Use the Procurement and sourcing parameters form to set up purchasing parameters. You can perform the following tasks:
Use the General tab on the Procurement and sourcing parameters form to define the general purchase order settings. The options are described in the following table.
|Purchase type||Select the purchase order type that is created by default when you create an order in the Purchase order form. A purchase order can have one of the following types: Journal, Purchase order, or Returned order.|
|Return action default||Select the return action that is defaulted to return purchase order lines.|
|Purchase pool||Select the purchase pool that you want to appear by default on a purchase order when it is created it in the Purchase order form.
Purchase pools are used to group purchase orders, and for filter and selection purposes.
|Prompt when specifying vendor and invoice account||Select this check box to display a message when you select or change the vendor account for a purchase order. The message indicates that vendor’s information, such as terms of payment, from the Vendors form will be copied to the purchase order. If you do not select this check box, the information will be copied and no message will be displayed.
Basic information that is specified for the vendor’s account number, such as name and address, are copied to a purchase order, whether this check box is selected or not.
|Prompt quantity field value when posting documents||Select this check box to automatically recommend a value for the Quantity field when you generate a document.
The recommended values for purchase orders are as follows:
If you previously generated the purchase order documents by using values other than the recommended ones, and you have selected this check box, you will receive a message that recommends changing the current value to the recommended value the next time that you generate a document.
|Automatically recalculate FactBoxes on purchase order update||Select this check box to automatically recalculate values in Purchase order totals FactBox.|
|Disallow renumbering of lines||When synchronization to CDS is enabled, renumbering of purchase order lines can cause inconsistent references to lines. To prevent inconsistence, set Disallow renumbering to Yes|
|Purchase order prices/amounts||Indicate whether purchase order prices and amounts should print on the purchase order document.|
|Activate change management||Indicate whether the current company is using change management for purchase orders.|
|Allow override of settings per vendor||Indicate whether it should be possible to override the change management parameters for each vendor and purchase order. When this check box is selected, you can also override the setting that is defaulted from the vendor when the purchase order is created.|
|Find purchase agreement||Select this checkbox to use purchase agreement for intercompany orders|
Procurement and sourcing > Setup > Procurement and sourcing parameters > General tab
|Figure 4.5 Procurement and Sourcing Parameters – General Tab|
To view or edit parameters for automatically updating order lines when you change the sales order header, click Update order lines.
Click Update order lines button to open the form where you can specify how purchase order lines are automatically updated when changes are made on the purchase order header.
For each field, you can select one of the following values.
Use the Delivery tab on the Procurement and sourcing parameters form to enter or view parameters in the General and Product receipt sections. This includes rules for delivery acceptances and product receipts.
The update parameters are described in the following table.
|Accept overdelivery||Select this check box to enable under-deliveries to be accepted as a final delivery.|
|Accept underdelivery||Select this check box to enable the receiving of more items through the product receipt update than the quantity that you ordered on the purchase line.|
|Safety level of invoiced orders||Specify whether to allow for changes to a fully invoiced purchase order.|
|Check for product receipt number used||Select how duplicate product receipt numbers for each vendor should be handled.|
|Generate charges on product receipt||Select this checkbox to allow to post miscellaneous charges at time of product receipt.|
|Registered quantity selection||When processing purchase order product receipt, you can specify the quantities to be posted. If the registered quantity is selected in the quantity field for processing a product receipt, you can limit posting to only include registered transaction by setting this field to Use only registered. If you set this field to prioritize marking over registered, the limitation that you specify whit the registered quantity value is disregarded, and the system will allow for transaction other than registered transaction to be posted.|
|Number of documents in batch task||Specify how many documents can be run at time.|
Procurement and sourcing > Setup > Procurement and sourcing parameters > Delivery tab
|Figure 4.6 Procurement and Sourcing Parameters – Delivery Tab|
Use the Prices tab to specify how the discounts are calculated (if various discounts apply) and whether charges are added automatically to purchase orders or lines. The options are described in the following table.
|Discount||Determines how discount is calculated if both line discount and multiline discount are present on the same purchase order line.|
|Find auto charges for header||Select this check box to automatically allocate main charges when you create a purchase order. If you have not defined automatic charges, clear this check box to increase performance.|
|Find auto charges for line||Select this check box to automatically allocate line charges that are set up for the ordered item when you create a purchase order line. If you have not defined automatic charges, clear this check box to increase performance.|
|Date type||Specify the date used when you search for trade agreements.|
|Calculate total discount on posting||Select this check box to automatically calculate the total discount when purchase orders are generated. The field total discount will be closed for manual editing if this check box is selected.|
|Enable price details||Select this checkbox to let users view price details for purchase order lines.|
|Trade agreement evaluation||If you change price and discount conditions, prices and discounts could be recalculated and overwritten. You could also trigger a dialog box. The dialog helps you decide whether to keep the current price or discount if the price is inherited from an external source. Add the types of external sources that should trigger this dialog by selecting the check box.|
Procurement and sourcing > Setup > Procurement and sourcing parameters > Prices tab
|Figure 4.7 Procurement and Sourcing Parameters – Prices Tab|
Use the settings on the Inventory dimension tab to select the inventory dimensions that are displayed on purchase order lines.
Procurement and sourcing > Setup > Procurement and sourcing parameters > Inventory dimensions tab
|Figure 4.8 Procurement and Sourcing Parameters – Inventory Dimensions Tab|
On the Number sequences tab, you can select a number sequence that is associated with each reference. Number sequences are used to assign logical or sequential numbers to a document or record. For example, the number sequence code that is assigned to the Purchase order reference is used to generate a new unique number for each purchase order that is created.
The number sequence can be set up to have a specific format such as PO#####. This means that the purchase order number will be generated by using the next available number in that format.
For example, if the next number in the sequence is 11156, when a new purchase order is created, the system will generate the purchase order as PO11156.
|Figure 4.9 Procurement and Sourcing Parameters – Number Sequences Tab|
Each number sequence must have a number sequence code specified before a document of that type can be created.