Work with purchase orders, Order line, Main info (DMR50701)

Function keys

For more information about additional functions accessible from this panel, see Functions in function list.

Text	Enter text connected to the order line.
Batch	This function key is only displayed if the item is batch controlled. Access the Batch entry panel. Note: The Batch entry panel is automatically displayed if the Quantity is changed to be less than the quantity on the batch (if batch was entered), or if the order type is an immediate reception.
Additional info 1	Access the Additional info 1 panel. On that panel you can change, e.g., VAT handling codes, Quality control codes, etc.
Additional info 2	Access the Additional info 2 panel. That panel displays the order number of a connected BtB sales order or internal sales order. Note: This information is only displayed if this is a BtB purchase order or an Internal purchase order.
Serial number	This function key is only displayed if the item is serial number handled and if serial numbers already has been entered for the item. Access the Serial number file to maintain serial numbers.

Item: Displays the item and (its description) to be purchased/produced and cannot be changed.

Order line: Displays the item line number you are maintaining. When adding a new line, this field is blank.

Note: This field can only be changed if the item is fictitious

Request date

Displays the requested dispatch date, which can be changed. Enter the requested dispatch date, made by our company, for when the purchase order should be dispatched from the supplier. This information is used for statistical purposes only and is a control over the suppliers’ performance of delivering the goods on time, to be viewed on the Supplier evaluation list.

The time could be entered in different formats, defined in the Language table. Valid formats are:

Year, month, day
Month, day, year
Day, month, year

Quantity

Displays the quantity to be purchased/produced which can be changed if the order line was not created from a Call off notification for a Deferred Indent Stock (DIS) or Supplier Consignment Stock (SCS) inventory contract. Enter the quantity of the item being purchased or produced. If the quantity requires decimals, the decimal sign should be entered along with the decimal amount. A maximum of three decimals is allowed. Valid number of decimals for this item was defined in the Item file.

The entered quantity is checked against the pack size in the item’s Purchase prices file. The entered quantity is rounded to even purchase pack sizes by dividing the quantity by the pack size. If there is a remainder during this division, a warning is displayed.

For example:

Entered quantity = 104
Pack size = 10
Division = 104 divided by 10 = 10.4
Remainder = 0.4

(The example, above, does not apply when BtB lines are created as the purchase/produced quantity must correspond to the sales order quantity (i.e. the Pack size is set to 1).

Note: Negative quantities are not allowed if Cost type in the DIS control file is FIFO (First In First Out). This field cannot be changed if the order is being connected to a delivery schedule.

Unit: Displays the unit entered on the previous panel. If no unit was entered, then the default purchase unit/production unit defined either for the supplier or the item in the Item file/System units panel is retrieved.

This field cannot be changed if the order is being connected to a delivery schedule.

Received qty: Displays the quantity received for the order line, if any.

Warehouse: Displays the warehouse code entered on the previous panel which can be changed if the order line was not created from an inventory contract. Enter the warehouse where the items are to be received. Note: The warehouse cannot be changed if the order is a direct receipt/return. You must delete the whole order line and enter a new one. Neither may this field be changed in the case of the order being connected to a delivery schedule.

Promised dat: Displays the date when the supplier has promised to dispatch the item from his locations. The system automatically suggests the dispatch date when a new line is entered, which cannot be changed. Note: The date can only be changed if the order line status is equal to, or higher than, status 20 (order confirmation printed). When the order is confirmed from the supplier in the Confirm purchase order program, the confirmed date will be updated in this field (and the Disp date field).

Arrival date

Displays the arrival date of the goods to us from the supplier, and cannot be changed. The arrival date is the Dispatch date plus the Transport time. If no transport time was entered, the arrival date will be the dispatch date. The date be displayed in different formats, defined in the Language table. The formats are:

Year, month, day
Month, day, year
Day, month, year

Trpt time

Displays the number of days allocated for the transport of the order from the supplier to our warehouse, retrieved from the Supplier transport time table. The field can be changed except in the case of this order being connected to a delivery schedule. Note: If you change the code in fields Warehouse or MOT fields on this panel, the corresponding transport time will be retrieved. The date be entered in different formats, defined in the Language table. Valid formats are:

Year, month, day
Month, day, year
Day, month, year

Price unit: Only displayed if the PRCUNIT (Price unit handling) function is activated in the Function control file. Displays the unit in which the price is presented. See About price unit handling for more information.

