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

This page allows you to add taxes, charges and discounts for the blanket purchase order on the whole . Tell me More

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

The “Edit Document TCD Details” page appears.

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

BPO #	The number identifying the BPO.
BPO Amendment #	The number identifying the amended BPO.
BPO Type	The type of the BPO, which could be “Rate”, “Value” and “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.

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

BPO Basic Value	The basic value of the BPO.
BPO Currency	The currency in which it is agreed to transact with the supplier.
TCD Total Amount	The TCD total amount of the BPO.

Enter the following in the “TCD Details” multiline.

TCD Sequence	The number that identifies the sequence in which the TCD value must be calculated (Integer). This number should be unique and should 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 the tax, charge or discount for an item purchased or sold (Alphanumeric, 25). Mandatory. The tax, charge or discount must have been defined in the ”Create TCD Code” activity of the “Tax Charges and Discounts” business component.
	Help facility available.
TCD Variant #	The standard tax, charge or discount value which can vary (Alphanumeric, 25). Mandatory. 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 Code and the TCD Variant must be in “Active” status and effective on the current date. Ensure the TCD code and the TCD variant combination is unique in the multiline. .

The system displays the following:

TCD Type	The TCD type, which could be, tax, charge or discount.
Basis	The basis of the TCD which could be “Percentage” or “Flat rate”.

Enter the following.

Charge Type

Use the drop-down to indicate whether the charge for the purchase order 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 TCD rate (Decimal).

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

Note: If the TCD code is entered, then TCD variant and TCD rate is mandatory. You cannot modify the TCD rate, if the TCD basis is percentage.

The system displays the following.

TCD Amount

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

Enter the following fields:

Currency	Use the drop-down list box to select the currency in which the TCD is specified. The system lists all the currencies that are in “Active” status and have a conversion factor set for the base currency. The system leaves the field blank by default.
Pay to Supplier #	Use the drop-down list box to select the supplier to whom the payment has to be made. The system displays all the ‘pay to suppliers’ that are in “Active” or “Hold Buy” status, defined in the “Supplier” business component and mapped to the selected supplier. The system sets the field to the supplier number by default.

The system displays the following:

Supplier Name	The name of the supplier.
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.
Click the Delete icon above the multiline, to delete the TCD details for the BPO.
Click the “Edit Document TCD Details” pushbutton, to store the TCD details for the BPO.

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

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

This page allows you to add taxes, charges and discounts for the blanket purchase order on the whole. The system displays the details such as BPO number and the currency of the BPO. You can enter the code of the TCD, its variant and rate. The system displays the TCD amount from the “Taxes Charges and Discounts” business component.

Prerequisite

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

What you can do in this page

Specify TCD details for the BPO

You can specify the tax, charge and discount details that are applicable to the BPO. Tax and charge add to the basic value of the BPO, while discount reduces the basic value.

Enter the number of the TCD that is applicable for the BPO, in the “TCD #’ field.
Enter the number of the TCD variant that is applicable for the BPO, in the “TCD Variant” field.
Enter the TCD rate in the “TCD Rate” field.
Click the “Edit Document TCD Details” pushbutton, to map the TCD details to the specified BPO.