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.

• These rules don't apply to the case when a line is brought over from the catalog or a requisition line.

• 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	Supplier Site Assignment record of the supplier site in the Sold-to BU Common Payables and Procurement Configuration setting for the Sold-to BU Location of the Bill-to BU, if it's Bill-to Site	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	Source Agreement Supplier Site Procurement Business Function Configuration of the Procurement BU	Supplier Site Procurement Business Function Configuration of the Procurement BU	Supplier Site Procurement Business Function Configuration of the Procurement BU
Communication Method	Supplier Site None 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	The current date in the legal entity's time zone, if available. Otherwise, the current date in the application server's time zone.	Not applicable	Not applicable
Conversion Rate Type	If currency is fixed rate as defined in GL then set to EMU Fixed Common Payables and Procurement Configuration setting for the Sold-to BU Set it to Corporate	Not applicable	Not applicable
Currency	Invoice Currency of the Supplier Site Primary ledger currency of the Sold-to LE	Invoice Currency of the Supplier Site Procurement Business Function Configuration of the Procurement BU	Same as blanket purchase agreement
Default Ship-to Location (If only Services, the attribute name is Default Work Location)	Supplier Site Assignment record in the Requisitioning BU Requisitioning Business Function Configuration of the Requisitioning BU	Not applicable	Not applicable
Email (If Communication Method is email)	Supplier Contact Supplier Site	Same as purchase order	Same as purchase order
FOB	Supplier Site Procurement Business Function Configuration of the Procurement BU	Same as purchase order	Same as purchase order
Fax (If Communication Method is Fax)	Supplier Contact Supplier Site	Same as purchase order	same as purchase order
Freight Terms	Supplier Site Procurement Business Function Configuration of the Procurement BU	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	Source Agreement Supplier Site Deselected	Supplier Site Deselected	Supplier Site Deselected
Payment Terms	Supplier Agreement Supplier Site Procurement Business Function Configuration of the Procurement BU Manage Invoice Options task setup for invoicing business unit, in the Setup and Maintenance work area	Supplier Site Procurement Business Function Configuration of the Procurement BU	Supplier Site Procurement Business Function Configuration of the Procurement BU
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	Assigned Procurement BU of the worker, if there is one and only one active assignment. Profile option "Default Procurement Business Unit", if there is more than one active assignment for the worker Blank	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	Client of the Procurement BU if there is only active client. Buyer's Procurement BU Assignment details, if there are multiple clients of the Procurement BU Blank	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	Supplier Site Configuration Procurement Business Function parameters for the Procurement BU on the document header None	Supplier Site Configuration Procurement Business Function parameters for the Procurement BU on the document header None
Aging Period Days	Not applicable	Supplier Site Configuration Procurement Business Function parameters for the Procurement BU on the document header None	Supplier Site Configuration Procurement Business Function parameters for the Procurement BU on the document header None
Allow ordering from unassigned sites	Not applicable	Deselected	Deselected
Amount Limit	Not applicable	New Agreement Amount entered by the user, if Amount Limit and Agreement Amount are same No change in the default value when the user updates Agreement Amount, if Amount Limit and the original Agreement Amount values aren't same	New Agreement Amount entered by the user, if Amount Limit and Agreement Amount are same No change in the default value when the user updates Agreement Amount, if Amount Limit and the original Agreement Amount values aren't same
Bill-to BU	Source Agreement Supplier Site Assignment	Not applicable	Not applicable
Buyer managed transportation	Source Agreement Supplier Site Procurement Business Function Configuration of the Procurement BU	Supplier Site Procurement Business Function Configuration of the Procurement BU	Supplier Site Procurement Business Function Configuration of the Procurement BU
Default line as consignment line	If no value is entered, and the Consignment terms enabled check box is selected, then default to Selected Else, default to Deselected	If no value is entered, and the Consignment terms enabled check box is selected, then default to Selected Else, default to Deselected	If no value is entered, and the Consignment terms enabled check box is selected, then default to Selected Else, default to Deselected
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