Purchasing Item Default Hierarchy

This list illustrates an overview of the PeopleSoft Purchasing item default hierarchy, where each level represents a factor in the procurement process that can provide an item default value:

• Level One: Ship To Location

• Level Two: Regions

• Level Three: Kit Item

• Level Four: Item/Supplier Attributes

• Level Five: Item BU Attributes

• Level Six: Item Purchasing Attributes

• Level Seven: Item

• Level Eight: Item Category BU Attributes

• Level Nine: Item Category

The first level is the ship to location level, which is one of the most-specific default levels. Level nine, the last level, represents the item category level. Level nine is one of the least-specific default levels. When determining which value to use for an item, the system first references the highest default level for a value. If it cannot find one there, it moves down the relevant levels, searching for a defined value to use.

This table details the levels in the item default hierarchy from which the selected transaction values can appear by default. The possible default hierarchy levels listed for each item-related field value begin with the more-specific default and end with the most-general level default.

For example, when determining the asset profile ID for an item, the system first references the item purchasing attributes to determine whether an ID is defined. If so, the system uses that asset profile ID. If an ID is not defined, the system uses the asset profile ID defined at item category level.

Text in boldface indicates a grouping of default fields, rather than just a single field, for example, matching controls and sourcing controls.

Transaction Field Value	Default Hierarchy
Asset Profile ID	Item Purchasing Attributes, Item Category
Buyer	Item BU Attributes, Item Purchasing Attributes, Item Category-BU Attributes, Item Category
Currency Code	Item/Supplier Attributes, Item BU Attributes, Item Purchasing Attributes, Item Category
Origin Country	Item/Supplier Attributes
Description	Item Purchasing Attributes, Item
Delivery Instructions	Ship To Location
Distribution Network	Ship To Location
Inventory BU	Ship To Location
Item/Item Category	Ship To Location
Item Specifications	Item Purchasing Attributes
Lead Time Days	Item/Supplier Attributes, Item BU Attributes, Item Purchasing Attributes, Item Category
Long Description	Item Purchasing Attributes, Item
Lot Item	Item
Manufacturer ID	Item/Supplier Attributes, Item
Manufacturer Item ID	Item/Supplier Attributes, Item
Matching Controls: Unit Price Tolerance Over, Unit Price Tolerance Under, % Unit Price Tolerance Over, % Unit Price Tolerance Under, Ext. Price Tolerance Over, Ext. Price Tolerance Under, % Ext. Price Tolerance Over, % Ext. Price Tolerance Under	Item/Supplier Attributes, Item BU Attributes, Item Purchasing Attributes, Item Category
Miscellaneous Controls and Options	Item/Supplier Attributes, Item BU Attributes, Item Purchasing Attributes, Item Category
Accept Any Ship To	Item/Supplier Attributes, Item BU Attributes, Item Purchasing Attributes
Accept Any UOM	Item/Supplier Attributes
Accept Any Supplier	Item BU Attributes, Item Purchasing Attributes
Auto Select	Item BU Attributes, Item Purchasing Attributes
Close PO Under Percent Tolerance	Item BU Attributes, Item Purchasing Attributes, Item Category
Contract Required	Item BU Attributes, Item Purchasing Attributes
RFQ Required	Item/Supplier Attributes, Item BU Attributes, Item Purchasing Attributes
Stockless Item	Item/Supplier Attributes, Item BU Attributes, Item Purchasing Attributes
Taxable	Ship To Location, Item/Supplier Attributes, Item BU Attributes, Item Purchasing Attributes
Tax Exempt Information	Ship To Location
Ultimate Use Code	Item BU Attributes, Item Purchasing Attributes, Item Category
Order Location	Ship To Location, Region
Packing Weight	Item/Supplier Attributes, Item BU Attributes, Item Purchasing Attributes
Packing Weight UOM	Item/Supplier Attributes, Item BU Attributes, Item Purchasing Attributes
Packing Volume	Item/Supplier Attributes, Item BU Attributes, Item Purchasing Attributes
Packing Volume UOM	Item/Supplier Attributes, Item BU Attributes, Item Purchasing Attributes
Price (Supplier)	Item/Supplier Attributes
Price (standard)	Item BU Attributes, Item Purchasing Attributes
Price Can Be Changed On Order	Item/Supplier Attributes
Receiving BU	Ship To Location
Receiving Controls	Item BU Attributes, Item Purchasing Attributes, Item Category
Early Ship Reject Days	Item BU Attributes, Item Purchasing Attributes, Item Category
Inspection ID	Item BU Attributes, Item Purchasing Attributes, Item Category
Inspection Required	Item BU Attributes, Item Purchasing Attributes, Item Category
Inspect Sample %	Item BU Attributes, Item Purchasing Attributes
Inspection UOM	Item BU Attributes, Item Purchasing Attributes, Item Category
Partial Quantity	Item BU Attributes, Item Purchasing Attributes, Item Category
Quantity Received Tolerance %	Supplier's UOM and Pricing Information page, Purchasing Business Unit Attributes page, Purchasing Attributes - Purchasing Controls page, Item Categories-Category Definition 2 page
Receiving Required Flag	Item BU Attributes, Item Purchasing Attributes, Item Category
Reject Quantity Over Tolerance	Item BU Attributes, Item Purchasing Attributes, Item Category
Region of Origin	Item/Supplier Attributes
Sales/Use Tax Information	Ship To Location
Serial Item	Item
Ship Via	Item BU Attributes, Item Purchasing Attributes, Item
Standard or Supplier UOM	Item/Supplier Attributes
Standard UOM	Item
Rounding Tolerance	Item/Supplier Attributes
RTV Information: RTV Miscellaneous Charge, RTV Action, RTV Percent, RTV Reason	Item/Supplier Attributes
Sourcing Controls	Item Purchasing Attributes, Item Category
Use Category Sourcing Controls	Item Purchasing Attributes
Supplier Sourcing Priorities	Item Category
Sourcing Method	Item Purchasing Attributes, Item Category
Accumulate Level	Item Category
Lead Time Factor %	Item Purchasing Attributes, Item Category
Price Factor %	Item Purchasing Attributes, Item Category
Ship To Priority Factor %	Item Purchasing Attributes, Item Category
Supplier Priority Factor %	Item Purchasing Attributes, Item Category
Cumulative Sourcing: Year to Start, Month to Start, Number of Months, Start Date, End Date	Item Category
Supplier Sourcing Priorities	Item Category
Priority	Ship to Location, Region, Item/Supplier Attributes, Item Category
Supplier ID	Ship to Location, Region, Item/Supplier Attributes, Item Category
Allocation Percentage	Item/Supplier Attributes, Item Category
Use Item Standard Lead Time	Item/Supplier Attributes
Use Standard Item Tolerance	Item/Supplier Attributes
Supplier History: Number of Months, Month to Start	Item Category