Prc unit qty: Only displayed if the PRCUNIT (Price unit handling) function is activated in the Function control file. Displays the quantity for the purchase order line displayed according to the price unit. See About price unit handling for more information.

Catch weight

This field is only displayed if the CTCH-WGT (Catch weight) function is activated in the Function control file and is an extension of price unit handling. The setting in this field is retrieved from the Item file for the Item/Supplier/Unit/Currency and determines if you will be allowed to change the price unit quantity for the order line.

This field is only open for input if the following is true:

the item on the order line is not a fictitious item.
the item on the order line is not a serial number controlled item.
The order line is less than status 30.
The order is not an Internal replenishment order.

If the Item’s purchase unit is defined for Catch weight handling, this flag will be defaulted with a YES setting but can be changed to NO. Likewise, if the Item’s purchase unit is not defined for Catch weight handling, this flag will be defaulted with a NO setting but can be changed to YES.

See About catch weight handling for price units for more information.

Purch price

Only displayed for purchase orders. Displays the purchase price, expressed in the currency displayed in the Currency field on this panel. The price can be changed.

Note: A price must be entered if either a discount amount or discount percentage is specified on this panel. In addition, it has to be entered if the order type is defined with limit control in the Purchase order type table.

Note: If DC1 Manufacturing is installed and activated and this purchase order line was created from a sub-contract operation on a manufacturing order, this price includes the price displayed in the Set-up price field. For example, if quantity is 10, the sub-contract price on the sub-contract operation line is 100 GBP and the set-up price is 125 GBP, the purchase price will be calculated as:

(125/10) + 100 = 112.50

Note: For a MDC purchase order in the demanding company that utilizes transfer prices, the purchase price is retrieved from the sales price of the item in the supplying company. See Create an MDC sales order using transfer pricing for more information.

Set-up price: Only displayed for purchase orders if DC1 Manufacturing is installed and activated and if the Purchase price of the item is displayed. If this purchase order line was created from a sub-contract operation on a manufacturing order, displays the set-up price retrieved from the sub-contract operation line.

Currency: Only displayed for purchase orders. Displays the currency code entered on the initial panel. If nothing was entered there, displays the currency code from the Business partner file for the specified supplier. To change the code, this must be done on the Order header panel before any order lines are entered. An exchange rate for the period and level specified in the DIS control file must, however, exist in the Exchange rate table. Otherwise a message will be displayed.

Disc amount: Only displayed for purchase orders. Enter the manual discount amount to be allowed on an order line. If entered, the Discount % field must not be completed.

Order disc: This field is only displayed for purchase orders and is set to YES or NO, retrieved from the Item file, but can be changed. Indicate if the item on this purchase order line is to be included in the purchase order discount base. The order discount is a discount percentage given for the whole order.

FOC: Only displayed for purchase orders. Indicates if this order line is free of charge. The flag can be changed if the order line was not created from specific CMI processes for two types of inventory contracts. If this purchase order line was created for a Supplier Consignment Stock (SCS) inventory contract via the Supply or Transfer back to supplier CMI process or a Wholesaler Buffer Stock (WBS) inventory contract via the Transfer to consignment CMI process, this field is automatically set to YES denoting it is a logistic purchase order and cannot be changed.

Discount %

Only displayed for purchase orders. There are nine fields available for entering discount percentages. Enter the manual discount percentage to be allowed on the order line. If entered, the Disc amount field has to be blank.

The discount percentage(s) will be retrieved automatically if:

the supplier of this item exists in the Item file with a valid purchase price
and
a discount percentage exists for the supplier and the item group, to which the item belongs, in the Supplier discount file

Gross weight: Displays the gross weight from the Item/unit file but can be changed.

Price code: Only displayed if the Purchase price of the item is also displayed on the panel. This field indicates how the price has been created for the order line. All valid prices codes are defined in the Item price code table.

Net weight: Displays the net weight from the Item/unit file but can be changed.

Shipment mrk: Enter the text for shipment marking. The shipment marking will be printed on the purchase order.

Gross volume: Displays the gross volume from the Item/unit file but can be changed.

Ship agent

Notify del: Only displayed if DC1 Alert Management is installed and activated for your company in Work with companies and is only valid for the PURORDLREC (Purchase order line) event type. Indicate if you want to receive a delivery notification when this purchase order line has been received to stock.

