| # 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: Contract Lines Refers to the Purchase Contract Lines (tdpur3101m000) session. On this tab, you can view, enter, and maintain the lines of the purchase contract. Double-click the line for more detailed information. Prices Refers to the Purchase Contract Prices (tdpur3103m000) session. On this tab, you can view, enter, and maintain purchase contract price revisions. Double-click the line for more detailed information. Analysis Refers to the Purchase Contract Line - Analysis (tdpur3513m000) session. On this tab, you can view a results analysis for the purchase contract lines. Purchase Contract Line Logistic Data Refers to the Purchase Contract Line Logistic Data (tdpur3102m000) session. On this tab, you can view, enter, and maintain logistic agreements for a contract line. Double-click the line for more detailed information. Terms and Conditions Refers to the Terms and Conditions Lines (tctrm1120m000) session. On this tab, you can view, enter, and maintain the terms and conditions lines of the terms and conditions agreement that is linked to the purchase contract. Double-click the line for more detailed information. 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). Related topics Purchase contracts Setting up purchase contract price revisions Overview of terms and conditions 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. Phone Your contact's (direct) telephone number. 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. Related topics Default purchase office Contract Type You can select a special contract type, or a normal contract type. Terms and Conditions ID The terms and conditions agreement that is linked to the purchase contract. Note You can click Generate Terms and Conditions from Template on the appropriate menu to generate a new terms and conditions agreement from a terms and conditions template in the Generate Terms and Conditions from Template (tctrm2200m000) session. The newly generated terms and conditions agreement is automatically entered in this field. Related topics Overview of terms and conditions 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. Allowed values Indicate Contr. Approved 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. Related topics Workflow status process 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
Note The price and discounts are retrieved from the applicable contract price revision. 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. Related topics Delivery terms Point of Title Passage The point at which the legal ownership changes. At this point, the risk passes from the seller to the buyer. Related topics Delivery terms 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. This field is defaulted from the Print Contract Acknowledgment field in the Purchase Contract Parameters (tdpur0100m300) session. Print Status This field shows the printing status of the contract acknowledgement. You can print contract acknowledgements in the Print Purchase Contract Acknowledgments (tdpur3405m000) session. 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. Allowed values Contract Status 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. Full name The contact's full name. 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. Related topics To model tax exceptions 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. Activate Activates the purchase contract. You cannot change headers with an Active status. To activate a contract, the following conditions must be met: Contract lines must exist. If the Confirmation Needed? check box is selected in the Purchase Contract Parameters (tdpur0100m300) session, the Confirmation Number field must be filled before you can activate the contract. The expiry date must be later than the system date. De-activate De-activates the purchase contract. This action changes the status from Active to Free. If called or booked quantities exist, the Maintaining Contracts Always Allowed check box must be selected in the Purchase Contract Parameters (tdpur0100m300) session before the purchase contract can be de-activated. Terminate Terminates the purchase contract. To terminate a contract, contract lines must exist. Generate Terms and Conditions from Template Starts the Generate Terms and Conditions from Template (tctrm2200m000) session. Terms and Conditions Lines Starts the Terms and Conditions Lines (tctrm1120m000) session. Contract - Lines - Synchronization Starts the Purchase Order - Lines - Synchronization (tdpur0280m000) session. Evaluate Purchase Contracts Starts the Evaluate Purchase Contracts (tdpur3420m000) session. Generate RFQs from Contracts Starts the Generate RFQs from Contracts (tdpur3201m000) session. Delete/Terminate Purchase Contracts Starts the Delete/Terminate Purchase Contracts (tdpur3203m000) session. Delete Purchase Contract History Starts the Delete Purchase Contract History (tdpur3202m000) session. History Starts the Purchase Contract History (tdpur3550m000) session. Turnover History Starts the Purchase Contract - Turnover History (tdpur3551m100) session. Purchase Contracts Overview Starts the Purchase Contracts Overview (tdpur3500m500) session. Purchase Contracts - by Purchase Office Starts the Purchase Contracts - by Purchase Office (tdpur3505m000) session. Purchase Contracts - by Item/Price Group Starts the Purchase Contracts - by Item/Price Group (tdpur3510m000) session. Procurement Data by Contract Starts the Procurement Data by Contract (tdpur3502m000) session. Order Pegging Starts the Browse Order Pegging (cprrp0740m000) session. Tax Numbers by Business Partner Starts the Tax Numbers by Business Partner (tctax4100m000) session. |