Modifying terms and conditions in an authorized BPO
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This page allows you to enter the payment terms and conditions for the parts to be purchased for Blanket Purchase Order . Tell me More
Select the “Edit Terms & Conditions” link at the bottom of the “Amend BPO” page.
The “Edit Terms & Conditions” page appears.
The system displays the following:
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Date Format |
The format in which the date fields are displayed in this page. This format is displayed from the "User Preferences" business component based on the login user ID. In case the format is not defined, the system displays the date format from the “Enterprise Modeling” business component by default. |
The system displays the following in the “BPO Details” group box.
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BPO # |
The number identifying the blanket purchase order. |
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BPO Amendment # |
The number identifying the BPO which is amended. |
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BPO Type |
The type of BPO, which could be “Value”, “Rate” or “Quantity”. |
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Status |
The status of the BPO. You can amend details in this page, in “Partially Amended” status. |
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Supplier # |
The code identifying the supplier against whom the BPO is raised. |
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Supplier Name |
The name of the supplier. |
Enter the following in the “General Terms Agreement Details” group box:
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GTA Reference # |
The number identifying the general terms agreement details. (Alphanumeric 40). Entry in this field is mandatory, if the “Ref. Document Date” field is entered. |
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Ref. Document Date |
The date on which the reference document was raised (Date format). The “Ref. Document Date” should not be lesser than or equal to the BPO date. |
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GTA Remarks |
Any additional information pertaining to GTA (Alphanumeric 255). Zoom facility available. |
Enter the following in the “Payment Terms” group box to enter the details of the payment terms.
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Advance Payable |
Use the drop-down list box to indicate whether advance payment must be made or not. The system provides the options “Yes” and “No”. If this field is set to “Yes”, the “Advance Payable By Date” and “Advance Percent” fields cannot be left blank. The system sets this field to “No” by default. |
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Advance Payable By Date |
The date by which the advance payment must be made (Date format). Ensure that this date is later than or equal to the document date. |
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Advance Percent |
The percentage of the advance payment to be made. (Decimal). Ensure that this value is greater than zero and less than 100. |
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Advance Percent On |
Use the drop-down list box to indicate whether the advance percent is applicable on "Total" or "Basic" value. |
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The system leaves the field blank by default. |
Note: This field cannot be left blank, if a value is entered in the “Advance Percent” field.
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Advance Payable |
The actual amount payable as advance (Decimal). If you have specified a percent in the "Advance Percent" field, the system calculates the advance payable amount. Ensure that this amount is greater than zero. |
Note: This field cannot be left blank, if the “Advance Payable” drop-down list box is set as “Yes”.
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Advance Tolerance Percent |
The percentage of tolerance on the advance payable percent (Decimal). Ensure that the value in this field is greater than zero. |
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Pay Term |
The code identifying the payment term (Alphanumeric, 25). Mandatory. The payment term in code must have been defined in the “Create Pay Term” activity of the “Pay Term” business component and must be in “Active” status. |
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Help facility available. |
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Payment Priority |
Use the drop-down list box to select the priority of the payment. The system lists the options “High”, “Normal” and “Low”. The system sets the field to “High” by default. If the field is blank, the system sets the payment priority of the supplier as defined in the “Register Supplier” activity of the “Supplier” business component. |
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Payment Mode
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Use the drop-down list box to specify the mode in which the payment must be made. The payment modes available are “Check”, “Demand Draft”, “Cash” and “Pay Order”. The system displays “Check” by default. |
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DD Charges Borne By |
Use the drop-down list box and set the field to “Supplier”, if the DD charges are borne by the supplier. Set the field to “Self”, if the DD charges are borne by the company. The system leaves the field blank by default. |
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Pay to Supplier # |
Use the drop-down list to select the code identifying the supplier to whom the payment has to be made. The system displays the list of active ‘pay to suppliers’ defined for the supplier on whom the BPO is raised. |
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Pay To Supplier Address ID |
Use the drop-down list box to select the supplier address ID. The system displays the list of address IDs that are defined for the selected ‘pay to supplier’. By default, the system sets the field to the address ID that has the preference number as 1. |
The system displays the following:
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Pay To Supplier Address |
The address of the supplier to whom the payment is to be made. |
Enter the following in the “Payment Terms” group box:
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Payment Notes |
Any additional notes regarding the payment (Alphanumeric, 2000). Zoom facility available. |
Enter the following in the “Packaging and Shipping Terms” group box. Data entry in the following field is optional.
