Parameters to set

Settings for the purchase order type

This table shows the parameters in the settings for the purchase order (PO) type:


Program ID/ panel	Field	Description
(PPS095/E)	Purchase order category	This field indicates the category of orders, such as normal order, delivery schedule, consignment order, subcontract, to which a PO type is connected.
(PPS095/E)	010, 011, 012 Panel sequence	This field shows the predefined panel sequences used for the header and the lines in 'Purchase Order. Open' (PPS200).
(PPS095/E)	020 Number series - PO	This field indicates the number series used for the PO. You can specify different series for different facilities. The number series type for PO is 20. The number series for goods receiving and claims must be specified (parameters 021 and 022).
(PPS095/E)	030 Document variant - PO	This field shows the layout for the PO document. For the standard document, the value is left blank. Values 30 and 40 enable you to print the order lines in a matrix form.
(PPS095/E)	035 Print style kits as matrix	This field indicates whether style kits are printed in a matrix format on the PO document. These are the alternatives: 0- 'No' 1- 'Yes' When selecting alternative 1- 'Yes', the document variant used on the order type must be set to either 30 or 40. Note: This only applies to style kits configured in (PDS017) and not to other kit types.
(PPS095/E)	040 Goods receiving method	This field defines the method that determines processing of the goods receiving flow. Depending on the method, quality inspection can be performed and certain documents can be printed.
(PPS095/E)	050 Media profile	This field indicates how the document must be sent to the supplier and whether a copy must be printed. The value is defaulted from these sources, in this order: 'Purchase Order Type. Open' (PPS095) 'Supplier. Connect Item' (PPS040) 'Std Document. Connect Media Ctrl Object' (CRS945) The media controlling object that is used as a filter in the media control table is in (CRS945). The media profile can be set in an M3 Business Engine transaction, for example a purchase order, to be one of the media controlling components for a printout. For example, if a media profile is set on a purchase order together with the supplier number, it will be a media controlling object for the purchase order printout. If the combination does not exist in the media control table, the system only searches for the media profile. If that combination does not exist, the system only searches for the supplier number. If none of the previous combinations exist, the system finally searches for a blank media profile and a blank supplier number. When a valid combination is found, the purchase order will be printed for all the media that are set for the valid combination.
(PPS095/E)	060 Reference order category	This field shows the category that the reference order number represents. This parameter only places a default value in the 'Reference order category' field on (PPS201/E).
(PPS095/E)	070 Authorization check	This field defines when to perform a purchase authorization check against the authorization rules in 'Purchase Authority. Open' (PPS235). These are the alternatives: 1 = Never 2 = During the processing of a purchase order proposal. 3 = When a purchase order is created manually or automatically. 4 = In both scenarios described in alternatives 2 and 3. 5 = No check, external approval required. When alternative 5 is used, a created planned PO or purchase order will always require an authorization approval, regardless of the purchase authorization rules in (PPS235). The approval can only be done by using API (PPS170MI) and (PPS200MI). A new approval is needed if the line amount is increased.
(PPS095/F)	110 Mandatory item/supplier record	This field indicates whether the connection between an item and supplier in (PPS040) is required to specify the order lines. Automatic order proposals are assigned a lower status when item numbers are not connected to a supplier.
(PPS095/F)	120, 121 Printout method item name and printout method item description	This field shows the item descriptions that should be used on the documents and the hierarchy of collecting these.
(PPS095/F)	130 Print PO lines	This field defines whether the PO lines should be printed on the purchase order. For example, if the purchase is an expensive investment, you can print a text block on the document instead of the order lines.
(PPS095/F)	140 PO split on reference person	This field indicates whether a PO must be split into different order numbers when the order lines refer to different supplier contacts.
(PPS095/F)	150 Update material plan	This field shows whether the material plan must be updated. Alternative 2 is used for orders, such as subcontracts, which should be displayed in the material plan without affecting the projected on-hand balance. It can also be used for direct goods deliveries. During order line entry, you can override the alternative specified here.
(PPS095/F)	160 Multiple agreements per PO	This field defines whether POs can contain more than one agreement number.
(PPS095/F)	161 Agreement check - PO entry	This field indicates whether you can compare the agreement number on the purchase order lines with the number in the agreement file.
(PPS095/F)	170 PO deletion method - PO	This field shows which method should be used when a PO is manually deleted. It is either assigned status 99 or it is removed.
(PPS095/F)	175 Initial provisioning order	This field defines whether this order type is for initial provisioning orders. Initial provisioning is the purchase of, for example, maintenance material at a good price when purchased with an investment in a fixed asset.
