Defaults

These processing options specify default information that the system uses for purchase order processing.

1. Order Type

Specify the type of document.

This UDC (00/DT) indicates the origin of the transaction. Document type codes are reserved for vouchers, invoices, receipts, and time sheets that create automatic offset entries during the post program. (These entries are not self-balancing when you originally enter them.) These prefixes have been defined for document types, and Oracle recommends that you not change them:

P: Accounts payable.

R: Accounts receivable.

T: Payroll.

I: Inventory.

O: Purchase order.

J: General accounting/joint interest billing.

S: Sales order processing.

You must enter a value that has been set up in UDC table 00/DT.

2. Line Type

Specify how the system processes lines on a transaction.

The line type affects the JD Edwards EnterpriseOne systems that use transaction interfaces (General Accounting, Job Cost, Accounts Payable, Accounts Receivable, and Inventory Management). The line type also specifies the conditions for including a line on reports and in calculations. Some examples of values that have been defined on the Line Type Constants Revisions form (P40205) are:

S: Stock item.

J: Job cost, subcontracts, or purchasing to the general ledger.

B: General ledger account and item number.

N: Nonstock item.

F: Freight.

T: Text information.

M: Miscellaneous charges and credits.

W: Work order.

3. Beginning Status

Specify the beginning status, which is the first step in the order process.

You must use a UDC (40/AT) that has been set up on the Order Activity Rules form for the order type and line type.

4. Override Next Status

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.

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

5. Unit of Measure

Specify the default unit of measure for the Transaction Unit of Measure processing option.

The unit of measure that you enter overrides any value that is currently in the Transaction Unit of Measure processing option.

Note: If you choose an item from a catalog in Purchase Order Entry (P4310), the unit of measure in the catalog overrides is the default.

6. Line Number Increment

Specify the increment by which to automatically number the order lines.

Increment by whole numbers because other processes, such as kit entry, create decimal increments.

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.

1: The system uses the default tax rate/area from the address book number for the Ship To address.

The information that the system uses is located in the tax information section of the F0401 table.

The system retrieves the tax explanation code from the Supplier address book number record in the F0401 table.

Note: If this is the version that is being called from the Order Release program, then the tax information comes from the F0401 table and not from the original order.

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 Item Master table (F4101).

The transaction unit of measure directly relates to the number that you have entered for the Quantity processing option on the Purchase Order Entry form.

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

If you select an item from a catalog in Purchase Order Entry, the unit of measure in the catalog overrides that value.

If you have entered a value for the Unit of Measure processing option, you should not enter a value.

9. Landed Cost Rule

Specify the landed cost rule for the system to use on all orders that have been entered using this version. If you leave this processing option blank, the system uses the landed cost rule from the Ship To information that is stored in the JD Edwards EnterpriseOne Address Book system.

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 selection from the Form menu on the Order Header form to manually apply header to detail changes.

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

Use the Define selection from the Form menu on the Order Header form to select which processing options on the Order Detail form to update.

After you make changes to the header information, the Order Detail form appears. Click OK to record the changes that you have made on the Order Detail form. If you click Cancel, the changes are lost.

11. Work Order Status

Specify the new work order status when the purchase order quantity or promise date changes.

This processing option pertains 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 that you have entered. 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 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: The object account is not 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 line numbers.

When multiple change orders exist, the system assigns line numbers on a continual, incremental 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. The system also retains and increments the line number sequence within each individual change order. For the next change order, 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. 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.

Note: 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.