The date and time the parameters are valid. The parameters are valid until the effective date of a more recent parameter setting.
Purchase Order Parameters (tdpur0100m400)Use this session to:
If you make the required changes and save the new parameter set, LN performs the following actions:
Note By default, the Description field contains the date and time when the previous parameter set was saved.
Effective Date The date and time the parameters are valid. The parameters are valid until the effective date of a more recent parameter setting. Order Number Group The default number group for all purchase orders and purchase schedules. Note You can define purchase order series and purchase schedule series in the Purchase User Profiles (tdpur0143m000) session. Step Size for Lines The interval between successive purchase order lines in a purchase order. Example If you enter the value 10, the numbers assigned to successive order lines are 10, 20, 30 and so on. Goods Amount/Discount on Purchase Orders Indicate how you want to present the amounts on the purchase orders. Example The order discount for a purchase order is 10%. The purchase order has the following lines:
Gross amount = all line amounts (= quantities * prices) = (100 * 1) + (100 * 2) =
300.00.
Order line discount amount = 5 + 20 = 25.0
Order discount amount = (gross amount - total line discount amount) *
order discount / 100 = (300 - 25) * 10 / 100 = 27.5
Total discount amount = total line discount amount + order discount amount =
25 + 27.5 = 52.5.
Net amount = gross amount - total discount amount = 300 - 52.5 = 247.5 Allowed values Consignment Order Type for Consignment Replenishment The default order type that is used when purchase orders are generated to replenish consignment inventory. Note Leave this field empty if you use consignment inventory in a Vendor managed inventory (VMI) business scenario. Order Type for Consignment Payment The default order type that is used when purchase orders are generated to pay the consignment inventory. Note Leave this field empty if you use consignment inventory in a Vendor managed inventory (VMI) business scenario. Price Determination Based on Define how the price for the payment of consignment inventory is determined: based on the price that is valid at the moment of replenishment or consumption. Allowed values Subcontracting Order Series for Subcontracting The default order series for subcontracting purchase orders. Default value This is the default value for these fields:
Order Type for Subcontracting The default purchase order type for subcontracting purchase orders. Default value This is the default value for these fields:
Order Series for Service Subcontracting The default order series for service subcontracting purchase orders. Note This field is visible only if:
Default value LN defaults this value to these sessions: Order Type for Service Subcontracting The default purchase order type for service subcontracting purchase orders. Note This field is visible only if:
Default value LN defaults this value to these sessions: Valuation for Subcontracting WIP If, for item subcontracting, materials are required by the subcontractor to create the end item, specify how the costs of the supplied materials are assigned to the received end item's inventory value for integration transactions of the Subcontracting WIP type. Allowed values An end item's inventory value is calculated based on these valuation methods for the supplied materials:
Note
Customer Furnished Materials Order Series for Customer Furnished Materials The default series for all customer furnished material purchase orders. Order Type for Customer Furnished Materials The default order type for all customer furnished material purchase orders. Return Rejection Order Series for Return Rejection The order series used to generate return orders of the Return Rejects type . Note Return Rejects orders are used to process quarantine inventory. Order Type for Return Rejection The order type used to generate return orders of the Return Rejects type. Note Return Rejects orders are used to process quarantine inventory. Additional Costs First Position Number for Additional Costs Sets The first position number that is used for additional cost sets. This is the first position number for a purchase order line with additional costs. You cannot enter position numbers in the Purchase Order Lines (tdpur4101m000) session that are equal to or higher than the number you entered in this field. If you add item lines to a cost set in the Purchase Additional Cost Set Items (tdpur0128m000) session, you cannot enter position numbers that are lower than the number you entered in this field. (Re)calculate Additional Costs The method to (re)calculate additional costs for purchase orders, which is applicable when you approve or modify a purchase order.
