102/102
Index
A B C D E F G H I J K L M N O P Q R S T U V W Z
A
- AAIs
-
- See Automatic accounting instructions
- About purchase order entry, 2.2
- Account number
-
- entering detail lines by, 4.3
- activating, 7.1
- Activating receipt routing, 36
- Activity rules
-
- discussed, 1.3.1
- setting up, 58.1
- Address Book Addition form, 3.2
- Adjusting costs for existing vouchers, 19.4
- Advanced and technical operations
-
- overview, 67.2
- allocating expenses for, 4.4
- Allocating expenses on a detail line, 4.4, 4.4, 21.2
- Application Constants form, 59.5
- Approval Level Revisions form, 32.2
- Approval processing, 33.3
-
- activating, 3.1.1, 32.1
- approving orders, 33.3
- bypassing the budget approver, 32.5, 32.6, 32.6
- changing approval messages, 33.1.1
- overview, 31.2
- reviewing approval messages, 32.1.5, 32.2.1, 33.1
- reviewing orders awaiting approval, 33.2
- reviewing person responsible for approvals, 33.2
- setting up, 32
- setting up security, 33.3.2
- transferring approval authority, 32.4
- Approval Review form, 33.3.1
- Approval routes
-
- address book setup, 32.1.1
- assigning a budget approver to, 32.2
- assigning to orders, 3.1.1, 32.3
- changing, 32.2.1
- creating, 32.2
- e-mail message setup, 32.5
- held orders file (F4209), 32.6
- order activity rule setup for, 32.1.3
- processing option setup, 32.1.4
- setting up, 32
- transferring approval authority, 32.4
- user profile setup, 32.1.2
- Approval Status Summary form, 33.2
- Approval/Rejection Reasons form, 33.3.1
- Approving or rejecting orders, 33.3
- Assigning an approval route to an order, 32.3
- Assigning locations, lots, and serial numbers, 13.5
- Assigning receipt routes to items, 36.2
- Associated Text form, 3.6
- Attaching discount rules to items and suppliers, 40.3
- Automatic accounting instructions
-
- for landed costs, 61.2
- for receipt routing, 35.2, 61.2
- for receipts, 14.1.1, 21.2.1, 61.2
- for tax liabilities, 61.2
- for variances, 21.1.1, 61.2
- for vouchers, 61.2
- for zero balance adjustments, 61.2
- understanding for Purchase Management, 61.2
- working with, 61
- Available Templates form, 5.6
B
- Batch control constants
-
- defining, 59.5
- Blanket orders
-
- assigning tolerance rules for, 62.1
- creating purchase orders from, 28.2
- entering, 28.1, 28.1
- printing, 28.1.1
- releasing, 5.2.1
- releasing during purchase order entry, 28.2.1
- reviewing open, 10.1.1
- working with, 28
- Branch/plant
-
- printing purchase order information by, 10.2
- Branch/plant constants
-
- defining, 59.2
- Branch/Plant Constants form, 49.2, 59.2
- Budget approver, 32.2
- Budget checking, 7.1
-
- for multiple account distribution, 7.1.1
- understanding, 7.1
- Budget Comparison form, 7.2
- Budget holds
-
- entering, 8.1
- releasing, 8.2
- releasing for orders awaiting approval, 33.3.2
- Budgets
-
- reviewing, 7.2, 8.2.1
- working with, 7
C
- Cascading receipts, 13.3
- Catalogs
-
- accessing during purchase order entry, 5.5.1
- default, 40.1.2
- entering, 40.1
- locating existing, 40.1.2
- selecting items from, 5.5
- Change Order Detail form, 30.2
- Change Order History report, 30.3
- Change Order Inquiry form, 30.2, 30.2
- Change orders
-
- activating, 30.1.1
- creating, 30.1
- printing information about, 30.3
- reviewing, 30.2
- Change Orders form, 30.1
- Changing and deleting logged vouchers, 22.4
- Changing the quantity or amount applied to a rebate, 44.5
- Choosing a supplier from whom to purchase an item, 5.3
- Choosing receipt records to match an invoice, 19.2
- Choosing requisition detail lines for purchase orders, 27.3
- Choosing summarized receipt records to match to an invoice, 19.3
- Columns
-
- setting up for supplier summary performance, 39.5
- Commitment Detail Inquiry form, 6.4
- Commitment Fiscal Year Integrity report (P40911), 6.7
- Commitment Inquiry form, 6.4
- Commitment Relief form, 51.2
- Commitment Setup
-
- overview, 50.2
- Commitments
-
- creating, 6
- creating audit trails for, 52
- for multiple account distribution, 6.1.1
- for orders on budget hold, 8.1.2
- ledgers for, 6.1.1
- posting to jobs, 54
- purging audit trail records for, 53
- recalculating for exchange rates, 55
- relieving, 51.2
- reviewing, 6.4
- setting up, 51.1
- working with, 6
- Configured items, 4.8.1
- Constants
-
- defining for batch control, 59.5
- defining for branch/plants, 59.2
- defining for item availability, 59.3
- setting up, 59
- system, 59.4
- Contract price rules
-
- purchase orders, 4.10.5.5
- Contract pricing, 40.2.2
- Converting purchase price levels, 71
- Cost Analysis form, 41.4
- Cost Detail Information form, 41.4
- Cost performance
-
- reviewing for suppliers, 41.4
- Costs
-
- adjusting for existing vouchers, 19.4
- entering
-
- for items, 40.1
- in lump sums, 4.3.1
- in multi-currencies, 4.2.1
- entering in lump sums, 4.3.1
- entering in multi-currencies, 4.1.2
- landed, 18, 64.1
- overview in purchasing, 4.10
- retrieving for items, 4.2.1
- revisions (F4105), 4.10.3
- standard, 14.1
- variances for, 21.1
- weighted average, 21.1.1
- Creating a commitment audit trail, 52
- Creating a permanent voucher from a preliminary voucher, 22.2
- Creating a purchase order template, 66.2
- Creating a supplier template using order history, 66.3