Net volume: Displays the net volume from the Item/unit file but can be changed.

MOT

Displays the manner of transport, retrieved from the Item file. The code can be changed, with one exception; If the EU reporting function is activated, you must define for each manner of transport if it is a sea transport in the Manner of transport table. In this case, you can only change the manner of transport code to a code that is defined in the same way as the old one. Example: If the Port mandatory field is set to YES for the manner of transport in the Manner of transport table, you can only enter a manner of transport that also is defined with YES in the Port mandatory field.

In addition, if the manner of transport is changed, and you are entering a return to supplier order, a validity check is done that the order lines entered do not have a handling/hazard code which is not allowed to transport with the new manner of transport. The exceptions of which handling/hazard codes are allowed to transport with a certain manner of transport, are defined in the Manner of transport/Handling and Hazard code exception table.

The manner of transport can also be defined on the Order header panel. The code defined in this field overrides the one defined in the order header.

Note: If one order has purchase order lines with different manner of transport codes, the purchase order document will be printed with one page per manner of transport code.

Backlog: This field is only applicable for purchase orders and is set to YES or NO, retrieved from the Item file, but can be changed. Indicate if back order is allowed for this order line. If set to NO, a back order will not be created even if the order line is not delivered in full. This code, however, can be overridden when receiving the goods.

Work with purchase orders, Order line, Additional info 1 (DMR50702)

Function keys

Additional info 2

Access the Additional info 2 panel. That panel displays the order number of a connected BtB sales order or internal sales order.

Order line: Displays the item line number you are maintaining. When adding a new line, this field is blank.

Item: Displays the item to be purchased/produced and cannot be changed.

VAT based

Only displayed for purchase orders. Indicates if this is a VAT based item, as defined in the Item file. You may change this code, in which case the order line value will be recalculated by the system.

Note: If no purchase price was defined for the item (i.e. the price had to be manually entered because no existing purchase price had been defined in the Item file for the item, unit and supplier combination), then the value in this field will be defaulted from the Business partner file according to the following:

If DC1 Financials is installed, then the value will be defaulted from the VAT parameter as defined in the Business Partner file maintenance, A/P basic data panel (GDMD0091). If DC1 Financials is not installed, then the value will be defaulted from the VAT parameter as defined in the Business Partner file maintenance, Supplier file panel (GDMD0051).

Nature of tr

Note: If no code was entered on the initial panel, and this is Intra EU trade, and the system cannot find the correct default value, enter a nature of transaction code manually. The code can be changed on the order line level.

VAT handl cd: Only displayed for purchase orders. Displays the VAT handling code to apply to the purchase price of the item, as defined in the Item file. You may change this code to another valid code from the VAT handling code table, in which case the order line value will be recalculated by the system.

Port of arr

The code can be changed on the order line level.

If the manner of transport is not defined as “port mandatory” and this is a non EU member state delivery, completion of this field is not permitted. This field is for informational purposes only and is used in EU reporting.

VAT included: Only displayed for purchase orders. Indicates if VAT is included in the purchase price of the item, as defined in the Item file. You may change this code, in which case the order line value will be recalculated by the system.

Commodity cd: Only displayed if the EU reporting function is activated. Displays the commodity code from the Item file, but can be changed. This field is optional.

Incl VAT% cd: Only displayed for purchase orders. Enter the VAT handling code for the VAT percentage, if any, which is included in the purchase price. If the VAT included field is set to NO, this field must be blank. If the VAT included field is set to YES, enter a code from the VAT handling code table.

Coun of orig: Only displayed if the EU reporting function is activated. Displays the country of origin from the Item file, but can be changed. The field is optional.

Ext desc

Indicate if the extended item description or supplier’s extended item description should be printed on the purchase order, goods reception note, return note and quality control note.

If set to YES, the system first checks the item’s Supplier extended item description file. If text exists and the applicable printout field(s) are set to YES, the supplier extended item description will be printed.

If no records are found, the system then checks the item’s Extended item description file. If text exists and the applicable printout field(s) are set to YES, the Extended item description for the item will be printed.

If no records are found, or this field is set to NO, the short supplier’s item description or item description is printed.

For DI purchase orders, the same handling above applies when the DI purchase order is created, with the difference that records are created into the purchase order data interchange database instead of being printed.

For changed DI purchase orders, the same handling above applies, but only for lines that have been added to the purchase order. Extended text description will never be created for a line where, e.g. quantity or dispatch date has been changed.

