Procurement Settings by Site (tdpur0111m000)

Use this session to view and maintain procurement (purchase) data and settings for individual sites.

You can specify the parameter settings specific to the site or use the company parameter settings, which can be enabled using the Use Global check box available in the various tabs of the session. For example, the Use Global Procurement Parameters check box indicates whether the company parameter settings are used or site specific settings can be specified.

 

Site
Site

The site for which the procurement settings are defined.

Related topics

Address

The address of the site.

Logistic Company

The logistic company to which the site is linked.

External

Indicates whether the site belongs to an external party such as a customer or a subcontractor.

An external site can include warehouses in which inventory owned by your company is stored, and for which your company performs planning.

Procurement
Purchase Office

The purchase office linked to the site. This office is responsible to manage the purchase orders for the site.

Buyer

The code of the employee who manages the purchases for the site.

Description

The description or name of the code.

General
Use Global Procurement Parameters

If this check box is selected, the parameter settings specified in the Procurement Parameters (tdpur0100m000) session are used. If this check box is cleared, you can set the procurement parameters specific to the site.

General
Insertion of Default Item - Purchase Business Partner

If this check box is selected, Infor LN adds an item - business partner record in the Items - Purchase Business Partner (tdipu0110m000) session when new purchase related data is added in the Items - Purchase (tdipu0101m000) session.

If this check box is cleared, you must manually specify item - business partner records in the Items - Purchase Business Partner (tdipu0110m000) session.

Note

This value is defaulted from the Procurement Parameters (tdpur0100m000) session only if the Use Global Procurement Parameters check box is selected.

Use Full Supply Time

If this check box is selected, you can specify and update full supply times and calculate full (cumulated) lead times.

Note

This value is defaulted from the Procurement Parameters (tdpur0100m000) session only if the Use Global Procurement Parameters check box is selected.

Maximum Number of Phantom Levels to be Skipped

This parameter determines the default number of bill of material (BOM) levels that are summarized when you use phantoms.

In Purchase Control, you can copy bills of material (BOMs) to purchase orders in the Copy BOM Components to Order (tdpur4812s000) session.

Note
  • The number of BOM levels must be one or higher.
  • This value is defaulted from the Procurement Parameters (tdpur0100m000) session only if the Use Global Procurement Parameters check box is selected.
List Group

The default list group that is used in purchase orders to identify the list item components when you purchase a list item. This value is defaulted only when no list group is linked to the buy-from business partner in the Buy-from Business Partner (tccom4120s000) session.

Note

This value is defaulted from the Procurement Parameters (tdpur0100m000) session only if the Use Global Procurement Parameters check box is selected.

Configuration Date

The date on which the bill of material (BOM) must be exploded or the date that determines the valid revision of an engineering item.

Note

This value is defaulted from the Procurement Parameters (tdpur0100m000) session only if the Use Global Procurement Parameters check box is selected.

The configuration date determines the date with which the effective date or the expiry date is compared in the BOM or the revision.

Note

In the Purchase Order Lines (tdpur4101m000) session, if the Inventory Handling field is set to:

  • By Main Item
    No bill of material is read.
  • By Component
    The applicable bill of material is read.
Change Control
Effective Date

The date and time at which the parameter settings are modified.

Last Changed By

The code of the user that last modified the parameter settings.

Requisition
Use Global Purchase Requisition Parameters

If this check box is selected, the parameter settings specified in the Purchase Requisition Parameters (tdpur0100m200) session are used. If this check box is cleared, you can set the purchase requisition parameters specific to the site.

General
Approval Authorizations

The approver for the purchase requisition.

Note

This value is defaulted from the Purchase Requisition Parameters (tdpur0100m200) session only if the Use Global Purchase Requisition Parameters check box is selected.

Submit Generated Requisitions Automatically

If this check box is selected, the purchase requisitions generated are automatically submitted for approval.

Note
  • If this check box is selected, the purchase requisition cannot be modified before it is approved. The changes to the requisition are allowed only after it is rejected by the approver.
  • This value is defaulted from the Purchase Requisition Parameters (tdpur0100m200) session only if the Use Global Purchase Requisition Parameters check box is selected.
Change Control
Effective Date

The date and time at which the parameter settings are modified.

Last Changed By

The code of the user that last modified the parameter settings.

RFQ
Use Global Request for Quotation Parameters

If this check box is selected, the parameter settings specified in the Request for Quotation Parameters (tdpur0100m100) session are used. If this check box is cleared, you can set the request for quotation parameters specific to the site.

