Adjust charges for parts on purchase order lines to enter additional charges and/or discounts. Upon approval of the purchase order, Datastream 7i automatically updates the part record on the Part discounts/extra charges form (SDDISC) and applies any extra charges and/or discounts to the Gross price of the part for the supplier’s catalog.
Follow these steps to adjust charges for parts on purchase order lines.
Open the Purchase orders form (PMPORD).
Query for the purchase order for which to adjust charges for parts.
Click the Parts tab. Datastream 7i displays the Parts page.
Line—Enter the purchase order line for which to adjust charges.
Click Extra charges/discounts. Datastream 7i displays the Extra charges/discounts dialog box.
Sequence—Enter the number identifying the sequence in which to apply the adjusted charge/discount to the purchase order line.
Type—Click to select the type of additional charge/discount to apply to the invoice line.
Choose one of the following options:
Amount—Enter an absolute value for the amount of the extra charge/discount to apply to the purchase order line. You must enter a negative value for discounts.
Percentage—Enter the percentage value of the extra charge/discount to apply to the purchase order line. You must enter a negative value for discounts.
Include—Select to include the adjusted charge for the calculation of the gross part price for the purchase order line.
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Specify whether the default setting for Include is selected or unselected via the EXTCHG installation parameter on the Installation codes form (BNINST). |
Click OK. Datastream 7i returns to the Parts page and updates Total adj charges for the purchase order line.
Datastream 7i automatically updates Total adj charges based on the total extra charge/discount applied to the invoice line. However, you can manually change the totals displayed for Total adj charges as necessary.
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Click Cancel to return to the Parts page without saving any adjusted charges or modifying the total displayed for Total adj charges for the purchase order line. |
Choose File | Save from the menu bar. Datastream 7i saves the information to the database.