- Creating an approval route, 32.2
- Creating change orders, 30.1
- Creating discount rules for purchasing, 40.2
- Creating journal entries for rebates, 45.2
- Creating multiple vouchers from receipt records, 20.1
- Creating orders from existing detail lines, 5.7
- Creating purchase orders from blanket orders, 28.2
- Creating purchase orders from price quotes, 29.6
- Creating receipt routs, 35
- Creating supplier and item relationships, 39.2
- Creating tolerance rules, 62.1
- Creating vouchers using invoices, 19
- Cross-Reference Numbers
-
- setting up, 60
D
- Date Detail Information form, 41.2
- Dates
-
- revising requested and promised for multiple orders, 48
- Define Inquiry Columns form, 39.5
- Define Inquiry Formats form, 39.5
- Define Inquiry Paths form, 39.5
- Define Subsystems form, 72.2
- Defining a summary of supplier performance information, 39.5
- Defining batch control constants, 59.5
- Defining branch/plant constants, 59.2
- Defining item availability, 59.3
- Defining operations in a receipt route, 35.1
- Defining payment eligibility for item removal, 35.3
- Defining purchase limits for rebate amounts, 43.4
- Defining sample requirements and item specifications, 36.3
- Defining supplier prices and discount rules, 40
- Defining supplier procurement instructions, 39.1
- Defining system constants, 59.4
- Defining the subsystem, 72.2
- Defining what you must purchase to obtain a rebate, 43.3
- Delegating approval authority, 32.4
- Deleted vouchers
-
- recovery, 24
- Delivery Analysis form, 41.2
- Delivery Detail Information form, 41.2
- Delivery performance, 41.2
-
- setting up guidelines for suppliers, 39.3
- Detail lines, 4.4
-
- assigning multiple account distribution to, 4.4
- attaching messages to, 4.1.2
- canceling, 4.1.2
- creating purchase orders from existing, 5.7
- default values for, 4.1.2
- defined, 4
- entering by account number, 4.3
- entering by item number, 4.2
- entering discount terms for, 4.6
- entering kits on, 4.8
- entering reporting codes for, 4.7
- entering substitute or replacement items on, 4.9
- entering tax information for, 4.5
- printing voucher information for, 23.1
- reviewing
-
- closed, 4.1.2
- reviewing open, 10.1
- selecting a format for, 4.1.1
- discounted price
-
- contract pricing, 4.10.5.5
- Discounts
-
- attaching to suppliers, 40.3
- entering for detail lines, 4.6
- entering rules for, 40.2
- Disposition Setup form, 35.3.1
- Dispositioning items fro receipt routes, 35.3
- Dispositioning items from receipt routes, 37.4
- Distributing an expense to multiple accounts, 4.4, 21.2
- Duplicating a purchase order, 5.1
- Duplicating a requisition to create a purchase order, 27.2
- Duplicating an item/account number on a purchase order, 4.3.1
E
- EDI transactions
-
- storing purchase order information for, 9.1.1
- Electronic data interchange (EDI), 1.1.6
- Electronic mail messages
-
- for approval processing, 32.1.5, 32.2.1, 33.1
- E-mail messages
-
- approval route setup, 32.5
- Encumbrances
-
- creating, 6
- for multiple account distribution, 6.1.1
- ledgers for, 6.1.1
- reviewing, 6.4
- See Commitments
- working with, 6
- Enter Purchase Orders form, 3.1.1, 4.1.1, 4.2, 4.3
- Enter Quote Response form, 29.5
- entering, 3, 4
- Entering a kit on a detail line, 4.8
- Entering basic rebate agreement information, 43.2
- Entering blanket orders, 28.1
- Entering dates for a purchase order, 3.4
- entering detail lines, 4.8
- Entering detail lines by account number, 4.3
- Entering detail lines by item number, 4.2
- Entering discount terms for a detail line, 4.6
- Entering items for which to request quotes, 29.2
- Entering items using item search, 5.4
- Entering items using order templates, 5.6
- Entering items using supplier catalogs, 5.5
- Entering orders for multiple suppliers, 5.2
- Entering origination information for a purchase order, 3.3
- Entering pricing on purchase orders, 4.10
- Entering purchase order detail information, 4
- Entering purchase order header information, 3
- Entering purchase order holds, 8.1
- Entering receipt information, 13.2
- Entering receipts
-
- Receipts
-
- entering, 13
- Entering receipts in multiple units of measure, 13.4
- Entering reference information for a purchase order, 3.6
- Entering reporting codes for a detail line, 4.7
- Entering requisitions, 27.1
- Entering reversals for items in a receipt route, 37.5
- Entering reversing receipts, 13.6
- Entering substitute or replacement items, 4.9
- Entering supplier information for a purchase order, 3.2
- Entering supplier price quotes, 29.5
- Entering supplier prices, 40.1
- Entering suppliers to provide quotes, 29.3
- Entering tax information for a detail line, 4.5
- Entering tax information for a purchase order, 3.5
- Evaluated receipt settlement, 20.1, 20.1
F
- Formal receipt process, 11.2.2
- Formats
-
- setting up for supplier summary performance, 39.5
- Forms
-
- Address Book Addition, 3.2
- Application Constants, 59.5
- Approval Delegation, 32.4
- Approval Level Revisions, 32.2
- Approval Review, 33.3.1
- Approval Status Summary, 33.2
- Approval/Rejection Reasons, 33.3.1
- Associated Text, 3.6
- Available Templates, 5.6
- Branch/Plant Constants, 49.2, 59.2
- Budget Comparison, 7.2