General
Send RFQ to Not approved Buy-from Business Partner

If this check box is selected, you can send the RFQs to business partners for which the item-business partner combination is not approved in the Items - Purchase Business Partner (tdipu0110m000) session.

Note
  • This field is defaulted to the Send RFQ field in the RFQ Responses (tdpur1506m000) session.
  • This value is defaulted from the Request for Quotation Parameters (tdpur0100m100) session only if the Use Global Request for Quotation Parameters check box is selected.
Change Control
Effective Date

The code of the user that last modified the parameter settings.

Last Changed By

The code of the user that last modified the parameter settings.

Order
Use Global Purchase Order Parameters

If this check box is selected, the parameter settings specified in the Purchase Order Parameters (tdpur0100m400) are used. If this check box is cleared, you can set the purchase order parameters specific to the site.

Backorders
Backorders Allowed

If this check box is selected, Infor LN creates backorders.

The backorder quantities are calculated on the basis of the receipts and approvals carried out in the following sessions:

  • Warehouse Receipt (whinh3512m000)
  • Warehouse Inspections Overview (whinh3122m000)
  • Purchase Receipts (tdpur4106m000)

You can maintain the backorder quantity and manually confirm it in the Potential Purchase Backorders (tdpur4101m700) session. You can view the confirmed backorders in the Confirmed Purchase Backorders (tdpur4101m800) session.

Note
  • This value is defaulted from the Purchase Order Parameters (tdpur0100m400) session only if the Use Global Purchase Order Parameters check box is selected.
  • Infor LN does not generate (potential) backorders for return orders.

If this check box is cleared, Infor LN does not create backorders. As a result, no backorder quantity is calculated.

Note

If this check box is cleared, and if the Final Receipt check box is selected in the Warehouse Receipt (whinh3512m000) session, the following applies:

  • If the ordered quantity is more than the received quantity in the Warehouse Receipt (whinh3512m000) session, the difference between the ordered quantity and the received quantity is not considered when logging planned inventory transactions in the Planned Inventory Transactions (whinp1500m000) session and the Order - Planned Inventory Transactions (whinp1501m000) session.
  • If goods are rejected in the Warehouse Inspections Overview (whinh3122m000) session, the rejected quantity is not considered when logging planned inventory transactions in the Planned Inventory Transactions (whinp1500m000) session and the Order - Planned Inventory Transactions (whinp1501m000) session.

Example

  • Ordered Quantity = 10.
  • Infor LN cannot generate (potential) backorders.
Received quantityRejected quantityFinal receiptPlanned inventory transaction
70no3
70yes0
72no5
72yes0

 

Confirm Back Orders automatically

If this check box is selected, Infor LN confirms the backorders.

If this check box is cleared, the backorders must be confirmed manually in the Potential Purchase Backorders (tdpur4101m700) session.

Note
  • Backorders that are rejected during inspection are not confirmed by Infor LN. You must always confirm these backorders manually.
  • Backorders that are generated for a directly delivery purchase order are confirmed automatically. You cannot confirm these backorders manually.
  • This value is defaulted from the Purchase Order Parameters (tdpur0100m400) session only if the Use Global Purchase Order Parameters check box is selected.
Change Reason

The change reason code for the backorder. After the backorder is confirmed, this value is defaulted to the Change Reason Lines field of the Purchase Order Line Details (tdpur4101m200) session if the Default Change Reason Code for Change Order Line field is not specified.

Note
  • If the Default Change Reason Code for Change Order Line field is specified, it is used as the default change reason code for the backorder.
  • This value is defaulted from the Purchase Order Parameters (tdpur0100m400) session only if the Use Global Purchase Order Parameters check box is selected.
Change Type

The change type for the backorder. After the backorder is confirmed, this value is defaulted to the Change Type Lines field of the Purchase Order Line Details (tdpur4101m200) session if the Default Change Type for Change Order Line field is not specified.

Note
  • If the Default Change Type for Change Order Line field is specified, it is used as the default change type for the backorder.
  • This value is defaulted from the Purchase Order Parameters (tdpur0100m400) session only if the Use Global Purchase Order Parameters check box is selected.
Miscellaneous
Method of Calculating Average Purchase Price

The method to calculate the average purchase price.

