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Supplier Contracts

Supplier Contracts screen allows you to setup Supplier Purchasing Contracts in Ostendo allowing for special pricing for specific items / descriptors based on either an open or fixed period of time. A purchase order line can be linked to a specific contract for that Supplier / Code combination.

 

When the user enters a PO Line, Ostendo will check to see if there are any contracts in force for this supplier / item or descriptor combination and advise the user by way of an indicator message

 

If the user then selects the contract and links it to this line, that contracts pricing will override the existing default price. Further to this the Ext Nett Value will update the Contract Value to Date on the Contract. This will enable monitoring progress of this contract.

 

There is also a Tolerance % on the Contract which allows a threshold all linked PO’s may exceed the Contract Value in total.

Eg: Contact Value = $200 and Tolerance = 10%, therefore Ostendo will allow the Contract value to date to get to $210 before preventing further lines being linked to that contract.

 

 

List Tab

 

This shows a list of all Supplier Contracts created.

 

Display fields

 

ContractNo. : Display only field showing the Supplier Contract number.

 

Supplier: Display only field showing the Supplier for the contract.

 

Contract Status : Shows the status of the contract. (Active or InActive)

 

Contract Term : Shows the Term Style of the contract. Either "Open Term" or  "Fixed Term".

 

Contract Value Style : Value Style is either based on "Total Quantity" or "Total Amount".

 

Contract Start : If Fixed Term contract, then this will show the Start Date of the Contract.

               

Contract Finish : If Fixed Term contract, then this will show the Finish Date of the Contract.

 

Contract Value : Shows the total value of the contract.

 

Contract Value Todate :  Shows the value to date.

 

Code Type : Select either Item or Descriptor.

 

Code : Select the code from the drop-down list.

 

Description: This is a display-only field.

 

Unit : This is a display-only field.

 

Unit Price : Enter the unit price here.

 

Currency Code : This is a display-only field.

 

Tolerance % : This is the percentage of total contract value which is allowed to be exceeded by - based on the total value of all PO's linked to this Supplier Contract 

 

Reference : Enter any reference information here.

 

Notes : Enter notes here.

 

 

 

 

Buttons

 

Close: This will close the screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Add: Not applicable to the List panel.

 

Save: Not applicable to the List panel

 

Cancel: Not applicable to the List panel

 

Delete: Not applicable to the List panel

 

 

Detail Tab

 

Entry and Display fields

 

ContractNo. : Display only field showing the Supplier Contract number.

 

Supplier: Select the Supplier for the contract.

 

Contract Status : Select the status of the contract. (Active or InActive)

 

Contract Term : Select the Term Style of the contract. Either "Open Term" or  "Fixed Term".

 

Contract Value Style : Select the value style for the contract. Value Style is either based on "Total Quantity" or "Total Amount".

 

Contract Start : If Fixed Term contract, then select the Start Date of the Contract.

               

Contract Finish : If Fixed Term contract, then select the Finish Date of the Contract.

 

Contract Value : Enter the total value of the contract.

 

Contract Value Todate :  Display-only field showing the contract value to date.

 

Code Type : Select the code type (Item Code or Descriptor Code)

 

Description : Display-only field showing the description of the item/descriptor

 

Unit : Select the unit of the item/descriptor

 

Unit Price : enter the unit price for this item.

 

Currency Code : Enter the currency code applicable

 

Tolerance % : Enter the percentage of total contract value which is allowed to be exceeded by - based on the total value of all PO's linked to this Supplier Contract 

 

Reference :  Enter any relevant references here.

 

Notes :  Enter any relevant notes here.

 

Buttons

 

Close: This will close the screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Add: Not applicable to the Detail panel

 

Save: This will save the current data without exiting the screen

 

Cancel: Any changes made since the screen was opened or the last time the ‘Save’ Button was pressed will be lost.

 

Delete: Not applicable to the Detail panel