Overview
Once a purchase order is created based on plan, demand or manually, and the terms for delivery of goods to the warehouse are determined, the order must be filled in with actual prices provided by the vendor.
Often in business practice, the vendor regularly provides different price lists for different terms of purchase, which are maintained in the system as different vendor's price types. In this case, the user must apply the relevant price types in the purchase order.
Alternative vendor price types may also be applied to individual or all items of the purchase order.
For one-time transactions with non-regular vendors, prices are specified manually, without using the vendor's price types.
Frequently, along with prices, the vendor provides various conditions for discounts or markups. For simple conditions, you can use to specify a % or the total amount of the discount or markup. If there are many conditions, and they have different effects on the amount, then such discounts or markups should be filled in manually.
When prices, discounts are filled in, the VAT amount can be specified.
As a result, the vendor prices are filled in for the purchase order.
Video guide
Fill in vendor prices flowchart
Paths
| Path | Purchasing → Purchasing → Purchase orders |
|---|---|
| In-app link EN code |
e1cib/list/Document.PurchaseOrder
|
| In-app link RU code |
e1cib/list/Документ.ЗаказПоставщику
|
How to apply vendor price-list from terms of purchase
1. Go to Purchasing, then click Purchase orders under Purchasing.
2. Open the required Purchase order document.
3. In the Purchase order document, click the More tab.
4. Select a Currency of the order, then select the VAT Taxation.
5. Click the Main tab, click on Terms of purchase and open list for selection.
6. Review a list of Terms of purchase available, select the one with chosen currency of the document.
7. Click the Goods tab, select lines, click Prices and discounts → Apply price type from terms of purchase.
8. Check if the Price type and the Price column are filled in.
How to apply custom vendor price-list
1. In the Purchase order document, click the More tab.
2. Select a Currency of the order, then select the VAT Taxation.
3. Click the Goods tab, then select lines, click Prices and discounts → Select Price type.
4. In the Vendor price types menu, select the relevant one.
5. Check if the Price type and the Price column are filled in.
How to fill in custom prices
1. In the Purchase order document, click the More tab.
2. Select a Currency of the order, then select the VAT Taxation.
3. Click the Goods tab, clear the Price type for the line.
4. Fill in the custom Price manually.
How to fill in discounts and markups
1. In the Purchase order document, click the Goods tab.
2. Select items, click Prices and discounts → Adjust discount/markup.
3. In the Adjust discount/markup form, select Discount or Markup, then fill the % or the exact Amount.
4. Check the figures in the % of discount adjustment and Manual adjustment columns.
5. Adjust the rounding in the Manual discount column figures to match the exact discount amount provided by the vendor.
How to fill in VAT amount
1. In the Purchase order document, click the Goods tab.
2. Select the VAT rate for items. By default, it is automatically filled with the value specified in the Item card.
3. Check the VAT amount calculation. Adjust the rounding manually.
4. Post the document.