10 Entering Purchase Orders

This chapter contains the following topics:

10.1 Understanding Purchase Order Entry

Each time you want to purchase goods or services, you must enter a purchase order. You enter orders to specify details about the goods or services you are purchasing, to indicate the supplier from whom you are purchasing, and to specify other pertinent information.

An order consists of two parts:

  • Header information - general information that relates to the entire order, such as the supplier name and order dates.

  • Detail information - line-by-line details about the items or services you want to order, such as item numbers, quantities, and costs.

You can enter header information and detail information separately. Depending on the volume of orders and the amount of header information you need to enter, you use processing options to select one of these methods to enter orders:

  • Enter header information first, followed by detail information.

  • Enter detail information only, allowing the system to apply limited default values for header information.

The system maintains header and detail information in two separate tables:

  • Purchase Order Header table (F4301)

  • Purchase Order Detail File table (F4311)

Several tools are available to help you create orders. These tools allow you to generate multiple orders at the same time, locate item and supplier information, and so forth.

You can have the system check orders to verify that costs do not exceed budget limits. You can place an order on hold if it exceeds budget or for any other reason. You can review up-to-date commitment, budget, log, and order hold information.

After you generate orders, you can make changes to the orders and print the orders.

10.1.1 Supplier Classification Codes

Classification codes capture information about a supplier in the supplier's address book record in the JD Edwards EnterpriseOne Address Book system. At the time a purchase order is created, the classification code fields are populated for the order header and order detail sections of a purchase order.

The classification codes reside on the Order Header - Additional Information form (W4310H) and the Order Header - Additional Information II form (W4310M). The codes are display-only during purchase order entry and voucher match. The supplier information is then passed to the accounts payable ledger record.

The classification code field values are stored in the Purchase Order Header table (F4301).

When copying a purchase order, classification codes are retrieved from the supplier's address book record and added to the order.

See Entering Additional Order Header Information.

10.1.2 Additional Properties and Category Codes

Additional properties and category codes capture user-defined information for a purchase order. At the time a purchase order is created, you manually enter values for fields on the Additional Properties and Category Codes tabs of the Order Header form or the Order Detail form.

The Additional Properties tab includes multiple user-defined fields that:

  • Vary in size and format.

  • Work with or without table validation.

  • Are optional or required.

Note:

If you enter values in the user-defined fields on the Additional Properties and Category Codes tabs on the Order Header form, then the fields on these tabs are display-only on the Order Detail form.

To access the user-defined fields, you must enable the Display Additional Properties Tab and Display Category Codes on Header Tab and Detail Grid processing options on the Display tab of the P4310 program.

You can also set the Address Book Field Required processing option to specify whether the Address Book 01 and Address Book 02 fields on the Additional Properties tab are required. This processing option is used with the Display Additional Properties Tab processing option on the Display tab of the P4310 program. If the Address Book fields are required, then the Display Additional Properties Tab processing option must be enabled.

The user-defined field values from the Additional Properties and Category Codes tabs are stored in the Purchase Order Header table (F4301). The user-defined fields are not stored in the Purchase Order Receiver File table (F43121).

The Category Code 01 through Category Code 04 fields appear in the detail grid of the form. These fields are independent from the category codes on the Order Header form. The values in the fields on the Order Header form do not populate the fields on the Order Detail form. The user-defined field values are stored in the Purchase Order Detail File table (F4311).

Note:

Purchase orders created directly in P4310 provide access to the user-defined fields on the Additional Properties and Category Codes tabs on the Order Header or Order Detail form. Purchase orders not created directly in P4310, such as transfer orders, direct ship orders, and order generation programs, do not provide access to the user-defined fields. Once the purchase order is generated, you can then access the order in P4310 to enter values in the user-defined fields.

Note:

Purchase orders created through sourcing using the Analyze Event program (P43Q50), through supplier self-service using the SRM - PO Acknowledgement program (P43S01), or through EDI using the EDI Inbound P.O. Acknowledgment program (R47021) do not handle the user-defined fields. Additionally, sourcing does not handle service unit fields.

You can also set the Display Location and Lot fields for a Job or Project processing option on the Display tab of the P4310 program. Setting this processing option displays the Location and Lot fields in the grid for a job or project. This processing option is used with the Jargon and Header Business Unit processing option on the Display tab. If the Jargon and Header Business Unit processing option is set to a value of 1 or 2, then this processing option is used. If the Jargon and Header Business Unit processing option is set to any value other than 1 or 2, then this processing option is not used.

See Entering Order Header Information.

10.1.3 Purchase Order Clauses

Clauses specify the print messages associated with a purchase order. Examples of text used in messages are engineering specifications, hours of operation during holiday periods, and special delivery instructions. You assign a user-defined code (UDC) to each print message in UDC 40/PM. You then associate a print message with a specific purchase order on the Clauses form (W4310K). The purchase order clauses are stored in the Purchase Order Clauses table (F4320).

To access the Clauses form, you must select the Enable Form Exit for Clauses processing option on the Display tab of the P4310 program. If enabled, the Clauses form is accessed from the Form menu on the Order Header and Order Detail forms.

See Defining Print Messages.

10.1.4 Retention

Subcontract retention is the percentage of a committed amount that is held until a specified date after the order is complete. Retention processing applies to ongoing projects and only applies to inventory interface of A and B.

Before entering an order that includes retention, select the Display Retainage Indicator processing option on the Display tab of the Purchase Orders program (P4310). When you enter an order that has retainage, select the Retainage Indicator check box on the order header form. This field notifies the A/P clerk during the voucher match process to double-check the invoice from the supplier to see if there was an amount retained on the invoice. The Retainage Indicator check box can be used with or without the Retainage Percentage field.

See Section 13.5, "Working with Retainage".

10.2 Entering Order Header Information

This section provides an overview of order header information entry, lists a prerequisite, and discusses how to:

  • Use real-time summarization in the Purchase Orders program (P4310).

  • Enter order header information.

  • Enter additional order header information.

10.2.1 Understanding Order Header Information Entry

To generate an order, you must provide information about the supplier who is to fill the order, the branch/plant that is requesting the order, and the shipping address for the order. This information is called order header information.

The header information that you enter determines how the system processes the order. For example:

  • Supplier information determines the address to which the order is sent, the payment terms for the order, and so forth.

  • Origination information determines the business unit accountable for the order and the address to which the goods and services are to be delivered.

  • Tax information determines how the system calculates taxes for the order.

Header information also includes the date the order is placed, the date the order is due, and reference information, such as the employee entering the order.

