Purchasing Transaction Default Hierarchy

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

• Level One: Buyer.

• Level Two: Requester.

• Level Three: Supplier.

• Level Four: Purchase Order Origin.

• Level Five: Business Unit.

• Level Six: User.

The first level, represents the buyer level, one of the most specific default levels. Level six, the last level, represents the user level, which is one of the least-specific default levels. When determining which value to use on a purchase order, the system references the highest default level for a value. If it cannot find one there, it moves down level by level, searching for a defined value.

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

For example, when determining the accounting template to use for a purchase order, the system first determines whether a supplier has defined an accounting template. If so, the system uses the supplier's accounting template. If a template is not defined at the supplier level, the system uses the accounting template defined at the business unit level.

Transaction Field Value	Default Hierarchy
Accounting Template	Supplier, Business Unit
AM Capitalize Flag	Business Unit
AM Unit	Business Unit
AP Accrue Flag	Business Unit
AP Unit	Business Unit
ASN Flag	Supplier
Billing Location	Business Unit
BU Comments (business unit comments)	Business Unit
Business Unit	User
Buyer	Supplier, User
Catalog ID	Requester
Contract Authority	User
Contract Dispatch Method	Supplier, Business Unit
Contract Status	User
Country	Supplier, User
Currency	Requester
Currency Code/Rate Type	Supplier, Business Unit
Days + / - Today	User
Department	Buyer, Requester, Purchase Order Origin, User
Fax	Requester
Freight Terms	Supplier, Business Unit
GL Unit (general ledger unit)	Business Unit
Location Code	Buyer, Requester, Business Unit, User
Match Option/Match Type	Supplier, Business Unit
Order Location	Supplier
Origin	Buyer, Requester, Business Unit, User
Override Supplier	Buyer
Payment Terms	Supplier, Business Unit
Payment Terms Basis Date	Supplier
Phone	Buyer, Requester
PO Authority	User
PO Dispatch	Supplier, Business Unit
PO Status	Buyer, User
Pricing Location	Supplier
Receiving Authority	User
Receiving BU	User
Replenishment Dispatch Method	Supplier
Report Template	Business Unit
Requester Name	User
Requisition Authority	Requester, User
Requisition Status	Requester, User
Returning Location	Supplier
RFQ Authority (request for quotation authority)	User
RFQ Dispatch Method	Supplier, Business Unit
RFQ Status	User
RTV Debit Memo (return-to-vendor debit memo)	Supplier
RTV Dispatch Method	Supplier, Business Unit
RTV Fees	Supplier
RTV Notification Method	Supplier
RTV Replace Invoice	Supplier
Sales Tax Tolerance	Supplier
Sales/Use Tax Information	Supplier
SetID	User
Ship To	Buyer, Requester, User
Ship Via	Supplier, Business Unit
Sourcing % Unit Price Tolerance (sourcing percentage unit price tolerance)	Business Unit
Supplier Authority	User
Tax Exempt Flag/Tax Exempt ID	Business Unit
Use VAT Suspension (use value-added tax suspension)	Business Unit
Use One Ship To	Supplier, Business Unit
VAT Calculation Type	Business Unit
VAT Declaration Point	Business Unit
VAT Home	Business Unit
VAT Options	Supplier, Business Unit
VAT Registration ID	Business Unit
VAT Rounding Rule	Business Unit
VAT Tolerance Check Indicator	Business Unit
VAT Transaction Code	Business Unit