| Purchase Order Parameters (tdpur0100m400) |  |
| Use this session to: View historical parameter settings, by double-clicking one of the historical parameter sets. Modify current parameter settings, by double-clicking the set without an effective date that appears at the top of the list. If you make the required changes and save the new parameter set, ERP performs the following actions: Adds the new set to the history list. Updates the current set (at the top of the list). Note By default, the Description field contains the date and time when the previous parameter set was saved. Related topics Overview of purchase order handling
Fields | Description
Effective Date | The date and time the parameters are valid. The parameters are valid until the effective date of a more recent parameter setting.
Goods Amount/Discount on Purchase Orders | You can indicate how you want to present the amounts on the purchase orders. Example The order discount for a purchase order is 10%. The purchase order has the following lines:
Quantity | Price | Discount
1 | 100 | 5%
2 | 100 | 10%
    Gross amount = all line amounts (= quantities * prices) = (100 * 1) + (100 * 2) =
    300.00.

    Order line discount amount = 5 + 20 = 25.0

    Order	discount amount = (gross amount - total line discount amount) *
                             order discount	/ 100 = (300 - 25) * 10 / 100 = 27.5

    Total discount amount = total line	discount amount + order discount amount =
                            25 + 27.5 = 52.5.

    Net amount = gross amount - total discount amount = 300 - 52.5 = 247.5
Allowed values See Possible Values
Cost/Service Items on Claim Notes | You can indicate whether you want to print cost items and/or service items in the Print Claims (tdpur4420m000) session. Allowed values See Possible Values
Number of Extra Reminder Copies | Enter the number of extra copies of reminders that you want to print. Note You can print reminders in the Print Purchase Order Reminders (tdpur4403m000) session.
Back Orders Allowed | If this check box is selected, ERP LN can create back orders. The back order quantities are calculated on the basis of the receipts and approvals carried out in the following sessions: Warehouse Receipts (whinh3512m000) Warehouse Inspections (whinh3122m000) Purchase Receipts (tdpur4106m000) You can maintain the back order quantity and manually confirm it in the Potential Purchase Back Orders (tdpur4101m700) session. You can view the confirmed back orders, both manually and automatically confirmed, in the Confirmed Purchase Back Orders (tdpur4101m800) session. Note ERP LN cannot generate (potential) back orders for return orders. If this check box is cleared, ERP LN cannot create back orders. As a result, no back order quantity is calculated. Note If this check box is cleared, and if the Final Receipt check box is selected in the Warehouse Receipts (whinh3512m000) session, the following applies: If the ordered quantity is more than the received quantity in the Warehouse Receipts (whinh3512m000) session, the difference between the ordered quantity and the received quantity is not taken into account when logging planned inventory transactions in the Planned Inventory Transactions (whinp1500m000) session and the Order - Planned Inventory Transactions (whinp1501m000) session. If goods are rejected in the Warehouse Inspections (whinh3122m000) session, the rejected quantity is not taken into account when logging planned inventory transactions in the Planned Inventory Transactions (whinp1500m000) session and the Order - Planned Inventory Transactions (whinp1501m000) session. Example Ordered Quantity = 10. ERP LN cannot generate (potential) back orders.
Received quantity | Rejected quantity | Final receipt | Planned inventory transaction
--- | --- | --- | ---
7 | 0 | no | 3
7 | 0 | yes | 0
7 | 2 | no | 5
7 | 2 | yes | 0
Related topics Back orders - automatic confirmation Back orders - manual confirmation Planned inventory transactions
Confirm Back Orders Automatically | If this check box is selected, ERP LN automatically confirms back orders. If this check box is cleared, you must confirm the back orders manually in the Potential Purchase Back Orders (tdpur4101m700) session. Note Back orders that are the result of rejection during inspection cannot be confirmed automatically. You must always confirm these back orders manually. Back orders that are generated for a directly delivery purchase order are always confirmed automatically. You cannot confirm these back orders manually. Related topics Back orders - automatic confirmation Back orders - manual confirmation Direct delivery
Change Reason for Back Orders | The change reason code for the back order. After confirmation of the back order, ERP LN automatically defaults this code to the Change Reason Lines field of the Purchase Order Line Details (tdpur4101m200) session if the Default Change Reason Code for Change Order Line field is empty. Note If the Default Change Reason Code for Change Order Line field is filled, it is used as the default change reason code for the back order.