If you intend to apply basket-level pricing to an order, the order header must include an adjustment schedule. See Understanding Basket Price Adjustments for Procurement in the JD Edwards EnterpriseOne Applications Advanced Pricing Implementation Guide.

Using the processing options for Order Entry, you can display a header form before the detail form. Depending on how you set the processing options, certain fields can display on the header form. If you bypass the header form, you must enter limited header information on the detail form. Based on the supplier and branch/plant that you enter, the system applies default values to the fields on the header form.

10.2.1.1 Header Information for International Orders

If you purchase goods or services from international suppliers, you might need to enter order amounts in different currencies, such as Canadian dollars, Japanese yen, and the euro. Before you can do this, you must enter these types of information on the header form:

  • Whether the supplier uses a foreign currency.

  • The type of currency that the supplier uses.

    The system completes the Currency field on the Order Header form with the default currency, if any, that you establish for the supplier. This value is the default value from the supplier master.

  • The base currency for the company.

  • The exchange rate for the currency.

    The system displays this information from the JD Edwards EnterpriseOne Multicurrency system from Oracle.

10.2.1.2 Supplier Information

You might have different arrangements with each of the suppliers in regard to terms of payment, freight handling, invoice methods, and so forth. When you enter order header information, you must specify the supplier from whom you are requesting the order and any specific arrangements to which you and the supplier have agreed.

You can set up procurement instructions to specify the arrangements that you have with each of the suppliers. When you enter a supplier on an order, the system retrieves the instructions for that supplier. You can modify the instructions to suit a specific order.

To enter a supplier for an order, the supplier must exist in the JD Edwards EnterpriseOne Address Book system. If this is not the case, you can enter the supplier in the JD Edwards EnterpriseOne Address Book system when you enter order header information. You can also enter master information for the supplier if the information does not already exist.

If you have set up purchasing instructions for a supplier, the system supplies default values for several of the fields on the Order Header form, based on the supplier you enter for the order. Additionally, you can access the Work With Supplier Master form through the Supplier Master form exit on the Order Header form.

You can enter a temporary address for the supplier by accessing the Order Address Information form.

10.2.1.3 Information for a Specific Branch/Plant

You generate an order for a specific branch/plant, business unit, project, or job within the company. In most instances, goods are shipped to the same branch/plant that requests the order. However, you might want to ship the goods to another location.

You must specify the branch/plant, business unit, project, or job for which you are placing an order. When you enter a branch/plant, the system retrieves the ship-to address from Branch/Plant Constants provided that the ship-to address exists in the address book. If you want to ship the order to a different shipping address, you can override the ship-to address number.

10.2.1.4 Delivery and Shipping Instructions

You can enter instructions for the delivery of an order. For example, you can specify that goods be delivered to a certain dock at the warehouse. You can have the system retrieve default delivery instructions set up for the ship-to address in the Supplier Master table (F0401).

When you enter an order, you might request that the supplier deliver the order by a specific date. If the supplier cannot deliver the order by the date you request, you can specify the date that the supplier promises to deliver the order. In addition, you can specify the date that you place the order and the date that the order expires.

The system automatically creates a corresponding direct ship purchase order when a direct ship sales order is created in Oracle's JD Edwards EnterpriseOne Sales Order Management. If you change the date that the supplier promises to deliver for the direct ship purchase order, the system automatically changes the delivery date on the corresponding sales order.

10.2.1.5 Taxes on Orders

In most business environments, you are required to pay taxes on the items you purchase. You can have the system calculate taxes for an order based on the tax information that you enter for the order.

The system provides default values for tax fields based on the master information that you have set up for the supplier. You can use the Purchase Order program (P4310) processing options to specify that the system retrieve the default value for the tax rate area from the master information for the ship-to address.

If you are using the Vertex Sales Tax Q Series system with JD Edwards EnterpriseOne software, the system retrieves default GeoCodes to determine the tax rate to apply to the order.

Assuming that an order has more than one item, you can change tax information to accommodate each item or service. Then taxes are applicable for the item or service only if you have specified that the detail line is taxable.

10.2.1.6 Alternate Tax Rate/Area Assignment Functionality for Purchase Order Headers

You can set up the company, the branch/plant of the company, the ship-to, and supplier entities to use the alternate tax rate/area assignment functionality. When you add or modify a purchase order with one of these entities, the system:

  • Checks whether the alternate tax rate/area assignment functionality is enabled for the company of the branch/plant.

  • Verifies that the VAT registration number (Tax ID) exists for the Ship To and Supplier entities.

  • Retrieves the purchase order tax rate/area from the alternate tax rate/area assignment setup based on the Branch/Plant, Ship To, and Supplier country codes.

If the branch/plant belongs to a company with the alternate tax rate/area assignment company constant enabled, the system assigns the alternate tax rate/area assignment based on the ship-to and supplier companies, and the branch/plant information. Otherwise, the system uses the default tax rate/area you set up in a processing option.

On the Order Header form, the system:

  • Retrieves the alternate tax rate/area when the business unit that you enter in the Branch/Plant field corresponds to a company for which you have set up the alternate tax rate/area assignment functionality, and the ship-to and supplier specified are also set up to use the functionality. If the company of the branch/plant is not set up to use the alternate tax rate/area assignment functionality, then the system retrieves the tax rate/areas according to the value you set in the Default Tax/Rate Area processing option.

  • Updates the value in the Tax Rate/Area field if you change the Supplier or Ship To values. If you leave the Ship To field blank and then click OK, the system retrieves the ship to value from the branch/plant setup.

  • Recalculates the tax rate/area if you modify the Supplier or the Ship To fields after you manually change the Tax Rate/Area field.

    Does not update the Tax Rate/Area field if you manually change the Tax Rate/Area value after changing the Supplier or Ship To fields.

10.2.1.7 Approval Processing

To use approval processing, which requires that orders be approved before continuing through the procurement cycle, you can set the approval processing options for Order Entry. If you use approval processing, the name of the approval route appears on the header form. Verify that the name of the approval route is correct when you set the processing options, because you cannot change the name after you enter an order.

10.2.1.8 Advanced Pricing Information

You also can enter Advanced Pricing information by entering an adjustment schedule on the Additional Information form, which you can access from the Supplier Master Revision form. Before you enter Advanced Pricing information, verify that you have activated the pricing constants.

10.2.1.9 Additional Order Header Information

At some point, you might need to include additional information in an order. For example, you might include:

  • The individual who placed the order.

  • The buyer responsible for procuring items and services on the order.

  • The company responsible for delivering the order.

  • A confirmation number, document number, or job number for the order.

  • Miscellaneous notes.

You can enter reference information for an order when you enter header information. The reference information is primarily for informational purposes.

You can attach miscellaneous notes to an order as notes to be printed on the order.

