Applying Basket Adjustments to Purchase Orders

After you enter your order information, you can apply basket adjustments automatically or interactively. The system runs the version of the Basket / Order Level Pricing for Procurement (R45750) program that is specified in the version of the Purchase Order Entry (P4310) program that you use to enter your purchase order. If you do not specify a version, the system uses version XJDE0001.

Note: See Running the R45750 Program as a Batch Process for information about applying a basket adjustment using a batch process.

Automatically or Interactively Applying Basket Adjustments to a Purchase Order

Prerequisite for Automatic Processing: Ensure that the Auto Basket and Order Level Repricing processing option is set to 1 in the version of the P4310 program that you use to enter the purchase order. You can also specify a version of the R45750 program, or let the system use the default version XJDE0001.

Note: These steps assume that the version of P4310 that you are using is set up to display the Order Header form first. If your version is set up to display the Order Detail form first, then you must navigate to the order header to enter the adjustment schedule if an adjustment schedule is not specified in the supplier master record.

To apply basket adjustments to an order:

1. Select Enter Purchase Orders from the Purchase Order Processing (G43A11) menu.

2. Click Add on the Work With Order Headers form.

3. On the Order Header form, enter values in the following required fields, and complete other fields as desired:

   • Branch/Plant

   • Supplier

4. On the Order Header form, select Additional Info from the Form menu.

5. On the Additional Info form, enter or verify the value in the Adjustment Schedule field.

   If an adjustment schedule is associated with the supplier, the Adjustment Schedule field is populated with the schedule name. You can change the schedule if needed. If no adjustment schedule is associated with the supplier, you must enter a value in the Adjustment Schedule field.

6. Click OK on the Additional Information form, and then click OK on the Order Header form.

7. On the Order Detail form, enter the detail lines for the order.

8. Complete one of the following steps:

   • To automatically apply a basket adjustment, click OK.

     The system runs the R45750 program to apply basket adjustments based on the adjustment schedule associated with the order.

   • To interactively apply a basket adjustment in the P4310 program, on the Order Detail form, select Basket / Order Level Adj from the Form menu, and then select Apply Reprice Level.

     The system applies basket adjustments based on the schedule in the Adjustment Schedule field.

     Click OK to complete the purchase order entry.