Conditions area-Orders

• Unit price: in this field you have to enter the item price. For catalog items, the price is automatically taken from the catalog.

• Price unit: in this field you have to enter the price unit, e.g. piece for the article price. For catalog items, the price unit is automatically taken from the catalog.
  Transfer free item: if you activate this option, the order item will be marked as a free item. With SAP integration, when a purchase order is sent, this item is transferred to SAP as a free item.

• Conversion: if the order unit and the price unit are different, the conversion factors for the units of measure are stored in the fields “Conversion” and “Corresponds”.
  In the “Conversion” field, you define how many order units (e.g. pieces) correspond to the price units (e.g. kg) stored in the “Corresponds” field.
  The total price of an item is calculated from these factors and the values stored under “Unit price” .Example:
  Quantity: 5 pieces (order unit)
  Unit price: 100,00 EUR per 20 kg (price unit)
  Conversion: 1 piece
  Equivalent: 12,00 kgTotal price: 300,00 EUR

• Total price: the total price is displayed in this field. The total price is calculated automatically by multiplying the quantity by the price.

• Surcharges/deductions: via the Edit button you can define additional conditions as surcharges or deductions for this position.

• VAT: this field displays the value added tax. The value added tax, if deposited, is taken from the catalogue article. If no VAT is stored in the article, the settings of your organization apply.

• VATdue: this option shows if VAT is due for the shopping cart item. The value added tax is determined automatically by Onventis:

  • for catalog items, the tax rate is taken from the article master, if defined. If no tax rate is stored for the catalog item, the standard tax rate of your organization will be used.

  • for free text items, the standard tax rate of your organization is used.

• Delivery: for delivery you can choose between complete delivery and delivery division.

  • Complete delivery: in the case of a complete delivery, the entire quantity ordered is to be delivered on one delivery date.

  • Delivery allocation: by clicking the New allocation button you can allocate the delivery of the total ordered quantity to several delivery dates.
    Example
    You order a total quantity of 50 pieces and you want 25 pieces delivered on 03/31/2017 and the remaining 25 pieces delivered on 04/10/2016.
    25 pieces are to be delivered on 31/03/2017.
    25 pieces are to be delivered on 10/04/2016.
    Click on the New Assignment button.
    Under delivery date you enter the 31.03.2017
    Under Quantity, enter 25.
    With the Save and New button you maintain the second delivery date:

Under delivery date you enter the 10.04.2017

Under Quantity, enter 25.

With the Save and New button you save your entries and return to the position.

In the item, you now see the two delivery dates and the quantities that are to be delivered on this date.

You can correct your entries using the New Assignment button.

• Delivery date: in this field you can enter the desired delivery date for this article in case of a complete delivery.

• Material group: you can select a material group via the selection field.

• Delivery address: you can select the delivery address via the selection field. Via the Info … button you can view the address details. Via the Search … button you can search for another address and add it to the order item via the Transfer.svg icon. Via the New. .. button you can create a new address. The newly created address is saved under Master Data Management → Organization Management → Addresses.

• Framework agreements: if you maintain framework agreements in Onventis and the ordered article is a part of the framework agreements, you can select the corresponding framework agreement via the dropdown box. As soon as you have sent the purchase order to the vendor, the total of all the quantities ordered is displayed as the released quantity in the outline agreement.

• Settings: if you activate the option Inventory managed in Settings, an increase in stock is posted in your ERP system when the order is sent. For an article to be activated as an inventory-managed article, a material number must be maintained.