10.2.2 Prerequisite

Set the appropriate processing option on the Processing tab to enable access to the JD Edwards EnterpriseOne Address Book.

10.2.3 Forms Used to Enter Order Header Information

Form Name Form ID Navigation Usage
Work With Order Headers W4310I Purchase Order Processing (G43A11), Enter Purchase Orders Review existing order header information.
Purchase Order Summary W4301SWA Select the Grid Aggregrate icon for the Amount or Foreign Amount fields in the QBE line of the Work With Order Headers form. Use real-time summarization in the Purchase Orders program (P4310).
Order Header W4310B Click Add on the Work With Order Headers form.

Alternatively, select an order on the Work With Order Headers form, and click the Select button.

Enter tax, messages, order date, and other supplier and order information.

Note: The Order Header form appears only if the Header Display processing option on the Processing tab of the Enter Purchase Orders program is set to display the header form first.

Clauses W4310K Select Clauses from the Form menu on the Order Header form. Specify the print message clauses associated with a purchase order.
Order Header - Additional Information W4310H Select Additional Info from the Form menu on the Order Header form. Enter additional information for the order, such as freight and landed costs rules, and delivery information. View supplier classification codes.
Order Address Information W4006B Select Order Addresses from the Form menu on the Order Header form. Enter a temporary address for a supplier that applies to only this order. You can also enter a temporary address change for the ship-to entity.
Order Detail W4310A Click OK on the Order Header form. View order details.
Order Header - Additional Information II W4310M Select Additional Info from the Form menu on the Order Detail form. View supplier classification codes.
Media Object Viewer N/A Select Attachments from the Form menu on the Order Header form. Enter reference information for an order.

10.2.4 Record Reservation (Release 9.2 Update)

The JD Edwards EnterpriseOne software provides the record reservation capability within the Purchase Blanket Release program (P43216). Record reservation ensures data integrity and prevents data loss. To avoid simultaneous processing of the same records, the system reserves (locks) records for processing by any other program. Thus, the system does not allow you to edit a record that has been locked by a different user or application.

When a program that uses record reservation is interrupted, orphaned reservation records might remain in the Business Object Reservation table (F00095). An interruption can occur, for example, when technicians are working with a server, or when a workstation shuts down without warning. If an interruption stops Purchase Blanket Release program before it releases the reservations that it creates, you cannot update the records until the orphaned reservations are removed.

You can use the Remove Business Object Reservation program (P00095) to release unwanted record reservations. This program stores reservation information in the Business Object Reservation table (F00095).

When performing a Blanket Release for a purchase order from Purchase Order Entry program (P4310), the blanket order from which quantity is being released, is reserved based on order number, order type, and order company.When another user attempts to release quantity from the same blanket order that was reserved, then system generates an error.

Note:

If two or more users attempt to release an order with the same item and branch/plant combination at the same time, one or more of the users may get a transaction error.

10.2.5 Using Real-Time Summarization in the Purchase Orders Program (P4310)

Access the Purchase Order Summary form.

Figure 10-1 Purchase Order Summary form

Description of Figure 10-1 follows
Description of ''Figure 10-1 Purchase Order Summary form''

In selected JD Edwards EnterpriseOne programs, you can use real-time summarization to quickly review aggregated totals, instead of scrolling to the end of the grid to review the totals.

On the Work With Order Headers form, search for records to populate the grid and then click the Grid Aggregate icon on the Amount and Foreign Amount fields in the QBE line to view the aggregated totals. When you click the Grid Aggregate icon, the system displays the Purchase Order Summary form from the Purchase Order Summary program (P4301SW).

When viewing domestic amounts, the value in the Amount field is aggregated by supplier number, branch plant, and currency, and is totaled by supplier number and base currency. When viewing foreign amounts, the value in the Foreign Amount field is aggregated by supplier number, branch plant, and transaction currency, and is totaled by supplier number and transaction currency.

After you view the aggregated totals on the Purchase Order Summary form, you click Cancel to return to the Work With Order Headers form, or you can select a record to view the detailed transactions on the Work With Order Headers form. If you select a record on the Purchase Order Summary form, the system populates the header fields and QBE fields of the Work With Order Headers form to display the detail records associated with that aggregated total. You can delete or change the values in these fields if you want to search for additional records.

10.2.6 Entering Order Header Information

Access the Order Header form.

10.2.6.1 Order Header

Order Number /Order Type

Displays the order number from the next numbering scheme that you establish for purchase orders for system 43 when you click OK on the Order Header form. Alternatively, you can manually enter an order number.

The system displays the order type that you establish as the default value in the Order Type processing option.

Order Date

Displays the current date which you can change. This date determines which effective level the system uses for inventory pricing.

Requested

Enter the date that an item is scheduled to arrive or that an action is scheduled for completion.

Promised Delivery

Enter the promised shipment date for the purchase order. The Supply and Demand programs use this date to calculate Available to Promise information. This date represents the day that the item can be shipped from the warehouse.

Cancel Date

Enter the date that the order should be canceled if the goods are not received from the supplier. This is a memo-only field and does not cause the system to perform any type of automatic processing.

Print Message

Enter a value from the Print Messages (40/PM) UDC to identify a message that the system prints on the order.

Tax Expl Code (tax explanation code)

Enter a value from the Tax Explanation Codes (00/TX) UDC to identify how the system calculates tax and general ledger distribution amounts. The system uses the tax explanation code with the tax rate area and tax rules to determine how the tax is calculated. Each transaction pay item can be defined with a different tax explanation code.

Tax Rate/Area

Enter a value from the Tax Areas table (F4008) that identifies a tax or geographic area that has common tax rates and tax authorities. The system uses the tax rate area with the tax explanation code and tax rules to calculate tax and general ledger distribution amounts when you create an invoice or voucher.

Certificate

Enter the number that tax authorities issue to tax-exempt individuals and companies to identify their tax-exempt status.

Tax ID

Enter an identification code, which can be an SSN, a federal or state corporate tax ID, or a sales tax number. This code is required by various tax authorities.

Note (Release 9.2 Update):

You can mask the tax ID by specifying the Permission List Name and the Search Type as Supplier and selecting the Secure Tax ID check box in the Work With Permissions List Definitions program (P01138).
Payment Terms

Enter a value that specifies the terms of payment, including the percentage of discount available if the invoice is paid by the discount due date.

Hold Code

Enter a value from the Hold Codes (42/HC) UDC to identify why an order is on hold.

Retainage % (retainage percentage)

Enter the rate of retainage (referred to as hold back in some countries) that applies to the contract. This rate is a percentage of each payment. It is expressed as a decimal fraction. For example, a retainage rate of 10 percent is expressed as 10. The retainage rate cannot be greater than 99.9% (.999) or less than zero.