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Packaging Code |
Use the drop-down list box to select the packaging terms for the item. The system lists all the “Active” packaging codes defined in the “Maintain Packaging Codes” activity of the “Logistics Common Master” business component. The system leaves the field blank by default. |
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Packaging Notes |
Any note regarding the packaging (Alphanumeric, 2000). Zoom facility available. |
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INCO Term |
Use the drop-down box list to select the International Commercial Term. The system lists the INCO term codes that are in "Active" status, as defined in the “Logistics Common Master” business component. The system leaves the field blank by default. |
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Some of the examples of INCO: Freight on Board, Loading At The Point Of Origin etc. |
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Ship By |
Use the drop-down list box to select the mode of transport for which the part is delivered. The system lists the modes from the “Maintain Shipping Method Codes” activity of the “Logistics Common Master” business component. |
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Port Of Departure |
The location from where the items are shipped (Alphanumeric, 32). |
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Delivery Point |
The place or the location where the items must be delivered (Alphanumeric, 255). |
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Carrier / Agency # |
Use the drop down list box to select the carrier / agency. The system lists the carrier / agency codes as defined in “Logistics Common Master” business component that are in “Active” status. The system leaves the field blank by default. |
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Shipping Payment |
Use the drop-down list box to select the shipping payment method for the item. The system lists all the “Active” payment methods for shipping cost codes defined in the “Maintain Shipping Cost Codes” activity of the “Logistics Common Master” business component. The system leaves the field blank by default. |
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Ship Partial |
Use the drop-down list box to specify whether partial delivery of the item is allowed or not. The options available are “Yes” and “No”. The system displays “Yes” by default. |
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Transshipment |
Use the drop-down list box to specify “Yes” or “No”. Transshipment is deviating the specified and agreed logistics route for the consignment to be brought in. If the transshipment is set to "Yes", then additional cost of transportation has to be borne by the buyer. The system displays “No” by default. |
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Shipping Notes |
Any additional information pertaining to the shipping of the items (Alphanumeric, 2000). Zoom facility available. |
Enter the following in the “Insurance Terms” group box.
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Insurance Terms |
Use the drop-down list box to select the conditions, which could prevail for claiming the insurance. The system lists the insurance terms codes that are in "Active" status, as defined in the “Logistics Common Master” business component. The system leaves the field blank by default. Entry in this field is mandatory, if the “Insurance Liability” field is entered. |
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Insurance Liability |
Use the drop-down list box to indicate who should bear the insurance amount. The system provides the options “Ours”, “Supplier” and “Other”. The system leaves the field blank by default. |
Note: If no prior value exists, the system sets the insurance liability of the supplier as defined in the “Register Supplier” activity of the “Supplier” business component, by default.
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Insurance Amount |
The total insurance amount to be borne for the part (Decimal). Mandatory, if the “Insurance Liability” field is entered. |
Enter the following in the “Warranty Terms” group box:
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Warranty Y/N |
Use the drop-down list box to indicate whether warranty is applicable on the parts listed in the document or not. The options available are “Yes” and “No”. The system leaves the field blank by default. |
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Warranty Basis |
Use the drop-down list box to indicate whether warranty basis is applicable on “Calendar”, “Usage” or “Both”. The system leaves the field blank by default. This field cannot be left blank, if the “Warranty Y/N” field is set to “Yes”. |
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Warranty Agreement # |
The number identifying the warranty agreement (Alphanumeric, 40). This field cannot be left blank, if the “Warranty Y/N” field is set to “Yes”. |
Click the “Edit Terms and Conditions” pushbutton, to store the terms and conditions entered for the BPO.
The system stores the login id of the user and the current server date last modified.
To proceed, carry out the following
Select the ”Edit Allotment Details” link at the bottom of the page, to enter the supply details of the part.
Select the “Edit Part TCD Details” link at the bottom of the page, to add tax, charges and discount for the part belonging to the BPO.
Select the “Edit Document TCD Details” link at the bottom of the page, to add tax, charges and discount for the entire blanket purchase order.
Select the “Edit Inspection Details” link at the bottom of the page, to enter the inspection details.
Modifying terms and conditions in an authorized BPO – An Overview
This page allows you to amend the payment terms and conditions for the parts to be purchased for Blanket Purchase Order (BPO). In case the BPO is amended, the system displays the amendment number of the BPO. The payment terms like the mode, in which the payment has to be made and the details of the supplier to whom the payment has to be made, can be entered in this page. You can also specify the insurance details like insurance amount, the person who has to bear the insurance amount, for the items to be purchased.
The delivery terms such as International Commercial Term (INCO), mode of transport, the location where the parts must be delivered and the instructions regarding the packaging can also be recorded.
Specify the mode of payment for the transaction
Specify the person who is liable for the insurance amount
Specify who is liable for transshipment charges
Specify whether partial delivery of parts is allowed
Specify the mode of payment for the transaction
You can specify the mode in which the payment has to be made for the parts procurement.
Set the “Payment Mode” field to “Cheque”, if the mode of payment for the transaction is cheque.
Set the “Payment Mode” field to “Demand Draft”, if the mode of payment for the transaction is demand draft.
Set the “Payment Mode” field to “Cash”, if the mode of payment for the transaction is cash.
Set the “Payment Mode” field to “Pay Order”, if the mode of payment for the transaction is pay order.
Specify the person who is liable for the insurance amount
Set the “Insurance Liability” field to “Ours”, if the buyer is liable for the insurance amount.
Set the “Insurance Liability” field to “Supplier”, if the supplier is liable for the insurance amount.
Set the “Insurance Liability” field to “Others”, if a person other than the supplier and buyer is liable for the insurance amount.
Specify who is liable for transshipment charges
Transshipment is the deviation from the specified and agreed logistics route for the consignment. Additional costs are involved due to transshipment. You can specify whether the additional cost needs to be borne by the buyer, in case of transshipment.
Set the “Transshipment” field to “Yes”, if the additional cost needs to be borne by the buyer.
Set the “Transshipment” field to “No”, if the additional cost is not borne by the buyer.
Specify whether partial delivery of parts is allowed
Set the “Ship Partial” to “Yes”, if you wish to allow partial delivery of items.
Set the “Ship Partial” to “No”, if you do not wish to allow partial delivery of items.