1. Using Procurement
  2. How Purchase Order Schedule Defaults Work

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:

  1. Selected, if Match Approval Level is either 3-way or 4-way or Receipt Close Tolerance Percentage is NOT 100

  2. Else, Deselected

Allow Substitute Receipts check box

The Allow Substitute Receipts check box is selected or deselected by default, based on its settings in the following:

  1. The item definition in the ship-to organization.

  2. The supplier site.

  3. The receiving options for the ship-to organization.

  4. Otherwise, the Allow Substitute Receipts check box is deselected by default.

Country of Origin

If PO Approved Supplier List exists, then the default value is derived as follows:

  1. Item

  2. Ship-to Organization

  3. Supplier Site

Else, from the supplier site.

Destination Type

The Destination Type field's default value is derived from the following:

  1. The schedule's associated purchase order line.

  2. If the item definition in the ship-to organization is Stockable, then the destination type's default value is Inventory.

  3. Otherwise, the default value is Expense.

Deliver-to Location

The Deliver-to Location field's default value is derived from the corresponding value in the following:

  1. The requester's location, if the requester is specified, and if the ship-to location matches that of the related purchase order line.

  2. Otherwise, the default value is the schedule's ship-to location.

Early Receipt Tolerance in Days

The Early Receipt Tolerance in Days field's default value is derived from the corresponding value in the following:

  1. The item definition in the ship-to organization.

  2. The supplier site.

  3. The receiving options of the ship-to organization.

  4. Otherwise, the default value is 0 days.

Invoice Close Tolerance Percent

The Invoice Close Tolerance Percent field's default value is derived from the following:

  1. If the Procurement Card field displays on the purchase order header, then the default value is 100 percent.

  2. The item definition in the ship-to organization.

  3. The Configure Procurement Business Function task for the procurement business unit.

  4. Otherwise, the default value is 0 percent.

Invoice Match Option

The Invoice Match Option field's default value is derived from the corresponding value in the following:

  1. The item definition in the ship-to organization.

  2. The line type.

  3. The supplier site.

  4. Otherwise, the default value is Order.

Late Receipt Tolerance in Days

The Late Receipt Tolerance in Days field's default value is derived from the corresponding value in the following:

  1. The item definition in the ship-to organization.

  2. The supplier site.

  3. The receiving options of the ship-to organization.

  4. Otherwise, the default value is 0 days.

Location

The Location field's default value is derived from the corresponding value in the following:

  1. The ship-to organization from the associated purchase order line.

  2. The business unit assignment record of the source agreement, corresponding to the requisitioning business unit.

  3. The supplier site assignment of the requisitioning business unit.

  4. The Configure Requisition Business Function task for the requisitioning business unit.

Match Approval Level

The Match Approval Level field's default value is derived from the corresponding value in the following:

  1. The item definition in the ship-to organization

  2. The line type

  3. The supplier site.

  4. The Configure Procurement Business Function task for the procurement business unit

  5. Otherwise, the default value is "2-Way" match

Note that if the default value is "4-Way" and one of these conditions is true, then set the defaults to "3-Way":

  • Purchase basis of the line type is Services

  • Receipt Routing is NOT Inspection Required

  • Destination Type is "Drop Ship"

Organization

The Organization field's default value is derived from the corresponding value in the following:

  1. The inventory organization associated with the schedule's location.

  2. The inventory organization associated with the location of the purchase order line.

  3. The deliver-to organization from the Requisitioning Business Function Configuration task for the requisitioning business unit.

Over-receipt Action

The Over-receipt Action field's default value is derived from the corresponding value in the following:

  1. The item definition in the ship-to organization.

  2. The supplier site.

  3. The receiving options for the ship-to organization.

  4. Otherwise, the default value is None.

Over-receipt Tolerance Percent

The Over-receipt Tolerance Percent field's default value is derived from the corresponding value in the following:

  1. The item definition in the ship-to organization.

  2. The supplier site.

  3. The receiving options for the ship-to organization.

  4. Otherwise, the default value is set to 0 percent.

Receipt Close Tolerance Percent

The Receipt Close Tolerance Percent field's default value is derived from the corresponding value in the following:

  1. The item definition in the ship-to organization.

  2. The line type.

  3. The Configure Procurement Business Function task for the procurement business unit.

  4. Otherwise, the default value is set to 0 percent.

Receipt Date Exception Action

The Receipt Date Exception Action field's default value is derived from the corresponding value in the following:

  1. The item definition in the ship-to organization.

  2. The supplier site.

  3. The receiving options for the ship-to organization.

  4. Otherwise, the default value is set to None.

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:

  1. The item definition in the ship-to organization

  2. The supplier site.

  3. The receiving options for the ship-to organization.

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:

  1. The item definition in the ship-to organization.

  2. The supplier site.

  3. The receiving options for the ship-to organization.

  4. Otherwise, the default value is None.

Destination Charge Account

The default value of the attribute is derived by calling Transaction Account Builder, if any of these is true:

  • The PO schedule has a financial orchestration flow and destination type is Expense and project hasn't been entered

  • The PO schedule has a financial orchestration flow and destination type is Expense and project has been entered and PJC_ALLOW_ACCOUNT_OVERRIDE profile allows account to be updated

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:

  • Default the value from the line, if it's the first schedule of the line

  • Default the value to the line quantity minus the sum of the schedule quantities, if it's generated by splitting the lines

  • Null, if the calculated quantity is zero or negative

Shipping Method

  1. Source Agreement

  2. Header

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

Related Topics