- Change Order Detail, 30.2
- Change Order Inquiry, 30.2, 30.2
- Change Orders, 30.1
- Commitment Detail Inquiry, 6.4
- Commitment Inquiry, 6.4
- Commitment Relief, 51.2
- Cost Analysis, 41.4
- Cost Detail Information, 41.4
- Date Detail Information, 41.2
- Define Inquiry Columns, 39.5
- Define Inquiry Formats, 39.5
- Define Inquiry Paths, 39.5
- Define Subsystem, 72.2
- Delivery Analysis, 41.2
- Delivery Detail Information, 41.2
- Disposition Setup, 35.3.1
- Enter Purchase Orders, 3.1.1, 4.1.1, 4.2, 4.3
- Enter Quote Response, 29.5
- Generate POs from Blanket, 28.2
- Generate POs from Quotes, 29.6
- Generate POs from Requisitions, 27.3.1
- Inclusion Rules, 43.3.1
- Internal Inspection Table, 36.3.1
- Inventory Pricing Rules, 40.2.1
- Item Availability Definition, 59.3
- Items Selected for Order, 5.7, 49.4
- Journal Entries, 14.1.1
- Journal Entry Prompt, 22.1
- Landed Cost Revisions, 64.1.1
- Landed Cost Selection, 18.5
- Ledger Inquiry, 37.6
- Match Voucher to Open Receipt, 19.2, 21.2
- Movement and Disposition, 37.3
- Multiple Thresholds, 43.4
- Non-Stock Item Master, 65.1
- On-Demand PO Receiver, 12.3
- Open Orders, 10.1
- Open Receipts by Supplier, 17.1.1
- Order Activity Rules, 58.1.1
- Order Address Information, 3.2
- Order by Item, 5.3
- Order Defaults, 39.1
- Order Detail Information, 10.1
- Order Heading Information, 3.1.1
- Order Hold Information, 63.1.1
- Order Line Types, 57.1
- Order Templates, 5.6
- Orders Awaiting Approval, 33.2
- Procurement Instructions, 39.1
- Purchase Order Detail, 4.1.1, 4.2, 4.3
- Purchase Order Generator, 49.3.2, 49.4
- Purchase Order Workbench, 5.2, 5.2
- Purchase Rebate Agreement, 43.1.1
- Purchasing Date Revisions, 48.1
- Purchasing Information, 4.2, 4.3
- Quality Analysis, 41.3
- Quality Classification, 39.4
- Quality Detail Information, 41.3
- Quantity Price Breaks, 40.1.1
- Quote Price Breaks, 29.2, 29.5, 29.6
- Quote Supplier Entry, 29.3
- Rebate Adjustments, 44.5
- Rebate History Detail Inquiry, 44.4
- Rebate History Summary Inquiry, 44.2
- Receipt Routing Definition, 35.1.2
- Release Held Orders, 8.2
- Release Held Orders (Budget), 8.2
- Routing Analysis Revisions, 36.2.1
- Routing Disposition, 37.4
- Routing/Analysis Revisions, 39.2
- Select Multiple Locations, 13.5
- Select Multiple UOMs, 13.4
- Stand-Alone Landed Costs, 18.5
- Start Subsystem, 72.3
- Status Code Update, 47.1
- Status Inquiry, 37.2
- Stop Subsystem, 72.4
- Summary, 41.5.1
- Summary Voucher Matching, 19.3
- Supplier Item Selection, 5.5
- Supplier Pricing Rules, 40.3.1
- Supplier Selected for Order, 5.7, 49.4
- Supplier Template Revisions, 66.2
- Supplier/Item Information, 39.2
- Supplier/Item Price Revisions, 40.1.1
- System Constants, 59.4
- Tolerance Rules, 62.1
- Voucher Journal Entry Redistribution, 22.2
- Voucher Logging Entry, 22.1
G
- Generate POs from Blanket form, 28.2
- Generate POs from Quotes form, 29.6
- Generate POs from Requisitions form, 27.3.1
H
- Held Order file (F4209), 32.6
- Holds
-
- See Order holds
I
- Importing Mass Data, 39.1.1, 39.1.1
- Inclusion Rules form, 43.3.1
- Informal receipt process, 11.2.1
- Internal Inspection Table form, 36.3.1
- Inventory price rules, 4.10.5.3
- Inventory pricing rules
-
- attaching to items and suppliers, 4.10.5.4
- Inventory Pricing Rules form, 40.2.1
- Invoices
-
- creating vouchers using, 19
- entering, 19.2, 22.1
- logging prior to receiving goods, 22
- printing logged information for, 22.3
- selecting open receipts to match to, 19.2.1
- Item availability
-
- reposting open purchase orders, 68
- updating during receipt routing, 35.1.2
- Item Availability Definition form, 59.3
- Item costs, 4.2.1
- Item groups
-
- creating for standard price adjustments, 4.10.5.1
- Item Master
-
- purchase price level on purchase orders, 4.10.2
- Item restrictions
-
- Forms
-
- Item Restrictions, 39.1
- Item Restrictions form, 39.1
- Items
-
- adding, 39.2.1
- assigning receipt routes to, 36.2
- choosing suppliers from whom to purchase, 5.3
- configured, 4.8.1
- creating supplier relationships for, 39.2
- defining availability guidelines for, 59.3
- entering detail lines for, 4.2
- entering discount rule for, 40.2
- entering supplier prices for, 40.1
- non-stock, 4.2.1
- ordering
-
- using order templates, 5.6
- using supplier catalogs, 5.5
- printing a receipt register for, 15.3
- removing from receipt routes, 37.4
- reviewing items on order, 10.1
- reviewing the receipt route status for, 37.2
- searching for, 5.4
- setting up guidelines for acceptable, 39.4
- setting up information for, 39
- setting up non-stock, 65
- viewing messages for, 4.2.1
- Items Selected for Order form, 5.7, 49.4
J
- Journal entries
-
- for items in a receipt route, 35.2
- for items removed from a receipt route, 35.3.1
- for multiple account distribution, 14.1.1, 21.2
- for rebates, 45.2
- for receipts, 14.1, 14.1.1
- for variances, 14.1, 21.1
- for vouchers, 21
- Journal entries for items in a receipt route, 37.6
- Journal Entries form, 14.1.1
- Journal Entry Prompt form, 22.1
K
- Kit items, 4.8
-
- detail records, 4.8.1
- receiving, 13.2.1
- viewing kit components, 4.8.1
L
- Landed Cost Selection screen, 18.5
- Landed costs
-
- AAIs for, 18.7
- attaching to purchase orders, 18.3
