| # Purchase Contract Lines (tdpur3101m000) use.session.to list and maintain purchase contract lines. Select one of the following options to activate, de-activate or terminate a purchase contract line: Activate De-activate Terminate To activate a contract line, the following conditions must be met: At least one active purchase contract price revision must exist. If purchase contract line logistic data exists, the data must be active. If the Delivery Contract Available check box is selected, at least one record must exist in the delivery contract. The expiry date contract line must be later than the system date. To de-activate a contract line, the following condition must be met: If called or invoiced quantities exist, the Maintaining Contracts Always Allowed check box must be selected in the Purchase Contract Parameters (tdpur0100m300) session. To terminate a contract line, the following condition must be met: If a purchase schedule is linked to a contract line, the purchase schedule must be terminated first. The status that is displayed is only valid for the contract line. As a result, different purchase contract lines of the same purchase contract can have different status. Note If you click one of the status options in the Purchase Contracts (tdpur3100m000) session, all purchase contract lines change to the same status. Related topics Purchase contracts Contract The number of the purchase contract. Buy-from Business Partner buy-from business partner Position The number of the purchase contract line. Note You can determine the default step size for contract lines in the Purchase Contract Parameters (tdpur0100m300) session. This enables you to insert new lines in a logical way. Purchase Office purchase office Item Code System item-code system Item Code System The item code in the coding system. baan converts this item code to the item code used in your own company. This conversion allows you to, for instance, use the buy-from business partner's or sold-to business partner's item code during order entry. Item item Effectivity Unit effectivity unit Related topics Overview of unit effectivity Engineering Item Revision The code of the E-Item revision. Apply Contract for All Items in Price Group If this check box is selected, the price and/or discount on the contract line applies to all items that belong to the price group as displayed in the Purchase Price Group field. Note If you record contracts for a price group, the following applies: The Item field must be filled with one of the items that belong to the price group. You cannot enter a delivery contract. You cannot link a purchase schedule to the contract. You can leave the Agreed Quantity field empty. You are not allowed to enter more than one contract line for the same price group in a single contract. You can only have one normal contract with a business partner for each price group, in a specific period. Related topics Purchase contracts Purchase Price Group The price group to which the item belongs. Note If you select the Apply Contract for All Items in Price Group check box, the contract applies to all items that belong to the price group. Agreed Quantity contract quantity Note The agreed quantity must be between the minimum contract quantity and the maximum contract quantity. Agreed Quantity purchase unit Min. Order Quantity inventory unit. Contract Date contract date Default value baan retrieves the default contract date from the Purchase Contracts (tdpur3100m000) session. Effective Date effective date Note A link with a purchase order or a purchase schedule can only exist if the order date on the purchase order line or the planned delivery date on the purchase schedule line falls in the effectivity period of the contract. Default value baan retrieves the default effective date from the Purchase Contracts (tdpur3100m000) session. The effective date of purchase contract line cannot fall before the effective date of purchase contract or after the expiry date of purchase contract. Expiry Date expiry date Note A link with a purchase order or a purchase schedule can only exist if the order date on the purchase order line or the planned delivery date on the purchase schedule line falls in the effectivity period of the contract. Default value baan retrieves the default effective date from the Purchase Contracts (tdpur3100m000) session. The effective date of purchase contract line cannot fall before the effective date of purchase contract or after the expiry date of the purchase contract. Contract Line Status You can assign a status to each contract line by clicking one of the following options on the Specific menu of the Purchase Contract Lines (tdpur3101m000) session: Terminate. Activate De-activate A contract line can have the following statuses: Free: When a new contract line is created, the contract line status is automatically set to Free. You can make changes to the contract line only if the status is Free. Active: You can link a purchase order/schedule/quotation to a contract line with the Active status. You cannot deactivate the contract agreements, if the status is Active and the Maintaining Contracts Always Allowed check box in the Purchase Contract Parameters (tdpur0100m300) session is cleared. Terminated: The contract line cannot be used after a contract is terminated. Note You can enter new contract lines for purchase contracts that have the Free or Active status in the Purchase Contracts (tdpur3100m000) session. You can also maintain the status at contract level in the Purchase Contracts (tdpur3100m000) session. In this case, all contract lines of a contract obtain the same status. Print Status This field shows the printing status of the contract line. The printing status can be: Not Printed: the contract line is not yet printed. Printed: the contract line is already printed. Changed: the contract line is changed after printing the contract line. Note If the Reprint Contract Acknowl. after Modification check box in the Purchase Contract Parameters (tdpur0100m300) session is selected, after the contract line is modified, the print status in the current field is automatically set to Changed. As a result, you can reprint the contract line. If the Reprint Contract Acknowl. after Modification check box in the Purchase Contract Parameters (tdpur0100m300) session is cleared, after a change is made to the contract line, the print status in the current field remains