Change Type for Back Orders | The change type for the back order. After confirmation of the back order, ERP LN automatically defaults this type to the Change Type Lines field of the Purchase Order Line Details (tdpur4101m200) session if the Default Change Type for Change Order Line field is empty. Note If the Default Change Type for Change Order Line field is filled, it is used as the default change type for the back order.
Number Group for Purchase Orders | The number group that you select in this field is the default for all purchase order s and purchase schedules. Note You can define purchase order series and purchase schedule series in the Purchase User Profiles (tdpur0143m000) session.
Number Group for Purchase Invoice | The number group that you select in this field is the default for all purchase invoices.
Series for Purchase Invoice | The series that you select in this field is the default for all purchase invoices.
Step Size for Purchase Order Lines | The interval between successive purchase order lines in a purchase order. Example If you enter the value 10, the numbers assigned to successive order lines are 10, 20, 30 and so on.
First Position Number for Additional Costs Sets | The first position number that is used for additional cost sets. This is the first position number for a purchase order line with additional costs. You cannot enter position numbers in the Purchase Order Lines (tdpur4101m000) session that are equal to or higher than the number you entered in this field. If you add item lines to a cost set in the Purchase Additional Cost Set Items (tdpur0128m000) session, you cannot enter position numbers that are lower than the number you entered in this field. Related topics Additional costs on purchase orders
Goods Amount/Discount on Purchase Invoices | Indicate how you want to present the amounts on the purchase invoices. Example The order discount for a purchase order is 10%. The purchase order has the following lines:
Quantity | Price | Discount
1 | 100 | 5%
2 | 100 | 10%
    Gross amount = all line amounts (= quantities * prices) = (100 * 1) + (100 * 2) =
    300.00.

    Order line discount amount = 5 + 20 = 25.0.

    Order discount amount = (gross amount - total line discount amount) *
                             order discount / 100 = (300 - 25) * 10 / 100 = 27.5.

    Total discount amount = total line discount amount + order discount amount =
    25 + 27.5 = 52.5.

    Net amount = gross	amount - total discount amount = 300 - 52.5 = 247.5
Allowed values See Possible Values
Recalculation of Additional Costs | You can indicate whether or not additional costs are recalculated when an order is modified in the Purchase Order Lines (tdpur4101m000) session. No: The additional costs are not recalculated. You can manually maintain additional costs in the Purchase Order Lines (tdpur4101m000) session. Interactive: ERP LN asks you whether the additional costs must be recalculated. You can still manually maintain the additional costs in the Purchase Order Lines (tdpur4101m000) session, but if you let ERP LN recalculate the additional costs, the manual changes can be lost. Automatic: You cannot maintain the additional costs on an order. The additional cost are recalculated every time you leave the Purchase Order Lines (tdpur4101m000) session. Note You must define additional costs in a cost set. To define additional cost sets, use the Purchase Additional Cost Sets (tdpur0124m000) session. Performance aspects The setting of this field could affect system performance and database growth. For more information, refer to Recalculate additional costs on orders. Related topics Additional costs on purchase orders
Engineering Revisions Active in Purchase | If this check box is selected, engineering item revisions are active in the Purchase Control module.
Printed | If this check box is selected, engineering item revisions are printed on purchase documents.
