maintenance - Amending the Contract • Once a contract is entered, amendments to it are restricted as • follows: • A contract/line can be manually set to COMPLETED or HELD, with Reason Codes. • If a contract/line is COMPLETED, no amendments are allowed. • The start/end dates can be amended, if the appropriate date has • not been reached. • The price cannot be changed once call-offs have been made. • The quantity cannot be reduced to below the quantity already • called off. DA0534 - Supplier Contracts Last updated: 03-01

  38. G/L Postings G/L Postings DA0534 - Supplier Contracts Last updated: 03-01

  39. G/L Postings G/L Postings for contract commitments are made via G/L Reserve Accounts.This creates a reversing journal. Contract Reserves in base currency are calculated on a contract line-by-line basis. The calculation is: (price less discount) * (quantity outstanding for contract line) The contract maximum value is not included in the calculation, as the total remaining value cannot easily be apportioned across several contract lines. Where a contract has a maximum value and no maximum quantities on the detail lines, it is excluded from the PO reserve. You can also exclude or include held contracts, depending on the setting of the new system key PORESCONH. DA0534 - Supplier Contracts Last updated: 03-01

  40. G/L Reserve Accounts (po_reserve_accs) G/L Reserve Accounts (po_reserve_accs) DA0534 - Supplier Contracts Last updated: 03-01

  41. G/L Reserve Accounts - New Reserve Type Enter the reserve type of 0 for actionable contracts then CR-Accept. This option has been amended to allow a new reserve type to include contracts and schedules not actioned. DA0534 - Supplier Contracts Last updated: 03-01

  42. G/L Reserve Accounts - Sort Criteria You can now sort this window by Contract, by selecting O. DA0534 - Supplier Contracts Last updated: 03-01

  43. G/L Reserve Accounts - Contract Details Once you have entered the reserve data, the detail of contracts not yet actioned are displayed. DA0534 - Supplier Contracts Last updated: 03-01

  44. MRP Recommendations MRP Recommendations DA0534 - Supplier Contracts Last updated: 03-01

  45. Generate MRP Recommendations • If you are using MRP and have generated the recommendations, via one of the • following: • Generate MRP Recommendations (mr_mrp_generate / mr_mrp_generate_k) • Generate Reorder Recommendations (mr_reorder_gen) • Generate MRP/MPS Recommendations (mr_mrp_from_mps / mr_mrp_from_mps_k) • you can then assign the recommendation to a contract number via • Adjust Recommendations. • You then have the option to generate a purchase order from a contract via one of • the following options: • Predict Future Stock (mr_rolling_stock) • Raise Approved Orders (mr_mrp_orders) • We will look at how Adjust Recommendations has been amended for • this project. DA0534 - Supplier Contracts Last updated: 03-01

  46. Adjust Recommendations Adjust Recommendations (mr_mrp_adjustmr_mrp_adjust_k) DA0534 - Supplier Contracts Last updated: 03-01

  47. Adjust Recommendations - Select Supplier/Product Code A new F4-Browse has been introduced which allows you to browse on stock items based on the buyer ID. This window displays the different types of browse available for selection. DA0534 - Supplier Contracts Last updated: 03-01

  48. Adjust Recommendations - Amend Recommendations You may wish to split the recommendation into smaller parts. You can do this via F4-Amend. This window displays the recommendations for the product. DA0534 - Supplier Contracts Last updated: 03-01

  49. Adjust Recommendations - Split Quantities Select F4 to split the quantity. This window displays the fields that can be amended. DA0534 - Supplier Contracts Last updated: 03-01

  50. Adjust Recommendations - Enter Split-off Quantity Enter the quantity to be split off, then CR-Accept. Note: This will produce a separate recommendation line. DA0534 - Supplier Contracts Last updated: 03-01

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