1. Procurement Management Implementation Guide
  2. Defaults

Defaults

These processing options enable you to enter default information that the system uses for purchase order processing.

1. Order Type

Enter a value that exists in the Document Type - All Documents (00/DT) user-defined code (UDC) table to specify the default value for the order type. The system populates the Order Type field of the Order Header form with this value.

2. Line Type

Enter a value to specify how the system processes lines on a transaction. The line type affects the systems with which the transaction interfaces (JD Edwards EnterpriseOne General Ledger, JD Edwards EnterpriseOne Job Cost, JD Edwards EnterpriseOne Accounts Payable, Oracle's JD Edwards EnterpriseOne Accounts Receivable, and JD Edwards EnterpriseOne Inventory Management). The line type also specifies the conditions for including a line on reports and in calculations. You define line types in the Order Line Types program (P40205).

The system populates the Ln Ty (line type) field on the Order Detail form.

3. Beginning Status

Enter a value from the Activity/Status Codes (40/AT) UDC to specify the default value for the beginning status for the order. The value that you enter must be set up for the order type and the line type that you are using.

4. Override Next Status

Enter a value that exists in the Activity/Status Codes (40/AT) UDC to specify the next status code for all new or modified purchase order lines. You enter next status codes for combinations of order type and line type by using the Order Activity Rules program (P40204). If you leave this processing option blank, the system uses the next status code in the order activity rules as the default value.

Do not use this processing option if you are using approval processing.

5. Unit of Measure

Enter a value that exists in the Unit of Measure (00/UM) UDC to specify the default unit of measure that the system displays in the Transaction Unit of Measure field.

6. Line Number Increment

Enter a whole number that the system uses to automatically increase, by this increment, the order lines on the order.

7. Default Tax Rate/Area

Specify where the system locates default tax rate/area information to use as the default during order entry. Values are:

Blank: The system uses the tax rate/area that is associated with the address book number for the supplier. The system retrieves the tax explanation code from the supplier address book number record in the F0401 table. If this version is being called from the Order Release program, then the tax information comes from the F0401 table and not from the original order.

1: The system uses the default tax rate/area from the address book number for the ship-to address number. The information that the system uses is located in the tax information section of the F0401 table.

If the alternate tax rate/area assignment functionality is enabled for the company, the system overrides this default tax rate/area and uses the alternate tax rate/area assignment instead. See “Setting Up Alternate Tax Rate/Area Assignment Functionality" in the JD Edwards EnterpriseOne Applications Tax Processing Implementation Guideand “Procurement Management" in the JD Edwards EnterpriseOne Applications Tax Processing Implementation Guide.

8. Transaction Unit of Measure

Specify where the system locates transaction unit of measure information to use as the default during order entry. Values are:

Blank: The system uses the purchasing unit of measure from the F4101 table. The transaction unit of measure directly relates to the number that you entered in the Quantity field on the Purchase Order Entry form. If you select an item from a catalog in Purchase Order Entry, the unit of measure in the catalog overrides the value that you enter in this field. If you entered a value in the Unit of Measure field, you should not enter a value in this field.

1: The system uses the primary unit of measure from the F4101 table as the default for the transaction unit of measure.

9. Landed Cost Rule

Enter a value from the Landed Cost Rule (41/P5) UDC to specify the landed cost rule that the system uses to populate the Cost Rule field on the Order Header - Additional Information form.

10. Header to Detail

Specify whether the system updates information in the detail lines when you change header information. Values are:

Blank: You must use the Populate form exit on the Order Header form to manually apply header to detail changes. Use the Define form exit on the Order Header form to select which fields on the Order Detail form you want to update with changes to header information. After you make changes to the header information, the Order Detail form appears.

1: The system automatically loads header changes to the detail lines.

11. Work Order Status

Enter a value from the Work Order Status (00/SS) UDC that the system uses as a default value when the purchase order quantity or promise date changes. This processing option applies to purchase orders that have been created for outside operations by processing work orders with the Order Processing program (R31410). If you change the quantity or promise date after the system creates a purchase order, the system updates the work order status to the value you enter in this processing option. If you leave this processing option blank, the system does not change the work order status.

12. Account Description

Specify where the system locates the account description to use as the default value in order entry. Values are:

Blank: The system retrieves the account description from the account that consists of the business unit, object, and subsidiary.

1: The system retrieves the account description from the account that consists of the business unit and the subsidiary. Typically, the account is a nonposting header account. Note that the object account will not be used when the system retrieves the account description.

13. Line Sequence

Specify how the system assigns line numbers on a change order. Values are:

Blank: The system assigns unique, incremental line numbers on a continuous basis. For multiple change orders, the system assigns incremental line numbers on a continuous basis rather than starting over with line number sequencing for each change order.

1: The system starts the sequencing process over for each change order. If you enter 1, the system retains and increases the line number sequence within each individual change order; for the next change order, however, the system starts over with the line number sequencing.

14. Cost Rule Selection

Specify where the system locates default cost rule selection information to use as the default during order entry. Note that if this is the version that is being called from the Order Release program, then the cost rule information comes from the F0401 table and not from the original order. Values are:

Blank: The system uses the cost rule selection that is associated with the address book number for the supplier. The system retrieves the cost rule explanation code from the supplier address book number record in the F0401 table.

1: The system uses the default cost rule selection from the address book number for the ship to. The information that the system uses is located in the cost rule information section of the F0401 table.