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Navigation: Purchasing (Main Module) > Setup System > Purchase Order Settings PO Entry Settings |
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PURCHASING > Setup system> Purchase Order settings > PO entry settings
These settings are used to customize the behavior of fields and screens in your PO Work Area.
Some of the settings also affect other documents, such as Requisitions.
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•Similar settings exist for Requisitions and RFQs. |
PO Entry Settings Screen
Field |
Description |
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Default Request-by |
•When adding new line items to POs, there are three options for defaulting the Request-By Field: •If you select ALWAYS, the Request-By Field will initially default to your user ID code for the first PO line that you enter. If you modify the default for the PO line, the new request-by will carry forward for subsequent PO lines on that page. •If you select CURRENT PAGE, the Request-By Field will initially not default for the first PO line that you enter. However, if you modify the default for the PO line, the new request-by will carry forward for subsequent PO lines on that data entry page. •If you select NEVER, the Request-By Field will not default at all when entering new PO lines. |
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Default line type |
•When adding new line items to POs, the line item "type" field (e.g., regular item, description only, blanket order, etc.) can default based either on the last item entered or to "regular" for each new line item entered. |
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Default delivery date if blank |
•When adding new line items to POs, for items in the Item Master File, the delivery date will always default to the PO date plus the lead time specified for the selected supplier in the Item Master File. •However, for one-off items and items in the Item Master File that don't have a lead time specified, the delivery date will default from the last line item entered on the PO. •This setting determines how the delivery dated will default on POs when no other defaulting is available (e.g. if the first line item that you enter is a one-off or an item in the Item Master File with no lead time specified). |
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Delivery lead-time option |
•Select whether the lead time for delivery specified for your items in the [Supplier] folder of the Item Master File are in calendar days or business days (i.e. excluding weekends). •If you indicate that lead times are CALENDAR days but deliveries are NOT allowed on weekends, if a delivery is calculated to fall on a weekend, delivery will be pushed to the next business day. |
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Price update option |
•This setting is used to update the default pricing for items in the Item Master File if you change/override the price on Purchase Orders. This can help keep your item pricing up-to-date. •If you select one of the options to update the item pricing, you will be prompted to do so when you modify the pricing on POs (the update has to be confirmed). •The use of volume discounts (price breaks) for an item disables this feature. |
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Open order warning option |
•When adding new line items to POs and other documents, if you order an item for which there is already an open order, you can optionally be warned. This can help eliminate duplicate/unnecessary spending. •Since items ordered for one cost center or inventory location may not necessarily be accessible by others in your organization, you can customize this warning accordingly. |
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When selecting items... |
•If you specify your standard supplier(s) for each item in the [SUPPLIER] folder of the Item Master File, you can use this setting to recommend OR restrict users to buying the items from only those standard supplier(s). •This setting determines 1) which items will be listed when users search for items on the PO Line Item Details Screen, and 2) if Lookup is not used and the Item Code is entered manually on the PO, this setting determines which items you will be able to enter on the PO. •TIP: There is a similar setting for Purchase Requisitions in Requisition Entry Options.
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When copying processed PO |
•This setting determines which notes and attachments will be included/copied when you copy a processed PO to create a new PO, using the [Copy] button in the PO Work Area. |
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Exclude primary description when additional description exists? |
•Depending on how you use the description fields in the Item Master File, you may want to include both the short (primary) description AND the extended description on orders or ONLY the extended description. The latter might be the case if you are using the primary description for only internal purposes (e.g. for searching, internal reporting, etc.) and if your suppliers do not need to see this content. •To exclude the primary description and ONLY use the extended description, check this box. This setting affects POs and Purchase Requisitions. There is a similar setting for RFQs in RFQ Entry Settings. |
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Allow modification of catalog item descriptions? |
•You can either allow or disallow modification of descriptions that default from the Item Master File onto POs and Requisitions. There is a similar setting for RFQs in RFQ Entry Options. |
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Update ALL Cost Centers on ALL lines when SHIP-TO changes? |
•If you modify the ship-to cost center code on the PO Header when line items have already been added to the PO, you can optionally be prompted to update the charge-to cost centers specified for each line item as well. This can eliminate the need to manually update each line items when you both ship-to and charge to the same cost centers. |
