Setting up the Purchase Order company

Select a procurement group to assign to your Purchase Order company.

Select if a unit of measure is required for purchase orders issued by the company.

Define whether a closed PO can be reopened or not.

Define whether a closed PO line can be reopened or not.

Select a default freight term to describe the terms of freight on a purchase order. You define freight terms using Freight Terms (PO06.1).

If add-on costs are automatically added to a purchase order, but later do not appear on the invoice, this field allows the application to cancel the add-on costs automatically after the specified number of days, so long as there is no other activity and all other processing is complete.

Select whether every purchase order created using this company must contain a process level.

Select whether a process level is to default directly onto a purchase order, based on the purchase order header location.

If you have the Strategic Sourcing application, this display field indicates whether Strategic Sourcing is implemented for this Purchase Order company. This flag can only be set in the Strategic Sourcing application.

For more information, see the Strategic Sourcing User Guide.

Select when to audit PO changes (before or after final issue).

Select whether to keep your commitments or delete them.

Keep commitments when you want to keep commitments and the funds allocated to your project cannot be used by another unit.

Conversely, select Delete commitments when you want the funds allotted to your project to re-pass through the existing budget edits upon re-release. This means that commitments are deleted upon unrelease, and another unit may use those funds for purchase orders that are ready to be released.

Click this button to define which fields are to be audited (header data, line data, miscellaneous/line add-on charges, and spread add-on charges). In addition, you can audit changes based on the type of action performed (add, change, delete, cancel, and backorder cancel).

Click this button to set defaulting options for creating purchase orders and requisitions.

The following tabs are available for setting up default options:

• Cost Default (set up defaulting for costs) - you must set up Cost Default rules, however, the remaining tabs are optional.

• Account Unit Default (set up accounting unit defaulting for requisitions and purchase orders)

• Account Default (set up account defaulting for requisitions and purchase orders)

• Activity Default (setting up activity defaulting for requisitions and purchase orders)

• Account Category Default (setting up account category defaulting for requisitions and purchase orders)

• Vendor Default (set up vendor defaulting for requisitions and purchase orders)

• Vendor Purchase From Default (set up vendor purchase from defaulting for requisitions and Replenishment by Requisition PO's (IC142) replenishment)

• Single Document to PO (set up defaulting for when you are creating a single purchase order from a single requisition or customer sales order)

Click this button to specify what kind of data (alpha, date, amount, and numeric) exists in the user fields for requisition headers and lines, and purchase order headers and lines.

Select whether you allow manual entry of PO codes.

You can specify manual entry for All Documents (A) or Purchase Orders Only (P), or you can specify No (N).

Select whether to default PO codes from the Inventory Location, Requesting Location, Vendor Location/Vendor, Buyer Group, or System.

If you select to default PO codes from a system (application), you must indicate what PO code to default. You can default PO codes from the Purchase Order, Vendor Returns, Inventory Control, Requisitions, Order Entry, or Case Carts applications.

Select whether the requesting location, deliver to, and quantity should appear on PO lines for paper, fax, and e-mail purchase orders.

Select whether the match detail key appears on the PO line.

Specify which information will be included when you re-issue a revised purchase order. You can include only the revised information (Revisions Only) or the whole PO and the revisions made (Revisions Complete). You can also choose not to include any information and just re-issue the PO (Reissue).

Select if vendor contract information (selected at the PO header level) is to print all the details on the purchase order header. Details include name, telephone number, comments, address, fax, and mobile phone number.

Select the default form that will be used to print the purchase order.

Select the default orientation (landscape or portrait) of the printed PO.

Type the name of the person or company to which the billing is issued.

Type the first line of the address to which the billing is sent to.

Type the second line of the address to which the billing is sent to.

Type the third line of the address to which the billing is sent to.

Type the fourth line of the address to which the billing is sent to.

Type the city or the fifth line of the address to which the billing is sent to.

Type the state or province to which the billing is sent to.

Type the postal code of the address to which the billing is sent to.

Type the country to which the billing is sent to.

Select the country code of the country to which the billing is sent to.

Type the contact for the Bill To address that is in the purchase order header.

Type the phone number of the person or entity to which the billing is sent to.

Type the e-mail of the person or entity to which the billing is sent to.

Type the quantity undershipment percentage for automatic back order cancellation which takes place at receiving time.

Type the quantity overshipment tolerance percentage for receiving buyer messaging which takes place at receiving time.

Select whether your company policy is to accept all shipments or if you want buyers to be notified of overshipments.

If the flag is set to Yes, overshipment tolerances are ignored and buyer messages are not generated for excess overshipments.

Select whether the editing of AC and GL budgets for excessive shipments when receiving is allowed. Choosing Yes also allows editing of receiving adjustments.

Select whether you want package tracking to occur and the level.

Blank means that package tracking is not being used, H means that tracking is at the header level, L means line level, M means Enable MSCM/RAD tracking.

Type the number that you want the Purchase Order application to recognize as the last document number assigned to a return.

The number you type tells the Purchase Order application to assign this number plus one to the next automatically-numbered return.

Select whether you want a reason code associated with a return document. The reason code indicates why the goods were returned.

For vendor returns, select whether to return items to inventory when a return line is cancelled.

This field is available for inventory items only.