The Price Checking function allows items price to be shown in Purchase Line according to Purchase Price List.
The button "Recalculate Price" allows users to recalculate the price per unit & discount if additional purchase lines are added / modified so quantity is affected.
E.g. Item HAER.LX165T2R, purchase >=1000 Qty, will get $2000/unit instead of $2400 and addtional 5% line discount.
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1, Create some Sales Order, with Sales Order Line for Item HAER.LX165T2R. Qty = 100, 400, 500. Total = 1000 | |
2, Go to Requisition Worksheets Select "Calculate Plan" |
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3, Fill the infomation for the requisition worksheet to calulate the worksheets line in order to carry out the plan and create a Purchase Order. (1) Starting Date & Ending Date for Sales Order (2) Item Information. *User can specify the Item by input the Item No. Click "OK" if done. |
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4, The requisition worksheet lines will show the quantity (according to the Sales Line) & price (according to the purchase line list) Click "Carry Out Action Message" to create a Purchase Order by gathering these line. |
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5, After creating, the Requisition Worksheet will be blank and all lines will be removed. Uut from the Requisition Worksheet and search "Purchase Order" to find the latest PO created. The system will recalculate the total quantity and revise the price & discount in the Purchase Line. System will based on the total quantity to set a default unit cost & line discount according to the Purchase Price List. Therefore, the Purchase Order shows $2000 instead of $2400/unit. And will have 5% line discount. |
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If users adjusted / removed some Purchase Line, the price & discount will be adjusted. *Please be aware that the Reserved Quantity can only drop but not increase. *User can click the "Recalculate Price" button to reset the adjustment (if have adjusted the price / line discount by users himselves/herselves) |
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