- automatic accounting instructions for, 61.2, 64.1.2
- creating vouchers for, 18.5.1, 19.2.1, 20.1.1
- entering, 13.1.1
- reviewing for detail lines, 4.2.1
- setting up, 18.2, 64.1
- Landed Costs Revisions form, 64.1.1
- Landed costs working with, 18
- Ledger Inquiry form, 37.6
- Ledgers
-
- PA and PU, 6.1.1
- Line types
-
- discussed, 1.3.1
- for commitments, 6.1.1
- setting up, 57
- Locations
-
- assigning receipt items to, 13.5
- Logged Voucher Detail report, 22.3
- Logged vouchers
-
- changing, 22.4
- deleting, 22.4
- Logging invoices prior to receiving goods, 22
- Logging invoices to create preliminary vouchers, 22.1
- Lots
-
- assigning to receipt items, 13.5
M
- Mailing address
-
- adding for a supplier
-
- permanent, 3.2
- temporary, 3.2
- Match methods for vouchers, 16.2.2
- Match Voucher to Open Receipt form, 19.2, 21.2
- Matching receipts to invoices to create vouchers, 19
- Menu environments, 1.2.2
- Movement and Disposition form, 37.3
- Multi-currency
-
- for purchase order print, 9.1.1
- for purchase orders, 3.1.1, 4.1.2, 4.2.1
- for receipts, 13.2.1
- for vouchers, 19.2.1
- Multiple account distribution
-
- assigning to detail lines, 4.4
- budget checking for, 7.1.1
- commitments for, 6.1.1
- creating vouchers for detail lines with, 19.1.2
- journal entries, 14.1.1
- journal entries for, 21.2
- performing receipts for detail lines with, 13.2.1
- reviewing for open orders, 10.1.1
- Multiple Thresholds form, 43.4
N
- Non-Stock Item Master form, 65.1
- Non-stock items
-
- entering on detail lines, 4.2.1
- setting up, 65
- Notes
-
- adding for purchase orders, 3.6
O
- Obsolete items, 4.9
- On-Demand PO Receiver form, 12.3
- Open orders
-
- reviewing, 10.1
- reviewing multiple account distribution for, 10.1.1
- Open Orders form, 10.1
- Open Receipts by Supplier form, 17.1.1
- Order activity rules
-
- approval route setup, 32.1.3
- See Activity rules
- Order Activity Rules form, 58.1.1
- Order Address Information form, 3.2
- Order by Item form, 5.3
- Order Defaults form, 39.1
- Order Detail Information form, 10.1
- Order Heading Information form, 3.1.1
- Order Hold Information form, 63.1.1
- Order holds
-
- entering, 8.1
- releasing, 8.2
- setting up, 63.1
- working with, 8
- Order line types
-
- See Line types
- Order Line Types form, 57.1
- Order prompt, 4.1.2
- Order templates
-
- accessing, 5.6.1
- creating, 66.2
- creating using order history, 66.3
- entering items using, 5.6
- revising, 66.4
- setting up, 66
- Order Templates form, 5.6
- Order Updates
-
- overview, 46.2
- Orders
-
- See Purchase orders
- Orders Awaiting Approval form, 33.2
P
- PA ledger, 6.1.1
- Paths
-
- setting up for supplier summary performance, 39.5
- Performance information
-
- reviewing for suppliers, 41
- Post General Ledger program (P09870), 6.1
- Posting
-
- vouchers, 21.1
- Posting committed costs to jobs, 54
- Posting receipts, 14.2
- Price adjustments
-
- by item group, 4.10.5.1
- by supplier group, 4.10.5.2
- inventory price rules, 4.10.5.3
- setting up, 4.10.5
- Price quotes
-
- creating purchase orders from, 29.6
- entering, 29.5
- entering items for which to request, 29.2
- entering suppliers from which to obtain, 29.3
- printing requests for, 29.4
- reviewing notes for, 29.6.1
- working with, 29
- working with delinquent, 29.6.1
- Price rule
-
- entering for detail lines, 4.6
- Prices
-
- entering supplier, 40.1
- entering supplier discounts on, 40.2
- Pricing
-
- attaching pricing rules, 4.10.5.4
- based on unit of measure in purchase order, 4.10.4.2
- contract pricing, 4.10.5.5
- entering, 4.10
- price based on date, 4.10.4.1
- purchase price level on item master, 4.10.2
- purchasing cost and price overview, 4.10
- setting up standard price adjustments, 4.10.5
- standard price adjustments for purchase orders, 4.10
- supplier/item price effective dates, 4.10.4.1
- supplier/item prices, 4.10.4
- Pricing rules
-
- attaching, 4.10.5.4
- Print messages, 9.1.1
- Printing a history of purchase order changes
-
- Detail lines
-
- printing changes to, 10.4
- Printing change order information, 30.3
- Printing items on order from a supplier, 10.3
- Printing logged invoice information, 22.3
- Printing open voucher information by receipt, 23.2
- Printing orders open to receive, 15.1
- Printing purchase order information by supplier or branch, 10.2
- Printing purchase orders, 9
- Printing purchase receivers, 12
- Printing quote order requests, 29.4
- Printing receipt information, 15
- Printing receipt information by supplier, 15.3
- Printing receivers for individual orders, 12.3
- Printing receivers in batch mode, 12.2
- Printing summary information for rebate agreements, 44.3
- Printing supplier balances, 23.4
- Printing the status of orders open to receive, 15.2
- Printing voucher amounts for suppliers, 23.3
- Printing voucher information, 23
- Printing voucher information by detail line, 23.1
- Processing options
-
- approval route setup, 32.1.4
- selecting a purchase order detail format, 4.1.1
- Processing orders
-
- overview, 1.3
- Procurement methods, 1.2.1
- Procurement Reconciliation reports, 25
- Procurement system
-
- purchasing methods, 1.2.1
- Programs
-
- P43452, rnv-g/l as of reconciliation report, 25.5
- R43450, voucher reconciliation report, 25.3