(PPS095/F)	176 Update pre-allocation when qty chg	This field indicates whether the preallocation maintenance program is triggered by a change of quantity on a preallocated order. Note that a warning is always issued if there is a preallocated quantity. If you ignore the warning and this field indicates that the maintenance program is triggered, then 'Preallocation. Perform Detailed' (MWS121) is displayed immediately to update the preallocation. In (MWS121), the header information will show a negative quantity to allocate. You must delete preallocations until this quantity is greater than or equal to 0. For customer order types, only values 0 and 2 are relevant. For purchase order types, only values 0 and 1 are relevant. For order types for manufacturing orders and distribution orders, all values are relevant.
(PPS095/F)	177 Costing model - subcontracting	This field shows the costing model used for a repair or subcontracting order. The costing model overrides the costing model defined in 'Item. Connect Facility' (MMS003) and 'Settings – Purchase' (CRS780).
(PPS095/G)	190 PO type check	This field defines whether the PO must be reconciled for each supplier against the table of approved purchase order types. In 'Supplier. Connect Purchase Order Types' (PPS011) you can connect valid order types to the suppliers (accessed by selecting option 15 from (CRS624)). PO Type check (190) specifies if a check on the supplier's valid purchase order types must be done and if so, if it should be a warning or a stop.
(PPS095/G)	210 Maximum number of PO lines	This field indicates how many order lines can be included in a PO. Note that blank means 999 lines.
(PPS095/G)	220 Update item file with purchase price	This field indicates whether the item file must be updated with the price on the invoice. With value 2, the main supplier can be updated on 'Item. Connect Warehouse' (MMS002/E).
(PPS095/G)	225 Retrieve price from last invoice	This field indicates whether the price must be retrieved from the latest invoiced price in the supplier statistics if the item price is 0. The latest invoiced price is retrieved for each combination of facility and supplier.
(PPS095/G)	250 PO to agent	This field shows whether the PO must be sent to the agent instead of directly to the supplier. If an agent is not specified, the order is sent to the supplier regardless of the alternative specified above.
(PPS095/G)	260 Revision check	This field defines whether a check must be made to see if this is the most recent revision of the item. If a more recent revision is found, a warning will be issued. The check compares the revision found in the item field with the revision in the engineering change order routine.
(PPS095/G)	280 Purch costing calc on each line	This field indicates whether the purchase expenditures must be used during purchase order entry.
(PPS095/G)	290 Goods recipient in location file	This field shows how the recipient field on the purchase order must be processed. 1 = User-defined format without a location validity check. 2 = If a value is specified, a check is done to ensure that the location has been defined in 'Stock Location. Open' (MMS010). If it has not been defined, an error message will be displayed.
(PPS095/H)	320 Representative price	This field defines whether the specified purchase price is representative. 0 = No The price should not affect the price history analysis. It may, for example, contain expensive support purchases. 1 = Manually specified price 2 = Price according to agreement This code is always displayed by default on the purchase order line. If the purchase price is changed on the line and the value in this field is 2, the code is automatically set to 1.
(PPS095/H)	330 Check maximum service charge limit	This field shows whether the charge table should be checked. If the amount falls short of the maximum limit, a warning is displayed. The charge table refers to charges or functions defined in (PPS009). This field is used for reply time purposes only.
(PPS095/H)	340 Multiple warehouses per PO 341 Multiple delivery addresses per PO	This field defines PO lines with different warehouses or delivery addresses on the same purchase order number can be specified.
(PPS095/H)	350 Consolidation fence- PO	This field indicates the number of calendar days that controls time allowances for the release of a planned purchase order. The number of days between the delivery dates of different order lines must be lower than the number of days specified here.
(PPS095/H)	360 PO status -confirmed- after printing	This field shows whether the PO must be assigned to a confirmed status when it is printed.
(PPS095/H)	370 Warning - dely date within lead time	This field defines whether a warning must be issued when a PO is specified with a requested delivery time earlier than the delivery date according to the lead time.
(PPS095/I)	510 Stop if excess delivery	This field indicates whether a PO must be stopped if the received quantity exceeds the ordered/confirmed quantity plus the tolerance/deviation limit. The tolerance limit can be found in the (PPS040). If it is not specified, it can be found in parameter 10 in (CRS780).
(PPS095/I)	520 Get buyer from agreement	This field indicates whether the system should prioritize the buyer specified for the purchase agreement when selecting the default buyer for POs. If you select the check box, the system will determine which buyer to use as defaulted buyer by using this priority: The buyer specified in the purchase agreement in 'Purchase Agreement. Open' (PPS100). The buyer specified for the item/warehouse combination in 'Item. Connect Warehouse' (MMS002). The responsible specified for the item/supplier combination in (PPS040). The buyer specified for the supplier in (CRS624). If you do not select the check box, the system will determine which buyer to use as the default buyer by using this priority: The buyer specified for the item/warehouse combination in (MMS002). The responsible specified for the item/supplier combination in (PPS040). The buyer specified for the supplier in (CRS624). The default buyer can be overridden when you process purchase orders.
