Quantity confirmation of POR and IR+ documents – AVCO

The functionality of quantity confirmation allows for providing an item for sales begore specifying its correct value. After receiving a purchase document, a user can enter an appropriate value in a POR document and then confirm the document, upon which values of resources and purchase costs are updated in unposted documents for released items. In posted documents, the update of purchase costs will be executed by generating a CC.

• In a document with confirmed quantity, the following fields can be modified:
• Regular Price (POR), Discounted Price (POR, IR+), Discount (POR), Value (POR, IR+), Price Type (POR),
• Modification of exchange rate and currency, unless a quantity correction is not generated to a document (POR).
• Date of Issue, Date of Receipt, Reference Number, Delivery Method
• Description

Other fields are not subject to modification on a document with confirmed quantity.

From a POR/IR+ with confirmed quantity it is not possible to generate a value correction.

Parameter Prime sales cost determined

The parameter Fixed value of delivery is available in IR+, POR and cost corrections and it is not subject to edition.

The parameter is update during the update of costs on a document upon confirmation of POR/IR+.

In case of updating price/value on a document with confirmed quantity, the change is saved only for a given item and document value. The value of an item remains unchanged until a complete confirmation of a POR/IR+ document (status Confirmed).

Changing value of subitem on POR/IR+

Updating resources and costs

After changing the status of a POR document from ZATWIERDZONY ILOŚCIOWO to Confirmed, the system:

• Updates IR+QC and PORQC documents
• Updates resource value
• Generates cost correction

Generating PI from POR document with confirmed quantity

In case of generating a PI document from a POR, standard rules for generaing documents described in category Generation of documents apply, with exclusion of the following rules:

• in case of selecting several POR with confirmed quantity, in which different currency exchange rates are registered, during generation of a PI, the system displays window with question referring to aggregation of exchange rates:
• upon approving the aggregation, those exchange rate type and value are retrieved onto the invoice, which are determined by settings in PI document definition in a center in which the document is being generated
• upon selecting the option without aggregation, as many invoices are generated as there are different currency exchange rates registered in the selected documents

Upon generating a PI from a PO receipt with confirmed quantity, it is not possible to:

• modify document items
• confirm or confirm and post POR
• generate a correction to the POR if the invoice status is Unconfirmed.

In an invoice document, the following fields can be modified:

• Regular Price – the permission Modification of regular price is controlled for an operator group
• Discounted Price
• Discount
• Value
• Exchange Rate Type and Exchange Rate Value

When confirming a PI document, the POR document is also confirmed and the following elements are updated:

• purchase value on subitems
• regular and dicounted price, discount, values on an item
• VAT table
• values and parameters referring to currency (exchange rate, exchange rate type, date type, date, conversion calculators) in the document header

Once the PI is confirmed, standard mechanism of updating purchase cost is started, the same as in case of changing status of POR from Confirmed Quantity Total to Confirmed.

Canceling a document with confirmed quantity

The rules applying to the cancellation of documents with confirmed quantiy ar etha same as in the case of cancelling a confimred POR/IR+ document.