Retainage Indicator

Select to provide a visual indication that the accounts payable clerk uses to verify whether retainage occurred on the invoice and if it should be applied to the voucher. This value is independent from the value of the Retainage % field. The system does not require a value in the Retainage Percent field if the Retainage Indicator is selected. The system does not perform any functionality based upon this field setting.

10.2.6.2 Additional Properties

The Additional Properties tab appears only if the Display Additional Properties Tab processing option on the Display tab of the P4310 program is set to enable the tab.

Property 01 through Property 12

Enter a one-character, user-defined value associated with a purchase order.

Property 13

Enter a 30-character, user-defined value associated with a purchase order.

Date 01 and Date 02

Enter a user-defined date associated with a purchase order.

Date and Time 01and Date and Time 02

Enter a user-defined universal date associated with a purchase order. This date and time are associated with a time zone.

Address Book 01 and Address Book 02

Enter a user-defined name or number that identifies an address book record. You can use this number to locate and enter information about the address book record. If you enter a value other than the address book number (AN8), such as the long address or tax ID, you must precede it with the special character that is defined in the Address Book constants. When the system locates the record, it returns the address book number to the field.

For example, if address book number 4100 (Total Solutions) has a long address TOTAL and an * distinguishes it from other entries (as defined in the Address Book constants), you could type *TOTAL into the field, and the system would return 4100.

You must set the Address Book Field Required processing option on the Display tab of the Enter Purchase Orders program to indicate if field values are required or not required.

10.2.6.3 Category Codes

The Category Codes tab appears only if the Display Category Codes on Header Tab and Detail Grid processing option on the Display tab of the P4310 program is set to enable the tab.

Category Code 01

Enter a value from UDC 43/C1 that is associated with a purchase order.

Category Code 02

Enter a value from UDC 43/C2 that is associated with a purchase order.

Category Code 03

Enter a value from UDC 43/C3 that is associated with a purchase order.

Category Code 04

Enter a value from UDC 43/C4 that is associated with a purchase order.

Category Code 05

Enter a value from UDC 43/C5 that is associated with a purchase order.

Category Code 06

Enter a value from UDC 43/C6 that is associated with a purchase order.

Category Code 07

Enter a value from UDC 43/L1 that is associated with a purchase order.

Category Code 08

Enter a value from UDC 43/L2 that is associated with a purchase order.

Category Code 09

Enter a value from UDC 43/L3 that is associated with a purchase order.

Category Code 10

Enter a value from UDC 43/L4 that is associated with a purchase order.

Category Code 11

Enter a value from UDC 43/L5 that is associated with a purchase order.

Category Code 12

Enter a value from UDC 43/L6 that is associated with a purchase order.

10.2.7 Entering Additional Order Header Information

Access the Order Header - Additional Information form.

10.2.7.1 Additional Information

Pricing Group

Enter a value that exists in the Customer Price Groups (40/PC) UDC that identifies the pricing group that is associated with this customer or supplier.

Freight Handling Code

Enter a value that exists in the Freight Handling Code (42/FR) UDC that identifies when you take responsibility of the goods so that freight charges are applied accordingly.

Cost Rule

Enter a value that exists in the Landed Cost Rule (41/P5) UDC that indicates the landed cost rule for an item.

The landed cost rule determines purchasing costs that exceed the actual price of an item, such as broker fees or commissions. You set up landed cost rules on the Landed Cost Revisions form.

Send Method

Enter a value that exists in the Send Method (00/SM) UDC that indicates the method used to send documents to a supplier. There is no automatic processing associated with this field. Instead, the code can be used as data selection criteria for certain procedures.

Evaluated Receipt

Enter a value that exists in the Evaluated Receipts (40/ER) UDC that indicates if an order is eligible for the evaluated receipt settlement process. An evaluated receipt settlement indicates that you have an agreement with the supplier to create vouchers based on the items that you receive. You use the Evaluated Receipt Settlement (R43800) program to create vouchers from receipt records. As a result, the supplier does not send you invoices and you can bypass the Voucher Match procedure.

Supplier SO

Enter an alphanumeric value used as a cross-reference or secondary reference number. Typically, this is the customer number, supplier number, or job number.

Reference

Enter reference numbers, such as the supplier's bid document number, quote document, sales order, work order, or job number.

Delivery Instructions Line 1

Enter text that describes the delivery instructions for this order. The system retrieves this information from purchasing instructions for the ship-to address if the information is set up.

Delivery Instructions Line 2

Enter additional text that describes the delivery instructions for this order. The system retrieves this information from purchasing instructions for the ship-to address if the information is set up.

Adjustment Schedule

Enter a value that exists in the Adjustment Schedule (40/AS) UDC that identifies a price and adjustment schedule. A price and adjustment schedule contains one or more adjustment types for which a customer or an item might be eligible. The system applies the adjustments in the sequence that you specify in the schedule. You link customers to a price and adjustment schedule through the customer billing instructions. When you enter a sales order, the system copies the schedule attached to the sold to address into the order header. You can override this schedule at the detail line level.

10.2.7.2 Supplier Classification Codes

Classification Code 01

Displays the supplier classification code from the JD Edwards EnterpriseOne Address Book system. This code classifies an address book entity using a value from UDC 01/CA.

Classification Code 02

Displays the supplier classification code from the JD Edwards EnterpriseOne Address Book system. This code classifies an address book entity using a value from UDC 01/CB.

Classification Code 03

Displays the supplier classification code from the JD Edwards EnterpriseOne Address Book system. This code classifies an address book entity using a value from UDC 01/CC.

Classification Code 04

Displays the supplier classification code from the JD Edwards EnterpriseOne Address Book system. This code classifies an address book entity using a value from UDC 01/CD.

Classification Code 05

Displays the supplier classification code from the JD Edwards EnterpriseOne Address Book system. This code classifies an address book entity using a value from UDC 01/CE.

10.3 Entering Order Detail Information

This section provides an overview of order detail information entry, lists prerequisites, and discusses how to:

  • Enter detail lines by item number.

  • Enter detail lines by account number.

  • Enter multiple account distributions.

  • Enter tax information for a detail line.

  • Enter discount terms for a detail line.

  • Enter reporting codes for a detail line.

  • Enter change orders.

  • Enter substitute or replacement items.

  • Enter kit orders.

  • Copy change orders.

10.3.1 Understanding Order Detail Information Entry

After you enter header information for an order, such as the supplier to fill the order and the branch/plant requesting the order, you must enter information about each item or service that you want to procure on the Order Detail form. For each item or service, you must enter a line of detail that describes:

  • The item or service that you want to procure.