Method of Calculating Average Purchase Price | You can indicate how the average purchase price is calculated. Note If this parameter is set to Purchases (Cum.), you must run the Equate Balance of Receipts with Inventory Level (tdipu0201m000) session regularly. With this session, you can equate the cumulative receipts with the inventory on hand, which enables you to calculate realistic average purchase prices for items. Allowed values See Possible Values
Delete Order Data if Received Completely | You can indicate when the orders and order lines are removed. Performance aspects The setting of this field could affect system performance and database growth. For more information, refer to Delete history data. Allowed values See Method of removing order data
Method of Deleting Order History Data | The way in which order/schedule history data is removed. Note You can delete order/schedule history data in the Archive/Delete Purchase Order/Schedule History (tdpur5201m000) session. Performance aspects The setting of this field could affect system performance and database growth. For more information, refer to Delete order data. Allowed values Method of removing order data
Check on Actual Quotations | If this check box is selected, ERP LN displays a warning if, during order entry, a purchase quotation already exists for the concerned item/supplier combination. Performance aspects The setting of this field could affect system performance and database growth. For more information, refer to Disable unused concepts.
Use Creation Date as Order Date when generating PO | If this check box is selected, the purchase order creation date is used as the order date when generating a purchase order from a planned order. If this check box is cleared, the planned order's start date is used as the order date, provided this date is not in the past. Note If the Log Financial Economic Transactions parameter is set to Valuation Price in the Purchase Parameters (tdpur0100m000) session, regardless of the setting of the current field, the purchase order creation date is always used as the order date.
Reopen Closed Purchase Orders Allowed | If this check box is selected, you can reopen purchase orders with the Closed status and update these orders. When you reopen a Closed purchase order, its status changes to In Process. As a result, you can add new order lines and/or you can change the purchase order header. Note If this check box is selected, the Reopen Closed Purchase Order command is available on the Specific menu of the Purchase Order - Lines (tdpur4100m900) session.
Log Order History Data | In this field, you can indicate whether the history must be logged for purchase orders and purchase schedules. The purchase order/schedule history consists of the following data: Creations Each addition or change to a purchase order/schedule line. The original purchase order/schedule line is booked negatively. Cancellations Each cancellation of a purchase order/schedule line as a result of a deleted purchase order/schedule line or deletion of an original purchase order/schedule line after a change. Invoiced turnover Each invoiced purchase order/schedule line. Important! If you want financial data to be reconciled, you must set this field to All. Otherwise reconciliation cannot be applied. ERP LN performs reconciliation based on: The purchase order actual receipt history in the Purchase Actual Receipt History (tdpur4556m000) session. The purchase schedule line history in the Purchase Schedule Line History (tdpur3561m000) session. Performance aspects The setting of this field could affect system performance and database growth. For more information, refer to Log history data. Allowed values See Possible Values Related topics Reconciliation - overview
Base Price for Gross Profit Calculation | Indicate how you want the gross profit percentage to be calculated in the Purchase Control module. Allowed values See Possible Values
Default Ord. Type for Consignment Replenishment | The default order type that is used when purchase orders are generated to replenish consignment inventory. Note Leave this field empty if you use consignment inventory in a Vendor managed inventory (VMI) business scenario. Related topics Consignment in Order Management
Default Ord. Type for Consignment Payment | The default order type that is used when purchase orders are generated to pay the consignment inventory used. Note Leave this field empty if you use consignment inventory in a Vendor managed inventory (VMI) business scenario. Related topics Consignment in Order Management