Printed. As a result, you cannot reprint the contract line. Purchase Schedule in use If this check box is selected,: A purchase schedule can be linked to the purchase contract line. Logistic data must be defined for the contract line. To define logistic data, choose Purchase Contract Line Logistic Data, which starts the Purchase Contract Line Logistic Data (tdpur3102m000) session. Note If this check box is selected, you cannot select the Delivery Contract Available check box. Default value You can only select this check box if the Purchase Schedule in Use check box is selected in the Item - General (tcibd0101s000) session. Delivery Contract Available Select this check box if you want to specify a delivery contract for the purchase contract line. To specify a delivery contract, choose Delivery Contract. If this check box is selected and unavailable, a delivery contract is already available for the purchase contract line. You can only select this check box if the following check boxes in the Purchase Contract Lines (tdpur3101m000) session are cleared: Apply Contract for All Items in Price Group. Purchase Schedule in use. Related topics To set up a delivery contract Buyer buyer Default value baan retrieves the default buer from the Buyer field in the Purchase Contracts (tdpur3100m000) BP Order Reference The order number that the buy-from business partner uses to identify the agreements specified on this contract line. Active Price The current price of the item. baan retrieves the active price from the Purchase Contract Price Revisions (tdpur3103m000) session. From this session, baan selects a price revision that is active and lies as close as possible to the current date. Related topics To set up purchase contract price revisions Active Price The currency in which the amounts on the contract are expressed. Consigned If this check box is selected, the purchased items must be handled as consignment inventory. Related topics Consignment Inspection If this check box is selected, the purchased items must be inspected upon receipt. Related topics To approve and reject scheduled items Standard Description If this check box is selected, both the item-dependent text and the contract line text are printed on the contract acknowledgment. If this check box is cleared, only the contract line text is printed on the contract acknowledgment. Note You can link contract line specific information to a contract line by use of the text button. If the Purchase Price Group field is filled, this Standard Description field is disabled. Order Quantity Increment While generating orders or schedules, baan checks whether the order quantity is a multiple of the order quantity increment. This field is expressed in the inventory unit. Default value The current field is defaulted from the Order Quantity Increment field of the Item - Purchase Business Partner (tdipu0110m000) session. If unavailable, the value is defaulted from the Order Quantity Increment field of the Item - Ordering (tcibd2100s000) session. If item ordering data is also not present, the default value is 1. Related topics Order quantity settings Minimum Order Quantity The minimum order quantity expressed in the inventory unit. Maximum Order Quantity The maximum order quantity expressed in the inventory unit. Related topics Order quantity settings Fixed Order Quantity The fixed order quantity expressed in the inventory unit. If an item's order method is Fixed Order Quantity, which you can define in the Order Method field of the Item - Ordering (tcibd2100s000) session, the value of the Fixed Order Quantity field, from the Item - Purchase Business Partner (tdipu0110m000) session, is defaulted to the current field. If unavailable, the value of the Fixed Order Quantity field from the Item - Ordering (tcibd2100s000) session, is defaulted to the current field. If item ordering data is also not present, the default value is 1. Note The value of this field must be a multiple of the Order Quantity Increment field. The value of this field must lie between the values of the Minimum Order Quantity and Maximum Order Quantity fields. Related topics Order quantity settings Economic Order Quantity The economic order quantity expressed in the inventory unit. If an item's order method is Economic Order Quantity, which you can define in the Order Method field of the Item - Ordering (tcibd2100s000) session, the value of the Economic Order Quantity field, from the Item - Purchase Business Partner (tdipu0110m000) session, is defaulted to the current field. If unavailable, the value of the Economic Order Quantity field from the Item - Ordering (tcibd2100s000) session, is defaulted to the current field. If item ordering data is also not present, the default value is 1. Related topics Order quantity settings Minimum Quantity The minimum contract quantity expressed in the inventory unit. Related topics Order quantity settings Maximum Quantity The maximum contract quantity expressed in the inventory unit. Note When the maximum quantity is reached, in the Action on Exceeding Maximum Quantity field of the Purchase Contract Parameters (tdpur0100m300) session, you can define what action is taken. Related topics Order quantity settings Evaluation [y/n/repeat] This field indicates whether or not the purchase contract must be (re)evaluated. If a contract line is modified after the line's evaluation, the current field is set to Repeat. Note You can (re)evaluate the purchase contract in the Evaluate Purchase Contracts (tdpur3420m000) session. Quantity Binding This field indicates whether the contract quantity that you agreed with your supplier is a mandatory quantity to purchase. If this check box is selected, the Evaluate Purchase Contracts (tdpur3420m000) session prints all differences between: The called quantity and the maximum contract quantity. The called quantity and the minimum contract quantity. If this check box is cleared, if the boundaries entered in the Evaluate Purchase Contracts (tdpur3420m000) session are exceeded, the Evaluate Purchase Contracts (tdpur3420m000) session prints the lines that exceed the allowed deviations. Ship-from BP ship-from business partner Address address 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 where the goods are received. Note If the warehouse has dock (receipt) locations, which you can define in the Warehouse - Dock Locations (whwmd2120m000) session, SSA ERP checks