Purchase Order - Lines (tdpur4100m900)

	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. Tabs The lines on the tabs refer to these sessions: Order Lines Refers to the Purchase Order Lines (tdpur4101m000) session. On this tab, you can enter and view the lines of the purchase order. Double-click the line for more detailed information. Change Requests Refers to the Purchase Order Change Requests (tdpur4100m500) session. On this tab, you can view and maintain the change requests that are linked to the purchase order. When you double-click a line, the Purchase Order Change Request (tdpur4600m000) session is started. Material Supply Lines Refers to the Purchase Order Material Supply Lines (tdpur4116m000) session. On this tab, you can view, enter, and maintain the material supply lines that are linked to a purchase order line, which indicate all materials and subassemblies that are supplied by the manufacturer to the subcontractor. Release to Warehousing Refers to the Purchase Order - Lines to be Released (tdpur4501m140) session. You can view the purchase order lines that are waiting to be released to Warehousing. After the line is released, it is removed from the current tab. Receipts Refers to the Purchase Receipts (tdpur4106m000) session. You can specify and view receipt data for the purchase order lines. Payable Receipts Refers to the Purchase Payable Receipts (tdpur4130m000) session. On this tab, you can view the purchase payable receipts for the purchase order. Potential Back Order Lines Refers to the Potential Purchase Backorders (tdpur4101m700) session. All purchase order lines are displayed whose backorder quantity is greater than zero and whose backorder is not confirmed yet. You can modify the potential backorder details, such as the backorder quantity and the backorder's delivery date, and must confirm the potential backorder in this session. After the line is confirmed, it is removed from the current tab. Monitor Refers to the Purchase Order Lines Monitor (tdpur4501m500) session. You can view all purchase order lines that are linked to the purchase order and their related data. 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. You can verify if another activity must be carried out first for the line in the Purchase Order Line Status (tdpur4534m000) session, which you can start 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. Related topics Overview of purchase order handling Flexible purchase order processing Synchronizing purchase order line and line details Change requests - overview Landed costs – orders Backorders - manual confirmation Overview of subcontracting Vendor managed inventory 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. 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. ZIP Code/Postal Code The business partner's ZIP code. Contact The code of the buy-from business partner's contact. Full Name The contact's full name. Phone Your contact's (direct) telephone number. Buy-from Business Partner Order The number the buy-from business partner assigned to the order. Exclude from Target Price Calculation If this check box is selected, the purchase order is excluded from the target price calculation. Note This check box is displayed only if the Target Price check box is selected in the Procurement Parameters (tdpur0100m000) session. This value is defaulted from the Purchase Order Types (tdpur0194m000) session. This check box is enabled only if for the specified Purchase Order Type, in the Purchase Order Types (tdpur0194m000) session, the Return Order field is set to No and these check boxes are cleared: Subcontracting Order Customer Furnished Materials Consignment Payment If this field is modified and order lines exist for the purchase order, you can use the Order - Lines - Synchronization option to synchronize the modification between the order and the lines. Related topics Target Price 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 Interactive Contract Linking check box in the Purchase Contract Parameters (tdpur0100m300) session. Related topics Overview of purchase contract handling Original Document Type The document type that is linked to the original document if the purchase order type is a return order. Allowed values Original Document Type Related topics Purchase return orders 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. Related topics Purchase return orders 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. Related topics Purchase return orders Direct delivery Customer furnished materials in Sales and Procurement Consignment in Sales and Procurement Infor Warehouse Management Module parameter settings 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. Related topics Change requests - overview Change requests - purchase orders Purchase order change requests - field updates Purchase Order Origin The origin of the purchase order. Allowed values Origin of Purchase Order Related topics Integration Procurement and Service Overview of purchase order commingling Vendor managed inventory Overview of subcontracting 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 Manual order entry The current (creation) date. Automatic order generation The date as specified in the Use Creation Date as Order Date when generating Purchase Order field of the Purchase Order Parameters (tdpur0100m400) session. 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. Related topics Default 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 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. Related topics Tax registration in a foreign country 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. Related topics Delivery terms Point of Title Passage The point at which the legal ownership changes. At this point, the risk passes from the seller to the buyer. Related topics Delivery terms 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. Status The status of the purchase order header. Allowed values Purchase Order Header Status Related topics Purchase order procedure Purchase orders - additional processes 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. 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 execute the required action for the business object. 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. Related topics Document authorization using ION Workflow 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. Related topics Overview of purchase order commingling Commingling purchase orders Text If this check box is selected, header or footer text exists for the purchase order. 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. Address The ship-from business partner's address code. Contact The ship-from business partner contact's 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 (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. Backorders 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 linked 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. Allowed values Currency Rate Determiner Related topics Rate determiners in Procurement 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. Related topics How LN handles purchase order/schedule rates 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. Related topics Self billing Invoice after You can indicate for a purchase order when a self billed invoice can be generated. Inspection Self bills can be generated after the goods are inspected and approved. Receipt Self bills can be generated after the goods are received or consumed. Default value This field is defaulted from the Invoice After field in the Buy-from Business Partner (tccom4120s000) session. Related topics Self billing 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. Related topics Self billing 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 who 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. Related topics Defining tax exceptions 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. Related topics Landed costs – overview Landed costs – setup Landed costs – orders Invoice External Business Partner 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. Related topics Integration freight invoicing and purchase invoicing Integration Procurement and Freight Landed costs – freight orders 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. Related topics Integration freight invoicing and purchase invoicing 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 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. Letter of Credit Required If this check box is selected, a letter of credit (L/C) must be linked to the current document. Related topics Link and unlink letters of credit Compliance checks for documents linked to letters of credit Import letter of credit procedure Letter of credit Letter of Credit ID The letter of credit (L/C) linked to the current document. Related topics Link and unlink letters of credit Compliance checks for documents linked to letters of credit Import letter of credit procedure Letter of credit Trade Type The trade type of the letter of credit (L/C). Related topics Letter of credit setup 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. Tax Amount The purchase order's total VAT amount, expressed in the order currency. 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. Related topics Additional information fields Additional information definition levels Additional information fields in Procurement Additional information for project pegged purchase documents Link Letter of Credit Starts the Import Letters of Credit (tcgtc0150m100) session displaying the available letters of credit (L/C). You can link one letter of credit to a document. See Letter of credit and Link and unlink letters of credit. Unlink Letter of Credit Unlinks the letter of credit (L/C) from the current document. See Letter of credit and Link and unlink letters of credit. Letter of Credit Displays the letter of credit (L/C) linked to the current document. See Letter of credit. Calculate Calculates the total weight of the items ordered on the purchase order lines. The order weight is the sum of the weight of the order lines. Subcontracting Sales Order This option is used only in the system of the subcontractor. If the current purchase order is generated for receiving a manufacturer's materials, a subcontractor can click this option to start the subcontracting sales order that is linked to the purchase order in the Sales Order - Lines (tdsls4100m900) session. 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. Reopen Closed Purchase Order Reopens a purchase order with the Closed status and changes its status to In Process. As a result, you can add new order lines and/or you can change the purchase order header.