Setting up Purchase Types (PTS) - General

Data Access Group Code

The data access group code.

Account Required

Purchasing stage by which an account code must be entered.

Asset Required by

Purchasing stage by which an asset code must be entered.

Item Characteristic Reqd By

Purchasing stage by which the values of any defined item characteristics must be entered.

Default Currency Code

Currency to be used as the default. This must already have been set up using Currency Codes (CNC). The currency can alternatively be taken from the Supplier record, from analysis via the settings on the Purchase Business Setup (PBS), or entered at run-time.

Pricing Date Source

Date to be used to determine which Price Book is applied, if these have been set up. Options are:

Entry Date

The date the purchase order line was entered.

Own Due Date

The date when you expect the purchase order to be delivered.

Own Latest Due Date

The date when you expect the purchase order to be delivered which may have been updated from the original date.

Supplier Due Date

The date when the supplier expects to deliver the purchase order.

Supplier Latest Due Date

The date when the supplier expects to deliver the purchase order which may have been updated from the original date.

Posting Date

This option uses the transaction date on the order or invoice to determine which Price Book is applied.

These fields control if Purchase Orders or Purchase Return Notes can be entered manually for this Purchase Type for transactions of goods, services or charges. That is, if they are ticked manual entry is prohibited for that type:

Prohibit Goods Manual Entry

Select to prohibit goods manual entry.

Prohibit Services Manual Entry

Select to prohibit services manual entry.

Prohibit Charges Manual Entry

Select to prohibit charges manual entry.

Prohibit Non-Invy Manual Entry

Select to prohibit non-inventory manual entry.

Allow Generate / Adv Generate

Check this check box to enable the Generate and Advanced Generate actions within Purchase Order Entry for any type of purchase order. These actions allow you to copy lines from one order to another. The Generate Debit Lines action is normally used for debit notes and purchase return notes; whereas the Advanced Generate action is normally used for purchase return notes only.

For debit notes and purchase return notes, lines on the original transaction are copied to the debit note or purchase return note to obviate the need to retype the information. This is also useful for normal purchase orders.

The Advanced Generate action enables you to use a control desk filter and form to find the original order to copy from.

Default Temporary Location

This is used for storing items temporarily in a location between the receipt entry and receipt transfer processes, and so only applies if a Receipt Transfer stage has been setup for this purchase type. That is, the inventory is entered at the Receipt Note Entry/Matching stage, a receipt is created and the items are stored in this temporary location. Once the Receipt Note Transfer stage has been completed, the items are transferred to their final location. If inspection is in use, accepted items are received into this temporary location, whilst rejected items are received into the default supplier return location. Only accepted items are transferred to their inventory storage location once the Receipt Transfer stage is complete.

The system searches for the default temporary location on Item Master records, Purchase or Movement Type records, or Supplier records, in that order.

Reprocess After Entry Stage

Indicates whether or not the line of the transaction should be automatically reprocessed at the entry stage before progressing to the next processing stage. The next processing stage may be order confirmation or receipt notes, depending on how the stages are set for this Purchase Type. If the user selects a line specific action from the Action > Line menu, then the Reprocess Line action is automatically called before processing the selected action. If the user selects a transaction specific action from the Action menu, then the Reprocess All action is automatically called before processing the selected action.

Note: This flag is effective in Purchase Invoice Entry only when this Purchase Type does not contain an order entry stage. In which case, the next processing stage is invoice confirmation.

Prevent PO Prt With Held Lines

Check this check box to only allow the purchase order to be printed if all the lines are released. That is, any purchase order that contains a held line cannot be printed. If this is left unchecked then orders with any mix of held and released lines will be printed.

Receipt Alternative Reference

You can specify an alternative reference to be copied into the Alternative Reference field on any receipts created for the order. This may be used to support a back-to-back order process. Options are:

• Miscellaneous Reference 1
• Miscellaneous Reference 2
• Second Reference
• Acknowledgement Reference
• Purchase Requisition Transaction Reference
• Analysis Code 1-10
• Not Used