Previous	Next		Contents	Index	Navigation	Glossary	Library

When you enter a line on a purchasing document and choose a line type, Purchasing automatically displays the default information that you define here for the line type.

Line types let you distinguish between quantity and amount based line items. You use quantity based line items when you know the quantity and price of the line you are ordering. For example, you might buy a dozen pens for $10. You use amount based line items when you are ordering a service. For example, you might order $5,000 of consulting services over the next year.

When you are entering amount based document lines in purchasing windows such as the Purchase Orders window, Purchasing skips the Item and Revision fields, and sets the price to 1. You simply provide the total amount of 5,000 as the quantity. Then, when you record your receipts, you can enter the amount you have received as a quantity. For example, if you have incurred $300 of a $500 charge, you record a quantity of 300.

You can create line types to reflect different characteristics for the items you purchase. For example, you may want to define one line type for items you order by quantity and unit price, another line type for services you order by hour, and yet another that indicates an outside processing operation used in Oracle Work In Process (WIP). You can create purchasing document lines and specify whether they are for goods, services, outside processing, or any other line type you define.

Outside processing line types are necessary when you are using WIP and want to enter purchasing documents for outside processing operations in WIP. When you choose an outside processing line type on a purchasing document line, you can enter only outside processing items and the destination type can be only Shop Floor.

Purchasing automatically provides you with a line type of Goods that is quantity based. If Work in Process is installed, Purchasing also provides you with an Outside Processing line type. You can set up your purchasing options to copy a default line type for lines you add to every requisition, purchase order, RFQ, or quotation document. You can override the default line type for each document line you create.

Prerequisites

   Define categories. See: Defining Categories.

   Define units of measure. See: Defining Units of Measure.

   To define line types:

1. Navigate to the Line Types window from the menu.

2. Enter the Name and Description of the line type.

3. Enter the Value Basis for the line type. You cannot update this field after you save your work.

Amount: Receive items by amount. You cannot change the unit of measure and unit price on purchasing document lines.

Quantity: Receive items by quantity. Outside Processing line types must have this value basis.

4. Enter the default purchasing Category for items with this line type. You can override this purchasing category on purchasing document lines.

5. Select Receipt Required if you want this as the default on your purchasing document shipments with this line type. You can overrule the default when you enter the shipment.

6. Enter the default Unit of measure for items with this line type. You must enter a default unit when you use the Amount value basis for your line type. You can override this unit of measure on your purchasing document lines only when you use non-Outside Processing line types with Quantity value basis.

If you use the Amount value basis, you may want to choose your functional currency as the unit of measure. For example, if your functional currency is US dollars, you may want to define a unit of measure USD that you can use for your line types with the Amount value basis.

7. Enter the default Unit Price for items with this line type. Purchasing automatically enters a unit price of 1 when you use the Amount value basis and prevents you from updating this price when you create your line type. You can override this unit price on your purchasing document lines only when you use line types with Quantity value basis.

8. Select Outside Processing to restrict this line type to purchasing outside processing. Also, when you use an outside processing line type on a purchasing document, your choices for the item are limited to outside processing items. You can select this check box only if the value basis is Quantity and if you are using Work in Process.

9. Enter the Inactive Date on which the line type is no longer usable.

10. Save your work.

See Also

Overview of Outside Processing