Note
  • If this parameter is set to Purchases (Cum.), use the Equate Balance of Receipts with Inventory Level (tdipu0201m000) session to equate the cumulative receipts with the inventory on hand. The real time average prices for items can be calculated only if this session is run on a timely basis.
  • This value is defaulted from the Purchase Order Parameters (tdpur0100m400) session only if the Use Global Purchase Order Parameters check box is selected.
Confirm Receipt as Final

If this check box is selected, each purchase order line receipt is considered as a final receipt. Consequently, for each purchase order line receipt, the Final Receipt check box is automatically set in the Purchase Receipts (tdpur4106m000) session.

Note
  • In this way, when confirming receipts, you need not check the received items and manually select the Final Receipt check box. This will speed up the receipt procedure, which can be important if large numbers of receipt transactions are involved. In addition, back orders are always created, because you cannot forget to select the Final Receipt check box.
  • If this check box is cleared, the Final Receipt check box is automatically selected only if the received quantity is greater than or equal to the ordered quantity for the purchase order line. If the Final Receipt is cleared, but a final receipt is applicable, you must manually select the Final Receipt check box in the Purchase Receipts (tdpur4106m000) session.
  • You can undo the automatic selection of the Final Receipt check box for an individual receipt to correct the receipt in the Correct Purchase Receipt (tdpur4106s100) session.
  • This value is defaulted from the Purchase Order Parameters (tdpur0100m400) session only if the Use Global Purchase Order Parameters check box is selected.
Buy-from Business Partner Search
Level 1

The first element of the priority level combination based on which Infor LN searches for approved buy-from business partners for purchase orders.

Note

This value is defaulted from the Purchase Order Parameters (tdpur0100m400) session only if the Use Global Purchase Order Parameters check box is selected.

This value is used by Enterprise Planning in the buy-from business partner selection process. The following steps are executed:

  1. Enterprise Planning sends the required item (group) and warehouse to Purchase Control.
  2. Purchase Control searches for approved suppliers based on the Search Path defined in this session.
  3. Purchase Control sends all valid business partners to Enterprise Planning, which selects a buy-from business partner.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Search path for approved buy-from business partners.

Level 2

The second element of the priority level combination based on which Infor LN searches for approved business partners for purchase orders.

Note

This value is defaulted from the Purchase Order Parameters (tdpur0100m400) session only if the Use Global Purchase Order Parameters check box is selected.

This field is used by Enterprise Planning in the buy-from business partner selection process. The following steps are executed:

  1. Enterprise Planning sends the required item (group) and warehouse to Purchase Control.
  2. Purchase Control searches for approved suppliers based on the Search Path defined in this session.
  3. Purchase Control sends all valid business partners to Enterprise Planning, which selects a buy-from business partner.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Search path for approved buy-from business partners.

Level 3

The third element of the priority level combination based on which Infor LN searches for approved business partners for purchase orders.

Note

This value is defaulted from the Purchase Order Parameters (tdpur0100m400) session only if the Use Global Purchase Order Parameters check box is selected.

This field is used by Enterprise Planning in the buy-from business partner selection process. The following steps are executed:

  1. Enterprise Planning sends the required item (group) and warehouse to Purchase Control.
  2. Purchase Control searches for approved suppliers based on the Search Path defined in this session.
  3. Purchase Control sends all valid business partners to Enterprise Planning, which selects a buy-from business partner.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Search path for approved buy-from business partners.

Search All Defined Levels

If this check box is selected, Infor LN searches for approved business partners in all defined priority levels.

If this check box is cleared, and an approved business partner is identified in one of the defined priority levels, Infor LN stops the search.

Note

This value is defaulted from the Purchase Order Parameters (tdpur0100m400) session only if the Use Global Purchase Order Parameters check box is selected.

This field is used by Enterprise Planning in the buy-from business partner selection process. The following steps are completed:

  1. Enterprise Planning sends the required item (group) and warehouse to Purchase Control.
  2. Purchase Control searches for approved suppliers based on the Search Path defined in this session.
  3. Purchase Control sends all valid business partners to Enterprise Planning, which selects a buy-from business partner.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Search path for approved buy-from business partners.

Change Control
Effective Date

The date and time at which the parameter settings are modified.

Last Changed By

The code of the user that last modified the parameter settings.

Schedule
Use Global Purchase Schedule Parameters

If this check box is selected, the parameter settings specified in the Purchase Schedule Parameters (tdpur0100m500) session are used. If this check box is cleared, you can set the purchase schedule parameters specific to the site.

Buy-from Business Partner Search
Level - BP Sourcing

The first element of the priority level combination based on which Infor LN searches for approved business partners for purchase schedules.