- R43451 rnv to g/l reconciliation, 25.4
- Programs and IDs, 6.1
-
- p0026 (commitment relief), 51.2
- P00PURGE
-
- general purges, 69.2
- P01AB (address book addition), 3.2
- P04105 (standard voucher entry), 22.1
- P04151 (journal entry prompt), 22.1
- P042002 (voucher journal entry redistribution), 22.2
- P04305 (accounts/payable voucher journal report), 21.3
- P09101 (journal entries), 14.1.1
- P3411 (purchase order detail information), 4.3
- P4009W (system constants), 59.4
- P40105 (define subsystem), 72.2
- P40132 (item restrictions), 39.1
- P4015 (supplier template revisions), 66.2
- P401TM2 (detailed item search), 5.4.2
- P40204 (order activity rules), 58.1.1
- P40205 (order line types), 57.1
- P40215 (order templates), 5.6
- P40215W (available templates), 5.6
- P40230W (commitment detail inquiry), 6.4
- P40420 (start/stop subsystem), 72.3, 72.4
- P40ADDR (order address information), 3.2
- P40DFT (order defaults), 39.1
- P410011 (item availability definition), 59.3
- P41001S (application constants), 59.5
- P4101N (non-stock item master), 65.1
- P41061 (supplier and item price revisions), 40.1.1
- P41061W (supplier item selection), 5.5
- P4106U (quantity price breaks), 40.1.1
- P41200 (full item search), 5.4.3
- P41204 (branch/plant constants), 49.2, 59.2
- P41291 (landed cost revisions), 64.1.1
- P418161
-
- purchase price level conversion, 71
- P42030 (commitment inquiry), 6.4
- P42053 (select multiple locations), 13.5
- P42070 (release held orders), 8.2
- P42090 (order hold information), 63.1.1
- P4270 (inventory pricing rules), 40.2.1
- P4281 (supplier pricing rules), 40.3.1
- P43008 (approval level revisions), 32.2
- P43011 (purchase order generator), 49.3.2, 49.4
- P430112 (purchasing information), 4.2, 4.3
- P4301P
-
- purging the purchase order header file, 69.3.2
- P43025 (status code update), 47.1
- P430301 (review open orders), 10.1
- P43030W (order detail information), 10.1
- P43032 (suppliers selected for order), 5.7, 49.4
- P43033 (items selected for order), 5.7, 49.4
- P43042 (supplier and item information), 39.2
- P4306 (procurement instructions), 39.1
- P43060 (generate purchase orders from other order types, 28.2
- P43060 (generate purchase orders from other order types), 27.3.1
- P43070 (release held budget orders), 8.2
- P43080 (approval review), 33.3.1
- P43081 (orders awaiting approval), 33.2
- p43090 (routing/analysis revisions), 36.2.1
- P43090 (routing/analysis revisions), 39.2
- P43091 (receipt routing definition), 35.1.2
- p43093 (internal inspection table), 36.3.1
- P43100 (purchasing date revisions), 48.1
- P43101 (purchase order workbench), 5.2
- P43102 (workbench detail), 5.2
- P43103 (order by item), 5.3
- P4311 (purchase order detail information), 4.1.1, 4.2
- P4314 (match voucher to open receipt), 19.2, 21.2
- P4314P
-
- purging extended text, 69.3.4
- p4315 (summary voucher matching), 19.3
- p4318 (approval/rejection reasons), 33.3.1
- P4319 (change order inquiry), 30.2
- P4320 (change order inquiry), 30.2
- P43205 (change order detail), 30.2
- P43208 (approval status summary), 33.2
- P432121 (budget comparison), 7.2
- P43214 (open receipts), 17.1.1
- P43214 (stand-alone landed costs), 18.5
- P4322 (tolerance rules), 62.1
- P43230 (performance summary), 41.5.1
- P43231 (quality analysis), 41.3
- P43232 (delivery analysis), 41.2
- P43233 (cost analysis), 41.4
- P43234 (cost detail information), 41.4
- P43235 (quality detail information), 41.3
- P43236 (date detail information), 41.2
- P43237 (delivery detail information), 41.2
- P43239 (quality classification), 39.4
- P43243 (rebate history summary inquiry), 44.2
- P43244 (rebate history detail inquiry), 44.4
- P43250 (movement and disposition), 37.3
- P43250 (receipt routing status inquiry), 37.2
- P43252 (ledger inquiry), 37.6
- P43253 (routing disposition), 37.4
- P43280 (approval delegation), 32.4
- P43291 (landed cost selection), 18.5
- P4330 (quote supplier entry), 29.3
- p4331 (quote price breaks), 29.2, 29.6
- P4331 (quote price breaks), 29.5
- p43310 (on demand purchase order receivers), 12.3
- P4334 (enter quote response), 29.5
- p43360 (generate purchase orders from quotes, 29.6
- P4340 (purchase rebate agreement), 43.1.1
- P43400 (rebate batch report), 45.2
- P43401 (rebate adjustments), 44.5
- P4341 (multiple thresholds), 43.4
- P4342 (inclusion rules), 43.3.1
- P43500
-
- print purchase orders, 9
- P43555 (purchases rebates report), 44.3
- P43900
-
- supplier analysis regeneration, 70
- P43921 (define inquiry columns), 39.5
- P43960
-
- purging text lines, 69.3.6
- P43990
-
- repost open purchase orders, 68
- P43DA (disposition setup), 35.3.1
- P43UOM (select multiple units of measure), 13.4
- P470412
-
- evaluated receipt settlement, 20.1
- P5193 (define inquiry formats), 39.5
- P51941 (define inquiry paths), 39.5
- R43412
-
- receive/voucher status, 23.1
- R43415
-
- purchase order summary, 10.2
- R43420
-
- purchases journal, 10.4
- R43421
-
- purchase order detail by supplier, 23.4
- R43428
-
- logged voucher detail, 22.3
- R43450
-
- received not vouchered reconciliation report, 23.2
- R4350
-
- quote request report, 29.4
- R43510
-
- print purchase receivers, 12.1.1
- r43512
-
- inventory receipts register, 15.3
