| # Purchase Contract Parameters (tdpur0100m300) 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 Enterprise 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 Purchase contracts Effective Date The date and time the parameters are valid. The parameters are valid up to the effective date of a more recent parameter setting. Contract Module Implemented If this check box is selected, you can define purchase contracts in the Purchase Contracts (tdpur3100m000) session. Performance aspects The setting of this field could affect system performance and database growth. For more information, refer to Disable unused concepts. Maintaining Contracts Always Allowed This check box is applicable for contracts on which goods are already called or for which turnover is already booked. If this check box is selected, you can reset the contract status to Free if the status is Active. Note This option must be selected if you want to change the data of current contracts. Copy Special Contract to Normal Contract If this check box is selected, you are allowed to copy special contracts to normal contracts in the Copy Purchase Contracts (tdpur3801m000) session. Note If you copy special contracts to normal contracts, you can receive error messages, because normal contracts and special contracts can have different price policies. Related topics To copy purchase contracts Copy Normal Contract to Special Contract If this check box is selected, you are allowed to copy normal contracts to special contracts in the Copy Purchase Contracts (tdpur3801m000) session. Note If you copy normal contracts to special contracts, you can receive error messages, because normal contracts and special contracts can have different price policies. Related topics To copy purchase contracts Evaluate Contract before Deleting If this check box is selected, you must evaluate contract lines with the status Terminated, before you can delete the contract. Note You can evaluate contracts in the Evaluate Purchase Contracts (tdpur3420m000) session. You can delete a contract by: Selecting the Delete Record(s) button in the Purchase Contracts (tdpur3100m000) session. Using the Delete/Terminate Purchase Contracts (tdpur3203m000) session. In this session, you can also delete contracts with the status Free. Link to PCS Module If this check box is selected, and if an order is created for a customized item that is derived from a standard item, ERP Enterprise checks whether a purchase contract exists that applies to that standard item. An item is derived from a standard item if the Derived-from Item field is filled in the Item - General (tcibd0101s000) session. Note You cannot create purchase contracts for customized items. However, you can link a purchase order for a customized item to a purchase contract, if the customized item is derived from a standard item. In this case, the contract of the standard item applies to the order for the customized item. Several Special Contracts Allowed by Purchase Order If this check box is selected, and several special contracts are effective for a purchase order, the contract with the most suitable prices and discounts can be selected. You can have two different situations: Situation 1 The Contract field in the Purchase Orders (tdpur4100m000) session is empty. If the Several Special Contracts Allowed by Purchase Order check box is selected, the Selected Purchase Contract Lines (tdpur3512s000) session is automatically started when you create a purchase order line. This session lists the most suitable normal contract and all special contract lines that you can select for the created purchase order line. If you do not select a special contract, ERP Enterprise automatically links the displayed normal contract. The price and discount information of the linked contract line are defaulted to the purchase order line. If the Several Special Contracts Allowed by Purchase Order check box is cleared, the Selected Purchase Contract Lines (tdpur3512s000) session is not started when you create a purchase order line. ERP Enterprise determines the default price and discount of the purchase order line by first searching for a special contract for the item or the price group and then for a normal contract. Once the contract is found, it is automatically linked to the order line. Situation 2 The Contract field in the Purchase Orders (tdpur4100m000) session is filled. If this check box is selected, and if only one valid special contract exists for the entered purchase order line, ERP Enterprise defaults the price and discount of the special contract to the purchase order line. As a result, the Selected Purchase Contract Lines (tdpur3512s000) session is not started. If this check box is selected, and if several special contracts are available for the order line, the Selected Purchase Contract Lines (tdpur3512s000) session is started when you create an order line. The first (marked) special contract in the list is the contract filled in the Contract field of the Purchase Orders (tdpur4100m000) session. However, you can select another special contract. The price and discount information of the selected contract line is defaulted to the purchase order line. If you do not select a special contract, ERP Enterprise automatically links the normal contract that is displayed in the Selected Purchase Contract Lines (tdpur3512s000) session. If this check box is cleared, the Selected Purchase Contract Lines (tdpur3512s000) session is not started. ERP Enterprise searches for the price and discount in the special contract that is filled in the Contract field of the Purchase Orders (tdpur4100m000) session. The price and discount of the linked contract line are automatically defaulted to the order line. Link first Special Contract automatically If this check box is selected, the purchase order is automatically linked to the first available special contract. If this check box is cleared, the purchase order must be manually linked to a (special) contract, if available. If not, the prices are retrieved from the price structure. Note If the Select Special Contract at Transfer from EP check box is selected, this check box is cleared and disabled. This check box only applies to purchase orders and not to purchase schedules. Related topics Price retrieval Select Special Contract at Transfer from EP If this check box is selected, and several special contracts are effective for a planned purchase order, when transferring a planned order into an actual order, the most suitable contract can be selected and linked to the order in Enterprise Planning. Note If the Several Special Contracts Allowed by Purchase Order check box is selected and several contracts are effective for a planned purchase order, the planned purchase order is excluded from the transfer process. ERP Enterprise indicates that the order must be manually transferred. The Selected Purchase Contract Lines (tdpur3512s000) session is automatically started when a planner manually transfers the planned purchase order. This session lists the most suitable normal contract and all special contract lines that a planner can select for the planned purchase order. If no special contract is selected, ERP Enterprise automatically links the displayed normal contract. The price and discount information of the linked contract line are defaulted to the purchase order. If the Several Special Contracts Allowed by Purchase Order check box is cleared, the Selected Purchase Contract Lines (tdpur3512s000) session is not started when a planner transfers planned purchase orders. Enterprise Planning determines the default price and discount of the planned purchase order by first searching for a special contract for the item or the price group and then for a normal contract. Once the contract is found, it is automatically linked to the purchase order. If this check box is cleared, planned purchase orders can be transferred into actual orders, but the contract linking is executed in Order Management, either manually by the buyer, or automatically by ERP Enterprise. Note If the Link first Special Contract automatically check box is selected, this check box is cleared and disabled. Related topics To transfer orders to the execution level Always Use Contract Price and Discount If this check box is selected, and an order-contract relation exists, the price and discounts fields are disabled in the Purchase Order Lines (tdpur4101m000) session. As a result, you cannot change them. If you want to change the price and discounts in the Change Price and Discounts after Receipt (tdpur4122m000) session, ERP Enterprise asks you whether you want to break the link with the contract before you can change the price/discounts. If this check box is cleared, and an order-contract relation exists, the price and discounts fields are enabled in the Purchase Order Lines (tdpur4101m000) session. As a result, you can change them. When you change the price and discounts in the Change Price and Discounts after Receipt (tdpur4122m000) session, ERP Enterprise automatically breaks the link with the contract. The following price and discount fields are disabled or enabled in the Purchase Order Lines (tdpur4101m000) session: Discount % Determining Eligible Discount Amount Price Confirmation Needed? If this check box is selected, purchase contracts must be confirmed by the purchase business partner before you can activate them. To confirm a purchase contract, you must enter the purchase business partner's confirmation number in the Confirmation Number field of the Purchase Contracts (tdpur3100m000) session. A message is displayed when you activate a contract that is not yet confirmed. If you do not enter the purchase business partner's confirmation number, you cannot activate the contract. Consider Purchase Contracts when generating Purchase Orders If this check box is selected, and purchase orders are generated automatically, a number of purchase contract header fields are defaulted to the purchase order. These are the following fields: Order Type Reference A Buyer Buy-from, ship-from, invoice-from, and pay-to Address Code and Contact Code Warehouse Delivery Terms Carrier/LSP Currency Country Payment Terms Late Payment Surcharge In case of direct delivery, subcontracting, and consignment payment, the contract's Order Type is not defaulted. In a direct delivery situation, the carrier and delivery terms are defaulted from the linked sales order. If the link with the contract is broken, the defaulted fields are kept on the purchase order. Allow Zero Price If this check box is selected, you can enter a price of zero (0) on a purchase contract price revision. Related topics To set up purchase contract price revisions Action on Exceeding Maximum Quantity You can select the action ERP Enterprise takes when the maximum contract quantity is exceeded. Note You can define the maximum contract quantity in the Purchase Contract Lines (tdpur3101m000) session. ERP Enterprise keeps track of the total purchased quantity when a purchase order is linked to a purchase contract. Allowed values See Parameter Exceeding Maximum Quantity Number Group for Purchase Contracts The default number group of all purchase contracts. Related topics To use number groups and series Step Size for Purchase Contracts The interval between successive purchase contract lines in a purchase contract. For example, if you enter the value 10, the numbers assigned to successive contract lines are 10, 20, 30, and so on. Default Template The default terms and conditions template based on which a terms and conditions agreement is generated in the Generate Terms and Conditions from Template (tctrm2200m000) session, which is linked to the purchase contract. Note You can start the Generate Terms and Conditions from Template (tctrm2200m000) session by choosing Generate Terms and Conditions from Template on the appropriate menu of the Purchase Contract - Lines (tdpur3600m000) session. Related topics Terms and conditions templates Log Contract Transactions You can define whether contract header changes are written to contract history and which changes are written to history. Note If this field is set to Last Transaction, and turnover is written to the history records, which is determined by the Log Turnover on Contract check box, the turnover history record is not deleted when a change is made. Instead, the difference between the current and previous turnover is logged. For reasons of system security, you should know which user entered a change and at what moment. 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 Parameter to Log History Log Contract Line Transactions You can define whether contract line changes are written to contract history and which changes are written to history. Important! If you want financial data to be reconciled, you must set this field to All Transactions and select the Log Turnover on Contract and Log Financial Economic Transactions check boxes. Otherwise reconciliation cannot be applied. ERP Enterprise performs reconciliation based on the purchase contract line history in the Purchase Contract Line - History (tdpur3551m000) session. Note If this field is set to Last Transaction, and turnover is written to the history records, which is determined by the Log Turnover on Contract check box, the turnover history record is not deleted when a change is made. Instead, the difference between the current and previous turnover is logged. For reasons of system security, you should know which user entered a change and at what moment. Performance aspects The setting of this field could affect system performance and database growth. For more information, refer to Log history data. Allowed values Parameter to Log History Related topics Reconciliation - overview Log Turnover on Contract If this check box is selected, the called quantity, the invoiced quantity, and the invoiced amount are written to the following sessions: Purchase Contract Line - Results (tdpur3513m000) Line Results (tdpur3513m100). Purchase Contract - Turnover History (tdpur3551m100). Purchase Contract Line - History (tdpur3551m000). If this check box is cleared, the called quantity, invoiced quantity, and invoiced amount are not displayed in the previously mentioned session. Important! If you want financial data to be reconciled, you must set the Log Contract Line Transactions field to All Transactions and select the Log Turnover on Contract and Log Financial Economic Transactions check boxes. Otherwise reconciliation cannot be applied. ERP Enterprise performs reconciliation based on the purchase contract line history in the Purchase Contract Line - History (tdpur3551m000) session. Related topics Reconciliation - overview Update Planned Inventory Transactions This parameter applies to purchase contract lines with a delivery contract linked to it. If this check box is selected, planned inventory transactions are logged when the contract line is activated. If this check box is cleared, no planned inventory transactions are logged for the contract with a delivery contract linked to it. Note Contra posting of planned inventory transactions is carried out if called quantities are logged for the contract line. Related topics Setting up a delivery contract Log Financial Economic Transactions If this check box is selected, financial transactions are logged when the contract line is activated. If this check box is cleared, no financial transactions are logged for the purchase contract. Note Contra posting of financial transactions is carried out if called quantities are logged for the contract line. Important! If you want financial data to be reconciled, you must set the Log Contract Line Transactions field to All Transactions and select the Log Turnover on Contract and Log Financial Economic Transactions check boxes. Otherwise reconciliation cannot be applied. ERP Enterprise performs reconciliation based on the purchase contract line history in the Purchase Contract Line - History (tdpur3551m000) session. Performance aspects The setting of this field could affect system performance and database growth. For more information, refer to Financial economic transactions. Related topics Reconciliation - overview Print Contract Acknowledgment If this check box is selected, the Contract Acknowledgement field in the Purchase Contracts (tdpur3100m000) session has the default value Print. If this check box is cleared, the Contract Acknowledgement field in the Purchase Contracts (tdpur3100m000) session has the default value Do Not Print. Note In the purchase contract procedure, you do not need to print a contract acknowledgment. Reprint Contract Acknowl. after Modification This check box determines the value of the Print Status field in the Purchase Contracts (tdpur3100m000) session if you modify a contract after it is printed as a final acknowledgement. If this check box is selected, and you modify the contract after the final contract acknowledgement is printed in the Print Purchase Contract Acknowledgments (tdpur3405m000) session, ERP Enterprise automatically sets the Print Status field in the Purchase Contracts (tdpur3100m000) session to Changed. As a result, you can reprint the contract acknowledgement. If this check box is cleared, and you modify the contract after the final contract acknowledgement is printed, the Print Status field in the Purchase Contracts (tdpur3100m000) session keeps the value Original Printed. Number of Extra Contract Acknowledgment Copies The number of extra copies of the contract acknowledgement that you want to print. Check on Vendor Rating If this check box is selected, a check on vendor rating must be made while inserting or modifying contracts. Related topics Calculating vendor ratings Warn if Vendor Rating is Below This field specifies the minimum value of vendor rating. If you enter or modify a contract and the vendor's vendor rating is below this value, ERP Enterprise gives a warning message. Note You can only enter a percentage in this field if you have selected the Check on Vendor Rating check box. Number Group for Releases The default number group for all purchase releases. Related topics Purchase releases To use number groups and series EDI Release Series The default number group for all EDI release numbers. ERP Enterprise stores the EDI release numbers in the EDI Release Number field of the Purchase Releases (tdpur3120m000) session. Related topics Purchase releases To use number groups and series Issue Pattern for Material Release The pattern used to determine the issue date for material releases. Note An issue pattern for material release is only used in push schedules and pull forecast schedules. In case of pull call-off schedules, no issue patterns are used. Default value This issue pattern is defaulted to the Issue Pattern for Material Release field in the Items - Purchase Business Partner (tdipu0110m000) session. Related topics Pull schedules Overview of purchase schedule handling Issue Pattern for Shipping Schedule The pattern used to determine the issue date for shipping schedules. Note An issue pattern for shipping schedules is only used in push schedules. In case of pull schedules, this issue pattern is not used. Default value This issue pattern is defaulted to the Issue Pattern for Shipping Schedule field in the Items - Purchase Business Partner (tdipu0110m000) session. Related topics Overview of purchase schedule handling Purchase releases Tax on Purchase Release Line level This field determines where ERP Enterprise stores the tax fields of a purchase release and how purchase schedule lines are handled in a purchase release. It supports tax data on item level or on requirement level. Allowed values Tax on Release Line/Detail Related topics Clustering purchase schedule lines Purchase releases Generate Release per Item If this check box is selected, the requirements on a purchase release are grouped by item. If this check box is cleared, the requirements on a purchase release are grouped by business partner. Note For sequence shipping schedules, the requirements can also be grouped by vehicle. This is determined by the Generate Release per Vehicle check box in the Buy-from Business Partner (tccom4120s000) session. If this Generate Release per Vehicle check box is selected, the setting of the current check box is no longer relevant. Default value The value of this check box is defaulted to the Generate Release per Item check box in the Purchase Releases (tdpur3120m000) session. Related topics Purchase releases Number Group for Call-offs The default number group for reference IDs, which uniquely identify call-offs that come from Warehousing. If pull call-off schedule lines are generated from Warehousing, the Reference ID is generated while creating the purchase schedule line in the Purchase Schedule Lines (tdpur3111m000) session. The reference ID is used as an individual reference for the pull call-off schedule line. Note If pull call-off schedule lines are generated from Assembly Control, the reference ID is generated within Assembly Control. As a result, the number group entered in the current field is not used. Related topics To use number groups and series Pull call-off schedules Segment Set for Material Release The segment set that is related to a material release. Note A segment set for material release is only used in push schedules and pull forecast schedules. For pull call-off schedules, no segment sets are used. Default value This segment set is defaulted to the Segment Set for Material Release field in the Items - Purchase Business Partner (tdipu0110m000) session. Related topics Pull schedules Overview of purchase schedule handling Using segment sets Segment Set for Shipping Schedule The segment set that is related to a shipping schedule. Note A segment set for shipping schedule is only used in push schedules. For pull schedules, this segment set is not used. Default value This segment set is defaulted to the Segment Set for Shipping Schedule field in the Items - Purchase Business Partner (tdipu0110m000) session. Related topics Using segment sets Step Size for Purchase Schedules The interval between successive manually created purchase schedule lines in a purchase schedule. For example, if you enter the value 10, the numbers assigned to successive schedule lines are 10, 20, 30, and so on. Note For schedule lines that are automatically created by ERP Enterprise, step size 1 is used. So, the position numbers assigned to automatically generated schedule lines are 1, 2, 3, and so on. Model for CUMs Use this field to indicate what cumulative (CUM) model is used in a logistic company. Note Resetting of cumulatives and authorizations in receipt based schedules is based on received cumulatives. Resetting of cumulatives and authorizations in order based schedules is based on required cumulatives. Allowed values CUM model Related topics Purchase schedule cumulatives To reset purchase schedule cumulatives To reset authorizations Log Schedule History If this check box is selected, history must be logged for purchase schedules. If this check box is selected, purchase schedule history is logged in the following sessions: Purchase Schedule History (tdpur3560m000) Purchase Schedule Line History (tdpur3561m000) Landed Cost Line History (tclct2550m000), if landed costs are linked to a purchase schedule line. Important! Purchase schedule history is not only used for future analysis, but also for reconciliation and statistics. Reconciliation, which is based on the purchase schedule line history in the Purchase Schedule Line History (tdpur3561m000) session and the purchase schedule actual receipt history in the Purchase Actual Receipt History (tdpur4556m000) session, can only be applied if you select this check box. To always use the same parameter history setting for a specific purchase schedule, the current parameter setting is defaulted to the Log Schedule History field in the Purchase Schedules (tdpur3110m000) session at the moment the purchase schedule is created. During the life cycle of the purchase schedule, this field cannot be changed. Performance aspects The setting of this field could affect system performance and database growth. For more information, refer to Log history data. Related topics Reconciliation - overview Statistics Landed costs – overview Level of Intake Logging Indicate which purchase schedule history must be logged for intake transactions. Note If this parameter is set to Last and you want to update the statistics, you need information to counterpost the previous statistics. Therefore, after the Processed in Statistics check box is selected in the Purchase Order Line History (tdpur4551m000) session, all intake transactions will be logged as history records. Allowed values Level of Intake Logging Performance aspects The setting of this field could affect system performance and database growth. For more information, refer to Log history data. Log Actual Schedule Receipt History If this check box is selected, history must be logged for purchase schedule receipt data. If this check box is selected, purchase schedule receipt history is logged in the following sessions: Purchase Actual Receipt History (tdpur4556m000) Purchase Payable Receipt History (tdpur4560m000) Landed Cost Line History (tclct2550m000), if landed costs are linked to a purchase schedule receipt. Note Reconciliation, which is based on the purchase schedule line history in the Purchase Schedule Line History (tdpur3561m000) session and the purchase schedule actual receipt history in the Purchase Actual Receipt History (tdpur4556m000) session, can only be applied if you select this check box. Performance aspects The setting of this field could affect system performance and database growth. For more information, refer to Log history data. Related topics Reconciliation - overview Landed costs – overview Level The first element of the priority level combination based on which ERP Enterprise searches for approved buy-from business partners for purchase orders. Note This field is used by Enterprise Planning in the buy-from business partner selection process. The following steps are completed: Enterprise Planning sends the required item (group) and warehouse to Purchase Control. Purchase Control searches for approved suppliers based on the Search Path defined in this session. Purchase Control sends all valid business partners to Enterprise Planning, after which Enterprise Planning selects a buy-from business partner. Performance aspects The setting of this field could affect system performance and database growth. For more information, refer to Search path for approved buy-from business partners. Allowed values Business Partner Search Criteria1 Related topics To select external suppliers To select internal suppliers / The second element of the priority level combination based on which ERP Enterprise searches for approved business partners for purchase orders. Note This field is used by Enterprise Planning in the buy-from business partner selection process. The following steps are completed: Enterprise Planning sends the required item (group) and warehouse to Purchase Control. Purchase Control searches for approved suppliers based on the Search Path defined in this session. Purchase Control sends all valid business partners to Enterprise Planning, after which Enterprise Planning selects a buy-from business partner. Performance aspects The setting of this field could affect system performance and database growth. For more information, refer to Search path for approved buy-from business partners. Allowed values Business Partner Search Criteria2 Related topics To select external suppliers To select internal suppliers / The third element of the priority level combination based on which ERP Enterprise searches for approved business partners for purchase orders. Note This field is used by Enterprise Planning in the buy-from business partner selection process. The following steps are completed: Enterprise Planning sends the required item (group) and warehouse to Purchase Control. Purchase Control searches for approved suppliers based on the Search Path defined in this session. Purchase Control sends all valid business partners to Enterprise Planning, after which Enterprise Planning selects a buy-from business partner. Performance aspects The setting of this field could affect system performance and database growth. For more information, refer to Search path for approved buy-from business partners. Allowed values Business Partner Search Criteria3 Related topics To select external suppliers To select internal suppliers Search All Defined Levels If this check box is selected, ERP Enterprise searches for approved business partners in all defined priority levels. If this check box is cleared, and an approved business partner is found in one of the defined priority levels, ERP Enterprise stops searching for approved business partner in lower levels. Note This field is used by Enterprise Planning in the buy-from business partner selection process. The following steps are completed: Enterprise Planning sends the required item (group) and warehouse to Purchase Control. Purchase Control searches for approved suppliers based on the Search Path defined in this session. Purchase Control sends all valid business partners to Enterprise Planning, after which Enterprise Planning selects a buy-from business partner. Performance aspects The setting of this field could affect system performance and database growth. For more information, refer to Search path for approved buy-from business partners. Related topics To select external suppliers To select internal suppliers Level The first element of the priority level combination based on which ERP Enterprise searches for approved business partners for purchase schedules. Note This field is used by Enterprise Planning in the buy-from business partner selection process. The following steps are completed: Enterprise Planning sends the required item (group) and warehouse to Purchase Control. Purchase Control searches for approved suppliers based on the Search Path defined in this session. Purchase Control sends all valid business partners to Enterprise Planning, after which Enterprise Planning selects a buy-from business partner. Performance aspects The setting of this field could affect system performance and database growth. For more information, refer to Search path for approved buy-from business partners. Allowed values Business Partner Search Criteria1 Related topics To select external suppliers To select internal suppliers / The second element of the priority level combination based on which ERP Enterprise searches for approved business partners for purchase schedules. Note This field is used by Enterprise Planning in the buy-from business partner selection process. The following steps are completed: Enterprise Planning sends the required item (group) and warehouse to Purchase Control. Purchase Control searches for approved suppliers based on the Search Path defined in this session. Purchase Control sends all valid business partners to Enterprise Planning, after which Enterprise Planning selects a buy-from business partner. Performance aspects The setting of this field could affect system performance and database growth. For more information, refer to Search path for approved buy-from business partners. Allowed values Business Partner Search Criteria3 Related topics To select external suppliers To select internal suppliers Search All Defined Levels If this check box is selected, ERP Enterprise searches for approved business partners in all defined priority levels. If this check box is cleared, and an approved business partner is found in one of the defined priority levels, ERP Enterprise stops searching for approved business partner in lower levels. Note This field is used by Enterprise Planning in the buy-from business partner selection process. The following steps are completed: Enterprise Planning sends the required item (group) and warehouse to Purchase Control. Purchase Control searches for approved suppliers based on the Search Path defined in this session. Purchase Control sends all valid business partners to Enterprise Planning, after which Enterprise Planning selects a buy-from business partner. Performance aspects The setting of this field could affect system performance and database growth. For more information, refer to Search path for approved buy-from business partners. Related topics To select external suppliers To select internal suppliers |