Purchasing 2
Select Purchasing 2.
- Invoice Copies
Displays the number of invoice copies required by the customer.
- Item Restrictions
Enter a value from the Item Restrictions (H40/ED) UDC to designate whether restrictions have been placed on the sale of items to this customer. Values are:
Blank: No restrictions have been placed on the sale of items.
I: A customer can be sold only those items that are set up on the Item Restrictions form.
E: A customer cannot be sold the items that are set up on the Item Restrictions form.
- Max Order Value (maximum order value)
Enter the value above which an order is placed on hold. If you attempt to enter an order for which the total is more than the maximum order value, the system displays an error message.
This field is maintained as an integer without decimals.
- Min Order Value (minimum order value)
Enter the value below which an order is placed on hold. If you attempt to enter an order for which the total is less than the minimum order value, the system displays an error message.
This field is maintained as an integer without decimals.
- Volume Display U/M (volume display unit of measure)
Enter a value from the Unit of Measure (00/UM) UDC that identifies the unit of measure that the system uses to display volume for this branch/plant. The system enters a value in this field from Branch/Plant Constants - Page 2 (P410012). You can override this default value.
- Weight Display U/M (weight display unit of measure)
Enter a value from the Unit of Measure (00/UM) UDC that identifies which unit of measure the system should use to display the weight of individual order lines and the order as a whole for this customer when you use the order summary form.
- Price Pick List
Enter the code that indicates whether net price information prints on the purchase order. Values are:
Y: Print net prices.
N: Do not print prices.
2: Print base price adjustments and net prices.
- Evaluated Receipt
Enter a value from the Evaluated Receipts (40/ER) UDC that indicates whether 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) procedure to create vouchers from receipt records. As a result, the supplier does not send you invoices and you can bypass the Voucher Match procedure. Values are:
N: Not eligible for evaluated receipt settlement processing.
Y: Eligible for evaluated receipt settlement processing.
I: Receipt transaction is in process.
T: Eligible for evaluated receipt settlement processing. However, a tolerance error occurred during the receipt process.
R: Eligible for evaluated receipt settlement processing. However, the receipt is currently in the receipt routing process.
V: A voucher has been created for the receipt transaction using the evaluated receipt settlement process.
- Rebate Level
Enter a value from the Rebate Level (43/RL) UDC that indicates the organizational level upon which the rebate system is based.
- Rebate Active
Enter a value from the Supplier Rebate Code (43/RA) UDC that indicates whether rebates are active.
- Automation Rule
Enter the automation rule that the system uses when matching receipts in the voucher match automation process. The system uses the automation rule that you specify here if the record in the Voucher Transactions - Batch Upload table (F0411Z1) does not include an automation rule.
You do not have to assign an automation rule unless you want to specify a default rule to use in the voucher match automation process.
Values are:
01: Exact Match of Invoice Line to Purchase Order Line to Receipt Line. Each invoice line received from the supplier will be matched to a single purchase order line and a single receipt line. The amounts must match exactly between the invoice, purchase order, and receipt lines. When you specify Automation Rule 01, the system matches using the Voucher Match Automation UBE for Automation Rule 01 program (R4304016).
02:Match of Invoice Line to Receipt Line, Standard Tolerance Applied. Each invoice line received from the supplier will be matched to a single purchase order line and to a single receipt line. The amount of the invoice line and the receipt line can be different based on allowed standard tolerance limits. When you specify Automation Rule 02, the system matches using the Voucher Match Automation UBE for Automation Rule 02, 03, 04, 05 program (R4304020).
03:Match of Invoice Line to Purchase Order Line to Multiple Receipt Lines, Standard Tolerance Applied. Each invoice line received from the supplier will be matched to a single purchase order line and to the total of one or more receipt lines for the purchase order. The amount of the invoice line and the purchase order line can be different based on allowed standard tolerance limits. When you specify Automation Rule 03, the system matches using the Voucher Match Automation UBE for Automation Rule 02, 03, 04, 05 program (R4304020).
04: Exact Match of Invoice Line to Receipt Line. Each invoice line received from the supplier will be matched to a single purchase order line and to a single receipt line. The amount of the invoice line and the receipt line must match exactly. When you specify Automation Rule 04, the system matches using the Voucher Match Automation UBE for Automation Rule 02, 03, 04, 05 program (R4304020).
05:Match of Invoice Line to Purchase Order Line to Multiple Receipt Lines, Rounding Tolerance Applied. Each invoice line received from the supplier will be matched to a single purchase order line and to the total of one or more receipt lines for the purchase order. The amount of the invoice line and the purchase order line can be different based on allowed rounding tolerance limits. When you specify Automation Rule 05, the system matches using the Voucher Match Automation UBE for Automation Rule 02, 03, 04, 05 program (R4304020).
06:Exact Match of Invoice to Multiple Receipt Lines across Multiple Purchase Orders. Each invoice line received from the supplier is matched to multiple receipt lines, which can be on multiple purchase orders. The total amount of the receipts must exactly match the invoice line. No tolerance or rounding issues may exist. When you specify Automation Rule 06, the system performs the match using the Voucher Match Automation UBE for Automation Rule 06 program (R4304021).
- Order Information Required
Select this option if order information is mandatory for each invoice. Clear the option if order information is not mandatory.
When you select this option, you must provide order information in the supplier invoice records that you enter in the Voucher Transaction - Batch Upload (F0411Z1) table. If you do not include the required information in the F0411Z1 record, then the VMA process does not generate matches or suggestions for those invoice lines. Instead, the process issues an error message for the invoice line. You can use the Voucher Match Process Workbench program to manually match the invoices to receipts and purchase orders.
- Item Information Required
Select this option if item information is mandatory for each invoice. Clear the option if item information is not mandatory.
When you select this option, you must provide item information in the supplier invoice records that you enter in the Voucher Transaction - Batch Upload (F0411Z1) and Voucher Transaction Batch Upload - Voucher Match Automation (F0411Z1T) tables. If you do not include the required information in the F0411Z1 and F0411Z1T records, then the VMA process does not generate matches or suggestions for those invoice lines. Instead, the process issues an error message. You can use the Voucher Match Process Workbench program to manually match the invoices to receipts and purchase orders.
- Suggestion Required
Select this option to perform suggestion processing for the supplier during the voucher match automation process. Clear this option to automatically match supplier invoices during the voucher match automation process.
- Partial Receipt Allowed
Select this option if you want the system to suggest or match invoices with partially received orders during the voucher match automation process. Clear this option to ensure that the supplier's invoices match only with closed purchase orders during the voucher match automation process.
- Single Voucher Per Invoice
Select this option to generate a single voucher for an invoice with one or more pay items in the voucher match automation process. Clear this option to create a separate voucher for each line of the invoice during the voucher match automation process.