How Purchasing Document Line Defaults Work
To minimize document creation time and reduce errors, a comprehensive defaulting mechanism is used to provide most required purchasing document line information. In this context, default means that the application provides this information for you when you create a new line.
How Purchasing Document Line Defaulting Rules Work
The table lists the line fields that can display on a purchasing document page. The following columns indicate where the default comes from for that document type. Document types include purchase orders and blanket purchase agreements.
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When information labels are listed as 1, 2, 3, and so on, the application looks first to the option specified as number 1. If information isn't available in this source, it uses the next numbered source.
Line Fields |
Purchase Order |
Blanket Purchase Agreement |
---|---|---|
Allow Price Override |
Not applicable |
Deselected for goods lines and selected for services lines |
Category Name |
|
Same as purchase order |
Deliver-to Location |
|
Not applicable |
Description |
Item as defined in the Ship-to Organization |
Not applicable |
Destination Type |
|
Not applicable |
Hazard Class |
|
|
Invoice Close Tolerance Percent |
|
Not applicable |
Invoice Match Option |
|
Not applicable |
Location |
|
Not applicable |
Match Approval Level |
Note that if the default value is "4-Way" and one of these conditions is true, then set the default to "3-Way":
|
Not applicable |
Negotiated |
|
Selected |
Organization |
|
Not applicable |
Price |
|
Item as defined in the Inventory Organization on Procurement Business Function Configuration of the Procurement BU |
Price Break Type |
Not Applicable |
Procurement Business Function Configuration of the Procurement BU |
Secondary Quantity |
Based on the conversion of the primary UOM and secondary UOM if the Defaulting definition of the UOM for the item is "Fixed" or "Default" |
Not applicable |
Supplier Item |
|
Not applicable |
Manufacturer |
|
Not applicable |
Manufacturer Part Number |
|
Not applicable |
Type |
|
Same as purchase order |
UN Number |
|
Item as defined in the Inventory Organization on Procurement Business Function Configuration of the Procurement BU |
UOM |
|
|
Aging Period Days |
Not Applicable |
If the field is blank and the Consignment Line is set to Y, then the attribute value defaults from the document header |
Allow item description update |
Not Applicable |
|
Consignment Line |
Not Applicable |
If the field is blank and the Consignment Line is set to Y, then the attribute value defaults from the document header |
Destination Charge Account |
The default value of the attribute is derived by calling Transaction Account Builder, if any of these is true:
|
Not applicable |
Intended Use |
The attribute value defaults from the tax setup |
Not applicable |
PO Charge Account |
If the field is editable and it's blank, default value of the attribute is derived by using Transaction Account Builder |
Not applicable |
Product Category |
The attribute value defaults from the tax setup |
Not applicable |
Product Fiscal Classification |
The attribute value defaults from the tax setup |
Not applicable |
Product Type |
The attribute value defaults from the tax setup |
Not applicable |
Shipping Method |
|
Not applicable |
Tax Classification |
The attribute value defaults from the tax setup |
Not applicable |
Transaction Business Category |
The attribute value defaults from the tax setup |
Not applicable |
User-Defined Fiscal Classification |
The attribute value defaults from the tax setup |
Not applicable |