| Purchase Order - Lines (tdpur4100m900)Use this session to view, enter, maintain,
and process a specific purchase order and linked purchase order lines. You can specify a purchase order header and purchase order
lines on one screen. This session enables you to quickly enter the most
important information for a purchase order and to process the order. - You can start this session from the Purchase Orders (tdpur4100m000) overview session, by double-clicking a record, or by
entering a new purchase order. You can also start this session stand-alone.
- To view the details of the purchase order header, click
Purchase Order Details on the File menu of the current session. As a result, the Purchase Orders (tdpur4100m000) details session starts.
- To display fields from the Purchase Orders (tdpur4100m000) details session in the current session, click
Customize Form on the View menu. As a result, you can indicate which fields you want to hide and unhide.
- To view the details of a purchase order line, select and
double-click a purchase order line. As a result, the Purchase Order Lines (tdpur4101m000) session starts.
- Only order lines are displayed in this session. Order line
details are not displayed. To view and maintain these lines, select an order
line and click Order Line Details on the appropriate menu of the Order Lines tab.
Tabs The lines on the tabs refer to these sessions: Note - If you cannot find a specific purchase order line on the Release to Warehousing tab, the purchase order
line might not be ready yet for releasing. To find out whether another activity
must be carried out before the purchase order line can be released to Warehousing, start
the Purchase Order Line Status (tdpur4534m000) session by clicking Purchase Order Line Status on the appropriate menu of the Order Lines tab.
- You can copy existing order lines to new order lines. If you
select the order line(s) and click the Duplicate Order
Line button, the selected lines are copied to the current purchase
order.
- If you select an order line(s) and click the Show
attachments button, you can link document revisions to the purchase
order line in the Objects Links (dmcom8110m000) session and/or link files
to the document revision in the File Linking (dmdoc4540m002) session.
Business Partner The business partner from whom you order goods or services;
this usually represents a supplier's sales department. The definition includes
the default price and discount agreements, purchase-order defaults, delivery
terms, and the related ship-from and invoice-from business partner. Address The buy-from business partner's address code. Area A region used to group business partners, customers, suppliers
and employees on a geographical basis. Default value The default area that is assigned to the buy-from business partner is derived from the Buy-from Business Partners (tccom4520m000) session. Order Discount A discount percentage or amount to be subtracted from the total
order amount. Note For cost items and service items, no order header discount
is calculated. Default value The default order discount is derived from the Buy-from Business Partners (tccom4520m000) session. Purchase Price List List of default prices and discounts for customers and
suppliers. You can link price lists to items and item groups, and to sold-to
and buy-from business partners. BP Prices/Discounts A business partner can be selected as 'parent'. This means that
the prices and discounts that are specified for this business partner are the
input for the relevant order. If a parent business partner is defined on an order, LN first looks for price
and discount data as defined for the parent business partner. If price or discount information is not specified for the
parent, or if no parent is specified, LN looks for the price and discount data that
is specified for the business partner on the order. BP Texts A business partner can be selected as parent. This means that
the texts that are specified for this business partner are the input for the
concerning order. If a parent business partner is defined on an order, LN first looks for texts
as defined for the parent business partner. If texts are not specified for the parent or if no parent
is specified, LN looks
for the texts that are specified for the business partner on the order. ZIP Code/Postal Code The business partner's ZIP code. Buy-from Business Partner Order The number the buy-from business partner assigned to the order. Reference A The first extra reference by which the order or request for
quotation can be identified. This reference is printed on various order
documents and lists. Reference B The second extra reference field that you can fill with extra
information. This reference is printed on the order documents and lists. Contract A customer-oriented contract, agreed upon by buy-from business
partners and sold-to business partners that is used to record specific
agreements for specific projects. A special contract can also be a promotional
contract. For special contracts, an overlap in effectivity periods is
allowed for the same item/business partner combination. After the contract number is entered, the order header data
is loaded with the default values in the header of the concerning contract.
