How Purchase Order Schedule 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 Purchase Order Schedule Default Rules Work
The table lists the schedule fields that can display on the purchase order page. The following column indicates where the default comes from.
-
These rules don't apply to purchase order lines brought over from a catalog or requisition lines.
-
In the following table, when options for a purchase order schedule default rule are listed as 1, 2, 3, and so on, this means 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.
Schedule Fields |
Purchase Order Default Rules |
---|---|
Accrue at Receipt |
If it's editable, and the destination type is set to Expense and 'Accrue Expense Items' is set to 'At Receipt' in common options for Payables and Procurement, then default Accrue at receipt value as follows:
|
Allow Substitute Receipts check box |
The Allow Substitute Receipts check box is selected or deselected by default, based on its settings in the following:
|
Country of Origin |
If PO Approved Supplier List exists, then the default value is derived as follows:
Else, from the supplier site. |
Destination Type |
The Destination Type field's default value is derived from the following:
|
Deliver-to Location |
The Deliver-to Location field's default value is derived from the corresponding value in the following:
|
Early Receipt Tolerance in Days |
The Early Receipt Tolerance in Days field's default value is derived from the corresponding value in the following:
|
Invoice Close Tolerance Percent |
The Invoice Close Tolerance Percent field's default value is derived from the following:
|
Invoice Match Option |
The Invoice Match Option field's default value is derived from the corresponding value in the following:
|
Late Receipt Tolerance in Days |
The Late Receipt Tolerance in Days field's default value is derived from the corresponding value in the following:
|
Location |
The Location field's default value is derived from the corresponding value in the following:
|
Match Approval Level |
The Match Approval Level field's default value is derived from the corresponding value in the following:
Note that if the default value is "4-Way" and one of these conditions is true, then set the defaults to "3-Way":
|
Organization |
The Organization field's default value is derived from the corresponding value in the following:
|
Over-receipt Action |
The Over-receipt Action field's default value is derived from the corresponding value in the following:
|
Over-receipt Tolerance Percent |
The Over-receipt Tolerance Percent field's default value is derived from the corresponding value in the following:
|
Receipt Close Tolerance Percent |
The Receipt Close Tolerance Percent field's default value is derived from the corresponding value in the following:
|
Receipt Date Exception Action |
The Receipt Date Exception Action field's default value is derived from the corresponding value in the following:
|
Receipt Routing |
If line type is set to have a purchase basis of Goods and Destination Type isn't 'Drop Ship', default the attribute value as follows:
Else, set the value to Direct Delivery |
Secondary Quantity |
If the default definition of the Unit of Measure (UOM) field for the item is Fixed or Default, then the default value for the Secondary Quantity field is derived from the primary quantity, based on the conversion of the primary UOM and secondary UOM. |
Ship-to Exception Action |
The Ship-to Exception Action field's default value is derived from the corresponding value in the following:
|
Destination Charge Account |
The default value of the attribute is derived by calling Transaction Account Builder, if any of these is true:
|
Intended Use |
The attribute value defaults from the tax setup |
PO Charge Account |
If the field is editable and it's blank, default value is derived by calling Transaction Account Builder |
Product Fiscal Classification |
The attribute value defaults from the tax setup |
Product Type |
The attribute value defaults from the tax setup |
Quantity |
If the line type is set to have a purchasing basis of Goods:
|
Shipping Method |
|
Tax Classification |
The attribute value defaults from the tax setup |
Transaction Business Category |
The attribute value defaults from the tax setup |
User-Defined Fiscal Classification |
The attribute value defaults from the tax setup |