This chapter contains these topics:
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| DEFAULT VALUES: | |
| 1. Order Type
Incoming Acceptable Next Status Codes: |
|
| 2. Status Code 1 | |
| 3. Status Code 2 | |
| 4. Status Code 3 | |
| 5. Enter the Next Status Code to be used when a line is completely released.
If left blank, the next status code in the Order Activity Rules will be used. |
|
| 6. Enter a '1' to default the tax area from the "Ship-To" address book number.
If left blank, the tax area will be defaulted from the "Supplier" address number. |
|
| PURCHASE ORDER CREATION DEFAULTS: | |
| 7. Order Type | |
| 8. Beginning Status | |
| 9. Override Next Status (Optional) | |
| 10. Enter text duplication selection:
'1' to copy line text '2' to copy line and order text '3' to copy order text |
|
| FIELD DISPLAY CONTROL: | |
| 11. Enter a '1' to protect the price field or a '2' to make the price field non-display. | |
| 12. Enter a '1' to protect the Account Number field. | |
| 13. Enter a '1' to display the release amount for quantity lines.
If left blank, only the release quantity will display for quantity lines. |
|
| PROMPTING CONTROL: | |
| 14. Enter a '1' to allow the addition of a Supplier Master record, if not set up. | |
| TOLERANCE CHECKING: | |
| 15. Enter a '1' for a warning message or a '2' to prohibit entry.
If left blank, no tolerance checking is performed. |
|
| SPECIAL PRICING PROCESSING: | |
| 16. Enter a '1' to perform special pricing for inventory items.
If left blank, the unit cost entered for each released order will be used. Note: Special pricing will not be allowed with item consolidation option 2. |
If you leave this option blank, the system will copy the item costs on the original blanket order or requisition over to the new purchase order. If you set this option to 1, the system will retrieve item costs from the Cost Ledger file (F4105) or the Supplier Price file (F41061), depending on the Price Level set up in the Item Master. |
| APPROVAL PROCESSING: | |
| 17. Enter where the approval route code should be defaulted from, OR enter a specific route code value.
If left blank, no approval processing will be performed. 1 = Originators Address Book Number 2 = Originators User Profile 3 = Branch/Plant Route Code 4 = Default Locations Route Code |
|
| 18. Enter the Awaiting Approval status. | This option is required for approval processing. |
| 19. Enter the Approved status. | This option is required for approval processing. |
| BUDGET CHECKING: | |
| 20. Enter a '1' if Budget Checking is desired.
If left blank, ALL other options related to budgeting will be omitted. |
Budget functionality only applies to detail lines that have a line type with an Inventory Interface of A or B. |
| BUDGETING DEFAULT VALUES: | |
| 21. Budget Hold Code | The hold code you enter here must be set up in UDC table 42/HC. The standard code is B1. If you enter a code here and you don't have a budget set up for the account, the order will go on hold. |
| 22. Budget Tolerance Limit (10 = 10%) | The number you enter here establishes a percentage by which you can exceed a budget amount without the order going on hold. |
| 23. Level of Detail to accumulate the budget (5-9).
If left blank, 9 will be used. |
Enter a value here to indicate the level of detail the system uses to check your chart of accounts to find an available budget. If the level of detail designated in the processing option (for example, 6) is less than the level of detail applicable to the account entered on the purchase order (for example, 9), the system will edit against the budget amount set up for the account at level 6. The system looks upward in the chart of accounts to find the first account number at the level of detail specified in the option, above the account on the detail line of the order. |
| 24. Budget Ledger Type | Use this processing option to indicate the ledger type for which to check the budget. For financial budgets the standard ledger type is BA and for Job Cost the standard ledger type is JA |
| BUDGETING DEFAULT VALUES: | |
| 25. If Financial Budgeting, specify the budget total method (1-3).
If left blank, method 1 will be used: 1 = Original Budget + Period Amounts for current year + Prior year postings (same as Job Cost budget calculation). 2 = Sum of period amounts for current year (standard financial budget). 3 = Original budget + period amounts for current year (standard financial spread with changes). |
To compute the available budget, the system will check against the F0902 file for budget amounts |
| BUDGET PROCESSING: | |
| 26. Enter a '1' to accumulate the budget through the current period.
If left blank, the budget will accumulate for the total year. |
Enter a value here only if you have selected method 2 in the previous processing option. It is used to provide flexibility when budgets for the accounts are set up on a period basis. A value of 1 will add all available budgets from the beginning of the year to the current period. A value of 2 will indicate to the system to check the total year budget for the account. |
| DREAM WRITER VERSIONS:
Enter the version for each program: If left blank, ZJDE0001 will be used. |
|
| 27. Purchase Order Entry (P4311) | |
| 28. Purchasing Ledger Inquiry (P43041) | |
| 29. Open Order Inquiry (P430301) | |
| 30. Supplier Master (P01054) | |
| 31. Supplier Analysis (P43230) | |
| ITEM CONSOLIDATION: | |
| 32. Enter a '1' to consolidate lines with a 'like' supplier, item/ account, branch/plant, unit of measure and requested date.