Note You must define additional costs in a cost set. To define additional cost sets, use the Purchase Additional Cost Sets (tdpur0124m000) session. Performance aspects The setting of this field could affect system performance and database growth. For more information, refer to Recalculate additional costs. Blocking Order Blocking If this check box is selected, the purchase order procedure can be blocked. Note Blocked orders and order lines are displayed in the Purchase Order (Line) Blockings (tdpur4120m000) session. Trade Compliance Hold Reason The hold reason for purchase order lines that are blocked because the order line fails the import compliance check. Note
Letter of Credit Hold Reason The predefined hold reason for purchase order lines that are blocked because the order line fails the compliance check for letters of credit (L/C). Note This field is available if the letter of credit functionality is set up for trade type Import or Domestic Procurement. Backorders Backorders Allowed If this check box is selected, LN can create 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, both manually and automatically confirmed, in the Confirmed Purchase Backorders (tdpur4101m800) session. Note LN cannot generate (potential) backorders for return orders. If this check box is cleared, LN cannot 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, LN automatically confirms backorders. If this check box is cleared, you must confirm the backorders manually in the Potential Purchase Backorders (tdpur4101m700) session. Note
Change Reason for Backorders The change reason code for the backorder. After confirmation of the backorder, LN automatically defaults this code 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 empty. Note If the Default Change Reason Code for Change Order Line field is filled, it is used as the default change reason code for the backorder. Change Type for Backorders The change type for the backorder. After confirmation of the backorder, LN automatically defaults this type 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 empty. Note If the Default Change Type for Change Order Line field is filled, it is used as the default change type for the backorder. Invoice Number Group for Purchase Invoice The number group that you select in this field is the default for all purchase invoices. Series for Purchase Invoice The series that you select in this field is the default for all purchase invoices. Goods Amount/Discount on Purchase Invoices Indicate how you want to present the amounts on the purchase invoices. Example The order discount for a purchase order is 10%. The purchase order has the following lines:
Gross amount = all line amounts (= quantities * prices) = (100 * 1) + (100 * 2) =
300.00.
Order line discount amount = 5 + 20 = 25.0.
Order discount amount = (gross amount - total line discount amount) *
order discount / 100 = (300 - 25) * 10 / 100 = 27.5.
Total discount amount = total line discount amount + order discount amount =
25 + 27.5 = 52.5.
Net amount = gross amount - total discount amount = 300 - 52.5 = 247.5 Allowed values Miscellaneous Base Price for Gross Profit Calculation Indicate how you want the gross profit percentage to be calculated in the Purchase Control module. Allowed values Method of Calculating Average Purchase Price Specify how the average purchase price is calculated. Note If this parameter is Purchases (Cum.), use the Equate Balance of Receipts with Inventory Level (tdipu0201m000) session to equate the cumulative receipts with the inventory on hand. Only if you run this session regularly, you can calculate realistic average prices for items. Allowed values Price Stage Mandatory If this check box is selected, the price stage must be specified for a purchase order line. Note This parameter is also applicable for the landed cost lines that are linked to a purchase order line. Cost/Service Items on Claim Notes You can indicate whether you want to print cost items and/or service items in the Print Claims (tdpur4420m000) session. Allowed values Number of Extra Reminder Copies Enter the number of extra copies of reminders that you want to print. Note You can print reminders in the Print Purchase Order Reminders (tdpur4403m000) session. Delete Order Data if Received Completely You can indicate when the orders and order lines are removed. Performance aspects The setting of this field could affect system performance and database growth. For more information, refer to Delete history data. Allowed values Purchase Order Archiving Implemented If this check box is selected, purchase orders can be archived to an archive company. You can archive purchase orders in the Archive and Delete Purchase Orders (tdpur4224m000) session, and purchase order history in the Archive and Delete Purchase Order/Schedule History (tdpur5201m000) session. Note Purchase contracts must be archived before purchase orders can be archived. Check Order on Actual Quotations If this check box is selected, LN displays a warning