Quality ctl

Indicate if this item should pass the quality control department before it is stored in stock. The value is retrieved from the Item file.

Note: This field is set to NO, if the purchase order is a BtB (direct delivery) purchase order. This is because you never receive the goods to your warehouse with a direct delivery. (The Batch and Direct fields for the Quality control note printout must be set to NO in the Purchase order type table for a direct delivery BtB order type).

Rebate calc: This field is only displayed if the DC1 Customer/Supplier Rebates (RBT) application is installed and activated. Indicate if the line is to be included in the rebate calculation. When the PO line is created, the field is defaulted from the purchase order header, which in turn is defaulted from the purchase order type.

Conf details: Indicate if conformity details should be printed on the purchase order and the reception note. If the item has a conformity group defined in the Conformity group field in the Item file, the values connected to this conformity group can be printed on the purchase order and reception note. Conformity details, however, are always printed on the quality control note, regardless of the YES or NO setting in this field. The conformity criteria defines the values that an item is to conform to.

Bin location: Only displayed if the item is not under batch control and the item and company are not activated for DC1 Warehouse Management. Enter the first bin location where the item is stored. Note: If it is a batch-controlled item the Bin location is entered on the Batch entry panel instead.

Ext lab/pack: Indicate if extended packaging and labelling information should be printed on the purchase order, goods reception note, return note and quality control note. If set to YES, text must exist in the item’s Extended packaging and labelling information file and the applicable printout field(s) must be set to YES.

Labelling cd: Displays the labelling code defined in the Item file for this item. The labelling code defines which information should be printed on labels and whether the information should be bar coded as well as being in human readable format. The labelling code defined here is used when you want to label the received goods whilst in stock, e.g. packages, bin locations etc. Those labels are printed by the Print stock control labels program.

Stock cat: Only displayed for purchase orders and if you are entering returns to supplier. Displays the stock category on the non-conformity certificate that includes the item(s) you are going to return. The stock category is used to divide the non-conforming stock into different categories and the category defines if the item is usable or not.

Package type: Displays the package type defined in the Item file for this item. In the Package type table the volume, weight, length of the package type is defined. Also defined in the table is the inner and outer material in the package.

NCC number

Only displayed for purchase orders and if you are entering returns to supplier. Enter the non-conformity certificate number that includes the item(s) you are going to return.

Items can be entered on non-conformity certificates in the Confirm quality control note program and the Work with inventory program. All items entered on a non-conformity certificate are updated in the non-conforming stock.

The Update stock on hand field for the order type for return to supplier must be set to YES in the Purchase order type table if you want to return items in the non-conforming stock.

Hand/Haz dtl: Indicate if handling/hazard code details should be printed on the purchase order. If the item has a handling/hazard code defined in the Hand/haz code field in the Item file, the values connected to this handling/hazard code can be printed on the purchase order. The handling/hazard codes are used to define any special requirements needed in the handling of items during their storage and transportation. For example, if the item is classed as temperature sensitive, etc.

Hand/Haz cde: Displays the handling/hazard code defined in the Item file for this item. The handling/hazard codes are used to define any special requirements needed in the handling of items during their storage and transportation. For example, if the item is classed as temperature sensitive, etc. These requirements are defined in the Handling/hazard code table.

Item version: Displays the item version, retrieved from the Item file, if defined. An item version can be useful if the supplier/manufacturer provides the item in different versions and you want to identify a particular version of the item on the order.

Work with purchase orders, Order line, Additional info 2 (DMR50703)

Function keys

Additional info 1

Access the Additional info 1 panel. On that panel you can change, e.g., VAT handling codes, Quality control codes, etc.

Order line: Displays the item line number you are maintaining. When adding a new line, this field is blank.

Item: Displays the item to be purchased/produced and cannot be changed.

Sales order or IRO order

Only displayed if this item has a BtB or IRO order type. Two field names are valid for this field. The following information could be displayed:

Sales order
For BtB order types, this field displays the corresponding sales order number that created this BtB purchase order line. The field cannot be changed.

IRO order
For IRO order types, this field displays the corresponding internal sales order number that created this internal replenishment purchase order line. This field cannot be changed.

Line or IRO line

Only displayed if this item has a BtB or IRO order type. Two field names are valid for this field. The following information could be displayed:

Line
For BtB order types, this field displays the line number reference of the corresponding sales order and sales order line. This field cannot be changed.

