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Author's profile photo Stefan Resag

New Price Conditions on Purchase Order Header

Imagine, your supplier grants you an overall discount value for a purchase order, or you would like to add a surcharge to your purchase order, that needs to be added to the item purchasing costs.

Before release 2108 you had to break down those surcharges and discounts and add it to each individual purchase order items manually. With release 2108 we offer to directly enter those discounts and surcharges on a purchase order header level. The values are then automatically broken down on item level based on the item value.

Besides the overall discount in percent, which was already available before, we now support the following new header price conditions:

  • Overall Discount (Value)
  • Overall Surcharge (Percent),
  • Overall Surcharge (Value)

To see how this exactly works I start with a purchase order with two items:

As you can find in the ‘Prices’ section on item level no discounts or surcharges have been added so far.

With release 2108, you are now able to find the new price components in the ‘Prices’ section of the purchase order header.

I now add an ‘Overall Surcharge ( Value)’ of 20,00 USD:

The system now automatically distributes the surcharge to the two items based on the item total gross price (excluding taxes), which is the starting point of the price calculation.

Changes in quantity or gross price, as well as adding or removing items, automatically trigger a re-distribution of the header price components to the individual items.

The new price components are also available in the print form XML message on item level.

For a system demo please have a look here.

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      2 Comments
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      Author's profile photo Gosia SMAGGHE
      Gosia SMAGGHE

      Hi Stefan,

       

      Is there anything to activate/scope in the system as I don't have a choice of overall* price conditions ? There are only manual* ones. Or I am in a wrong place ?

       

      Regards,

      Gosia Smagghe

      Author's profile photo Stefan Resag
      Stefan Resag
      Blog Post Author

      Hi Gosia,

      you can find a prices tab for each item and also for the purchase order header. On this header Prices tab you should be able to manually add these new price components. No configuration is needed.

      Regards,

      Stefan