- R43525
-
- open purchase order status, 15.2
- R43535
-
- change order history, 30.3
- R43632
-
- open purchase orders by supplier, 15.1
- R43640
-
- purchase order by request date, 10.3
- PU ledger, 6.1.1
- Purchase Ledger/Commitment Audit Trial file (F43199), 6.7
- Purchase Management system
-
- features, terms, and concepts, 1.2
- Purchase order
-
- sample, 9.1.1
- using requisitions to create, 27.2
- Purchase Order Detail by Supplier report, 23.4
- Purchase Order Detail file (F4311), 6.7
- Purchase Order Detail form, 4.1.1, 4.2, 4.3
- Purchase order detail information, 4
-
- discussed, 2.2
- Purchase Order Generator, 49.3
-
- configuring, 49.2
- generating orders for items, 49.4
- reorder point for items, 49.3
- using, 49
- Purchase Order Generator form, 49.3.2, 49.4
- Purchase order header information, 3
-
- accessing, 3.1.1
- discussed, 2.2
- Purchase order processing cycle, 1.3.1
- Purchase Order Summary report, 10.2
- Purchase Order Workbench form, 5.2, 5.2
- Purchase orders
-
- approving, 33.3
- awaiting approval, 33.2
- canceling, 4.1.2
- duplicating, 5.1
- entering dates for, 3.4
- entering detail information for, 4
- entering for multiple suppliers, 5.2
- entering header information for, 3
- entering in multi-currencies, 3.1.1
- entering notes for, 3.6
- entering origination information for, 3.3
- entering reference information for, 3.6
- entering supplier information for, 3.2
- entering tax information for, 3.5
- generating from suggestions, 49
- printing, 9
- printing messages on, 9.1.1
- putting on hold, 8.1
- receiving
-
- See Receipts
- recording changes to, 30
- rejecting, 33.3
- reviewing approval status for, 33
- reviewing open, 10.1, 15.1
- sample, 9.1.1
- setting up default values for, 39.1
- tracking commitments and encumbrances for, 6
- using blanket orders to create, 28.2
- using price quotes to create, 29.6
- using requisitions to create, 27.3
- using special order entry features to create, 5
- Purchase price level
-
- converting, 71
- Item Master, 4.10.2
- supplier/item prices, 4.10.4
- Purchase Rebate Agreement form, 43.1.1
- Purchase receivers
-
- discussed, 11.2.2, 12
- printing, 12
-
- form individual orders, 12.3
- in batch mode, 12.2
- sample, 12.1.1
- Purchases Journal report, 10.4
- Purchasing
-
- environments, 1.2.2
- for inventory, 1.2.1.1
- methods, 1.2.1
- to the general ledger, 1.2.1.2
- Purchasing Date Revisions form, 48.1
- Purchasing Information form, 4.2, 4.3
- Purging
-
- commitment audit trail records, 53
- data, 69
- extended text, 69.3.4
- purchase order headers, 69.3.2
- text lines, 69.3.6
Q
- Quality Analysis form, 41.3
- Quality Classification form, 39.4
- Quality Detail Information form, 41.3
- Quality performance
-
- reviewing for suppliers, 41.3
- setting up guidelines for suppliers, 39.4
- Quantity Price Breaks form, 40.1.1
- Quote orders
-
- closing, 29.6.1
- entering, 29.2
- releasing partial quantities from, 29.6.1
- reviewing open, 10.1.1
- See Price quotes
- using requisitions to create, 29.2.1
- working with, 29
- Quote Price Breaks form, 29.2, 29.5, 29.6
- Quote Request report, 29.4
- Quote Supplier Entry form, 29.3
R
- Rebate Adjustments form, 44.5
- Rebate agreements
-
- changing the quantity or amount applied to, 44.5
- creating journal entries for, 45.2
- defining inclusion rules for, 43.3
- defining thresholds for, 43.4
- entering, 43.2
- generating messages for, 45.1
- printing summary information for, 44.3
- reviewing purchasing transactions for, 44.4
- reviewing summary information for, 44.2
- setting up, 43
- updating information for, 45
- Rebate History Detail Inquiry form, 44.4
- Rebate History Summary Inquiry form, 44.2
- Rebate information
-
- working with, 44
- Rebate Processing
-
- overview, 42
- Recalculating commitments, 55
- Receipt information
-
- printing, 15
- printing by supplier, 15.3
- Receipt processing
-
- overview, 11.2
- Receipt routes
-
- assigning alternate, 36.2, 36.3
- assigning to items, 36.2
- creating, 35
- defining operations for, 35.1
- defining sample requirements for, 36.3
- defining specifications for, 36.3
- removing items from, 37.4
- replacing returned items, 37.4
- reversing item removals, 37.4.1, 37.6.1
- reversing item transfers, 37.5
- reviewing item specifications for, 37.4.1
- reviewing sample requirements for, 37.4.1
- setting up disposition categories for, 35.3
- setting up item removal categories, 35.3
- transferring to operations in, 37.3
- understanding journal entries for, 35.2
- Receipt routing, 37.1.1
-
- activating, 36
- automatic accounting instructions for, 61.2
- ledger, 37.6
- reversing receipts, 13.6.1
- reviewing the current status of items in, 37.2
- reviewing the history of items in, 37.6
- working with items in, 37
- Receipt Routing
-
- discussed, 34.2
- overview, 34.2
- Receipt Routing Definition form, 35.1.2
- Receipts
-
- assigning lots to, 13.5
- assigning serial numbers to, 13.5
- assigning tolerance rules for, 62.1
- automatic accounting instructions for, 14.1.1, 21.2.1, 61.2
- canceling, 13.2
- cascading, 13.3
- closing the balance of, 13.2
- creating routes for, 35.1
- formal, 11.2.2
- informal, 11.2.1
- initiating routes for, 36.1.1
- journal entries for, 14, 14.1.1
