Purchasing

Purchasing process with conditions

1 What are the conditions?

Terms of delivery and payment terms

2 What is an info record?

The info record is part of the purchasing master data. In it, the conditions for
purchasing are created by combining suppliers and materials.

3 When should an info record be created?

As soon as the combination of supplier and material conditions (prices and scale
quantities, etc.) are to be created.

4 Where can the info record be found in the menu?



Master data
5 In the conditions, we distinguish two types of discounts:
Preferential discount and unit discount. In which order are the two discounts
deducted from the gross price?

First unit discount and then, from the reduced value, loyalty discount
6 You want to enter a discount in an info record. Would you enter a unit or preferential
discount?

Unit discount

7 This is a part of the discount options in the info record. Which condition type would
you choose?



RA00
8 Is the discount of the info record in a purchase order calculated at header or item
level?

Item level

9 What is the difference between header and item discount?

The header discount is always applicable to all items, whereas the item discount only
applies to the respective item.

10 Can you set volume-based prices in the info record?

Yes

11 What is the connection between info record and purchase order?

The info record automatically adds price and discounts to the purchase order.
12 You create a source list for a supplier. Does this mean that the supplier is specified
for all materials or only for one material?

Only for a specific material.

13 What is a source list used for?

It defines the preferred supplier for a specific material.



14 For which document are the info record and the source list particularly important, and
for what reason?

Purchase requisition
A preferred supplier is is automatically entered during material planning.
15 Can you manually enter discounts in an purchase order?

A) in the header
B) at item level

A) = Yes
B) = Yes
16 You see the following conditions:



What is the final price after deducting the discounts (rounded)?

8.55 EUR

17 Use the following example to calculate the effective price (net price) per unit, as it
would be automatically deducted in the purchase order, both for 900 and for 1000
units. Assume that cash discount is claimed.

Price without discounts: 3,00 EUR
Master data vendor: 0002 (7 days 2% cash discount, otherwise net amount)
Conditions for supplier: 12% loyalty discount
Info record: Gross 2.29, 5% unit discount, scale: 1 - 999 = 2.29 EUR, from 1,000 =
2.00 EUR

900 units = 1.88
1000 units = 1.64


18 When creating a discount for only one supplier, which type of discount will you
create?

Discount on header level, or loyalty discount, or overall discount