IRO line
For IRO order types, this field displays the line number reference of the corresponding internal sales order and sales order. This field cannot be changed.

M-order: Only displayed if DC1 Manufacturing is installed and activated. Displays the number of the manufacturing order that created the order line. A purchase order line can be created from the Work with sub-contract operations file in DC1 Manufacturing.

Operation: Only displayed if DC1 Manufacturing is installed and activated. Displays the number of the manufacturing order operation that created the order line. A purchase order line can be created from the Work with sub-contract operations file in DC1 Manufacturing.

From company: Only displayed if DC1 Multi Distribution Centre is installed and activated and this is an MDC order. Displays the company code of the Supplying company, i.e. the company from where the dispatch is performed to the end customer, directly or via transit stock in current company, or to the stock in current company.

MDC SO no: Only displayed if DC1 Multi Distribution Centre is installed and activated and this is an MDC order. Displays the corresponding sales order number in the Supplying company.

MDC SO line: Only displayed if DC1 Multi Distribution Centre is installed and activated and this is an MDC order. Displays the corresponding sales order line number in the Supplying company.

MDC order st: Only displayed if DC1 Multi Distribution Centre is installed and activated. If this is an MDC order and if the field is being viewed by the MDC Demanding company, this field displays the status of the corresponding sales order line in supplying company.

MDC m order: Only displayed if DC1 Multi Distribution Centre is installed and activated. If this is an MDC order and if the field is being viewed by the MDC Demanding company, this field displays the manufacturing order number of the corresponding sales order in the supplying company.

MDC m status: Only displayed if DC1 Multi Distribution Centre is installed and activated. If this is an MDC order and if the field is being viewed by the MDC Demanding company, this field displays the status of the corresponding manufacturing order in the supplying company.

Whs SU cmp: Only displayed if DC1 Multi Distribution Centre is installed and activated and this is an MDC order. Displays the delivering warehouse in the Supplying company.

Crt in DI: Only displayed if DC1 Multi Distribution Centre is installed and activated and this is an MDC order. Indicates if the corresponding sales order line in the Supplying company has been created in the batch interface files. Current order line cannot be maintained if this field is set to YES (i.e. before the real sales order line has been created in the Supplying company).

BtB:

The BtB fields (Arrival date, Disp date, Planned prod, Confirm prod, Planned comp, and Confirm comp) are only displayed only when the purchase order line is connected to a sales order line.

Cust ord no: Displays the customer order number for any retrieved dispatch advice from the supplier through DI (Data Interchange) for this purchase order line.

Cust line: Displays the customer line number for any retrieved dispatch advice from the supplier through DI (Data Interchange) for this purchase order line.

Project: Only displayed if DC1 Manufacturing and DC1 Project are installed and activated. Enter a valid project number to connect the order line to a project. Note: It is more common to connect a purchase order line to a project through the project routine, via the Work with projects menu item.

Phase: Only displayed if DC1 Manufacturing and DC1 Project are installed and activated. Note: This field can only be completed if the Project field is completed. Enter a valid phase for the project to which the order line is to be connected/created.

Line

Only displayed if DC1 Project is installed and activated, and it can only be completed if the Project field is completed. You can either connect this purchase order line to a new or an existing project line. Leave this field blank to add a project line to the project phase, or enter an existing line number to be connected to the purchase order.

For existing project element lines the following applies:

If the project element line refers to a produced item and is defined with structure handling code 2 (additional material), a project structure component will be added. In this case a reservation will be made in the Time axis for the component item.
If the project element line is not defined with structure handling code 2 (additional material), there will only be a link created to the project line.

Note: In both cases, the Tied capital field will be updated for the project.

Cost code

Only displayed if DC1 Project is installed and activated. Two input fields exist for this field. If the purchase line should be added to a project phase or as a structure line to an existing project line the first is mandatory and the second is optional. Enter one, or two, code/s from the Project cost codes table defining the cost codes to which this purchase order should be connected.

The values in these fields are used as a default for the order lines. If a cost code is entered, all order lines entered on the order will be connected to this code. The cost code is part of the project id, together with project and phase/line and is used to total up cost price and reported values on the project.

Related topics

Function keys

Work with purchase orders, Order line, Additional info 1 (DMR50702)

Function keys

Work with purchase orders, Order line, Additional info 2 (DMR50703)

Function keys

BtB: