| # 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, LN 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 Effective Date The date and time the parameters are valid. The parameters are valid until the effective date of a more recent parameter setting. Order Number Group for Purchase Orders The number group that you select in this field is the default for all purchase orders and purchase schedules. Note You can define purchase order series and purchase schedule series in the User Profiles (tdpur0143m000) session. 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. Amount/Discount on Purchase Order 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 Print Goods Amount and Discount on Purchase Notes Consignment Order 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 Sales and Procurement Order 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 Sales and Procurement Price Determination Based On Define how the price for the payment of consignment inventory is determined: based on the price that is valid at the moment of replenishment or consumption. Allowed values Price Determination Based On Related topics Consignment in Sales and Procurement Subcontracting Order Series for Subcontracting The default order series to which subcontracting purchase orders will belong. Default value This is the default value for these fields: The Purchase Order Series field in the Generate Subcontracting Purchase Documents (tisfc2250m000) session The Order Series for Subcontracting field in the Convert Purchase Requisitions (tdpur2201m000) session The Order Series for Subcontracting field in the Convert RFQs (tdpur1202m000) session Related topics To use number groups and series Subcontracted service items in Procurement Order Type for Subcontracting The default purchase order type for subcontracting purchase orders. Default value This is the default value for these fields: The Purchase Order Type field in the Generate Subcontracting Purchase Documents (tisfc2250m000) session The Order Type for Subcontracting field in the Convert Purchase Requisitions (tdpur2201m000) session The Order Type for Subcontracting field in the Convert RFQs (tdpur1202m000) session Related topics Purchase organizational data Subcontracted service items in Procurement Customer Furnished Materials Order Series for Customer Furnished Materials The series that you select in this field is the default for all customer furnished material purchase orders. Related topics Customer furnished materials in Sales and Procurement Order Type for Customer Furnished Materials The order type that you select in this field is the default for all customer furnished material purchase orders. Related topics Customer furnished materials in Sales and Procurement Additional Costs 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 Additional Cost Set - Item (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 Recalculation of Additional Costs Specify 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 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 LN recalculate the additional costs, the manual changes can be lost. Automatic You cannot maintain the additional costs on an order. The additional costs are automatically recalculated when you close the Purchase Order Lines (tdpur4101m000) session. Note You must define additional costs in a cost set. To define additional cost sets, use the 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. Related topics Additional costs on purchase orders History Log Order History If this check box is selected, history must be logged for purchase orders. If this check box is selected, purchase order history is logged in the following sessions: Purchase Order History (tdpur4550m000) Purchase Order Line History (tdpur4551m000) Landed Cost Line History (tclct2550m000), if landed costs are linked to a purchase order (line). Purchase Peg Distribution History (tdpur5550m000), if a peg distribution is linked to a purchase order line. Supplier Stage Payment History (tdpur5570m000), if supplier stage payments are linked to a purchase order line. Important! Purchase order history is not only used for future analysis, but also for reconciliation, commissions and rebates, and statistics. Reconciliation, which is based on the purchase order actual receipt history in the Purchase Actual Receipt History (tdpur4556m000) session and the purchase order line history in the Purchase Order Line History (tdpur4551m000) session, can only be applied if you select this check box. To always use the same parameter history setting for a specific purchase order, the current parameter setting is defaulted to the Log Order History field in the Purchase Orders (tdpur4100m000) session at the moment the purchase order is created. During the life cycle of the purchase order, 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 Overview of commissions and rebates Statistics Landed costs – overview Project pegging overview Supplier stage payments Start Logging History at Indicate when you want the purchase order history to be logged. Note To always use the same parameter history setting for a specific purchase order, the current parameter setting is defaulted to the Start Logging History at field in the Purchase Orders (tdpur4100m000) session at the moment the purchase order is created. During the life cycle of the purchase order, this field cannot be changed. Allowed values Start Logging History at Performance aspects The setting of this field could affect system performance and database growth. For more information, refer to Log history data. Level of Intake Logging Indicate which purchase order history must be logged for intake transactions. Note If this parameter is Last and you want to update the statistics, you need information to counter-post the previous statistics. Therefore, if the Processed in Statistics check box is selected in sessions such as Purchase Order Line History (tdpur4551m000) and Landed Cost Line History (tclct2550m000), 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 Order Receipt History If this check box is selected, history must be logged for actual receipt data. If this check box is selected, purchase order actual 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 an actual receipt. Purchase Peg Distribution History (tdpur5550m000), if a peg distribution is linked to an actual receipt. Note Reconciliation, which is based on the purchase order actual receipt history in the Purchase Actual Receipt History (tdpur4556m000) session and the purchase order line history in the Purchase Order Line History (tdpur4551m000) session, can only be applied if you select this check box. If you use the manufacturer part number (MPN) and/or the manufacturer as an attribute in statistics and you want to use the actual data in statistics, you must select this check box. In the Landed Cost Line History (tclct2550m000) session, actual receipt landed costs history can be identified by the Processed field, which is always set to Yes for actual receipt landed costs history records. 