Maintaining Purchasing Info Record

The purchasing info record is an important source of information for the buyer.

Info records are relevant for the standard procurement process, but also for the specific procurement processes. The info type of an info record decides for which process the data is used. When you create an info record, you can select one of the following info types:

• Standard

• Subcontracting

• Consignment

• Pipeline

The data for a purchasing info record is divided into general data on client level and purchasing organization-specific data. If necessary, the purchasing-organization-specific data can be maintained at plant level too.

Based on the conditions, the net or effective price is calculated in a purchasing document. The following definitions apply:

• Gross price: Price without taking any possible discounts and surcharges into account.
• Net price: Price taking any applicable discounts and surcharges into account.
• Effective price: Net price minus cash discount, and plus neutral provisions, delivery costs and non-deductible taxes.

There are conditions that are valid for a certain period, and conditions for which no definite validity period can be specified. In the latter case, the validity of the conditions corresponds to that of the purchasing document in question.

For time-dependent conditions, you can create price scales and map the dependency of the price on the quantity, for example.

Conditions in info records, contracts, and general conditions are time-dependent conditions. However, conditions in purchase orders are always time-independent conditions.

You use the document type to control whether time-dependent conditions are available for quotations and scheduling agreements. In Customizing, you must have set the Time-dependent conditions indicator for the particular document type.

You can define both time-dependent and time-independent conditions at header and item levels. Header conditions apply to all items in the document. However, item conditions apply only to the respective item.

The different price factors such as gross price, discounts, freight costs, customs, and taxes are mapped using condition types. The condition type determines how the price factor is calculated. You can choose between absolute, percentage, or quantity-dependent. The condition type is also used to define the reference magnitude for scales. The scale can refer to the quantity, the item value, or the weight.

An access sequence can be assigned to a condition type. The access sequence is a search strategy used to define the sequence in which condition records for a condition type are read.

The condition types that play a role in price determination are grouped together in a calculation schema. The calculation schema provides a framework for price determination. It determines the sequence in which the condition types are considered and are therefore included in the net or effective price calculation.

Furthermore, the calculation schema determines the following:

• The subtotals

  Note

  For time-dependent conditions, no subtotals are formed (net price, effective price).

• The extent to which manual processing of price determination is possible.

• The basis (reference level) on which the system calculates surcharges and discounts in percentages.

• The prerequisites that must be filled so that a condition type is considered.

You can define different calculation schemes (for example, for the individual purchasing organizations or suppliers).