| Purchase Contract (tdpur3600m000)Use this session to view, enter, and
maintain a specific purchase contract and linked purchase contract lines. You can specify a purchase contract header and purchase
contract lines on one screen. This session enables you to quickly enter the
most important information for a purchase contract and to handle the contract. - You can start this session from the Purchase Contracts (tdpur3100m000) overview session, by double-clicking a record, or by
entering a new purchase contract. You can also start this session stand-alone.
- To view the details of the purchase contract header, click
Purchase Contract Details on the File menu of the current session. As a result, the Purchase Contracts (tdpur3100m000) details session starts.
- To view the details of a purchase contract line, select and
double-click a purchase contract line. As a result, the Purchase Contract Lines (tdpur3101m000) session starts.
Tabs The lines on the tabs refer to these sessions: Note - You can link a purchase order or a purchase schedule to a purchase contract with the Active status.
- To activate, de-activate, or terminate a contract, you can
select the corresponding options in the session. When a contract is activated
or de-activated, all linked contract lines are activated or de-activated, if
possible.
- You can use the Purchase Contract Lines (tdpur3101m000) session to activate or de-activate a single
purchase contract line.
- If you click the Show the attachments button, the Objects Links (dmcom8110m000) session starts in which you can link a document
of any format to the purchase contract, or view the linked document(s).
Business Partner The business partner from whom you order goods or services;
this usually represents a supplier's sales department. The definition includes
the default price and discount agreements, purchase-order defaults, delivery
terms, and the related ship-from and invoice-from business partner. Buy-from Address The business partner's address code. Default value LN retrieves the default address from the Business Partner (tccom4100s000) session or from the Buy-from Business Partner (tccom4120s000) session. ZIP Code/Postal Code The buy-from business partner's ZIP code. Buy-from Contact The code of the buy-from contact. Buyer The employee of your company who is the contact to the
concerned buy-from business partner. The buyer is also known as the purchasing
agent. Default value LN retrieves the default buyer from the Buy-from Business Partner (tccom4120s000) session. Purchase Order Type The default purchase order type when generating purchase orders from delivery contracts. Note These purchase order types are not allowed in contracts: - Return orders
- Direct delivery orders
- Cost orders
- Consignment payment orders
- Collect orders
Contract The number of the purchase contract. Note The default number group is the number group that is linked
to the purchase office in the Purchase Office field. Purchase Office A department in your organization that is responsible for
buying the materials and services needed by your organization. You assign
number groups to the purchase office. In this way, you can assign serial numbers to: - Purchase orders
- Purchase schedules
- Requests for quotations
- Purchase contracts
You can also define a default warehouse where goods ordered by
the purchase office must be delivered. Note Leave this field empty if the contract is a central contract, which is a contract that can be used by multiple logistical
companies in a multisite environment. Text If this check box is selected, a text is present. Status The status of the purchase contract. You can assign a status to each contract with these
options: - Terminate
- Activate
- De-activate
Note In the Purchase Contract Lines (tdpur3101m000) session, you can: - Maintain the status at contract line level independent of
the header status.
- Enter new contract lines for purchase contracts with the Free and Active status.
Workflow Status The status that applies if the business object requires authorization using ION Workflow. When you perform a change that requires authorization, a
checked-out version is automatically created for the business object. The
changes you submitted are only effective after approval/check-in. You can also
undo your changes, or recall your submitted changes. - Checked-out and checked-in objects are displayed in the Checked-out Objects (ttocm9599m000) session.
- From the appropriate menu of this session, select Workflow and then select the
required action for the business object.
Allowed values If the business object is checked out, this field shows an Object status. If the business object is checked in,
this field shows an Approval status. Regardless of the object being checked in or out, if a
description is specified for the object type in the Workflow Information Fields (ttocm0106m000) session (which is displayed as a
tab in the Object Types (ttocm0102m000) session), this field always shows the value of
the appropriate Description field. Note For more information on setting up and using ION Workflow
for business objects in LN, refer to the Infor LN Integration Guide for
Infor ION Workflows and Monitors at Infor Xtreme. Currency The currency in which the
amounts on the contract are expressed. Default value LN retrieves the default currency from the Invoice-from Business Partner (tccom4122s000) session. Contract Amount The total value of the goods recorded on the contract. This field includes the sum of the line amounts for all
linked contract lines with the Free and Active status. A contract line amount is calculated as follows: Agreed Quantity * Price - Discounts Reference A The first extra reference by which the order or request for
quotation can be identified. This reference is printed on various order
documents and lists. Reference B The second extra reference field that you can fill with extra
information. This reference is printed on the order documents and lists. Confirmation Number You can use this field to enter the buy-from business partner's
confirmation number or a remark that informs you that the contract is
confirmed. If the Confirmation Needed? check box is selected in the Purchase Contract Parameters (tdpur0100m300) session, this Confirmation Number field must be filled to activate the purchase contract. If this field is not
filled, you cannot activate the purchase contract. Contract Date Initially, this is the date on which the contract is specified,
but this date can be manually changed to a date in the past or future. Default value The current (creation) date. Effective Date The first day on which a record or a setting is valid. The
effective date often includes the effective time. Expiry Date The last day on which a record is valid. If you do not specify
an expiry time, the validity expires at the end of the expiry date, at 24:00
hours. Delivery Terms The agreements with the business partner, concerning the way
the goods are delivered. Relevant information is printed on various order
documents. Default value LN retrieves the default value from the Buy-from Business Partner (tccom4120s000) session. Note The description of the delivery terms is printed on the
contract acknowledgment. Point of Title Passage The point at which the legal ownership changes. At this point,
the risk passes from the seller to the buyer. Payment Terms Agreements about the way in which invoices are paid. The payment terms include: - The period within which invoices must be paid.
