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

How Purchase Order Distribution Defaults Work

To minimize document creation time and reduce errors a comprehensive defaulting mechanism is used to provide most required purchasing order distribution information. Default, in this context, means that the application provides this information for you when you create a new distribution.

How Purchase Order Distribution Defaulting Rules Work

The distribution portion of an order contains the details that apply to the distributions:

The table lists the distribution fields that can appear on a purchasing document page. The following column indicates where the default comes from..

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

  • When information labels are listed as 1-2-3, the application looks first for the option specified as 1. If information isn't available in this source, it uses the next numbered source.

Distribution Fields

Purchase Order

Conversion Date

Header

Conversion Rate

Header

Deliver-to Location

  1. Schedule

  2. Requester's location, if the ship-to location matches that of the schedule

  3. Ship-to Location of the associated schedule

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

PO Charge Account

If the field is editable and it's blank, the default value of the attribute is derived by calling Transaction Account Builder

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