Vendor Default Setup overview

Vendor > Setup > Vendor Default

Function acronym: APSD

Use this page to establish default values for certain fields.

Vendor Default Setup serves these purposes:

  • Facilitates the Limit Ship Via option in Vendor Setup or Vendor Ship From Setup. For this purpose, you specify only the Vendor, Vendor Ship From, and Ship Via combinations in Vendor Default Setup.
  • Enables the selection of default values that are used when purchase orders are created. You can set default values for specific fields. Examples include shipping code, requested ship date, addons, and discounts, and for one or more combinations of Vendor, Vendor Ship From, and Ship Via values. Setting these values as defaults allows fields to be populated automatically, thereby reducing time and mistakes. Another benefit is flexibility. Because you can create combinations and optional fields, you can use the defaults in various ways.

To select default values, these records must already be created:

  • Ship Via in SA Table Code Value Setup
  • Vendors in Vendor Setup
  • Vendor ship froms in Vendor Ship From Setup

Combinations

You can set up various combinations of Vendor, Vendor Ship From, and Ship Via. For example, you can create defaults for the combination: Vendor=Acme and Ship Via=FedEx. You can also create defaults for the combination: Vendor=Acme, Vendor Ship From=Denver, and Ship Via=Company truck. Or create defaults for the combination: Vendor=Acme, Vendor Ship From=Denver, and Ship Via=FedEx.

Note:  Do not set up a combination that is only a Ship From and a Ship Via. Every Ship From must have an associated Vendor.

Use one or more of the fields to define each combination. For example, the difference between defaults with a Ship Via=Company truck and Ship Via=FedEx may be that you specify a fuel charge addon for the company truck.

If you set the Limit Ship Via option in Vendor Setup or Vendor Ship From Setup, you must create combinations to determine if a Ship Via is valid. For example, for Ship Froms outside the delivery range of your company truck, set FedEx as the only valid Ship Via for that Ship From.

Discounts and addons

These fields are comparable to similar fields on Vendor Setup. In Vendor Default Setup the fields are at the Ship Via level, which allows more precise defaults. If you set defaults here, they override the settings in Vendor Setup.

Use Vendor Default Setup to override the Vendor Setup addons and discounts. This applies to a scenario where you select the Use Ship Via Addons option and set the addon fields to zero.

The default values from Vendor Default Setup are used regardless of purchase order origin. Purchase orders can be created in these functions:

  • Purchase Order Entry
  • Sales Order Entry sourcing
  • Purchase Demand Center Entry
  • Purchase Entry Recommended Replenishment Action Report

Sourcing

In Purchase Order Entry, Vendor Default Setup values are only loaded at initial purchase order header creation. If a Ship Via is changed after the initial creation of the purchase order header, and an applicable Vendor Default Setup record exists, this alert displays: APSD Defaults Will Not Be Applied, Make Any Changes Manually (8092).

If you use Vendor Default Setup, we recommend that you add the Ship Via field to Initiate Purchase Order window using personalization. For Ship Vias not specified when initiating the PO, the Ship Via from Vendor Setup or Vendor Ship From Setup is used to determine if Vendor Default Setup should be applied.

In Purchase Demand Center Entry, Vendor Default Setup are loaded during the initial Purchase Demand Center Entry, or when a Ship Via is changed within Purchase Demand Center Entry.

If the Ship Via is removed or changed to one without Vendor Default Setup, this alert is displayed: ShipVia Changed-APSD Defaults No Longer Apply, Make Changes Manually (8093).

If the Ship Via is changed in the Purchase Demand Center Entry header, and an applicable Vendor Default Setup record exists or Vendor Setup defaults are applied, this alert is displayed: Changing Ship Via May Result in Different Addons/Discounts Being Applied (8091).

Note:  If the requested ship date is specified in Purchase Demand Center Entry, it is not overridden with the Vendor Default Setup at purchase order header creation.

When a purchase order is the product source for line items on a sales order, the values from Vendor Default Setup are used on the purchase order. If you specify a vendor or ship from with a Vendor Default Setup record for the purchase order, the ship via from the Vendor Default Setup is the only ship via that is available. The limitation is applied whether you perform sourcing at the header level or line level.

Deleting Vendor Default Setup

To delete a Vendor Default Setup record, select the record from the grid in Vendor Default Setup and click Delete.

If a Vendor Setup record is deleted, associated Vendor Default Setup records are deleted.

If a Vendor Ship From Setup record is deleted, any associated Vendor Default Setup records are deleted.

Copying

When you copy a purchase order, Vendor Default Setup records are not referenced. The ship via cannot be changed during copying of a purchase order.

When you copy a direct order in Sales Order Entry, the ship via limitation from the Vendor Default Setup record is honored.