Adding the tax, charge or discount details for the part in a blanket purchase order

This page allows you to add tax, charges and discount for the BPO line item . Tell me More

Select the “Edit Part TCD Details” link at the bottom of the “Create BPO” or “Edit Terms and Conditions”, “Edit BO”, “Amend BPO” or “Edit Allotment Details” page.

The “Edit Part TCD Details” page appears.

The system displays the following in the “BPO Details” group box.

BPO #	The number identifying the blanket purchase order.
BPO Amendment #	The number identifying the amended BPO.
BPO Type	The type of the BPO, which could be “Value”, “Rate” or “Quantity”.
Status	The status of the BPO, which could be “Draft” or “Fresh”.
Supplier #	The code identifying the supplier against whom the BPO is raised.
Supplier Name	The name of the supplier.

Enter the following in the “Part Details” group box.

Line #

Use the drop-down list box to specify the line number of the BPO for which the TCD details must be specified. All the line numbers of the BPO are available for selection in the ascending order.

Click the “Get Details” pushbutton, to retrieve the part details.

The system displays the following details of the selected line number:

Part #	The number identifying the part.
Part Description	A textual description pertaining to the part.
Condition	The condition of the part, which could be new, new surplus and serviceable.
BPO Currency	The currency in which it is agreed to transact with the supplier.
Cost	The cost of the part for a specified quantity.
Cost Per	The quantity of the part for a specified quantity.
BPO Basic Value	The basic value of the selected line item.
TCD Total Amount	The sum of all the TCD amounts in the multiline.

Enter the following in the “TCD Details” multiline:

TCD Sequence	The number that determines the sequence in which the TCD value must be calculated (Integer). This number should be unique and lie between 1 and the number of rows entered in the multiline. If this field is left blank, the system automatically generates the sequential number.
TCD #	The code that identifies a Tax / Charges / Discount for a part purchased or sold (Alphanumeric, 25). Mandatory. The tax, charge or discount must have been defined in the “Create TCD code” activity of the ”Taxes Charges and Discount” business component.
	Help facility available.

TCD Variant #

The standard tax, charge or discount value, which is the variant of the specified TCD code (Alphanumeric, 25). These variants are mapped to the TCD codes.

For example, for sales tax, TCD variants could be “On raw materials”, “On consumable” etc.

Note: TCD Variant is mandatory when “TCD #” is entered. TCD Code and the TCD Variant combination must be in “Active” status and be effective on the current date.

The system displays the following:

TCD Type	The TCD type, which could be, taxes, charge and discount.
Basis	The basis of the TCD which could be “Percentage”, “Unit Rate” and “Flat Rate”.

Enter the following:

Charge Type

Use the drop-down to indicate whether the charge for the purchased/received part must be borne by the buyer. The drop-down list box displays the following: Payable and Notional.

By default, the charge type is set as Payable.

Note: 1) Notional charges are non-payable nevertheless they are used for valuing stock during receipts. 2) The charge type can be ‘Notional’ only for TCDs with Basis ‘Percentage’. 3) This field is relevant for TCD type ‘Charge’ only.

TCD Rate

The rate of TCD (Decimal).

For example, if the basis is percentage, then the percentage value say 16 or 15 must be entered here.

Note: TCD Rate is mandatory when “TCD #” is entered.

The system displays the following:

TCD Amount

The TCD amount. This field is calculated by the system from the ”Taxes Charges and Discount” business component.

Enter the following field:

Currency

Use the drop-down list box to select the currency in which the TCD is to be calculated. The system lists all the currencies that are in “Active” status and have a conversion factor set for the base currency, in the form of transaction currency. The system leaves the field blank by default.

The system displays the following:

TCD Description

A textual description of the tax, charge or discount.

Check the box in the “Select” column of the multiline, to mark the TCD for deletion, for the BPO line item.
Click the Delete icon in the toolbar above the multiline, to delete the TCD number selected in the multiline
Click the “Edit Part TCD Details” pushbutton, to update the TCD details for the BPO line item.

The system stores the login ID of the user and the modified date as the current server date.

To proceed, carry out the following

Select the “Edit Document TCD Details” link at the bottom of the page, to add taxes, charges and discounts for the blanket purchase order.

Adding the tax, charge or discount details for the part in a blanket purchase order – An overview

Whenever the BPO is released, in addition to the quantity and rate, applicable taxes such as duty, sales tax, discount and freight charges has to be specified. All these affect the BPO either positively or negatively. While taxes and charges add to the basic value, discounts reduce the value. The tax, charges and the discount (TCD) vary from time to time.

TCD Code and TCD variant are defined in the “Create TCD Code” activity of the “Taxes Charges and Discounts” business component.

Note: You can enter a value for the TCD rate, only if the TCD basis is “Flat”.

This page allows you to add tax, charges and discount for the BPO line item. On selecting the line number, the system retrieves part details such as part description, condition of the part, currency of BPO and the basic value of the BPO. You can enter the TCD code, variant and the rate for TCD for the part. The system stores the login user ID and the server date along with the modification details.

Prerequisite

“Create TCD Code” under “Taxes, Charges and Discounts” business component.

What you can do in this page

Specify the BPO Line number to enter TCD details

You can specify the tax, charges and discount for the part. You can specify the line number of the BPO for which you need to enter the part TCD details.

Use the “BPO Line No” drop-down list box to specify the line number of the BPO, for which TCD details must be entered.
Click the “Get Details” pushbutton, to retrieve the part details of the selected line item.