(PPS095/I)	530 PO transaction - order confirmation 531 PO transaction - shipment advice 532 PO transaction - transport notification	This field shows whether an order confirmation, advice, or notification must lead to the creation of lines in the purchase order's transaction file. These fields must always be activated.
(PPS095/I)	540 Completion flag open - goods receipt	This field defines whether you can update the completion mark of the PO line during goods receipt reporting.
(PPS095/I)	550 Packaging action	This field indicates whether a packaging action is taken. The action taken is set by the packaging type parameters in 'Packaging. Open' (MMS050). See .
(PPS095/J)	610 Invoice reporting	This field shows whether invoice reporting must occur. If the value in this field is set to 0, a purchase order line is closed and ready for statistics upon complete put-away, that is, invoice reporting is not permitted.
(PPS095/J)	620 Auto display accounting string	This field defines whether a separate accounting string for manual accounting must be displayed automatically when a purchase order is specified.
(PPS095/J)	630 Invoicing permitted	This field indicates whether an invoice for the PO must be accepted or not.
(PPS095/J)	640 Manual update of due date	This field shows whether the due date for payments can be specified manually on 'Purchase Order. Open' (PPS200/F).
(PPS095/J)	650 Partial payment permitted	This defines whether it is possible to specify a payment table for a PO belonging to this order type. The payment table specified is taken into consideration for liquidity reports, for example 'Purchase Order. Print Follow-up' (PPS640), but not during invoice reporting.
(PPS095/K)	710 Automatic printout of PO documents	This field indicates whether the PO document must be automatically printed when the PO is created from a planned PO. Note: This check box must be selected if you want the purchase order to be automatically released (status 20='Document printed').
(PPS095/K)	730 Automatic delivery note generation	This field shows whether delivery note data for 'Supplier Delivery Note. Open' (PPS360) must be automatically generated when a PO is advised for shipment through 'Purchase Order. Display Lines' (PPS220) or 'Purchase Order. Advise Shipment' (PPS260).
(PPS095/K)	720 Supplier performance affected	This field defines whether this PO must affect the supplier's performance evaluation.
(PPS095/K)	740 Vendor statistics update	This field indicates whether vendor statistics must be updated.
(PPS095/K)	750 DO type for supply chain rebuild	This field shows the distribution order type to use for a supply chain rebuild. This is required to trigger a supply chain rebuild when the ship-to warehouse of a purchase order line is changed.
(PPS095/K)	760 Inventory bypass	This field defines whether inventory bypass is enabled. This means that purchased items are expected to be received at the supplying warehouse set on (MMS002/E) instead of the warehouse to which the item was ordered. A supply chain rebuild will ensure that the goods are transferred to the demand warehouse. This can be used when a supplier prefers to deliver to a central warehouse, instead of the one to which the goods were ordered.
(PPS095/K)	770 Frozen requested delivery date	This field indicates whether the requested delivery date must be considered frozen by the MRP calculation. If enabled, MRP will not suggest an alternative planning date, and will not set any rescheduling action message. If a material shortage occurs before the planned receipt date, new planned orders will be created even if the quantity of the frozen date order would be sufficient to cover it. If the frozen date order is within the lead time, the order will be handled as any other purchase order by MRP.
(PPS095/K)	780 Check appr manufacturer PO entry	This field shows whether to validate against approved manufacturer in 'Supplier Item. Connect Manufacturer' (PPS041) for the entered record of the PO line. These are the alternatives: 0 = No 1 = Yes, check that the manufacturer is approved if a value is entered. 2 = Yes, approved manufacturer must be entered.
(PPS095/K)	790 Check appr manufacturer PO receipt	This field defines whether to validate against approved manufacturer in (PPS041) for the entered PO line receipt record. These are the alternatives: 0 = No 1 = Yes, check that the manufacturer is approved. 2 = Yes, but with warning for unapproved: Enable goods receipt for both approved and unapproved manufacturer. The receipt for unapproved manufacturer must be rejected in quality inspection. This setting does not support goods receiving method 'Goods receipt/Put-away' or 'Direct put-away' to a status 2-'Location'.
(PPS095/K)	795 X-hire rental PO or Loan	This field indicates whether the PO type is a loan or an X-hire. Note: The parameter is only visible when PO category is 80-'Loan'.
(PPS095/K)	796 X-hire subline number	This field indicates the PO subline number assigned for X-hire purchase orders. Note: The parameter is only visible when PO category is 80-'Loan'. Subline number can only be set if parameter 795 is set to 1 in (PPS095).
(PPS096/B)	Text type	This field shows where the text block is retrieved from, as follows: 1 = Supplier/purchase (CRS624) 2 = Item (MMS001) 3 = Item/supplier (PPS040)
(PPS096/E)	Text category	This field defines the type of text block. Note: If you have selected text type 2='Item', then you must select text category 3='Purchase order line text'.