Specific addresses are also copied. In this way, the contract terms are adopted
on the order level, allowing adoption of the contract price and/or contract
discount as well. The purpose of this field is to serve as a default for the
purchase order line. The actions LN takes to link a contract to the contract
line, depends on the value of the Several Special Contracts Allowed by Purchase Order check
box in the Purchase Contract Parameters (tdpur0100m300) session. Original Document Number The original document number for the return order. Note If the fields in the Returns group box are filled and you click Copy from Original Document on the appropriate menu, dependent
on the Original Document Type, a session starts from which
you can select the lines of the original document to be copied to the current
order. As a result, a link is created between the original order line and the
return order line. Return Reason The reason why the delivered goods are rejected and
returned. Buyer The employee of your company who is the contact to the
concerned buy-from business partner. The buyer is also known as the purchasing
agent. Planner The employee or department responsible for planning the
production, purchase and distribution of items. The planner takes into account
the inventory levels, availability of materials, and capacities of resources,
and reacts on signals such as rescheduling messages that LN generates. Purchase Order Type The order type determines which sessions are part of the order
procedure and how and in which sequence this procedure is executed. Default value The default value is the order type assigned to the
buy-from business partner in the Buy-from Business Partners (tccom4520m000) session. If no order type is assigned to the
buy-from business partner, the default is the order type assigned to the logon code in the Purchase User Profiles (tdpur0143m000) session. Note If the warehouse is WMS controlled, and the Collect Orders check box is cleared for the warehouse
in the WMS Interface Parameters (whwmd2105m000) session, you cannot enter a collect order type in this field. Purchase Order The number that identifies the purchase order. Purchase Order Origin The origin of the purchase order. Order Date The date on which the order is manually specified or is
automatically generated. Note This date can be manually changed to a date in the past or
in the future. Purchase Office A department in your organization that is responsible for
buying the materials and services needed by your organization. You assign
number groups to the purchase office. In this way, you can assign serial numbers to: - Purchase orders
- Purchase schedules
- Requests for quotations
- Purchase contracts
You can also define a default warehouse where goods ordered by
the purchase office must be delivered. Financial Department The department that determines the financial company to which
the transaction must be posted and which is responsible for the tax declaration
in the tax country of the order. The financial company's home
country must be the tax country of the order. The financial department is an accounting office of the financial company. If the financial company of the administrative department has
a tax number in the tax country of the order, the financial department is the
same department as the administrative department. The financial department enables you to process financial
transactions for an order in another financial company than the financial
company of the purchase office. Note - The financial department must have a tax ID in the tax
country.
- This field is only visible if the Use Tax Numbers of other Financial Companies check box is selected in the Tax Parameters (tctax0100m000) session.
Default value - This field is defaulted from the Purchase Office field.
- This field retrieves the default financial data of its
financial company for the purchase order.
Planned Receipt Date The planned date on which the items on the order/schedule line
are planned to be received. The planned receipt date cannot occur before the
order date/schedule generation date. Confirmed Receipt Date The receipt date for the items, which is confirmed by the
buy-from business partner or confirmed to the sold-to business partner. This date is used for several purposes: - As one of the bases by which the vendor rating is determined.
- As the default value for the confirmed receipt date on the
order lines.
- As the reference date for the printing of reminders.
Warehouse A place for storing goods. For each warehouse, you can enter
address data and data relating to its type. Receipt Address The actual address where goods must be delivered that you
recorded for each supplier. In practice, this can be one of your warehouses. Route Line of travel from your warehouses to the ship-to or ship-from
business partner's warehouse and vice versa. Use routes to group business
partners that are located in the same area or along one convenient route. You can arrange addresses by routes to print picking lists
and shipping notes sorted by route. Carrier/LSP An organization that provides transport services. You can link
a default carrier to both ship-to and ship-from business partners. In addition,
you can print sales and purchase orders on a packing list, sorted by
carrier. For ordering and invoicing, you must define a carrier as a
business partner. Delivery Terms The agreements with the business partner, concerning the way
the goods are delivered. Relevant information is printed on various order
documents. Point of Title Passage The point at which the legal ownership changes. At this point,
the risk passes from the seller to the buyer. Business Partner The business partner that sends invoices to your organization.