Number Group for Approval Rules | The default number group for all approval rules, which you can define in the Approval Rules (tdpur0191m000) session. Note If you want to validate purchase orders against approval rules before their status can become Approved, you must select the Apply Approval Rules check box in the Approve Purchase Orders (tdpur4210m100) session. However, it is not mandatory to check the approval rules for approving purchase orders. Related topics Purchase order approval
Basis for Approval Rule | Define whether you want the approval rules to be based on Acceptance rules or Exceptions rules. Note You cannot define this field before entering a number group for approval rules in the Number Group for Approval Rules field. Allowed values Auto Appr Rule Basis Related topics Purchase order approval
Commingling for | If this check box is selected, and you create, confirm, and transfer a purchase order advice in the selected origin (for example, in Warehouse Management ), ERP LN generates a purchase order that is waiting for commingling in the Purchase Control module. You must commingle purchase orders in the Commingle Purchase Orders (tdpur4210m000) session to generate commingled purchase orders. If this check box is cleared, and you create, confirm, and transfer a purchase order advice in the cleared origin, ERP LN directly generates an actual purchase order in the Purchase Control module. Note ERP LN only commingles purchase order (lines) if the For Commingling check box in the Items - Purchase Business Partner (tdipu0110m000) session is selected for the item/buy-from business partner combination. Performance aspects The setting of this field could affect system performance and database growth. For more information, refer to Commingling. Related topics Purchase orders for commingling To commingle purchase orders Purchase order approval
Check on Vendor Rating | If this check box is selected, a check on vendor rating must be made while creating or modifying purchase orders. Performance aspects The setting of this field could affect system performance and database growth. For more information, refer to Disable unused concepts. Related topics Overview of vendor rating
Warn if Vendor Rating is Below | This field specifies the minimum value of vendor rating. If you enter or modify a purchase order and the vendor's vendor rating is below this value, ERP LN gives a warning message. Note You can only enter a percentage in this field when you have selected the Check on Vendor Rating check box.
Search Date for Terms and Conditions | When a purchase order or purchase schedule is entered, this date is used to search for valid terms and conditions that can be defaulted to the order or schedule. Allowed values Search Date Type Related topics To retrieve terms and conditions
Mandatory Entry of Change Codes | If this check box is selected, and you cancel a purchase order, a purchase order line, or a purchase order line detail, it is mandatory to enter change code information in the Cancel Purchase Orders (tdpur4201s300) session. If this check box is selected, and you change a purchase order header in the Purchase Orders (tdpur4100m000) session, a purchase order line in the Purchase Order Lines (tdpur4101m000) session, or a purchase order line detail in the Purchase Order Line Details (tdpur4101m200) session, ERP LN prompts you to enter change code information in these session. However, the codes are not mandatory.
Change Codes Mandatory | If this check box is selected, and you add, change, or cancel a purchase order line, it is mandatory to enter change code information on the order line. This applies to lines that are linked to a purchase order with the In Process status.
Automatic Assignment of Change Order Sequence Numbers | If this check box is selected, a change order sequence number is automatically generated when a purchase order is (re)printed or (re)generated by means of EDI , after which the number can be selected on a changed purchase order (line). If this check box is cleared, you must manually enter change order sequence numbers, which can be selected on a changed purchase order (line). Note The change order sequence numbers are available in the Purchase Order - Change Order Sequence Numbers (tdpur4114m000) session.