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 Project pegging overview 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 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 Back Orders Back Orders Allowed If this check box is selected, 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 LN cannot generate (potential) back orders for return orders. If this check box is cleared, 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. 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 Backorders - automatic confirmation Backorders - manual confirmation Planned inventory transactions Confirm Back Orders Automatically If this check box is selected, 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 Backorders - automatic confirmation Backorders - manual confirmation Direct delivery Change Reason for Back Orders The change reason code for the back order. After confirmation of the back order, 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, 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. Invoice 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. 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 Print Goods Amount and Discount on Purchase Notes Miscellaneous Base Price for Gross Profit Calculation Indicate how you want the gross profit percentage to be calculated in the Purchase Control module. Allowed values Gross Margin Costprice / Purchase Price Based Method of Calculating Average Purchase Price Specify how the average purchase price is calculated. Note If this parameter is Purchases (Cum), use the Equate Balance of Receipts with Inventory Level (tdipu0201m000) session to equate the cumulative receipts with the inventory on hand. Only if you run this session regularly, you can calculate realistic average prices for items. Allowed values Method of updating average price 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 Cost/service items on picklist/dispatch note 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. 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 Check on Actual Quotations If this check box is selected, 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. Confirm Receipt as Final If this check box is selected, each purchase order line receipt automatically is a final receipt. Therefore, for each purchase order line receipt, the Final Receipt check box is automatically selected and unavailable in the Purchase Receipts (tdpur4106m000) session. In this way, when confirming receipts, you need not check the received items and manually select the Final Receipt check box. This will speed up the receipt procedure, which can be important if large numbers of receipt transactions are involved. In addition, back orders are always created, because you cannot forget to select the Final Receipt check box. If this check box is cleared, the Final Receipt check box is automatically selected only if the received quantity is greater than or equal to the ordered quantity for the purchase order line. If the Final Receipt is cleared, but a final receipt is applicable, you must manually select the Final Receipt check box in the Purchase Receipts (tdpur4106m000) session. Note The only way to undo the automatic selection of the Final Receipt check box for an individual receipt is to correct the receipt in the Correct Purchase Receipt (tdpur4106s100) session. 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 appropriate menu of the Purchase Order - Lines (tdpur4100m900) session. Approval Details 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 Approval Rules Mandatory If this check box is selected, it is mandatory to validate purchase orders against approval rules before they can be approved. If this check box is selected, the following are applicable: The Apply Approval Rules check box is selected and disabled in the Approve Purchase Orders (tdpur4210m100) session. You cannot manually approve a selected purchase order. If this check box is cleared, it is optional to validate purchase orders against approval rules before they can be approved. If this check box is cleared, the following are applicable: The Apply Approval Rules check box is enabled in the Approve Purchase Orders (tdpur4210m100) session. If you manually approve a purchase order in the Purchase Orders (tdpur4100m000) session or the Purchase Order - Lines (tdpur4100m900) session, LN does not check the approval rules. Purchase orders that cannot be approved based on the approval rules, can be manually approved. Related topics Purchase order approval Commingling for 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 Warehousing), 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, LN directly generates an actual purchase order in the Purchase Control module. Note LN only commingles purchase order (lines) if, for the item/buy-from business partner combination, the For Commingling check box is selected in the Item - Purchase Business Partner (tdipu0110m000) session. Performance aspects The setting of this field could affect system performance and database growth. For more information, refer to Commingling. Related topics Overview of purchase order commingling Commingling purchase orders Purchase order approval Vendor Rating 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, LN gives a warning message. Note You can only enter a percentage in this field if the Check on Vendor Rating check box is selected. Terms and Conditions 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 Retrieval of terms and conditions Direct Delivery 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, 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 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 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 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 Changes Prompt for 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, 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 new purchase order is printed or generated by means of EDI, or when a changed purchase order is reprinted or regenerated by means of EDI. The purchase order header is automatically updated with the latest change order sequence number. 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. Add Order Line 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), 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), 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 Change Order Line 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), 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, 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), 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, 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 Cancel Order Line 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. |