This usually represents a supplier's accounts receivable department. The
definition includes the default currency and exchange rate, invoicing method
and frequency, information about your organization's credit limit, the terms
and method of payment, and the related pay-to business partner. Status The status of the purchase order. Workflow Status The status that applies if the business object requires authorization using ION Workflow. When you perform a change that requires authorization, a
checked-out version is automatically created for the business object. The
changes you submitted are only effective after approval/check-in. You can also
undo your changes, or recall your submitted changes. - Checked-out and checked-in objects are displayed in the Checked-out Objects (ttocm9599m000) session.
- From the appropriate menu of this session, select Workflow and then select the
required action for the business object.
Allowed values If the business object is checked out, this field shows an Object status. If the business object is checked in,
this field shows an Approval status. Regardless of the object being checked in or out, if a
description is specified for the object type in the Workflow Information Fields (ttocm0106m000) session (which is displayed as a
tab in the Object Types (ttocm0102m000) session), this field always shows the value of
the appropriate Description field. Note For more information on setting up and using ION Workflow
for business objects in LN, refer to the Infor LN Integration Guide for
Infor ION Workflows and Monitors at Infor Xtreme. For Commingling If this check box is selected, LN generates a purchase
order that is waiting for commingling. You must commingle and approve the
commingled purchase order. Note - This check box is only available if the Commingling for check box is selected for the relevant
origin in the Purchase Order Parameters (tdpur0100m400) session.
- This check box can only be selected if the purchase order
has the Created status.
Text If this check box is selected, header or footer text
exists for the purchase order. Business Partner The business partner that ships the ordered goods to your
organization. This usually represents a supplier's distribution center or
warehouse. The definition includes the default warehouse at which you want to
receive the goods and if you want to inspect the goods, the carrier that takes
care of the transport, and the related buy-from business partner. Address The ship-from business partner's address code. Order Weight The total weight of the items ordered on the purchase order
lines. The weight is calculated based on the ordered quantity and is expressed
in the company's base weight unit, as defined in the Weight field of the MCS Parameters (tcmcs0100s000) session. Note An item's weight can be defined in the Items - General (tcibd0501m000) session. The following order lines are excluded from the order
weight calculation: - Order lines with a negative quantity.
- Canceled lines.
- Potential back order lines.
- Total lines.
Note - You must click the Calculate button to calculate the order
weight.
- Blocked lines and direct delivery lines are included in the
order weight calculation.
- Back orders lines are included in the order weight
calculation, but the outcome of the order line's delivered quantity - rejected
quantity is used in the order weight calculation.
- The packaging weight is not taken into account.
Currency The monetary unit in which the purchase price is expressed. Note You cannot change the currency if order lines are added to
the purchase order. Order Amount The total order amount. This is a cumulative value of all the
purchase order line amounts after discounts are deducted. Note When the ordered quantity on a back order line is changed, this change is carried
through in the order amount. However, when back order lines are canceled or
deleted, the original ordered quantity still determines the order amount. Exchange Rate Type A way to group currency exchange rates. You can assign
different currency exchange rates to different invoice-to business partners
and/or to different types of transactions (purchase, sales, and so on). Rate Determiner The method to decide which date is used to determine the
exchange rates. During the composing process, all amounts in foreign
currencies are converted to the home currency, based on the determined exchange
rate. Note The options you have depend on a company's currency system,
which you can define in the Currency System field
of the Companies (tcemm1170m000) session. Use Purchase Rates for Receipts If this check box is selected, LN uses purchase rate
data for the debit side of the purchase order/receipt transaction. Note The value of this field is retrieved from the corresponding
field in the Buy-from Business Partner (tccom4120s000) session. Purchase Rate The factor by which purchase transaction amounts in a foreign
currency are multiplied to produce the amounts in the home currency. Default value The default purchase rate is derived from the Currency Rates (tcmcs0108m000) session. You can adjust the purchase rate with certain
restrictions. The purchase rate is assigned to the purchase order at the
moment it is created or generated, in order to use the same rate throughout the
order procedure. You cannot modify this field in any of the following
situations: - Order lines have been entered for this order.
- The order currency is the same as the home currency.
- The Rate Determiner field has the value Document Date, Receipt Date,
or Expected Cash Date.