if, during order entry, a purchase quotation already exists for the concerned item/supplier combination. Performance aspects The setting of this field could affect system performance and database growth. For more information, refer to Disable unused concepts. Use Creation Date as Order Date when generating Purchase Order If this check box is selected, the purchase order creation date is used as the order date when generating a purchase order from a planned order. If this check box is cleared, the planned order's start date is used as the order date, provided this date is not in the past. Note If the Log Financial Economic Transactions parameter is set to Standard Cost in the Procurement Parameters (tdpur0100m000) session, regardless of the setting of the current field, the purchase order creation date is always used as the order date. Confirm Receipt as Final If this check box is selected, each purchase order line receipt automatically is a final receipt. Therefore, for each purchase order line receipt, the Final Receipt check box is automatically selected and disabled in the Purchase Receipts (tdpur4106m000) session. 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. Note The only way to undo the automatic selection of the Final Receipt check box for an individual receipt is to correct the receipt in the Correct Purchase Receipt (tdpur4106s100) session. Reopen Closed Purchase Orders Allowed If this check box is selected, you can reopen purchase orders with the Closed status and update these orders. When you reopen a Closed purchase order, its status changes to In Process. As a result, you can add new order lines and/or you can change the purchase order header. Note If this check box is selected, the Reopen Closed Purchase Order command is available on the appropriate menu of the Purchase Order (tdpur4100m900) session. Approval Details Number Group for Approval Rules The default number group for all approval rules, which you can define in the Approval Rules (tdpur0191m000) session. Note If you want to validate purchase orders against approval rules before their status can become Approved, you must select the Apply Approval Rules check box in the Approve Purchase Orders (tdpur4210m100) session. However, it is not mandatory to check the approval rules for approving purchase orders. Basis for Approval Rule Define whether you want the approval rules to be based on Acceptance rules or Exceptions rules. Note You cannot define this field before entering a number group for approval rules in the Number Group for Approval Rules field. Allowed values Approval Rules Mandatory If this check box is selected, it is mandatory to validate purchase orders against approval rules before they can be approved. If this check box is selected, the following are applicable:
If this check box is cleared, it is optional to validate purchase orders against approval rules before they can be approved. If this check box is cleared, the following are applicable:
Commingling for Commingling for If this check box is selected, and you create, confirm, and transfer a purchase order advice in the selected origin (for example, in Warehousing), LN generates a purchase order that is waiting for commingling in the Purchase Control module. You must commingle purchase orders in the Commingle Purchase Orders (tdpur4210m000) session to generate commingled purchase orders. If this check box is cleared, and you create, confirm, and transfer a purchase order advice in the cleared origin, LN directly generates an actual purchase order in the Purchase Control module. Note LN only commingles purchase order (lines) if, for the item/buy-from business partner combination, the For Commingling check box is selected in the Items - Purchase Business Partner (tdipu0110m000) session. Performance aspects The setting of this field could affect system performance and database growth. For more information, refer to Commingling. Vendor Rating Check Contract on Vendor Rating If this check box is selected, a check on vendor rating must be made while creating or modifying purchase orders. Performance aspects The setting of this field could affect system performance and database growth. For more information, refer to Disable unused concepts. Warn if Vendor Rating is Below This field specifies the minimum value of vendor rating. If you enter or modify a purchase order and the vendor's vendor rating is below this value, LN gives a warning message. Note You can only enter a percentage in this field if the Check Contract on Vendor Rating check box is selected. Terms and Conditions Search Date for Terms and Conditions When a purchase order or purchase schedule is entered, this date is used to search for valid terms and conditions that can be defaulted to the order or schedule. Allowed values History Log Order History If this check box is selected, history must be logged for purchase orders. Only if this check box is selected, history can be logged in various purchase order-related history sessions. Important!