whether an address is defined for the relevant receipt location. If yes, this receipt address is displayed by default. Otherwise, the warehouse address is displayed. Terms of Delivery terms of delivery Related topics Terms of delivery Point of Title Passage point of title passage Related topics Terms of delivery Self Billed Invoice If this check box is selected, the purchase contract line contains purchased items for which self-billing is carried out. Related topics Self billing Tax Exempt If this check box is selected, tax exemption applies. Tax Country The country used for tax purposes. Related topics To set up tax codes by country Tax Code The tax code that applies to the purchase contract line. Note The tax code that can be entered in this field can only be of the VAT kind. Related topics To set up tax codes by country Tax ID tax ID Related topics Overview of Indian tax handling Registration Number Sequence (Own) The sequence number assigned to your company's tax registration number. Use the browse arrow to select a sequence number from the Registration Numbers by Financial Company (tctax9140m00l) session. Note The registration number sequence (own) is populated by SSA ERP. Related topics Selection criteria for registration number Registration Number Sequence (Own) The tax registration number corresponding to the sequence number you select in the Registration Number Sequence(Own) field. BP Tax Country The country in which the business partner has the tax ID. Related topics To set up tax registration Registration Number Sequence (BP) The sequence number assigned to your business partner's tax registration number. Use the browse arrow to select a sequence number from the Registration Number by Business Partner (tctax4100m000) session. Note The registration number sequence (BP) is populated by SSA ERP. Related topics Selection criteria for registration number Registration Number Sequence (BP) The tax registration number of your business partner corresponding to the sequence number you select in the Registration Number Sequence (BP) field. BP Tax ID The business partner's tax ID. Note The business partner's tax ID is date effective. To determine and display the correct tax ID for the business partner, ERP uses the current date. Related topics To set up tax registration Tax Exempt Reason The code that represents the reason why the sold-to business partner is exempt from sales tax in the specified jurisdiction. Note You can define reason codes of the Tax Exemption type in the Reasons (tcmcs0105m000) session. Related topics Overview of Indian tax handling Tax Exemption Certificate The certificate number that identifies the sold-to business partner's exempt status for the specified tax authority, and indicates that no tax is to be withheld by the buyer or the seller. A certificate number can indicate that the transaction is: Exempt from tax. Eligible for direct pay. A direct pay certificate number indicates that sales tax must not be withheld by the buy-from business partner. Instead, the tax will be remitted directly from the buyer to the taxing jurisdiction. Note The tax authority assigns the exemption number to the business partner. If you select the Print Tax Exemption check box for the business partner's country (in the Countries (tcmcs0110s000) session), you can print the exemption number on orders and invoices. baan only displays the tax exemption certificate number if you select a tax exempt reason code. You can only use the tax exemption functionality if the Use Tax Provider check box in the Tax Provider Parameters (tccom6150s000) session is cleared. Related topics Overview of Indian tax handling Tax Exemption Certificate Text If this check box is selected, a tax exemption certificate text is available. Called Quantity The sum of the called quantities of all the purchase order/schedule lines that are linked to the contract line, expressed in the inventory unit. Note Based on the called quantity, the effective date, and expiry date, you can calculate the possible total contract quantity at the expiry date. The called quantity is increased when an order/schedule is linked to a contract. The called quantity is decreased again when an order/schedule line is processed in the Process Delivered Purchase Orders / Schedules (tdpur4223m000)/ Process Purchase Schedules (tdpur3223m000) session. Called Amount The sum of the called amounts of all purchase order/schedule lines that are linked to the contract line. Note Based on the called amounts, the effective date, and expiry date, you can calculate the possible total contract amount at the expiry date. The called amount is increased when an order/schedule is linked to a contract. The called amount is decreased again when an order/schedule line is processed in the Process Delivered Purchase Orders / Schedules (tdpur4223m000)/ Process Purchase Schedules (tdpur3223m000) session. Invoiced Quantity The sum of the invoiced quantities of all purchase order/schedule lines that are linked to the contract line, expressed in the inventory unit. Note Based on the invoiced quantity, the effective date, and expiry date, you can calculate the possible total invoiced quantity at the expiry date. The invoiced quantity is increased when linked purchase order/schedule lines are processed in the Process Delivered Purchase Orders / Schedules (tdpur4223m000)/ Process Purchase Schedules (tdpur3223m000) session. Invoiced Amount The sum of the invoiced amounts of all purchase order/schedule lines that are linked to the contract line. Note Based on the invoiced amounts, the effective date, and expiry date, you can calculate the possible total invoiced amount at the expiry date. The invoiced amount is increased when linked purchase order/schedule lines are processed in the Process Delivered Purchase Orders / Schedules (tdpur4223m000)/ Process Purchase Schedules (tdpur3223m000) session. Activate Click Activate to activate the purchase contract line. You cannot change lines with an Active status. De-activate Click De-activate to de-activate the purchase contract line. This action changes the status from Active to Free. Terminate Click Terminate to terminate the purchase contract line. Open Lines Click Open Lines to display purchase contract lines with the Free, or Active status. All Lines Click All Lines to display all purchase contract lines. Pegging Starts the Browse Order Pegging (cprrp00740m000) session. |