Rate Factor The factor by which the amount in the transaction currency or
the invoice currency is divided before LN converts it to a
home currency. A rate factor is often used for currencies that have a
relatively low price, for example, Korean Won. Default value The default rate factor is the factor that is assigned to
the currency. You can adjust the rate factor, depending on a number of
conditions (see the Rate/Rate Factor field). Note If a purchase order is
created or generated, the rate factor that is assigned to the currency is also
assigned to the purchase order. So the same rate factor is effective throughout
the procedure. Rate/Rate Factor The conversion between the home currency and the currency that
is used on the purchase order. Self-Billing If this check box is selected, self-billing is used for
purchase orders that you issue to the buy-from business partner. Default value This field is defaulted from the Self-Billing field
in the Buy-from Business Partner (tccom4120s000) session. If this check box is cleared, the purchase invoice is
created by the buy-from business partner and received by your company. Invoice after You can indicate for a purchase order when a self billed
invoice can be generated. Default value This field is defaulted from the Invoice After field in the Buy-from Business Partner (tccom4120s000) session. Self-Billing Method If the Self-Billing check box is selected, use this
field to select a self-billing method, which determines how self-billing is
carried out. The self-billing method determines, among other things, the
criteria for composing the invoice, the invoicing interval, the output medium,
and so on. Tax Classification An attribute of order headers and order lines that you can use
to define tax exceptions for the transaction. LN retrieves the
default tax classification from the invoice-from and invoice-to business
partners. For example, you can use the tax classification to
indicate: - That payments to an invoice-from business partner are subject
to withholding tax and social contributions
- To group business partners that have the same tax aspects for
your company, for example, subcontractors, or agents
- That the tax must be paid in a country other than the sales
office or service office's home country
Default value This field is defaulted from the Business Partner Tax Classification field of the Invoice-from Business Partner (tccom4122s000) session. Landed Costs Classification Attribute that allows users to link a logistic transaction to a
specific landed costs set, overruling the landed costs settings
of that transaction. If required, users can specify a landed costs
classification and use this classification on the transaction. Invoice External BP If this check box is selected, the external business
partner is invoiced for the freight costs you make. Note - If this check box is selected, landed cost lines for which the Calculation Method is By Freight Management cannot be linked to the purchase order.
- The invoice-to business partner is the same as the invoice-from business partner if the invoice-from business partner has the invoice-to role.
Otherwise the invoice-to business partner is determined from the parent
business partner.
- This field is defaulted from the Invoice Business Partner for Freight field in the Buy-from Business Partner (tccom4120s000) session.
Invoice Freight Costs Based On A company can invoice freight rates to the external business
partner, based on Freight Costs, Client Rates, and Freight Costs (Update Allowed). Note This field is defaulted from the Invoice for Freight Based On field in the Invoice-to Business Partner (tccom4112s000) session. Business Partner The business partner to which you pay invoices. This usually
represents a supplier's accounts receivable department. The definition includes
the default currency and exchange rate, the supplier's bank relation, the
number of days within which you must pay the invoices, and if the business
partner uses a factoring company. Payment Terms Agreements about the way in which invoices are paid. The payment terms include: - The period within which invoices must be paid.
- The discount granted if an invoice is paid within a given
period
The payment terms allow you to calculate: - The date on which the payment is due
- The date on which the discount periods expire
- The discount amount
Late Payment Surcharge The percentage that is charged over the goods amount or over
rendered services that the recipient of the invoice must pay if the invoice is
not paid within a specified period. Remittance Agreement A subcontracting document that contains agreements about how
the payment for a project will take place. For example, the remittance
agreement states that part of the invoice amount must be paid to the
subcontractor's industrial assurance board (IAB) and to the tax authorities. Change Order Sequence A number that is used to assign the occurrence of changes to a
purchase order or a sales order. Change Reason A means used to identify the reason for a change to a sales or
purchase order, for example, a contract limitation, feasibility issue, or
transportation limitation. A change reason is identified by a code. Change Type A user-defined code that can be used to identify types of
changes made to orders, such as a price change or quantity increase. Tax Amount The purchase order's total VAT amount, expressed in the order currency. | |