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Purchase Order Defaulting Rules

Purchasing uses a comprehensive defaulting mechanism to provide most required purchase order information and minimize document creation time. For example, when you are entering a standard purchase order and you want only one shipment and distribution for each purchase order line, you do not need to navigate beyond the Lines alternative region unless you want to change the default information in the shipments and distributions that Purchasing automatically creates. If you are creating an outside processing line, you must go to the Distributions window to enter outside processing information. Finally, note that the Account Generator may be unable to build accounts for a number of reasons, for example, if you have entered a one-time item. In this case, you must enter distributions in the Distributions window.

Purchase Order Default Matrix Conventions

The Purchase Order Default Matrix uses the following conventions:

Purchase Order Defaulting Rules

Header   Standard Planned Blanket Contract Release
Purchase Order Type Value = "Standard"       Value = "Blanket"
Buyer User name (must be buyer) User name (must be buyer) User name (must be buyer) User name (must be buyer) User name (must be buyer)
Currency 1 Set of Books Set of Books Set of Books Set of Books Source Agreement (not changeable)
2 Supplier Supplier Supplier Supplier  
3 Supplier Site Supplier Site Supplier Site Supplier Site  
Supplier         Source Agreement (not changeable)
Supplier Site From supplier if only 1 "Purchasing" site exists From supplier if only 1 "Purchasing" site exists From supplier if only 1 "Purchasing" site exists From supplier if only 1 "Purchasing" site exists Source Agreement (not changeable)
Supplier Contact From site if only 1 contact exists From site if only 1 contact exists From site if only 1 contact exists From site if only 1 contact exists  
Confirm Order Value = "No" Value = "No" Value = "No" Value = "No"  
Ship To Location 1 Financials Options Financials Options Financials Options Financials Options Source Agreement (not changeable)
2 Supplier Supplier Supplier Supplier  
3 Supplier Site Supplier Site Supplier Site Supplier Site  
Bill To Location 1 Financials Options Financials Options Financials Options Financials Options Source Agreement (not changeable)
2 Supplier Supplier Supplier Supplier  
3 Supplier Site Supplier Site Supplier Site Supplier Site  
Payment Terms 1 Financials Options Financials Options Financials Options Financials Options Source Agreement (not changeable)
2 Supplier Supplier Supplier Supplier  
3 Supplier Site Supplier Site Supplier Site Supplier Site  
Freight Terms 1 Financials Options Financials Options Financials Options Financials Options Source Agreement (not changeable)
2 Supplier Supplier Supplier Supplier  
3 Supplier Site Supplier Site Supplier Site Supplier Site  
Ship Via 1 Financials Options Financials Options Financials Options Financials Options Source Agreement (not changeable)
2 Supplier Supplier Supplier Supplier  
3 Supplier Site Supplier Site Supplier Site Supplier Site  
FOB 1 Financials Options Financials Options Financials Options Financials Options Source Agreement (not changeable)
2 Supplier Supplier Supplier Supplier  
3 Supplier Site Supplier Site Supplier Site Supplier Site  
Rate Type Purchasing Options Purchasing Options Purchasing Options Purchasing Options Source Agreement (not changeable)
Effective Date         Source Agreement (not changeable)
Expiration Date         Source Agreement (not changeable)
Minimum Release Amount   Purchasing Options Purchasing Options    
Notification Control Expiration Date   Terms and conditions expiration date Terms and conditions expiration date Terms and conditions expiration date  
Acceptance Required Value = "No" Value = "No" Value = "No" Value = "No" Source Agreement (not changeable)
Release Number         Existing number + 1
Release Date         Today's date

PO Preferences Standard Planned Blanket Contract Release
GL Date Today's date if in valid period; else null Today's date if in valid period; else null      
Period Period currently open in PO & open or future in GL Period currently open in PO & open or future in GL      
Ship-To Organization 1 Financials Options' Ship-To location's organization Financials Options' Ship-To location's organization      
2 If 1 is null, Purchasing Options' Inventory organization If 1 is null, Purchasing Options' Inventory organization      
3 PO Header's Ship-To Location's organization if not null PO Header's Ship-To Location's organization if not null      

Line Standard Planned Blanket Contract Release
Line Type Purchasing Options Purchasing Options Purchasing Options    
Category 1 Line Type Line Type Line Type    
2 Item Item Item    
UOM 1 Line Type Line Type Line Type    
2 Item Item Item    
Unit Price 1 Line Type Line Type Line Type    
2 List Price List Price List Price    
3 Auto Sourcing Auto Sourcing Auto Sourcing    
UN Number Item Item Item    
Hazard Class Item Item Item    
OSP UOM Type Item Item Item    
List Price Item Item Item    
Market Price Item Item Item    
Price Type PO Preferences PO Preferences PO Preferences    
Allow Price Override   Value = "No" Value = "No"    
Promised Date PO Preferences PO Preferences PO Preferences   Source Agreement (not changeable)
Need-By Date PO Preferences PO Preferences PO Preferences   Source Agreement (not changeable)
Transaction Nature PO Preferences PO Preferences PO Preferences    
Price Break Type     PO Preferences    

