How Purchasing Document Header Defaults Work
To minimize document creation time and reduce errors, a comprehensive defaulting mechanism is used to provide most required purchasing document header information. In this context, default means that the application provides this information for you.
How Purchasing Document Header Defaulting Rules Work
The header or general information portion of a purchasing document contains the details that apply to the entire document.
The table lists the header fields that can appear on a purchasing document page. The following columns indicate where the default comes from for each document type. Document types include purchase order, blanket purchase agreement, and contract agreement.
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These rules don't apply to the case when a line is brought over from the catalog or a requisition line.
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In the following table, when options for a purchasing document header default rule are listed as 1, 2, 3 and so on, the application looks first for the option specified as number 1. If information isn't available in this source, it uses the next numbered source, and so on.
Header Fields |
Purchase Order |
Blanket Purchase Agreement |
Contract Agreement |
---|---|---|---|
Automatically Generate Orders |
Not applicable |
Procurement Business Function Configuration of the Procurement BU |
Not applicable |
Automatically Submit for Approval |
Not applicable |
Procurement Business Function Configuration of the Procurement BU |
Not applicable |
Bill-to Location |
|
Not applicable |
Not applicable |
Buyer |
Current signed in user who opens the create document window |
Current signed in user who opens the create document window |
Current signed in user who opens the create document window |
Shipping Method |
|
|
|
Communication Method |
Note: For Change Orders:Procurement Business Function Configuration of the
Procurement BU
|
Same as purchase order |
Same as purchase order |
Confirming order |
Deselected |
Deselected |
Deselected |
Conversion Date |
|
Not applicable |
Not applicable |
Conversion Rate Type |
|
Not applicable |
Not applicable |
Currency |
|
|
Same as blanket purchase agreement |
Default Ship-to Location (If only Services, the attribute name is Default Work Location) |
|
Not applicable |
Not applicable |
(If Communication Method is email) |
|
Same as purchase order |
Same as purchase order |
FOB |
|
Same as purchase order |
Same as purchase order |
Fax (If Communication Method is Fax) |
|
Same as purchase order |
same as purchase order |
Freight Terms |
|
Same as purchase order |
Same as purchase order |
Group Requisitions |
Not applicable |
Procurement Business Function Configuration of the Procurement BU |
Not applicable |
Group Requisition Lines |
Not applicable |
Procurement Business Function Configuration of the Procurement BU |
Not applicable |
Pay on Receipt |
|
|
|
Payment Terms |
|
|
|
Document Style |
Style Display Name for the Purchase Order document type as specified in the Style "Standard Style" |
Style Display Name for the Blanket Purchase Agreement document type as specified in the Style "Standard Style" |
Style Display Name for the Contract Purchase Agreement document type as specified in the Style "Standard Style" |
Procurement BU |
|
Same as purchase order |
Same as purchase order |
Retroactive Pricing Terms |
Not applicable |
Selected |
Not applicable |
Required Acknowledgment |
Supplier Site |
Supplier Site: Only when the site is set to Document. Otherwise, it's None. |
Supplier Site: Only when the site is set to Document. Otherwise, it's None. |
Requisitioning BU |
|
Same as purchase order |
Same as purchase order |
Supplier Site |
Supplier, if there is only one active purchasing site for the Procurement BU with an active site assignment for the Requisitioning BU |
Supplier, if there is only one active purchasing site for the Procurement BU |
Supplier, if there is only one active purchasing site for the Procurement BU |
Supplier Contact |
Supplier Site, if there is only one active contact for the site |
Same as purchase order |
Same as purchase order |
Taxation Country |
Country of the Legal Entity of the Sold-to LE |
Not applicable |
Not applicable |
Use requested date |
Not applicable |
Procurement Business Function Configuration of the Procurement BU |
Not applicable |
Use ship-to organization and location |
Not applicable |
Procurement Business Function Configuration of the Procurement BU |
Not applicable |
Aging Onset Point |
Not applicable |
|
|
Aging Period Days |
Not applicable |
|
|
Allow ordering from unassigned sites |
Not applicable |
Deselected |
Deselected |
Amount Limit |
Not applicable |
|
|
Bill-to BU |
|
Not applicable |
Not applicable |
Buyer managed transportation |
|
|
|
Default line as consignment line |
|
|
|
Document Fiscal Classification |
The attribute value defaults from the tax setup |
Not applicable |
Not applicable |
First Party Tax Registration Number |
Tax Defaulting API |
Not applicable |
Not applicable |
Taxation Country |
Country of the Sold-to LE |
Not applicable |
Not applicable |
Enable automatic sourcing |
Not applicable |
Not applicable |
Procurement Business Function Configuration of the Procurement BU |
Punchout requests only |
Not applicable |
Not applicable |
Procurement Business Function Configuration of the Procurement BU |
Use customer sales order |
Not applicable |
The default value of the attribute is derived from the Use customer sales order check box on the Procurement BU in which the agreement is being created |
The default value of the attribute is derived from the Use customer sales order check box on the Procurement BU in which the agreement is being created |
Communicate repriced orders |
Not applicable |
Selected |
Selected |
Enable retroactive pricing |
Not applicable |
Selected |
Selected |
Initiate process upon agreement approval |
Not applicable |
Deselected |
Deselected |
Reprice open orders only |
Not applicable |
Selected |
Selected |