  • The quantity that you want to procure.

  • The cost of the item or service.

Depending on the business objectives, you can use these methods to enter order detail lines:

  • By item number.

  • By general ledger account number.

If you run an inventory operation in which you stock items for resale, internal use, or manufacturing purposes, you must enter detail lines by item number. If you purchase goods or services for internal use or for use on a certain job or project, you can enter detail lines by account number, item number, or both.

For stock items, you enter the item numbers set up in the JD Edwards EnterpriseOne Inventory Management system to make purchases. After you enter an item number on a detail line, the system:

  • Validates that the item exists in the JD Edwards EnterpriseOne Inventory Management system.

  • Retrieves information for the item from the JD Edwards EnterpriseOne Inventory Management system.

The system provides default values for detail lines based on the header information on an order. The system retrieves information, such as the cost, description, and unit of measure for the item and enters it on the detail line. You can add and change the information for each detail line based on what is relevant to the purchasing process. For example, if you purchase items for inventory, you must specify the unit of measure for the item. You can also specify the location where the item is stored upon receipt, and the weight, volume, lot, and manufacturing information for the item. You can specify an asset identifier and landed cost rules. You also can attach notes, or narrative text, to each detail line.

If the supplier has an internet home page set up with items that it offers, you can preview supplier information in the electronic catalog before entering the order detail information. On the Order Detail form, you can use a form exit to preview supplier information.

You can enter tax information for each detail line to have the system calculate taxes on the goods or services you are purchasing. If the supplier provides a discount on the order, you can enter the terms of the discount. By assigning reporting codes to a detail line, you can group items for reporting purposes.

If the supplier uses a different currency than the company's base currency, you must enter costs in foreign currency.

You can replace an existing item on a detail line with a substitute or replacement item. For example, if the supplier is out of the item you entered on a detail line, you can review a list of alternative items and select a replacement item.

For an existing order, you can use the Order Detail form to review summary information such as items, account numbers, order quantities, prices, extended volumes and weights, total tax amount, and total monetary amount.

You might need to cancel a detail line if you no longer want to purchase the items or services that the line contains. When you cancel a line, the system closes the line and assigns it a last status of 980 (canceled order entry) and a next status of 999, which indicates that the purchasing process for the line is complete. If you want the closed line to appear when you are reviewing the order, you can set the processing options for Order Entry. If you want the closed line deleted from the system, you must run a purge.

The system provides many grid formats when the software is shipped. For many of the interactive versions, some grid columns have been hidden to save on web performance. If you interact with a version and do not see a certain grid column, select the grid option for All Grid Columns.

The system automatically creates a corresponding direct ship purchase order when a direct ship sales order is created in JD Edwards EnterpriseOne Sales Order Management. If you change the cost values for the direct ship purchase order, the system automatically changes the cost values on the corresponding sales order.

After you enter all detail lines on the purchase order, the system displays a warning message if the value of the order either exceeds the maximum order value or is below the minimum order value that is specified for the supplier in the purchasing instructions.

You determine how the system processes information on each detail line. For example, you can direct the system to update the availability of an item in the JD Edwards EnterpriseOne Inventory Management system upon receipt. As another example, you can have the system retrieve the unit cost of the item you are ordering provided you assign a line type (such as Y, B, or D) to the detail line that tells the JD Edwards EnterpriseOne Procurement system to interface with the JD Edwards EnterpriseOne Inventory Management system. You must enter a line type for each detail line to indicate how the transaction works with other JD Edwards EnterpriseOne systems.

If you work in a noninventory environment, you might frequently purchase items for use in a specific job or project. Even in an inventory environment, you might purchase items that you do not account for as part of the inventory, such as office supplies. In either of these cases, you can enter item numbers to purchase nonstock items provided that you specify a line type of N or B to indicate that the transaction does not affect the JD Edwards EnterpriseOne Inventory Management system.

Another example of how the detail line information that you enter affects other systems is general ledger information. The general ledger class code that you enter for a detail line determines the inventory account and the received not vouchered account for which the system creates journal entries. The system creates these entries when you enter a receipt.

10.3.1.1 Detail Lines by Account Number

If you work in an environment in which you purchase services or goods for internal use or for use in a certain job or project, you can charge purchases against general ledger account numbers. You enter a detail line for each account number against which you are purchasing. This allows the general ledger to reflect expenses by job or project.

When you enter detail lines by account number, you can have the system perform commitment and budget tracking. For example, a certain account number represents the office supply expenses. Each time you purchase goods against the account number, you can have the system:

  • Track the amount and quantity of office supplies that you are committed to purchase.

  • Validate that the cost of the supplies does not exceed the budget for office supplies.

You determine how the system processes information on each detail line. For example, you can require that the system process a line based on both an account number and an item number. You must enter a line type for each detail line to indicate how the transaction works with other JD Edwards EnterpriseOne systems.

If you are making an account-based entry, you must enter an inventory interface of A or B.

If you are entering a lump sum for a detail line, you must enter an inventory interface of A or N.

A final example of how the detail line information that you enter affects other systems is general ledger information. The system tracks purchasing expenses in the general ledger based on the general ledger class code that you enter for a detail line. The general ledger class code determines the received not vouchered account to which the system applies a credit if you enter a formal receipt.

10.3.1.2 Multiple Account Distribution

When you enter order detail lines that have an inventory interface of A or B, you can use the Account Distribution Entry program (P4316) to distribute by percentages, amounts, or quantities among multiple accounts. You can use the following JD Edwards EnterpriseOne Procurement functionality with multiple account distribution:

When you are working with this functionality with multiple account distribution, the system processes information on the F4316 table level. (Without multiple account distribution, the system would process information on the F4311 level.)

If you change the quantity or amount on a purchase order detail line and are using multiple account distribution functionality, the system automatically redistributes the quantity or amount in the Account Distribution Entry program (P4316) and updates commitments.

If you copy a purchase order that contains multiple account distribution, the system retains the multiple account distribution for the new purchase order.

When you access detail lines that contain a multiple distribution from the F4311 table, the system displays the account number on the F4311 table level as ***ACCOUNT DISTRIBUTION***.

10.3.1.3 Shipment Information

If you use JD Edwards EnterpriseOne Transportation Management from Oracle, you can set up processing so that the system automatically creates shipment for a purchase order based on the order type and line type combination that you define in the UDC tables (49/SD). The shipment is a request to transport goods from the supplier to the branch/plant. If you do not enter a carrier and mode of transport during order entry, the system retrieves default carrier and transport information from any of these:

  • Item Branch/Plant Information

  • Customer Master Information

  • Inventory Commitment Preference

When you review routing options in JD Edwards EnterpriseOne Transportation Management, you can review and revise the carrier and mode of transport. If you do not specify a carrier in either of the master tables or during order entry, the system populates the carrier and mode of transport based on the Carrier transportation preference.

10.3.1.4 Tax Information for a Detail Line

You can enter tax information that is specific to a detail line. This tax information determines whether taxes apply to the items or services on the detail line, and how the system calculates the taxes.

The system retrieves default tax information for each detail line based on the tax information that you entered for the order. If tax information for the detail line differs from that for the rest of the order, you can change the tax information to accommodate the detail line. You can use the alternate tax rate/area assignment functionality when the entities in the transactions are in the European Union and the company of the transaction is set up to use the alternate tax rate/area assignment functionality.

See Alternate Tax Rate/Area Assignment Functionality in Purchase Order Detail Lines

If you are using the Vertex Sales Tax Q Series system with JD Edwards EnterpriseOne software, the system retrieves default GeoCodes to determine the tax rate to apply to the order.

See Compatibility of the Vertex Sales Tax Q Series System.

10.3.1.5 Alternate Tax Rate/Area Assignment Functionality in Purchase Order Detail Lines

When you enable the alternate tax rate/area assignment functionality for the company of the transaction, the system updates the tax rate/area on the Order Detail form in this manner:

  • Retrieves the alternate tax/rate area specified in the header, if you do not enter a tax rate/area for a detail line.

    When you update header information to the detail, the system retrieves the appropriate tax rate/area if you copy to the detail line only the Ship To field. If you copy both the Ship To and Tax Rate/Area fields, then the system copies the existing values and does not change the tax rate/area.

  • Changes the value in the Tax Rate/Area to blank when you change the branch/plant and the new value is associated with a different company. The system then retrieves the appropriate new tax rate/area for the changed value. The system also changes the tax rate/area to blank and retrieves the appropriate new value when you change the Ship To field.

  • Does not update the Tax Rate/Area field for changes in the Branch/Plant or Ship To fields if you manually change the Tax Rate/Area value.

10.3.1.6 Discount Terms for a Detail Line

You can enter discount terms on a detail line to have the system calculate a discount on the items that you purchase. For example, a supplier might offer a 10 percent discount on certain items.

You can enter a specific discount factor for a detail line. The system enters a cost for the item on the detail line based on the discount factor. For example, to specify a 10 percent discount for an item, you enter a discount factor of 0.90. If the unit cost for the item is usually 10.00, the system enters a unit cost of 9.00.

You can also specify a discount for an item based on a price rule. The system applies a discount to the unit cost of the item based on the discount set up for the price rule. The system retrieves a default price rule for an item if:

  • You have attached a price rule to branch/plant information for the item.

  • You have attached the price rule to the supplier from whom you are purchasing the item (or to the price group for the supplier).

10.3.1.7 Reporting Codes for a Detail Line

You might want to group detail lines with similar characteristics so that you can generate reports based on the group. For example, you can group all detail lines for electrical items so that you can produce a report that lists open order information for electrical items. To group detail lines, you assign reporting codes to each line. The reporting codes are default codes that are associated with the classification codes for an item on the Item/Branch Plant Info. form.

Five categories of reporting codes are available for purchasing. Each category represents a specific group of codes. For example, you might have a category for commodities. Within this category would be different codes, each of which represents a specific type of commodity, such as aluminum or copper.

10.3.1.8 Change Orders

You can change commitment details after you enter them by creating a change order, which updates the commitment information and creates a record of changes to the order. For example, to increase the committed amount for an order by 100, you enter a change order for 100.

You can set the display and process processing options for Order Entry to determine whether you can change original commitment information by line item or if you must enter a change order.

The system maintains a record after you make a change. After you enter change order information, you can enter descriptive text for each line item of the contract.

Note that if you are using the JD Edwards EnterpriseOne Advanced Pricing system for JD Edwards EnterpriseOne Procurement, change orders are not priced with adjustment schedules.

10.3.1.9 Substitute or Replacement Items

You might enter an order for an item, but the supplier does not have the quantity available to fill the order. You can review a list of substitute items and select an item to replace the item on a detail line. If the system notifies you that the item on a detail line is obsolete, you can review and select a replacement for the item.

The substitutes or replacements that the system displays are based on the cross-reference types from the JD Edwards EnterpriseOne Inventory Management system that you specify in the processing options for the Order Entry program and the Purchase Order Workbench program.

You can specify whether you want to review substitute or replacement items after you enter a detail line. You can have the system replace the item number, the item description, and the cost on a detail line with that of a substitute or replacement item.

10.3.1.10 Kit Orders

Kits are comprised of component items that are associated to a parent item. Kits are useful if the company sells combinations of products. For example, if the company sells stereo systems, you can set up a kit with a parent name of stereo. The stereo kit can contain components such as speakers and a compact disc player, which you typically want to sell together. You can have an item number for the kit that you enter on a purchase order, but the parent item, stereo, is not stocked as an inventory item.

When you enter an item number for a kit, you can review the preselected components and the quantities that comprise the kit. You can also select any optional items that you want to include on the purchase order.

If you change quantity information for the kit, you must manually adjust the corresponding cost information. If you need to cancel component lines, you must cancel each line individually.

10.3.1.11 Service Units for A/P Matching

You can perform lump sum processing for services purchase order lines that have an inventory interface of A and B only. Lump sum processing is the ability to identify and enforce the basis for the matching required for accounts payable (A/P) by line item (such as dollars, hours per unit, or unit price). Thus, you can enter units on a service line but perform vouchering based upon the extended amount and only use the quantity for recording.

You use the Service Quantity and Service UoM fields to enter service units for informational purposes (memo only). The service units provide the ability to have quantity and units of measure on an order with no logic for any calculations. The system does not validate against the values and any changes to these fields do not cause any recalculation of the extended amount.

In all respects, the line is treated like a pure account based line with all interfaces to commitments, receipts, voucher match, and other programs that work with that line. The system bypasses the validation of units entered during voucher match and matches on amount only. You can add service units at voucher match even if services units were not added at order entry. Commitments are made and relieved upon changes to the extended amount field only. Thus, service unit information will flow to the general ledger record but have no bearing on the commitment process.

Service units are passed to the Account Ledger (F0911), P.O. Detail Ledger File (F43199), and Account Balances (F0902) tables when writing entries.

To activate service units, select the Procurement Allow Service Units option on the Line Type Constants Revisions form. The system validates that the service units flag is checked for noninventory interface A and B only. Also set the Display Service Units processing option on the Display tab of the P4310 processing options.