Settings for planned POs should be automatically released to POs

This field shows the parameters in the settings for planned POs:


Program ID/ panel	Field	The field indicates …
(MMS037/E)	022 Default status - planned orders AM = A1	This field indicates the status to be assigned to a planned order when it gets action message A1='Release and reschedule', during material planning. If planned orders with action message A1 should be released automatically, you must set this parameter to 60='Released'.
(MMS037/E)	025 Default status - planned orders AM = A2	This field shows the status to be assigned to automatically created planned orders. If planned orders with action message A2 should be released automatically, you must set this parameter to 60='Released'.
(MMS002/E)	Planning policy	This field defines the planning policy which contains a number of rules, determine how generation of planned orders, action messages, and warning messages are to be applied. You must connect a planning policy for the item/warehouse with the settings above 60='Released'.

Settings for PO should automatically have status 20='PO Printed' (Released)

This table shows the parameters in settings for PO:


Program ID/ panel	Field	The field indicates …
(MMS037/E)	022 Default status - planned orders AM = A1	This field indicates the status to be assigned to a planned order when it gets action message A1='Release and reschedule', during material planning. If planned orders with action message A1 should be released automatically, you must set this parameter to 60='Released'.
(MMS037/E)	025 Default status - planned orders AM = A2	This field shows the status to be assigned to automatically created planned orders. If planned orders with action message A2 should be released automatically, you must set this parameter to 60='Released'.
(MMS002/E)	Planning policy	This field defines the planning policy which contains a number of rules, determine how generation of planned orders, action messages, and warning messages are to be applied. You must connect a planning policy for the item/warehouse with the settings above 60='Released'.
(MMS037/E)	005 Default status PO	This field indicates the default PO status records should be assigned as a planned order. Select status 15='Ready for printout'. The purchase order is immediately ready for printing. The PO is assigned the above status if is not changed in 'Planned Purchase Order. Open' (PPS170).
(PPS095/K)	710 Automatic printout of PO documents	This field shows whether the PO document must be automatically printed when the purchase order is created from a planned purchase order. Select the check box if you want the purchase order to be automatically released (status 20='Document printed').