Shipment Standard Planned Blanket Contract Release
Ship-To Organization 1 Financial System Options Financial System Options Agreement Header's Ship-To locations organization   Source Agreement (not changeable)
2 PO Preferences - Validated against item PO Preferences - Validated against item Agreement Header's Ship-To locations organization   Source Agreement (not changeable)
Ship-To Location PO Preferences - Validated against validated organization PO Preferences - Validated against validated organization Agreement Header   Source Agreement (not changeable)
Promised Date 1 Lines Lines Lines   Lines
2 PO Preferences PO Preferences PO Preferences   PO Preferences
Need-By Date 1 Lines Lines Lines   Lines
2 PO Preferences PO Preferences PO Preferences   PO Preferences
Receipt Close Tolerance 1 Purchasing Options Purchasing Options     Purchasing Options
2 Item Item     Item
Invoice Close Tolerance 1 Purchasing Options Purchasing Options     Purchasing Options
2 Item Item     Item
Invoice Matching (2, 3, 4 Way)
 
1 Purchasing Options Purchasing Options     Purchasing Options
2 Line Type Line Type     Line Type
3 Item Item     Item
Accrue on Receipt 1 Yes, if line type is OSP Yes, if line type is OSP     Yes, if line type is OSP
2 Yes, if item is stockable in ship-to organization Yes, if item is stockable in ship-to organization     Yes, if item is stockable in ship-to organization
3 No, if PO Opt expense accrual is "Period End" No, if PO Opt expense accrual is "Period End"     No, if PO Opt expense accrual is "Period End"
4 Else = Receipt Required Value Else = Receipt Required Value     Else = Receipt Required Value
Taxable 1 Purchasing Order Preferences Purchase Order Preferences     Purchase Order Preferences
2 Ship to Organization/Item Ship to Organization/Item     Ship to Organization/Item
3 Inventory Organization/Item Inventory Organization/Item     Inventory Organization/Item
4 Purchasing Options System Default Purchasing Options System Default     Purchasing Options System Default
Tax Name 1 Purchasing Order Preferences Purchase Order Preferences     Purchase Order Preferences
2         Tax Name from planned purchase order shipment
3 Tax Defaults in Purchasing Options window Tax Defaults in Purchasing Options window     Tax Defaults in Purchasing Options window
Enforce Ship-To Location 1 Receiving Options Receiving Options     Receiving Options
2 Supplier Supplier     Supplier
3 Item Item     Item
Allow Substitute Receipts 1 Receiving Options Receiving Options     Receiving Options
2 Supplier Supplier     Supplier
3 Item Item     Item
Receipt Routing 1 Receiving Options Receiving Options     Receiving Options
2 Supplier Supplier     Supplier
3 Item Item     Item
Quantity Received Tolerance 1 Receiving Options Receiving Options     Receiving Options
2 Supplier Supplier     Supplier
3 Item Item     Item
Quantity Received Exception 1 Receiving Options Receiving Options     Receiving Options
2 Supplier Supplier     Supplier
3 Item Item     Item
Days Early Receipt Allowed 1 Receiving Options Receiving Options     Receiving Options
2 Supplier Supplier     Supplier
3 Item Item     Item
Days Late Receipt Allowed 1 Receiving Options Receiving Options     Receiving Options
2 Supplier Supplier     Supplier
3 Item Item     Item
Last Accept Date Promised Date or Need By Date + Late Receipt Tolerance Promised Date or Need By Date + Late Receipt Tolerance     Promised Date or Need By Date + Late Receipt Tolerance
Receipt Date Exception 1 Receiving Options Receiving Options     Receiving Options
2 Supplier Supplier     Supplier
3 Item Item     Item
Shipment Price         Source Agreement (not changeable)

Distribution Standard Planned Blanket Contract Release
Destination Type 1 If line type is OSP = "Shop Floor" If line type is OSP = "Shop Floor"     If line type is OSP = "Shop Floor"
2 If item stockable in ship-to org. = "Inventory" If item stockable in ship-to org. = "Inventory"     If item stockable in ship-to org. = "Inventory"
3 If item stockable in ship-to org, and purchasable and Accrue on Receipt is No ="Expense" If item stockable in ship-to org, and purchasable and Accrue on Receipt is No ="Expense"     If item stockable in ship-to org, and purchasable and Accrue on Receipt is No ="Expense"
4 If item is NOT stockable = "Expense" If item is NOT stockable = "Expense"     If item is NOT stockable = "Expense"
Requestor PO Preferences PO Preferences      
Deliver-To Location 1 PO Preferences if valid for ship-to org and item PO Preferences if valid for ship-to org and item     Requestor's location
2 Requestor's location Requestor's location     Requestor's location
Project Details PO Preferences PO Preferences     PO Preferences
Rate Date PO Header PO Header     Source Agreement (not changeable)
GL Date PO Preferences PO Preferences     Today's date if in valid period; else null
Accounts Account Generator Account Generator     Account Generator
Requisition Information 1 PO Preferences PO Preferences      
2 Source Requisition (Online) Source Requisition (Online)     Source Requisition (Online)

See Also

Defining Financials Options

About Suppliers

Site Locations

Using the Account Generator in Oracle Purchasing

Defining Purchasing Options

Defining Receiving Options

Profile Options in Purchasing

Entering Purchase Order Shipments

Entering Purchase Order Distributions


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