If the processing option is set, the Service Quantity and Service UoM fields appear on the Order Detail form (W4310A). Although both the Service Quantity and Original Quantity fields appear on the Order Detail form, you cannot use both fields for a line.

When the system updates the P.O. Detail Ledger File table (F43199) to create the purchase order ledger for commitment, service units do not affect regular units.

Note:

Purchase orders not created directly in P4310, such as transfer orders, direct ship orders, and order generation programs, do not provide access to the Service Quantity and Service UoM fields. Once the purchase order is generated, you can then access the order in P4310 to enter values in these fields.

Additionally, sourcing using the Analyze Event program (P43Q50) does not handle service unit fields.

See Defining Order Line Types.

See Multiple Account Distribution.

See Entering Detail Lines by Item Number.

10.3.2 Prerequisites

Before you enter order detail information:

  • Set the Order Entry processing options to have the system enter a current status code and a next status code for each detail line.

    These codes determine the next process that the detail line goes through in the purchasing process.

  • Set the Order Entry processing options to indicate the method by which the system updates detail lines with changes to header information.

    If you do not set the processing options to automatically update the header information, you must do so manually on the Order Header form by selecting Header To Detail/Define, which enables you to specify which fields to update, and then Header To Detail/Populate from the Form menu.

  • Before you enter kit orders, you must verify that you have set the appropriate processing option in the Purchase Orders program (P4310) that displays kit component lines.

    Also verify that kit items have been set up.

10.3.3 Forms Used to Enter Order Detail Information

Form Name Form ID Navigation Usage
Order Detail W4310A Purchase Order Processing (G43A11), Enter Purchase Orders

Click the Add button on the Work With Order Headers form.

Alternatively, select an order on the Work With Order Headers form and select Detail Revision from the Row menu.

Enter order detail information.

Enter user-defined values for additional properties and category codes.

See Entering Order Header Information.

Clauses W4310K Select Clauses from the Form menu on the Order Detail form. Specify the print message clauses associated with a purchase order.
Order Detail - Page I W4310F Select Additional Info 1 from the Row menu on the Order Detail form. Enter order detail information.
Order Detail - Page II W4310E Select Additional Info 2 from the Row menu on the Order Detail form. Enter order detail information.
Order Header - Additional Information II W4310M Select Additional Info from the Form menu on the Order Detail form. View supplier classification codes.

See Entering Additional Order Header Information.

Account Distribution Entry W4316A Select an order detail line on the Order Detail form, and then select Account Distribution from the Row menu. Distribute by percentage, quantity, or amount among multiple accounts.

Note: The system enables you to select a method (percentage, quantity, or amount) when you are entering account distribution information. However, if you change an order detail line, the system does not allow you to change the original method by which you distributed among multiple accounts.

Substitute Items W41043C Select Substitute Items or Obsolete Items from the Row menu on the Order Detail form. Enter substitute or replacement items.
Kit Selection W41351A Select Kits from the Row menu on the Order Detail form. Enter kit orders.

10.3.4 Entering Detail Lines by Item Number

Access the Order Detail form.

Branch/Plant

Enter a code that identifies a separate entity within a business for which you want to track costs. For example, a business unit might be a warehouse location, job, project, work center, branch, or plant. You can assign a business unit to a document, entity, or person for purposes of responsibility reporting. For example, the system provides reports of open accounts payable and accounts receivable by business unit to track equipment by responsible department. Business unit security might prevent you from viewing information about business units for which you have no authority.

Tr. UoM (transaction unit of measure)

Enter a value from UDC 00/UM that indicates the quantity in which the system expresses an inventory item. Examples of transaction units of measure are CS (case) and BX (box).

Sec Quantity Ordered (secondary quantity ordered)

Enter a value that indicates an alternate quantity for the item. This field is used with the Sec UoM (secondary unit of measure) field.

Sec UoM (secondary unit of measure)

Enter a value from UDC 00/UM that indicates an alternate unit of measure for the item.

Extended Cost

Displays a value that is equal to the number of units multiplied by the unit price.

Ln Ty (line type)

Enter a code that controls how the system processes lines on a transaction. Line type controls the systems with which the transaction interfaces, such as JD Edwards EnterpriseOne General Ledger, JD Edwards EnterpriseOne Job Cost, JD Edwards EnterpriseOne Accounts Payable, JD Edwards EnterpriseOne Accounts Receivable, and JD Edwards EnterpriseOne Inventory Management. Line type also specifies the conditions under which a line prints on reports, and it is included in calculations. Values are:

S: Stock item.

J: Job cost.

N: Nonstock item.

F: Freight.

T: Text information.

M: Miscellaneous charges and credits.

W: Work order.

Asset ID (asset identifier)

Enter a 25-character alphanumeric code that you can use as an alternate asset identification number. You might use this number to track assets by the manufacturer's serial number. You are not required to use a serial number to identify an asset. Every serial number that you enter must be unique.

Report Code 1

Enter a code that differentiates segments of inventory in ways that are meaningful to those personnel who are responsible for the buying function in an organization. Depending upon the nature of inventory, this code might be used to establish attributes such as color, country of origin, primary content, seasonality, and rebate group.

G/L Offset (general ledger offset)

Enter a code that determines the trade account that the system uses as the offset when you post invoices or vouchers. The system concatenates the value that you enter to the AAI item RC (for Accounts Receivable) or PC (for Accounts Payable) to locate the trade account. For example, if you enter TRAD, the system searches for the AAI item RCTRAD (for receivables) or PCTRAD (for payables).

You can assign up to four alphanumeric characters to represent the general ledger offset or you can assign the three-character currency code (if you enter transactions in a multicurrency environment). You must, however, set up the corresponding AAI item for the system to use; otherwise, the system ignores the general ledger offset and uses the account that is set up for PC or RC for the company specified.

If you set up a default value in the G/L Offset field of the customer or supplier record, the system uses the value during transaction entry unless you override it.

Do not use code 9999. It is reserved for the post program and indicates that offsets should not be created.

Job Typ (job type)

Displays the job type from the JD Edwards EnterpriseOne Contract and Service Billing system. You may override the job type on the purchase order line.

If you override the job type, enter a value that defines a job within your organization. You can use a value from UDC 06/G. You associate pay and benefit information with a job type and apply that information to the employees linked to that job type.

Note:

If you have selected the Advanced Contract Billing Used option in the Service Billing Constants program (P48091), the system displays and enables the Job Typ field on the Order Detail (W4310A) and Contract Detail (W4310A) forms.

See "Entering Contract-Specific Labor Categories for Subcontract Management" in the JD Edwards EnterpriseOne Applications Advanced Contract Billing Implemenation Guide.

