Click on “Add” on the top right of the screen to add a new Item to the PO.
- Add Item
In the Add Item pop-up, provide all necessary information. The following screen shows the add item screen for a Contract Spot PO.
Field | Description |
Item | Search for the Item using either the Item number or the Description. From the available list, choose the Item. |
Item Information | Item Description, UoM, Location, Incoterm, Currency and Payment Term are populated based on the available contract |
Quantity | Provide the Required Quantity |
Due Date | Provide the first Due Date. In case of multiple releases, you can add additional releases in the Release tab. |
Ship Via | Choose the Ship Via from the list. |
Manufacturer Item Number | Provide, if applicable |
Supplier Item Number | Provide, if applicable |
Unit Price | MeRLIN picks up the Unit Price from the active Contract |
Exchange Rate | Exchange Rate from the Contracted Unit price to the PO header currency |
Unit Price (Po Header Currency) | Unit Price converted into the PO Header currency |
Tax Category | Choose from the list |
Tax Percentage | MeRLIN applies the chosen Tax category and brings up the applicable Tax percentage |
Additional Charges | Provide, if applicable |
Miscellaneous Charges | Provide, if applicable |
Tax Amount | MeRLIN calculates Tax Amount as Unit Price (PO Header Currency) * Tax Percentage |
Gross Amount | MeRLIN calculated Gross Amount as Amount + Tax Amount + Additional Charges + Miscellaneous Charges |
Note:
- Depending upon the configuration set up in the Business Administration module – “PO After Maximum Contract Limit Is Reached”, for the value Error, once the limit is reached PO cannot be created, for the value Warning, a warning message is showed, but the user will be able to continue PO creation.
Since the definition of Maximum Contract amount is not mandatory, if the maximum contract amount is specified, then the PO takes this amount into consideration else, the contract amount is considered as the limit.
- For Contract POs, the Payment terms are handled at header level instead of the item level.