Performance aspects The setting of this field could affect system performance and database growth. For more information, refer to Log history data. Start Logging Order History at Indicate when you want the purchase order history to be logged. Note To always use the same parameter history setting for a specific purchase order, the current parameter setting is defaulted to the Start Logging Order History at field in the Purchase Orders (tdpur4100m000) session at the moment the purchase order is created. During the life cycle of the purchase order, this field cannot be changed. Allowed values Performance aspects The setting of this field could affect system performance and database growth. For more information, refer to Log history data. Level of Order Intake History Logging Indicate which purchase order history must be logged for intake transactions. Note If this parameter is Last and you want to update the statistics, you need information to counter-post the previous statistics. Therefore, if the Processed in Statistics check box is selected in sessions such as Purchase Order Line History (tdpur4551m000) and Landed Cost Line History (tclct2550m000), all intake transactions will be logged as history records. Allowed values Performance aspects The setting of this field could affect system performance and database growth. For more information, refer to Log history data. Log Actual Order Receipt History If this check box is selected, history must be logged for actual receipt data. If this check box is selected, purchase order actual receipt history is logged in sessions such as:
Note
Performance aspects The setting of this field could affect system performance and database growth. For more information, refer to Log history data. Method of Deleting Order History Data The way in which order/schedule history data is removed. Note You can delete order/schedule history data in the Archive and Delete Purchase Order/Schedule History (tdpur5201m000) session. Performance aspects The setting of this field could affect system performance and database growth. For more information, refer to Delete order data. Allowed values Direct Delivery Direct Delivery for Sales Order Type for Direct Delivery The default order type that is used for direct delivery purchase orders that are generated for sales orders. If purchase orders are generated automatically for direct delivery lines on sales orders, LN retrieves this order type as the default order type. If you generate a purchase order advice, this order type is also used by default. Order Series for Direct Delivery The default order series for automatically generated direct delivery purchase orders that are generated for sales orders. Return Order Type for Direct Deliveries The order type for returning direct delivery purchase orders that are generated for sales orders. With this purchase order type, which is defaulted when a direct delivery purchase return order is generated for a sales return order, you indicate that the sold-to business partner returns the goods directly to your buy-from business partner instead of to you. Note
Direct Delivery for Service Order Type for Direct Delivery The default order type that is used for direct delivery purchase orders that are generated for service orders. Order Series for Direct Delivery The default order series for direct delivery purchase orders that are generated for service orders. Return Order Type for Direct Deliveries The order type for returning direct delivery purchase orders that are generated for service orders. With this purchase order type, you indicate that the sold-to business partner returns the goods directly to your buy-from business partner instead of to you. Note The order type that you select must have the Direct Delivery check box selected and the Return Order list set to Return Inventory in the Purchase Order Types (tdpur0194m000) session. Buy-from BP Search Orders Level Orders The first element of the priority level combination based on which LN searches for approved buy-from business partners for purchase orders. Note This field is used by Enterprise Planning in the buy-from business partner selection process. The following steps are completed:
If you use the DEM Content Pack with Infor LN, consider using the MPL0330 (Multiple Suppliers for One Item) wizard to set up supplier selection. You can execute this predefined wizard from the Wizards by Project Model (tgwzr4502m000) session after you specified the business function model for your company. 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 Approved Business Partner Search Criteria 2 for Purchase Orders The second element of the priority level combination based on which LN searches for approved business partners for purchase orders. Note This field is used by Enterprise Planning in the buy-from business partner selection process. The following steps are completed:
If you use the DEM Content Pack with Infor LN, consider using the MPL0330 (Multiple Suppliers for One Item) wizard to set up supplier selection. You can execute this predefined wizard from the Wizards by Project Model (tgwzr4502m000) session after you specified the business function model for your company. 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 Approved Business Partner Search Criteria 3 for Purchase Orders The third element of the priority level combination based on which LN searches for approved business partners for purchase orders. Note This field is used by Enterprise Planning in the buy-from business partner selection process. The following steps are completed:
If you use the DEM Content Pack with Infor LN, consider using the MPL0330 (Multiple Suppliers for One Item) wizard to set up supplier selection. You can execute this predefined wizard from the Wizards by Project Model (tgwzr4502m000) session after you specified the business function model for your company. 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 for Orders If this check box is selected, LN searches for approved business partners in all defined priority levels. If this check box is cleared, and an approved business partner is found in one of the defined priority levels, LN stops searching for approved business partner in lower levels. Note This field is used by Enterprise Planning in the buy-from business partner selection process. The following steps are completed:
If you use the DEM Content Pack with Infor LN, consider using the MPL0330 (Multiple Suppliers for One Item) wizard to set up supplier selection. You can execute this predefined wizard from the Wizards by Project Model (tgwzr4502m000) session after you specified the business function model for your company. 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. Changes Change Requests If this check box is selected, the change request functionality is implemented for purchase orders. Series The purchase order series for change requests. Process Purchase Order Change Requests Automatically If this check box is selected, an approved change request is automatically processed. Mandatory Entry of Change Codes If this check box is selected, and you cancel a purchase order, a purchase order line, or a purchase order line detail, it is mandatory to enter change code information in the Cancel Purchase Orders (tdpur4201s300) session. If this check box is selected, and you change a purchase order header in the Purchase Orders (tdpur4100m000) session, a purchase order line in the Purchase Order Lines (tdpur4101m000) session, or a purchase order line detail in the Purchase Order Line Details (tdpur4101m200) session, LN prompts you to enter change code information in these session. However, the codes are not mandatory. Change Codes Mandatory If this check box is selected, and you add, change, or cancel a purchase order line, it is mandatory to enter change code information on the order line. This applies to lines that are linked to a purchase order with the In Process status. Automatic Assignment of Change Order Sequence Numbers If this check box is selected, a change order sequence number is automatically generated when a new purchase order is printed or generated by means of EDI, or when a changed purchase order is reprinted or regenerated by means of EDI. The purchase order header is automatically updated with the latest change order sequence number. If this check box is cleared, you must manually enter change order sequence numbers, which can be selected on a changed purchase order (line). Note The change order sequence numbers are available in the Purchase Order - Change Order Sequence Numbers (tdpur4114m000) session. Add Order Line Default Change Reason Code for Add Order Line The change reason that is defaulted to the purchase order line (detail) when you add an order line (detail) to the purchase order. When you split a purchase order line detail in the Purchase Order Line Details (tdpur4101m200), LN defaults this change reason to the Change Reason Lines field of the new line detail in the Purchase Order Line Details (tdpur4101m200) session. Note You can overwrite this code in the Purchase Order Lines (tdpur4101m000) session and the Purchase Order Line Details (tdpur4101m200) session. Default Change Type for Add Order Line The change type that is defaulted to the purchase order line (detail) when you add an order line (detail) to the purchase order. When you split a purchase order line detail in the Purchase Order Line Details (tdpur4101m200), LN defaults this change type to the Change Type Lines field of the new line detail in the Purchase Order Line Details (tdpur4101m200) session. Note You can overwrite this code in the Purchase Order Lines (tdpur4101m000) session and the Purchase Order Line Details (tdpur4101m200) session. Change Order Line Default Change Reason Code for Change Order Line The change reason that is defaulted to the purchase order line (detail) when you change a purchase order line (detail), or when a back order is created in the Purchase Order Line Details (tdpur4101m200) session. When you split a purchase order line detail in the Purchase Order Line Details (tdpur4101m200), LN defaults this change reason to the Change Reason Lines field of the split line detail in the Purchase Order Line Details (tdpur4101m200) session. Note
Default Change Type for Change Order Line The change type that is defaulted to the purchase order line (detail) when you change a purchase order line (detail), or when a back order is created in the Purchase Order Line Details (tdpur4101m200) session. When you split a purchase order line detail in the Purchase Order Line Details (tdpur4101m200), LN defaults this change type to the Change Type Lines field of the split line detail in the Purchase Order Line Details (tdpur4101m200) session. Note
Cancel Order Line Default Change Reason Code for Cancel Order Line The change reason that is defaulted to the purchase order line (detail) when you cancel a purchase order line (detail). Note You can overwrite this code in the Purchase Order Lines (tdpur4101m000) session and the Purchase Order Line Details (tdpur4101m200) session. Default Change Type for Cancel Order Line The change type that is defaulted to the purchase order line when you cancel a purchase order line (detail). Note You can overwrite this code in the Purchase Order Lines (tdpur4101m000) session and the Purchase Order Line Details (tdpur4101m200) session.
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