Understanding Subcontract Order Header Information
To generate an order, you must provide information about the supplier, or subcontractor, 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:
Subcontractor 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 that is accountable for the order and the address to which the services are to be delivered.
Tax information determines how the system calculates taxes for the order.
Header information also includes the date that the order is placed, the date that the order is due, and reference information, such as the user entering the order.
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 appear on the header form. If you choose to 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.
If you purchase goods or services from international suppliers or subcontractors, you might need to enter order amounts in different currencies, such as Canadian dollars (CAD), Japanese yen (JPY), or euros (EUR). Before you can enter order amounts in different currencies, you must enter these types of information on the header form:
Whether the supplier or subcontractor uses a foreign currency.
The type of currency that the supplier or subcontractor uses (which is supplied by default from the Supplier Master Information form).
The base currency for the company.
The exchange rate for the currency (one of the predefined rates from the Multi-Currency Processing system).
To use approval processing, which requires that orders be approved before continuing through the procurement or subcontract management 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.
To enter a special order, such as a requisition, blanket order, or quote order, you use a combination of processing options, order activity rules, and line types in the order entry program.