Category Code 01

Enter a value from UDC 43/C1 that is associated with a purchase order.

Category Code 02

Enter a value from UDC 43/C2 that is associated with a purchase order.

Category Code 03

Enter a value from UDC 43/C3 that is associated with a purchase order.

Category Code 04

Enter a value from UDC 43/C4 that is associated with a purchase order.

Service Quantity

Enter a value that represents the number of units committed for a nonstock item or service line on a purchase order. This field is a field by itself and has no relation with unit cost to calculate the extended cost. If service units are used, the Quantity Ordered field on the Order Detail form in JD Edwards EnterpriseOne Procurement system cannot be used.

Service UoM (service unit of measure)

Enter a value from UDC 00/UM that specifies the unit of measure for the quantity committed for a nonstock item or service line on a purchase order.

10.3.5 Entering Detail Lines by Account Number

Access the Order Detail form.

10.3.5.1 Line Defaults

Select Line Defaults.

Account Number

Enter a value that identifies an account in the general ledger. Use one of these formats to enter account numbers:

  • Standard account number (business unit.object.subsidiary or flex format).

  • Third general ledger number (maximum of 25 digits).

  • Account ID number. The number is eight digits long.

  • Speed code, which is a two-character code that you concatenate to the AAI item SP. You can then enter the code instead of an account number.

  • The first character of the account number indicates its format. You define the account format in the General Accounting constants.

Subsidiary

Enter a value to identify a subset of an object account. Subsidiary accounts include detailed records of the accounting activity for an object account.

If you are using a flexible chart of accounts and the object account is set to six digits, you must use all six digits. For example, entering 000456 is not the same as entering 456 because if you enter 456, the system enters three blank spaces to fill a six-digit object.

Obj Acct (object account)

Enter a value for the portion of a general ledger account that refers to the division of the Cost Code (for example, labor, materials, and equipment) into subcategories. For example, you can divide the Cost Code for labor into regular time, premium time, and burden.

If you use a flexible chart of accounts and the object account is set to six digits, you should use all six digits. For example, entering 000456 is not the same as entering 456 because if you enter 456, the system enters three blank spaces to fill a six-digit object.

Subledger

Enter a code that identifies a detailed, auxiliary account within a general ledger account. A subledger can be an equipment item number or an address book number. If you enter a subledger, you must also specify the subledger type.

Sub Type (subledger type)

Enter a value from UDC 00/ST that is used with the Subledger field to identify the subledger type and how the system performs subledger editing. On the User Defined Codes form, the second line of the description controls how the system performs editing. This is either hard-coded or user-defined. Values include:

A: Alphanumeric field, do not edit.

N: Numeric field, right justify and zero fill.

C: Alphanumeric field, right justify and blank fill.

Note:

You can click the Search button in the Tr. UoM field and Pu. UoM field to access the Unit of Measure Lookup form, where you can select from a list of valid units of measure for the item that you are entering on the purchase order.

10.3.6 Entering Multiple Account Distributions

Access the Account Distribution Entry form.

Distribute by

Enter the multiple account distribution type. Values are:

1: Split by percentage (default)

2: Split by fixed amount

3: Split by fixed quantity

Distributed Percentage

Enter the percentage that the system uses for creating the general ledger distribution.

Distributed Amount

Enter the amount that the system uses for creating the general ledger distribution.

Distributed Quantity

Enter the quantity that the system uses for creating the general ledger distribution.

10.3.7 Entering Tax Information for a Detail Line

Access the Order Detail form.

Taxable

Enter a code that indicates whether the item is subject to sales tax when you purchase it. The system calculates tax on the item only if the supplier is also taxable.

Expl Code (explanation code)

Enter a value from hard-coded UDC 00/EX that controls the algorithm that the system uses to calculate tax and general ledger distribution amounts. The system uses the tax explanation code with the tax rate area and tax rules to determine how the tax is calculated. Each transaction pay item can be defined with a different tax explanation code.

Rate/Area

Enter a code that identifies a tax or geographic area that has common tax rates and tax authorities. The system validates the code you enter against the F4008 table. The system uses the tax rate area with the tax explanation code and tax rules to calculate tax and general ledger distribution amounts when you create an invoice or voucher.

10.3.8 Entering Discount Terms for a Detail Line

Access the Order Detail form.

Discount Factor

Enter a value for the factor that the system applies to the unit price of an inventory item to determine the net price. The system retrieves this value from the inventory pricing rules if you have assigned a rule to this item. The pricing rule setup determines if the system multiplies the unit price by this value or adds to or deducts from the unit price.

Item Price Group

Enter a value from UDC 40/PI that identifies an inventory price group for an item.

Inventory price groups have unique pricing structures that direct the system to incorporate discounts or markups on items on sales and purchase orders. The discounts or markups are based on the quantity, monetary amount, or weight of the item ordered. When you assign a price group to an item, the item takes on the same pricing structure defined for the inventory price group.

You must assign an inventory price group to the supplier or customer, as well as to the item, for the system to interactively calculate discounts and markups on sales orders and purchase orders.

Pricing Cat. Level (pricing category level)

Enter a value to identify a price level. A pricing category or price rule can contain a variety of levels. Within each price rule, each level is defined by its effective date range and allowed quantity, and whether it is based on the item's cost, price, or an amount specified as an override.

10.3.9 Entering Reporting Codes for a Detail Line

Access the Order Detail - Page II form.

10.3.10 Entering Change Orders

Access the Order Detail form.

10.3.11 Entering Substitute or Replacement Items

Access the Order Detail form.

10.3.12 Entering Kit Orders

Access the Kit Selection form.

Sel (selection)

Select components for inclusion in the order. An * indicates the component is selected.

O (option)

Indicates whether a component is standard or optional within a bill of material or kit processing. Values are:

S: Standard (default)

This item is standard and is always included in any transaction involving the bill of material or kit item.

O: Optional

This item is optional in order entry. You can specify whether the item will be included in a particular sale.

F: Feature

The item has features that you must specify at order entry.

10.3.13 Copying Change Orders

Access the Order Detail form.

You can copy a change order and then modify it. This feature saves you time when you have similar change orders for many orders.

Quantity Ordered

Displays either a transacted quantity or the units.

Unit Cost

Displays the price charged for the unit of measure in the adjoining field. Use these fields, for example, if the primary unit of measure is EA (each), but you typically use a list price per box.

Extended Cost

Displays a value that is equal to the number of units multiplied by the unit price.

If you want to add a new line to the order, you must first scroll through all existing detail lines to the first blank line to ensure that the system assigns the correct number to each detail line.