Enter a '2' to consolidate 'like' supplier, item/account, branch/ plant, unit of measure, requested date and unit cost. When blank, no consolidation will occur. Note: A '1' will blank out unit and extended cost. A '1' or '2' will default the Branch Plant into the ship-to address. |
You use this option to specify whether releases for like items/accounts are consolidated on the new order. If you leave the option blank, the new order contains an individual detail line for each quantity or amount you release.
A value of 1 primarily serves to accommodate the consolidation of requisitions to quote orders. When you select 1 to consolidate like items on one or more requisitions to a single line item on a new quote order, the system eliminates the price on the new quote order line (since you expect vendors to provide you their quoted prices). A value of 2 allows you to combine like information into a single line item on the new order. If you select option 2, the system will retrieve the ship-to address from the branch on the new order, as opposed to using the ship-to address entered on the initial requisition or blanket order. |
| CROSS REFERENCE INFORMATION: | |
| 33. Enter the cross reference code for retrieving item replacements for obsolete items. | |
| ITEM AVAILABILITY: | |
| 34. Enter a '1' to update the "Quantity on Other PO's" field (OT1A) in the Item Branch or Location files (i.e. Requisitions and Blanket Orders).
If left blank, the "Quantity on PO" field (PREQ) will be updated. |
Enter 1 here if you do not expect to receive the items on the new orders you generate using this version of P43060. For example, when you create quote orders, you usually don't expect to receive the items into stock, instead, you intend to receive a price quote for the items. You can view the cumulative Quantity on Other PO value for an item in Detailed Availability (P41023). |
| ITEMS SELECTION: | |
| 35. Enter '1' to exclude obsolete items, leave blank to display all items. | |
| APPROVALS MANAGEMENT PROCESSING: | |
| 36. Enter the Open status. | |
| 37. Enter the Pending Approval status. | |
| 38. Enter the Rejected status. | |
| 39. Enter the Approved/Pending Header Approval status. | |
| 40. Enter the Approved/Header Rejected status. | |
| 41. Enter the Approved status. |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| DREAM WRITER VERSIONS:
Enter the version of each program. If left blank, 'ZJDE0001' will be used. |
|
| 1. Purchase Order Entry (P4311) | |
| 2. Open Order Inquiry (P430301) | |
| 3. Supplier Schedule (P34301) | |
| 4. Supplier Split Percentage (P43211) | |
| DEFAULT VALUES: | |
| 5. Document Type (Optional) |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| REPORT DISPLAY: | |
| 1. Enter a '1' to print the orders associated text on the report or leave blank to omit. | |
| 2. Enter the number of comment lines to print on the report, or leave blank to omit printing blank comment Lines. | |
| ITEM NUMBER DISPLAY: | |
| 3. Enter a '1' to print only our item number.
Enter a '2' to print both our item number and the supplier item number. |
|
| 4. If you wish to print the supplier item number, enter the type of Cross Reference Number to retrieve. | |
| 5. Enter a '1' to print only Quotes that have not been previously printed or leave blank to print all. | |
| PROCESSING CONTROL EDIT: | |
| 6. Enter a '1' to perform Processing Control Edit to determine which customers to process.
Enter a '2' to perform Processing Control Edit to determine which customers to process, but default to PRINT and FAX setup. If left blank, Processing Control Edit will not be performed. |
Document Control Revisions (P0170) allows you to specify how each of your suppliers receives quote orders, that is, via hard copy or fax. You set this option to 1 to have the program locate control revisions for each supplier, and then print or fax the quote order accordingly. If the option is set to 1 and the program can't find control revisions for a supplier, the program will generate no output for the order.
If you set the option to 2, the program tries to locate control revisions set up for each supplier, but if it can't find the information, it will adhere to the output specified in processing options 7 and 8 below. |
| PRINT PROCESSING: | |
| 7. Enter a '1' to print the document.
If left blank the document will not be printed. |
|
| FAX PROCESSING: | |
| 8. Enter a '1' to fax the document.
If left blank, the document will not be faxed. |
|
| 9. Enter the FAX Output Queue.
If left blank, the fax will be written to the same output queue as the printed document. |
Set this option to 1 to have the program create a separate spool file for each supplier order and put it in the output queue you specify in the next option. You'll need to use a third party software package to actually extract, convert and send out the information via facsimile |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| DEFAULT VALUES: | |
| 1. Order Type |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| DEFAULT VALUES: | |
| 1. Order Type
Incoming Acceptable Next Status Codes |
|
| 2. Status Code 1 | |
| 3. Status Code 2 | |
| 4. Status Code 3 | |
| 5. Enter the Next Status Code to be used when a line is completely released.
If left blank, the next status code in the Order Activity Rules will be used. |
Set this status to 999 if you want to close out quote lines once the entire quantity is released. |
| PURCHASE ORDER CREATION DEFAULTS: | |
| 6. Enter text duplication selection:
'1' to copy line text '2' to copy line and order text '3' to copy order text |
|
| 7. Order Type | |
| 8. Beginning Status | |
| 9. Override Next Status (Optional) | |
| ORDER PROCESSING: | |
| 10. Enter a '1' if you wish to have the quantity released from the quote subtracted from the quantity open for the quote.