- matching to invoices to create vouchers, 19
- performing partial, 13.2
- posting, 14.2
- printing open, 15.1
- printing open voucher information for, 23.2
- reversing, 13.6
- reversing items out of receipt routing, 37.5
- reviewing open, 17.1
- Received Not Vouchered Reconciliation report, 23.2
- Receivers
-
- See Purchase receivers
- Receive/Voucher Status report, 23.1
- Receiving
-
- in multiple units of measure, 13.4
- kit items, 13.2.1
- to different locations, 13.5
- Recording invoice adjustments, 19.4
- Recost
-
- See Recording invoice adjustments
- Recover a voucher deleted in A/P, 24
- rejecting orders, 33.3
- Rejecting orders, 33.3
- Release Held Orders (Budget) form, 8.2
- Release Held Orders form, 8.2
- Releases
-
- reversing, 5.7.1
- Releasing
-
- order holds, 8.2
- Releasing requisitions, 27.3
- Removing items from a receipt route, 37.4
- Replacement items, 4.9
- Replacing returned items, 37.4
- Reporting codes
-
- entering for detail lines, 4.7
- Reports
-
- A/P Voucher Journal, 21.3
- Change Order History, 30.3
- Commitment Integrity Report, 6.7
- Evaluated Receipt Settlement, 20.1
- Inventory Receipts Register, 15.3
- Logged Voucher Detail, 22.3
- Open Purchase Order Status, 15.2
- Open Purchase Orders, 15.1
- Print Purchase Order by Request Date, 10.3
- printing the status of, 15.2
- Purchase Order, 9.1.1
- Purchase Order Detail by Supplier, 23.4
- Purchase Order Summary, 10.2, 10.2
- Purchase Rebates Report, 44.3
- Purchase Receivers, 12.1.1
- Purchases Journal, 10.4
- Quote Request, 29.4
- Rebate Batch Report, 45.2
- Received Not Vouchered Reconciliation, 23.2
- Receive/Voucher Status, 23.1
- RNV - G/L As Of Reconciliation, 25.5
- RNV to G/L Reconciliation, 25.4
- Voucher Reconciliation, 25.3
- Reposting open purchase orders, 68
- Request date
-
- printing purchase orders by, 10.3
- Requisitions
-
- approving, 33.3
- assigning tolerance rules for, 62.1
- creating purchase orders from, 27.3
- creating quote orders from, 29.2.1
- duplicating, 27.2
- entering, 27.1
- printing, 27.1.1
- rejecting, 33.3
- releasing, 27.3
- reviewing open, 10.1.1
- reviewing orders awaiting approval, 33.2
- working with, 27
- Reversing
-
- receipts, 13.6
- releases, 5.7.1
- vouchers, 19.1.2
- Reviewing a summary of supplier performance information, 41.5
- Reviewing and posting journal entries for voucher transactions, 21.1
- Reviewing approval messages, 33.1
- Reviewing change order information, 30.2
- Reviewing commitment information, 6.4
- reviewing for suppliers, 41.2
- Reviewing journal entries for receipts, 14.1
- Reviewing open orders, 10.1
- Reviewing open receipts, 17.1
- reviewing order in, 37.1.1
- Reviewing orders awaiting approval, 33.2
- Reviewing purchasing transactions for a rebate, 44.4
- Reviewing summary information for rebate agreements, 44.2
- Reviewing supplier cost performance, 41.4
- Reviewing supplier delivery performance, 41.2
- Reviewing supplier performance information, 41
- Reviewing supplier quality performance, 41.3
- Reviewing the budget, 7.2
- Reviewing the current operation for items, 37.2
- Reviewing the history of items in a receipt route, 37.6
- Revising a template, 66.4
- Revising purchase dates, 48
- RNV - G/L As Of Reconciliation report, 25.5
- RNV to G/L Reconciliation report, 25.4
- Routing/Analysis Revisions form, 36.2.1
- Running general purges, 69.2
- Running special purges, 69.3
- Running the Extended Text purge, 69.3.4
- Running the Purchase Order Header purge, 69.3.2
- Running the Purchase Order Text Lines purge, 69.3.6
S
- Select Multiple Locations form, 13.5
- Select Multiple UOMs form, 13.4
- Serial numbers
-
- assigning to receipt items, 13.5
- Setting up approval processing, 32
- Setting up automatic accounting instructions, 61
- Setting up commitment relief, 51.2
- Setting up commitments, 51.1
- Setting up constants, 59
- setting up delivery performance guidelines for, 39.3
- Setting up guidelines for acceptable items, 39.4
- Setting up guidelines for delivery performance, 39.3
- Setting up landed costs, 18.2, 64.1
- Setting up non-stock items, 65
- Setting up order activity rules, 58.1
- Setting up order lines types, 57
- Setting up order templates, 66
- Setting up purchase order hold information, 63.1
- Setting up rebate agreements, 43
- Setting up supplier and item information, 39
- Special Order Processing
-
- overview, 26
- Stand-Alone Landed Costs form, 18.5
- Standard cost
-
- variance, 14.1
- Standard pricing adjustments
-
- setting up, 4.10.5
- Start Subsystem form, 72.3
- Starting jobs in the subsystem, 72.3
- Status Code Update form, 47.1
- Status codes
-
- setting up, 58.1
- updating, 47.1
- Status Inquiry form, 37.2
- Stop Subsystem form, 72.4
- Stopping jobs in the subsystem, 72.4
- Substitute items, 4.9
- Subsystem
-
- defining, 72.2
- starting jobs in the, 72.3
- stopping jobs in the, 72.4
- working with the, 72
- Suggested purchase orders, 49
-
- configuring purchase order generator, 49.2
- reorder point for items, 49.3
- suggested quantities, 49.3
- suggested quantities, 49.3
- Summary form, 41.5.1
- Summary Voucher Matching form, 19.3
- Supplier, 39.3
- Supplier catalogs
-
- See Catalogs
- Supplier Cross-Reference
-
- setting up, 60
- Supplier groups
