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changes.mady.by.user Andres Toledo

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Panel

Overview


Excerpt

Procurement users can add positive and negative value numbers additional charges within POs as needed. Entering a negative additional charge within a PO, will have a negative effect on the Other Charges component of the landed cost.

Note

The total of the Additional Charges CANNOT be less than the product costs in the PO To activate this option follow the instructions in Additional PO Charges. 


Warning

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

Instructions

Follow the steps below:

Ui steps
sizesmall


Ui step

Go

to

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

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 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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  • Under the PO Summary, the "PO Total" cost will be seen. By clicking on "View Details", the "Total Cost" will be seen but it is not affected by the negative additional charge. The details shown will only show the total cost of all the products on the PO. 
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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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    Panel
    titleRelated Articles

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

    Warning

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

    How to add positive additional charges?

    Follow these steps below:

  • Go to Purchase Orders > PO Summary
  • Use filters to search for the PO that's going to be edited.
    • Go under "Actions" and click on "Edit".
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  • Click on "Add Additional Charges".
  • The "Additional PO Charges" window will pop up, enter the amount that is going to applied and hit "Enter".
    • Click on close, the additional charges have been added.
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    Once added, the additional charges will appear under the Purchase Order Total,composed of: Purchase Order Subtotal and additional Charges.
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    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.