Note

This value is defaulted from the Purchase Schedule Parameters (tdpur0100m500) session only if the Use Global Purchase Schedule Parameters check box is selected.

This field is used by Enterprise Planning in the buy-from business partner selection process. The following steps are completed:

  1. Enterprise Planning sends the required item (group) and warehouse to Purchase Control.
  2. Purchase Control searches for approved suppliers based on the Search Path defined in this session.
  3. Purchase Control sends all valid business partners to Enterprise Planning, which selects a buy-from business partner.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Search path for approved buy-from business partners.

Level - Purchase Contract

The second element of the priority level combination based on which Infor LN searches for approved business partners for purchase schedules.

Note

This value is defaulted from the Purchase Schedule Parameters (tdpur0100m500) session only if the Use Global Purchase Schedule Parameters check box is selected.

This field is used by Enterprise Planning in the buy-from business partner selection process. The following steps are completed:

  1. Enterprise Planning sends the required item (group) and warehouse to Purchase Control.
  2. Purchase Control searches for approved suppliers based on the Search Path defined in this session.
  3. Purchase Control sends all valid business partners to Enterprise Planning, which selects a buy-from business partner.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Search path for approved buy-from business partners.

Search All Defined Levels

If this check box is selected, Infor LN searches for approved business partners in all defined priority levels.

If this check box is cleared, and an approved business partner is identified in one of the defined priority levels, Infor LN stops the search.

Note

This value is defaulted from the Purchase Schedule Parameters (tdpur0100m500) session only if the Use Global Purchase Schedule Parameters check box is selected.

This field is used by Enterprise Planning in the buy-from business partner selection process. The following steps are completed:

  1. Enterprise Planning sends the required item (group) and warehouse to Purchase Control.
  2. Purchase Control searches for approved suppliers based on the Search Path defined in this session.
  3. Purchase Control sends all valid business partners to Enterprise Planning, after which Enterprise Planning selects a buy-from business partner.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Search path for approved buy-from business partners.

Change Control
Effective Date

The date and time at which the parameter settings are modified.

Last Changed By

The code of the user that last modified the parameter settings.

Pricing
Use Global Procurement Pricing Parameters

If this check box is selected, the parameter settings specified in the Pricing Parameters (tdpcg0100m000) session are used. If this check box is cleared, you can set the procurement pricing parameters specific to the site.

Price
Update Default Purchase Price Book

If this check box is selected, the supplier price book is automatically updated when a purchase price is changed, or added in the Items - Purchase (tdipu0101m000) session.

Note

This value is defaulted from the Pricing Parameters (tdpcg0100m000) session only if the Use Global Procurement Pricing Parameters check box is selected.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Update default price book.

Supplier Price Book

The code of the supplier price book

Note
  • This value is defaulted from the Pricing Parameters (tdpcg0100m000) session only if the Use Global Procurement Pricing Parameters check box is selected.
  • Define a supplier price book if you want to use only one price book for all your buy-from business partners. If the Update Supplier Price Book check box is selected, you can keep the supplier price book up to date.
  • If you link the supplier price book to a price matrix in the Purchase Price Matrices (tdpcg0130m020) session, you can use the PriceFactor field to have different unit prices for various buy-from business partners.
Price Control

This field determines which purchase price must be used from price books. This price book is based on the price matrix specified in the Purchase Price Matrices (tdpcg0130m020) session.

Select one of these options:

  • First Price
    For a specific matrix definition, Infor LN uses the first price in the price matrix with the most recent effective date.
  • Lowest Price
    For a specific matrix definition, Infor LN retrieves the first price from the price matrix with the most recent effective date. However, if other relevant matrix definitions are applicable, Infor LN continues searching these other price matrices for lower prices. Infor LN uses the lowest price from the price matrix.
Note
  • If the Lowest Price is selected, Infor LN does not search each entry (sequence) that is effective for a specific matrix definition in the Purchase Price Matrices (tdpcg0130m020) session. The prices between the matrix definitions of the price matrices are compared. The matrix definitions for which the value in the Order Priority field differs in the Matrix Priorities (tdpcg0120m000) session, are considered.
  • As the price with the most recent effective date in the price matrix for a specific matrix definition is considered, an exception can be defined by specifying a new entry with a new effective date in the existing price matrix.
  • This value is defaulted from the Pricing Parameters (tdpcg0100m000) session only if the Use Global Procurement Pricing Parameters check box is selected.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Price, rate, and discount control.

