Purchase Orders (tdpur4100m000)Use this session to view, specify, and maintain purchase orders. When you double-click a record, or click the New button, the Purchase Order - Lines (tdpur4100m900) session is started. If this session is started in the details mode, data for a specific purchase order header is displayed.
Buy-from 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. Ship-from Business Partner The business partner who 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. Purchase Office A department in your organization that is responsible for buying the materials and services required by your organization. You assign number groups to the purchase office. 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
Default value
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 supplier in the Buy-from Business Partners (tccom4520m000) session. If no order type is assigned to the supplier, the default is the order type assigned to the logon code in the Purchase User Profiles (tdpur0143m000) session. Note
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. Purchase Order The number that identifies the purchase order. Revision The revision number of the purchase order, which is increased after processing an approved change for the purchase order using change requests. Purchase Order Origin The origin of the purchase order. Allowed values 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:
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. Default value
Status The status of the purchase order header. Allowed values Workflow Status The status that is applicable if the business object requires authorization approval 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 submit are only effective after approval/check-in. You can also undo your changes, or recall your submitted changes.
Allowed values If the business object is checked out, this field displays an Object status. If the business object is checked in, this field displays an Approval status. 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), regardless if the object is checked in or out, this field always displays 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. Log Order History If this check box is selected, history must be logged for the purchase order. Note This field cannot be changed during the life cycle of the purchase order. Default value This field is defaulted from the Log Order History parameter in the Purchase Order Parameters (tdpur0100m400) session at the moment the purchase order is created. If the parameter changes after the purchase order creation date, this field is not changed. Start Logging Order History at The moment the purchase order history is logged. Note This field cannot be changed during the life cycle of the purchase order. Default value This field is defaulted from the Start Logging Order History at parameter in the Purchase Order Parameters (tdpur0100m400) session at the moment the purchase order is created. If the parameter changes after the purchase order creation date, this field is not changed. Allowed values Exclude from Target Price Calculation If this check box is selected, the purchase order is excluded from the target price calculation. Note
EDI Message Generated If this check box is selected, an EDI message is generated for the purchase order. Warehouse A place for storing goods. For each warehouse, you can enter address data and data relating to its type. 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. 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. Buy-from Business Partner Order The number the buy-from business partner assigned to the order. Original Document Type The document type that is linked to the original document if the purchase order type is a return order. Allowed values 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. 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, depending 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. Reference B The second extra reference field that you can fill with extra information. This reference is printed on the order documents and lists. Return Reason The reason why the delivered goods are rejected and returned. 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 Interactive Contract Linking check box in the Purchase Contract Parameters (tdpur0100m300) session. Header Text If this check box is selected, a header text is present. Footer Text If this check box is selected, a footer text is present. 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
Code The code of the contact of the buy-from business partner. Code The buy-from business partner's address code. Full Name The contact's full name. Name The buy-from business partner's name. Phone The contact's telephone number. Address The buy-from business partner's address. City The city in which the buy-from business partner is established. Line of Business The line of business under which the buy from business partner is grouped. 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. 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. Address The address code of the ship-from business partner. Contact The ship-from business partner contact's code. 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. 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. Address The invoice-from business partner's address code. Contact The invoice-from business partner contact's code. 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. Allowed values 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:
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:
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 Business Partner If this check box is selected, the external business partner is invoiced for the freight costs you make. Note
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 whom 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. Address The pay-to business partner's address code. Contact The pay-to business partner's contact code. Payment Terms Agreements about the way in which invoices are paid. The payment terms include:
The payment terms allow you to calculate:
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. Order Order Amount The total net order amount. This is the cumulative net order line amount of the linked purchase order lines. Currency The monetary unit in which the purchase price is expressed. Note You cannot change the currency if order lines are linked to the purchase order. Non-Stage Payment Amount The total net non-stage payment order amount. This is the cumulative net order line amount of the purchase order lines that have the Invoice by Stage Payments check box cleared in the Purchase Order Lines (tdpur4101m000) session. Stage Payment Amount The total net non-stage payment order amount. This is the cumulative net order line amount of the purchase order lines that have the Invoice by Stage Payments check box selected in the Purchase Order Lines (tdpur4101m000) session. Note Before order approval, the order line amount can deviate from the sum of the stage payment line amounts. Consequently, the sum of the stage payment line amounts is displayed in this field. Non-Stage Payment Tax Goods including Tax The total net non-stage payment goods amount including tax. The sum of the Net Goods and Goods Tax fields is displayed in this field. Note This field is not applicable for cost items, service item, and subcontracted service items. Net Goods The cumulative goods amount of the purchase order lines that have the Invoice by Stage Payments check box cleared in the Purchase Order Lines (tdpur4101m000) session. Note This field is not applicable for cost items, service item, and subcontracted service items. Goods Tax The VAT for the goods amount as displayed in the Net Goods field. To calculate the tax, click the Calculate button. Note This field is not applicable for cost items, service item, and subcontracted service items. Costs including Tax The total net non-stage payment cost amount including tax. The sum of the Net Cost and Costs Tax fields is displayed in this field. Note This field is only applicable for cost items, service item, and subcontracted service items. Net Cost The cumulative net costs of the purchase order lines that have the Invoice by Stage Payments check box cleared in the Purchase Order Lines (tdpur4101m000) session. Note This field is only applicable for cost items, service item, and subcontracted service items. Costs Tax The VAT for the net costs as displayed in the Net Cost field. To calculate the tax, click the Calculate button. Note This field is only applicable for cost items, service item, and subcontracted service items. Landed Costs including Tax The total landed cost amount including tax. The sum of the Landed Cost and Landed Costs Tax fields is displayed in this field. Landed Cost The cumulative landed cost amount of the landed cost lines linked to this purchase order. Landed Costs Tax The VAT for the landed costs as displayed in the Landed Cost field. To calculate the tax, click the Calculate button. Stage Payment Tax Goods including Tax The total net stage payment goods amount including tax. The sum of the Goods and Goods Tax fields is displayed in this field. Note This field is not applicable for cost items, service item, and subcontracted service items. Goods The cumulative goods amount of the purchase order lines that have the Invoice by Stage Payments check box selected in the Purchase Order Lines (tdpur4101m000) session. Note This field is not applicable for cost items, service item, and subcontracted service items. Goods Tax The VAT for the goods amount as displayed in the Goods field. To calculate the tax, click the Calculate button. Note This field is not applicable for cost items, service item, and subcontracted service items. Costs including Tax The total net stage payment cost amount including tax. The sum of the Costs and Costs Tax fields is displayed in this field. Note This field is only applicable for cost items, service item, and subcontracted service items. Costs The cumulative net costs of the purchase order lines that have the Invoice by Stage Payments check box selected in the Purchase Order Lines (tdpur4101m000) session. Note This field is only applicable for cost items, service item, and subcontracted service items. Totals Amount including Tax The sum of all stage payment and non-stage payment amounts including tax for the purchase order. Net Amount The sum of all stage payment and non-stage payment amounts excluding tax for the purchase order. Tax Amount The sum of all stage payment and non-stage payment VAT amounts for the purchase order. Acknowledgment The code of the acknowledgement. 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. Supplier Change Order Sequence The latest change order sequence number received from the supplier in the Purchase Order - Supplier Change Order Sequence Numbers (tdpur4522m000) session. Additional Information Additional Field User-defined fields of various field formats that can be added to various sessions, in which users can edit these fields. No functional logic is linked to the contents of these fields. Additional information fields can be linked to database tables. When linked to a table, the fields are displayed in the sessions corresponding to the database tables. For example, a field defined for the whinh200 table is displayed as an extra field in the Warehousing Orders (whinh2100m000) session. The contents of additional fields can be transferred between database tables. For example, the information specified by a user in additional information field A of the Warehousing Orders (whinh2100m000) session is transferred to additional information field A in the Shipments (whinh4130m000) session. For this purpose, additional information fields with identical field formats and field name A must be present for the whinh200 and the whinh430 tables (whinh430 corresponds to the Shipments (whinh4130m000) session). Click Extended Additional Information to view all additional information fields that are linked to the purchase document in the Extended Additional Information (tcstl2110m000) session.
Details Starts the current session in the details mode. Subcontracting Sales Order This command is only used in the system of the subcontractor. If the current purchase order is generated for receiving a manufacturer's materials, a subcontractor can click this command to start the subcontracting sales order that is linked to the current purchase order in the Sales Order - Lines (tdsls4100m900) session. Copy from Original Document Creates a link between the return order and the original document. Depending on the Original Document Type, LN starts a session from which you can select the lines of the original document to be copied to the current order. Block Blocks the particular purchase order. The blocked purchase order is displayed in the Purchase Order (Line) Blockings (tdpur4120m000) session. Approve Approves the particular purchase order. If the For Commingling check box is selected, you must commingle the purchase order before you can approve it. Cancel Cancels the purchase order header. Any State Displays all orders. Hide Receipts and Payments Hides all orders with the Warehousing Receipt and Purchase Payment origins. Only Unexpected Receipts Only displays orders with the Warehousing Receipt origin. Only Payment Orders Only displays orders with the Purchase Payment origin. Open Orders Displays all orders for which no receipts are booked yet. Orders for Printing Displays all orders that are waiting to be printed in the Print Purchase Orders (tdpur4401m000) session. Orders for Release to Warehousing Displays all orders that are waiting to be released to Warehousing in the Release Purchase Orders to Warehousing (tdpur4246m000) session. Orders for Manual Activities Displays all orders that are waiting for a manual activity, which you can execute in the Purchase Orders - by Manual Activities (tdpur4501m150) session. Orders for Processing Displays the orders that are waiting to be closed in the Process Delivered Purchase Orders (tdpur4223m000) session.
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