Configuring Order Settings for a Vendor

1. Click Master Data, and then click Vendors.
2. Click the Vendor to update, click the Order Settings tab, and enter the following information:

   • Placing Order Method: Select the method for placing orders. When creating a vendor for the first time, leave the Place Order Method as printout.

   • Purchase/Receive all Items: Select to enable all Items to be purchased and received by the vendor, regardless of an existing vendor purchase item. The user right Purchase/Receive All Items must also be enabled for this option to work.

   • Master Order List only: Select to enforce placing orders for the vendor using a Master Order List only.

   • E-Mail Type: Select the format for your emails.

   • Custom Template: If the organization uses a custom order template that has been uploaded to the application by Oracle, the file name appears here.

   • Custom Template, No Price: If the organization uses a custom order template that has been uploaded to the application by Oracle, the file name appears here.

   • Custom E-Mail content text: Select to enable custom emails for orders.

     1. You must also select E-Mail in the Placing orders method field and select PDF in the E-Mail type field.

     2. Create your custom email content by wrapping each desired parameter with the @ sign. For example:

        Dear @contactname@,

        Please find your attached order @ponr@ for delivery on @ddd@ @dmm@ @dyyyy@.

        Our receiving clerk will meet you in the storage room at @ccname@.

        Best regards,

        Example Hotel

     3. The email example above appears as:

        Dear Mr. Smith,

        Please find your attached order XXXXXX–XXXXX for delivery on 01.12.2022.

        Our receiving clerk will meet you in the storage room at Restaurant 1.

        Best regards,

        Example Hotel

     4. Available parameters are listed in the following table.

        Paremeter	Description
        ccname	Cost center name
        contactname	Contact name on vendor side
        custno	Customer number
        ddd	Two-digit delivery date day part
        dmm	Two-digit delivery date month part
        dyy	Two-digit delivery date year part
        dyyyy	Four-digit delivery date year part
        odd	Two-digit order date day part
        omm	Two-digit order date month part
        oyy	Two-digit order date year part
        oyyyy	Four-digit order date year part
        ponr	Purchase order name
        useremail	User email address
        userfax	User fax number
        username	User long name
        userphone	User phone number
        vendor	Vendor name

   • Enable Minimum Qty/Value/Weight on Order: Select to enable minimum order requirements for specific items or the entire order.

     • Enable Minimum Total Qty on Order: Select for vendors with an item quantity minimum and enter the amount in the form of a whole number.

     • Enable Minimum Quantity per Item on Order: Select when an item has a minimum quantity that must be ordered. This is defined in the Vendor Purchase Catalog.

     • Enable Minimum Total Value on Order: Select for vendors with an order value minimum and enter the amount with up to one decimal place.

     • Enable Minimum Total Weight on Order: Select for vendors with an order weight minimum and enter the weight with up to one decimal place.

   • Allow Minimum Qty/Value/Weight on Order Override: Select to allow privileged users the ability to book an order that does not meet minimum requirements.

3. Click Save.