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changes.mady.by.user Andres Toledo

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Overview


Excerpt

Procurement users can add positive and negative additional charges within POs as needed. Entering a negative additional charge within a PO, will have a negative effect on

the Other Charges component
Note

the Other Charges component of the landed cost. 

To activate this option follow the instructions in in Additional PO Charges. 


Warning

Users with Admin, Procurement Manager and Procurement User roles have access to this option.

Instructions

Follow the steps below:

Go to
Ui steps
sizesmall


Ui step

Go to Purchase Orders

>

>> PO Summary.


Ui step

Use the filters to search the PO to be edited.


Ui step
Go under the "Actions" column and click
on
on "Edit".
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Ui step

The user will be taken to the "Add PO" screen to add the additional charges.


Ui step

Click on "Add additional charges".

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Ui step

Put in the negative or positive amount to be added to the PO,

hit note

press Enter on your keyboard, and the amount will be saved.


Ui step

Click on "Close".

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Important

The total of negative Additional Charges within a PO

CANNOT

cannot be greater than the total product cost of the PO.



Ui step

Once added, the order will show the Purchase Order

Subtotal

Subtotal, the

Additional Charges

 Additional Charges, and

the

the Purchase Order Total.

 
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Note

Within the PO Summary tab, the "Total Cost" of the PO can be seen when clicking on "View Details".The details of the "Total Cost" amount shown here will only reflect the total cost of all the products within the PO, and this total amount will not be affected by the additional PO charges added to the PO regardless if they're positive or negative charges. 

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Relevant Articles

 The total additional charges of the PO are distributed within the items in the PO according to the percentage each Additional Charges represents over the subtotal cost of the PO.

For example, you have a Purchase Order with a subtotal of $500 and two charges of $15 and $10 respectively. The total of additional PO charges ($25) represent the 5% over the subtotal. The system will include that 5% of the unit cost of each line as part of the Other Charges field of the unit landed cost. In case the total of the additional charges manually added is negative, the system will deduct this amount in the Other Charges field of the Landed Cost.

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Users with Admin, Procurement Manager and Procurement User roles have access to this option
Panel
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max10
showSpacefalse
sorttitle
cqllabel in ( "additional-charges" , "purchase-orders" )
labelspurchase-orders, additional-charges,

Warning


Info
titleInformation

The other Charges field is composed of the following components :

  • Additional PO Charges (calculate in a percentage way)
  • Box Charges per Category (calculate based on the FBE)
  • Box Type Charges (depending on the box type added to the PO, the system might add automatic additional charges)

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Ui text box
sizemedium

(lightbulb) Roles enabled to perform this action: Admin, Sales Manager, Procurement Manager, Procurement User.