-
- creating for standard price adjustments, 4.10.5.2
- Supplier information
-
- managing, 38.2
- Supplier Item Selection form, 5.5
- Supplier Management
-
- overview, 38.2
- Supplier Pricing Rules form, 40.3.1
- Supplier Selected for Order form, 5.7, 49.4
- Supplier Template Revisions form, 66.2
- Supplier/Catalog price
-
- setting up, 4.10.4
- Supplier/Item Information form, 39.2
- Supplier/item price
-
- effective dates, 4.10.4.1
- Supplier/Item Price Revisions form, 40.1.1
- Suppliers
-
- attaching discount rules to, 40.3
- capturing performance information for, 41.1.1
- creating item relationships for, 39.2
- defining certification status for, 5.2.1
- entering a permanent mailing address for, 3.2
- entering a temporary mailing address for, 3.2
- entering for quote orders, 29.3
- entering price discounts for, 40.2
- entering price quotes for, 29.5
- entering prices for, 40.1
- entering purchase order information for, 3.2
- identifying, 3.2.1
- printing balances by, 23.4
- printing items on order for, 10.3
- printing purchase order information for, 10.2
- printing quote order requests for, 29.4
- printing receipt information for, 15.3
- printing voucher amounts for, 23.3
- reviewing cost performance for, 41.4
- reviewing delivery performance for, 41.2
- reviewing performance information for, 41
- reviewing quality performance for, 41.3
- reviewing summary performance for, 41.5
- setting up contract pricing for, 40.2.2
- setting up information for, 39
- setting up item restrictions for, 39.1
- setting up procurement instructions for, 39.1
- setting up quality performance guidelines for, 39.4
- setting up summary performance information for, 39.5
- System constants
-
- defining, 59.4
- System Constants form, 59.4
- System integration
-
- overview, 1.1
- System setup
-
- overview, 56.2
T
- Tax information
-
- entering for detail lines, 4.5
- entering for purchase orders, 3.5
- for vouchers, 19.2.1
- Taxes
-
- automatic accounting instructions for, 61.2
- Templates
-
- See Order templates
- Tolerance rules
-
- creating, 62.1
- Tolerance Rules form, 62.1
- Transfer orders
-
- creating, 4.1.2
- initiating receipt routing for, 36.1.1
- Transferring approval authority, 32.4
- Transferring items to operations, 37.3
U
- UDCs
-
- See User defined code lists
- Understanding AAIs for the Purchase Management system, 61.2
- Understanding budget checking, 7.1
- Understanding journal entry creation for items in a receipt route, 35.2
- Unit of measure
-
- purchase order pricing by, 4.10.4.2
- Units of measure, 13.4.1
- Updating rebate information, 45
- Updating status codes, 47.1
- Updating supplier and item analysis records, 70
- User defined code lists
-
- blanket types (40/BT), 28.2.1
- catalog names (40/CN), 40.1.1
- code type functions, 22.2.1
- commitment order types (40/CT), 51.1
- hold codes (42/HC), 63.1.1
- landed cost levels (41/CA), 64.1.1
- landed cost rules (41/P5), 64.1.1
- order templates (40/OT), 66.1.1
- price groups (40/PC), 40.3.1
- price rules (40/PI), 40.2.1
- rebate order types (43/RB), 43.1.1
- receipt route operations (43/OC), 35.1.1
- receipt routes (43/RC), 35.1.1
- User defined codes lists
-
- code type functions, 49.2
- User profile
-
- approval route setup, 32.1.2
V
- Variances
-
- for actual costs, 21.1
- for standard costs, 14.1
- for weighted average costs, 21.1.1
- Verifying that voucher amounts balance, 21.3
- Voucher
-
- canceling detail lines open to, 19.2.1
- closing detail lines open to, 19.2.1
- match methods, 16.2.2
- Voucher Journal Entry Redistribution form, 22.2
- Voucher Logging Entry form, 22.1
- Voucher processing
-
- overview, 16.2
- Voucher Reconciliations report, 25.3
- Vouchers
-
- adding new purchase order detail lines for, 19.2.1
- adjusting costs for existing, 19.4
- allocating detail line expenses to create, 19.1.2
- assigning tolerance rules for, 62.1
- automatic accounting instructions for, 61.2
- changing, 22.4
- creating for landed costs, 19.2.1
- creating from preliminary vouchers, 22.2
- creating preliminary, 22.1
- creating using invoices, 19
- creating using receipt records, 20.1
- default values, 19.2.1
- deleting, 22.4
- journal entries for, 21
- matching individual receipt records to invoices to create, 19.2
- matching summarized receipt records to invoices to create, 19.3
- preventing A/P errors, 24.4
- printing information about, 23
- recover deleted voucher, 24
- recover posted voucher, 24.2
- recover unposted voucher, 24.1
- reversing, 19.1.2, 20.1.1
W
- Working with blanket orders, 28
- Working with budgets, 7
- Working with change orders
-
- Change orders
-
- working with, 30
- Working with commitments and encumbrances, 6
- Working with items in a receipt route, 37
- Working with journal entries for receipt transactions, 14
- Working with journal entries for voucher transactions, 21
- Working with landed costs, 18
- Working with order awaiting approval, 33
- Working with orders on hold, 8
- Working with purchase order information, 10
- Working with quote orders, 29
- Working with rebate status information, 44
- Working with requisitions, 27
- Working with special order entry features, 5
- Working with the subsystem, 72
Z
- Z file processing programs, 39.1.1, 39.1.1