The site for which the procurement settings are defined.
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. 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
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:
Allowed values 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. Allowed values 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
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
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:
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
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:
Example
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
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
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
Miscellaneous Method of Calculating Average Purchase Price The method to calculate the average purchase price. Note
Allowed values 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
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:
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. Allowed values 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:
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. Allowed values 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:
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. Allowed values 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:
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:
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. Allowed values 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:
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. Allowed values 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:
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
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:
Note
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:
Price matrices in the Purchase Price Matrices (tdpcg0130m020) session for the Purchase Price matrix type:
In addition, the following applies:
Infor LN retrieves the correct price as follows:
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 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 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 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 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 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
Allowed values Example Method of Calculating Average Landed Cost: Cumulative Purchases Current values for item K:
New receipt for item K, all landed costs are invoiced.
New average landed cost:
New values for item K:
Note This value is defaulted from the Landed Costs Parameters (tclct0100m000) session only if the Use Global Landed Cost 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.
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