If left blank, the quantity open for the quote will remain unchanged, allowing you to continue to release the full quote amount. This does not apply to amount only lines. These lines will always be closed if an amount is released. |
|
| APPROVAL PROCESSING: | |
| 11. Enter where the approval route code should be defaulted from, OR enter a specific route code value.
If left blank, no approval processing will be performed. 1 = Originators Address Book Number 2 = Originators User Profile 3 = Branch/Plant Route Code 4 = Default Locations Route Code |
|
| 12. Enter the Awaiting Approval Status | |
| 13. Enter the Approved Status | |
| BUDGET CHECKING: | |
| 14. Enter a '1' if Budget Checking is desired.
If left blank, ALL other options related to budgeting will be omitted. |
Budgeting functionality only applies to detail lines that have a line type with an Inventory Interface of A or B. |
| BUDGETING DEFAULT VALUES: | |
| 15. Budget Hold Code | The hold code you enter here must be set up in UDC table 42/HC. The standard code is B1. If you enter a code here and you don't have a budget set up for the account, the order will go on hold. |
| 16. Budget Tolerance Limit (10 = 10%) | The number you enter here establishes a percentage by which you can exceed a budget amount without the order going on hold. |
| 17. Level of Detail to accumulate the budget (5-9).
If left blank, 9 will be used. |
Enter a value here to indicate the level of detail the system uses to check your chart of accounts to find an available budget. If the level of detail designated in the processing option (for example, 6) is less than the level of detail applicable to the account entered on the purchase order (for example, 9), the system will edit against the budget amount set up for the account at level 6. The system looks upward in the chart of accounts to find the first account number at the level of detail specified in the option, above the account on the detail line of the order. |
| 18. Budget Ledger Type | Use this processing option to indicate the ledger type for which to check the budget. For financial budgets the standard ledger type is BA and for Job Cost the standard ledger type is JA. |
| BUDGETING DEFAULT VALUES: | |
| 19. If Financial Budgeting, specify the budget total method (1-3).
If left blank, method 1 will be used: 1 = Original Budget + Period Amounts for current year + Prior year postings (same as Job Cost budget calculation). 2 = Sum of period amounts for current year (standard financial budget). 3 = Original budget + period amounts for current year (standard financial spread with changes). |
To compute the available budget, the system will check against the F0902 file for budget amounts. |
| BUDGET PROCESSING: | |
| 20. Enter a '1' to accumulate the budget through the current period.
If left blank, the budget will accumulate for the total year. |
Enter a value here only if you have selected method 2 in the previous processing option. It is used to provide flexibility when budgets for the accounts are set up on a period basis. A value of 1 will add all available budgets from the beginning of the year to the current period. A value of 2 will indicate to the system to check the total year budget for the account. |
| DREAM WRITER VERSIONS:
Enter the version for each program: If left blank, ZJDE0001 will be used. |
|
| 21. Supplier Analysis (P43230) | |
| 22. Supplier Master (P01054) | |
| 23. Purchase Order Entry (P4311) | |
| CROSS REFERENCE INFORMATION: | |
| 24. Enter the cross reference code for retrieving item replacements for obsolete items. | |
| ITEMS SELECTION: | |
| 25. Enter '1' to exclude obsolete items, leave blank to display all items. | |
| APPROVALS MANAGEMENT PROCESSING: | |
| 26. Enter the Open status. | |
| 27. Enter the Pending Approval status. | |
| 28. Enter the Rejected status. | |
| 29. Enter the Approved/Pending Header Approval status. | |
| 30. Enter the Approved/Header Rejected status. | |
| 31. Enter the Approved status. |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| DEFAULT VALUES: | |
| 1. Order Type | |
| DREAM WRITER VERSIONS:
Enter the version for each program: If left blank, ZJDE0001 will be used. |
|
| 2. Purchase Order Entry (P4311) | |
| 3. Change Order Print (P43535) | |
| 4. Purchase Order Print (P43500) | |
| DISPLAY SELECTION: | |
| 5. Enter a '1' to display the last change order.
If left blank, all changes will be displayed. |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| REPORT DISPLAY: | |
| 1. Enter the specific change order number to print; leave blank to print all change orders; or enter a '*' to print the last change order for the Purchase Order being printed. | Enter a change order number, for example 001, 002, or so on, to print the purchase order as it existed immediately after that particular change took place. |
| 2. Enter a '1' to print all lines that make up a change order.
Leave blank to print the change order at a specific change order number. |
Set this option to 1 if you only want to print the order lines that changed under the change order number you specified in processing option 1. Leave blank if you want to see all order lines as they existed at the time the order was changed. |
| 3. Enter a '1' to print all history records for each purchase order line printed. | |
| 4. Enter a '1' to print amounts in Foreign Currency.
(Default of blanks will print amounts in Domestic Currency. |