- The discount granted if an invoice is paid within a given
period
The payment terms allow you to calculate: - The date on which the payment is due
- The date on which the discount periods expire
- The discount amount
Default value - When you enter the contract, LN retrieves the default
payment terms from the Invoice-from Business Partner (tccom4122s000) session.
- When the purchase contract is filled manually on the purchase order header, these payment
terms are defaulted to the order header.
- If the contract results from a request-for-quotation, LN retrieves the default
payment terms from the RFQ Bidders (tdpur1505m000) session.
Note The description of the payment terms is printed on the
contract acknowledgment. Original Contract The number of the original contract on which the current
purchase contract is based. If this contract is copied from another contract, this
field is automatically filled with the original contract's number. This field can also be filled manually. Contract Acknowledgement You can indicate whether a contract acknowledgement must be
printed. Print Status This field shows the printing status of the contract
acknowledgement. Note If the Reprint Contract Acknowl. after Modification check
box is selected in the Purchase Contract Parameters (tdpur0100m300) session and the contract is modified after
the final contract acknowledgement is printed, the print status is
automatically set to Changed.
As a result, you can reprint the contract acknowledgement. If the Reprint Contract Acknowl. after Modification check
box is cleared in the Purchase Contract Parameters (tdpur0100m300) session and a change is made to the
contract after the final contract acknowledgement is printed, the print status
remains Original Printed. Business Partner The business partner that ships the ordered goods to your
organization. This usually represents a supplier's distribution center or
warehouse. The definition includes the default warehouse at which you want to
receive the goods and if you want to inspect the goods, the carrier that takes
care of the transport, and the related buy-from business partner. Address A full set of addressing details, which include the postal
address, access numbers for telephone, fax, and telex, e-mail and Internet
address, identification for taxation purposes, and routing
information. Contact The code of the ship-from business partner's contact. Warehouse The code of the warehouse where the
ship-from business partner must deliver the items. Code The address of the warehouse or place where the goods must be
delivered. Note If you do not enter a specific delivery address, LN uses the address data
that is linked to the warehouse you entered in the Warehouse field. City The city where the ship-from business partner is established. Country The country where the ship-from business partner is
established. Carrier/LSP The company responsible for the transportation of goods to the
ship-to business partner. Business Partner The business partner that sends invoices to your organization.
This usually represents a supplier's accounts receivable department. The
definition includes the default currency and exchange rate, invoicing method
and frequency, information about your organization's credit limit, the terms
and method of payment, and the related pay-to business partner. Address A full set of addressing details, which include the postal
address, access numbers for telephone, fax, and telex, e-mail and Internet
address, identification for taxation purposes, and routing
information. Contact The code of the invoice-from business partner's contact. Tax Classification An attribute of order headers and order lines that you can use
to define tax exceptions for the transaction. LN retrieves the
default tax classification from the invoice-from and invoice-to business
partners. For example, you can use the tax classification to
indicate: - That payments to an invoice-from business partner are subject
to withholding tax and social contributions
- To group business partners that have the same tax aspects for
your company, for example, subcontractors, or agents
- That the tax must be paid in a country other than the sales
office or service office's home country
Default value This field is defaulted from the Business Partner Tax Classification field of the Invoice-from Business Partner (tccom4122s000) session. Business Partner The business partner to which you pay invoices. This usually
represents a supplier's accounts receivable department. The definition includes
the default currency and exchange rate, the supplier's bank relation, the
number of days within which you must pay the invoices, and if the business
partner uses a factoring company. Address A full set of addressing details, which include the postal
address, access numbers for telephone, fax, and telex, e-mail and Internet
address, identification for taxation purposes, and routing
information. Contact The code of the pay-to business partner's contact. Late Payment Surcharge The percentage that is charged over the goods amount or over
rendered services that the recipient of the invoice must pay if the invoice is
not paid within a specified period. Default value LN retrieves the default late payment surcharge from the Invoice-from Business Partner (tccom4122s000) session. | |