Example

Settings in the Matrix Priorities (tdpcg0120m000) session for the Purchase Price matrix type:

Priority12
Effectivity period01/01/2006-31/12/200601/01/2006-31/12/2006
Matrix definitionSupplierPrlist

 

Price matrices in the Purchase Price Matrices (tdpcg0130m020) session for the Purchase Price matrix type:

Matrix definitionSuppl
Priority1020
Effectivity period01/01/2006-31/12/200601/05/2006-30/08/2006
Price in price book710

 

Matrix definitionPrlist
Priority1020
Effectivity period01/01/2006-31/12/200601/06/2006-30/09/2006
Price in price book811

 

In addition, the following applies:

  • The Price Control parameter is set to Lowest Price.
  • An item is purchased on 30 May 2006 and all price matrices are applicable.

Infor LN retrieves the correct price as follows:

  1. For the first applicable matrix definition with Order Priority 1 in the Matrix Priorities (tdpcg0120m000), Infor LN retrieves the price with the most recent effective date in the price matrix . As a result, Infor LN retrieves the price of 10 from the Suppl Price Matrix.
  2. Because the Price Control parameter is set to Lowest Price, Infor LN continues searching for prices in price matrices to which other relevant matrix definitions are linked that are also stored in the Matrix Priorities (tdpcg0120m000) session. As a result, from the Prlist Price Matrix, which is stored as Order Priority 2 in the Matrix Priorities (tdpcg0120m000) session, Infor LN retrieves the price with the most recent effective date in the price matrix, which is the price of 8.
  3. Infor LN uses the price of 8, which is the lowest price.
Discount
Purchase Level 1 Discount Control

The level 1 purchase discount.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Price, rate, and discount control.

Allowed values

Discount Control

Note

This value is defaulted from the Pricing Parameters (tdpcg0100m000) session only if the Use Global Procurement Pricing Parameters check box is selected.

Purchase Level 2 Discount Control

The level 2purchase discount.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Price, rate, and discount control.

Allowed values

Discount Control

Note

This value is defaulted from the Pricing Parameters (tdpcg0100m000) session only if the Use Global Procurement Pricing Parameters check box is selected.

Purchase Level 3 Discount Control

The level 3 purchase discount.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Price, rate, and discount control.

Allowed values

Discount Control

Note

This value is defaulted from the Pricing Parameters (tdpcg0100m000) session only if the Use Global Procurement Pricing Parameters check box is selected.

Purchase Level 4 Discount Control

The level 4 purchase discount.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Price, rate, and discount control.

Allowed values

Discount Control

Note

This value is defaulted from the Pricing Parameters (tdpcg0100m000) session only if the Use Global Procurement Pricing Parameters check box is selected.

Purchase Level 5 Discount Control

The level 5 purchase discount.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Price, rate, and discount control.

Allowed values

Discount Control

Note

This value is defaulted from the Pricing Parameters (tdpcg0100m000) session only if the Use Global Procurement Pricing Parameters check box is selected.

Change Control
Effective Date

The date and time at which the parameter settings are modified.

Last Changed By

The code of the user that last modified the parameter settings.

Landed Cost
Use Global Landed Cost Parameters

If this check box is selected, the parameter settings specified in the Landed Costs Parameters (tclct0100m000) session are used. If this check box is cleared, you can set the landed cost parameters specific to the site.

Landed Cost
Method of Calculating Average Landed Cost

The method to calculate the average landed cost.

Note

Example

Method of Calculating Average Landed Cost: Cumulative Purchases

Current values for item K:

Cumulative purchase receipts20 pcs
Average landed cost for cost component A5 euro
Average landed cost for cost component B4 euro
Total average landed cost9 euro

 

New receipt for item K, all landed costs are invoiced.

Received quantity2 pcs
Landed cost line for cost component A7 euro
Landed cost line for cost component C3 euro

 

New average landed cost:

  • Cost component A
    (2 x 7) + (20 x 5) / (20 + 2) = 5.18 euro
  • Cost component B
    (2 x 0) + (20 x 4) / (20 + 2) = 3.64 euro
  • Cost component C
    (2 x 3) + (20 x 0) / (20 + 2) = 0.27

New values for item K:

Cumulative purchase receipts22 pcs
Total average landed cost9.09 euro

 

Note

This value is defaulted from the Landed Costs Parameters (tclct0100m000) session only if the Use Global Landed Cost Parameters check box is selected.

Related topics

Change Control
Effective Date

The date and time at which the parameter settings are modified.

Last Changed By

The code of the user that last modified the parameter settings.