Default Change Reason Code for Add Order Line | The change reason that is defaulted to the purchase order line (detail) when you add an order line (detail) to the purchase order. When you split a purchase order line detail in the Purchase Order Line Details (tdpur4101m200), ERP LN defaults this change reason to the Change Reason Lines field of the new line detail in the Purchase Order Line Details (tdpur4101m200) session. Note You can overwrite this code in the Purchase Order Lines (tdpur4101m000) session and the Purchase Order Line Details (tdpur4101m200) session. Related topics Cross-docking and splitting deliveries
Default Change Type for Add Order Line | The change type that is defaulted to the purchase order line (detail) when you add an order line (detail) to the purchase order. When you split a purchase order line detail in the Purchase Order Line Details (tdpur4101m200), ERP LN defaults this change type to the Change Type Lines field of the new line detail in the Purchase Order Line Details (tdpur4101m200) session. Note You can overwrite this code in the Purchase Order Lines (tdpur4101m000) session and the Purchase Order Line Details (tdpur4101m200) session. Related topics Cross-docking and splitting deliveries
Default Change Reason Code for Change Order Line | The change reason that is defaulted to the purchase order line (detail) when you change a purchase order line (detail), or when a back order is created in the Purchase Order Line Details (tdpur4101m200) session. When you split a purchase order line detail in the Purchase Order Line Details (tdpur4101m200), ERP LN defaults this change reason to the Change Reason Lines field of the split line detail in the Purchase Order Line Details (tdpur4101m200) session. Note If you leave this field empty and a back order is created, ERP LN takes the change reason entered in the Change Reason for Back Orders field as the default value. You can overwrite this code in the Purchase Order Lines (tdpur4101m000) session and the Purchase Order Line Details (tdpur4101m200) session. Related topics Cross-docking and splitting deliveries
Default Change Type for Change Order Line | The change type that is defaulted to the purchase order line (detail) when you change a purchase order line (detail), or when a back order is created in the Purchase Order Line Details (tdpur4101m200) session. When you split a purchase order line detail in the Purchase Order Line Details (tdpur4101m200), ERP LN defaults this change type to the Change Type Lines field of the split line detail in the Purchase Order Line Details (tdpur4101m200) session. Note If you leave this field empty and a back order is created, ERP LN takes the change type entered in the Change Type for Back Orders field as the default value. You can overwrite this code in the Purchase Order Lines (tdpur4101m000) session and the Purchase Order Line Details (tdpur4101m200) session. Related topics Cross-docking and splitting deliveries
Default Change Reason Code for Cancel Order Line | The change reason that is defaulted to the purchase order line (detail) when you cancel a purchase order line (detail). Note You can overwrite this code in the Purchase Order Lines (tdpur4101m000) session and the Purchase Order Line Details (tdpur4101m200) session.
Default Change Type for Cancel Order Line | The change type that is defaulted to the purchase order line when you cancel a purchase order line (detail). Note You can overwrite this code in the Purchase Order Lines (tdpur4101m000) session and the Purchase Order Line Details (tdpur4101m200) session.
Direct Delivery for Sales
Order Type for Direct Delivery | The default order type that is used for direct delivery purchase orders that are generated for sales orders. If purchase orders are generated automatically for direct delivery lines on sales orders, ERP LN retrieves this order type as the default order type. If you generate a purchase order advice, this order type is also used by default. Related topics Direct delivery sales orders
Order Series for Direct Delivery | The default order series for automatically generated direct delivery purchase orders that are generated for sales orders. Related topics Direct delivery sales orders
Purchase Return Order Type for Direct Deliveries | The order type for returning direct delivery purchase orders that are generated for sales orders. With this purchase order type, which is defaulted when a direct delivery purchase return order is generated for a sales return order, you indicate that the sold-to business partner returns the goods directly to your buy-from business partner instead of to you. Note The order type that you select must have the Direct Delivery check box selected and the Return Order list set to Return Inventory in the Purchase Order Types (tdpur0194m000) session. Before you can use this order type, the Allow Purchase Orders check box must be selected for the return order in the Sales Order Types (tdsls0594m000) session. Related topics Direct delivery sales orders
Device for Direct Delivery Reports | If purchase orders are generated automatically for direct delivery lines on sales orders, the reports are printed on the selected device. Note If this field is empty, ERP LN asks you to select a device on which to print the reports. Related topics Direct delivery sales orders
Direct Delivery for Service
Order Type for Direct Delivery | The default order type that is used for direct delivery purchase orders that are generated for service orders. Related topics Direct delivery service orders
Order Series for Direct Delivery | The default order series for direct delivery purchase orders that are generated for service orders. Related topics Direct delivery service orders
Purchase Return Order Type for Direct Deliveries | The order type for returning direct delivery purchase orders that are generated for service orders. With this purchase order type, you indicate that the sold-to business partner returns the goods directly to your buy-from business partner instead of to you. Note The order type that you select must have the Direct Delivery check box selected and the Return Order list set to Return Inventory in the Purchase Order Types (tdpur0194m000) session. Related topics Direct delivery service orders