Overview
PO (Purchase Order) Control defines the defaults and methods used while processing a Purchase Order in a specified Division. One PO Control record must exist for each Division where Items will be purchased.
Application
The PO Control record contains a number of data fields that govern the behavior of purchasing activities.
Navigation
PO Control
NOTE This path takes the user to a ListView of existing PO Control records.
-
To add a new Purchase Order Control for any Division in which purchasing activities will be performed, click the 'New' button. Only one PO Control record can exist for any Division.
-
To edit an existing record, select the Name in the 'Name' Column and select ‘Edit’ from the Action dropdown.
-
To view, select the Name in the ‘Name’ Column.
Fields
Division: This must be a valid division as represented by the Division Master. It defaults to the user’s current Division and cannot be changed here.
NOTE To make a PO Control record for a different division, the user must change the current division on the Manufacturing User record in System Setup.
Use Salesforce Approvals for POs: If checked, the Salesforce approval process will be used. If unchecked, Salesforce approvals are bypassed.
Price Decimals: This is the number of decimals used for pricing on a Purchase Order Line.
Lead Time to Place PO: This is the lead time it takes for the buyer to place a Purchase Order with the Vendor. It is the time from when the requisition is created, firmed, and converted to a Purchase Order and includes the time it takes to provide the Purchase Order to the Vendor.
This lead time should take into consideration:
-
The amount of time it takes to create a Purchase Order, either manually or automatically via requisition conversion.
-
Discussion with Vendors after they have been selected.
-
Internal Approvals, if required.
NOTE Place PO lead time is used in the derivation of the Purchase Order Scheduled Place Date. When this is added to the Purchase Order Add Date, it will set the Purchase Order Scheduled Place Date.
Organizational Dept (Direct): The Group that is the Direct Material Responsibility Organization. When adding a PO Control record, this field must be initialized to the System Organization Group record where the Direct Material Organization Indicator is set to True.
IMPORTANT This field can be overridden. It cannot be null and must be a valid Organization.
It is the Organizational Department for which approval levels are established on Purchase Orders for those vendors that supply direct materials.
When adding a Purchase Order, if the Vendor selected is one that supplies direct material (i.e. the Vendor’s Direct Material Indicator is set to True), the Purchase Order Request Org Id is initialized to this value.
Inter-System Direct Sales Active: When Checked, Purchase Orders may be created directly from Sales Order Lines.
PO Receipt UI Without Selection Defaults: When checked, when in the PO Receipt page, the “Receive All Lines” checkbox is hidden, the “Receive” checkbox on the Purchase Order Line to receive defaults to unchecked, and the “Receipt Quantity” will not be defaulted to the quantity outstanding on the Purchase Order Line.
Extra Header Lines: Numeric entry. This is used to adjust the Purchase Order printed document (hard copy) to adjust the vertical dimension of added text in the Purchase Order Header. It is used to accommodate custom fields added to the email template used in the printing process.
NOTE The number entered in Extra Header Lines will decrease the number of lines printed before the next page break.
Extra Detail Lines: Numeric entry. This is used to adjust the Purchase Order printed document (hard copy) to adjust the vertical dimension of added text in the body of the Purchase Order. It is also used to accommodate custom fields added to the email template used in the printing process.
NOTE The number entered in Extra Detail Lines will increase the number of lines printed to control when the next page break will occur.
JPY No Decimals Rounding Method: This field carries the rounding method to be used for monetary transactions under the Division associated with this PO Control. The options are:
NOTE This '
JPY No Decimals Rounding Method' can be specified when the flag '
JPY No Decimals Feature Active' on the Company Master is checked.
PO Item Selection Default: Facilitates the selection of the Item during PO Line Add. Valid values are:
-
Select Items from Purchase Item Master File on PO Line addition. Displays All items on the Purchase Item Master.
-
Select Items from Item Vendor Master file on PO Line addition. Displays only items that have an Item Vendor record.
The default is to select items from the Purchase Item Master File.
Show Price in PO Receipts Details Page: When checked, the unit price for the Purchase Order Line item is visible under “Details” for each line item on the receiving screen. Left unchecked when the Purchasing Department does not want pricing information to be available to the receiving department.
PO Dates Independent from Status 5: When checked, the Purchase Order dates and lead times are not dependent on the status, “5-Vendor Notified”.
PO Print Suppress Closed Short: When checked, any Purchase Order Lines that have been closed short will not print on the Purchase Order.
Allow PO Print Template Override: When checked, the user can select an alternate PO Print Template.
EXAMPLE This is important when minor changes are needed on the printed Purchase Order for different Buyers.
The Clone button provides the ability to copy the default PO Print template with a new name. This new template can then be customized to meet the user’s requirements, for example, to change the Buyer designation.
PO Print Form Template: This value defines the default template for Purchase Order print and Email.
Print Approved Manufacturers: When checked, all Approved Manufacturers for a PO Item will be printed on the Purchase Order.
NOTE When this field is checked and an approved manufacturer is added to a Purchase Order Line, the system does not add the approved Purchase Order Line manufacturer to the Item Vendor record. To keep the new relationship, the user must go to the Item Vendor record and add the approved manufacturer there.
Allow Approved Manufacturer Override: When checked, the system will allow you to choose an Approved Manufacturer that has been set on the Engineering Item but has not yet been set for the selected Vendor.
Buyer Paid Bank Fee Account: This field carries the Sub-Ledger Account used to add Buyer-Paid Bank Fees to Payables Invoices.
Form Template - Subcontract PO Picklist: This field defines the Form Template to be used when printing Subcontract PO Line Picklists in this Division.
Form Template - Subcontract PO Pack Slip: This field defines the Form Template to be used when printing Subcontract PO Line Packing Slips in this Division
Indirect and Services Tab
Fields
Organizational Dept (Service): This is the Group that is the Service Responsibility Organization. When adding a PO Control record, this should be initialized to the System Organization record whose Purchase Department Organization Indicator is set to True. It can be overridden.
IMPORTANT This field cannot be null and must be a valid Group.
When adding a Purchase Order, if the Vendor selected is one that supplies services and does not supply direct material (i.e. the Vendor’s Service Indicator is True and the Vendor’s Direct Material Indicator is False), the Purchase Order Request Org Id is initialized to this value.
Indirect Material Commodity Code: This is used with the Indirect Material Authorization Indicator value when adding the Purchase Item Master automatically from the Purchase Order Line for an indirect item.
NOTE This must be a valid Purchasing Commodity Code whose Item Type is ‘Indirect’.
Organizational Dept (Indirect): The Group that is the Indirect Material Responsibility Organization. When adding a PO Control record, this should be initialized to the System Organizational Dept record where the Purchase Department Organization Indicator is set to True.
IMPORTANT This field can be overridden. It cannot be null and must be a valid Group.
When adding a Purchase Order, if the Vendor selected is one that supplies Indirect Material and does not supply direct material and does not supply service (i.e. the Vendor’s Indirect Material Indicator is True and the Vendor’s Direct Material Indicator is False and the Vendor’s Service Indicator is False), the Purchase Order Request Org Id is initialized to this PO Control record value.
Indirect Material Authorization Ind: This indicator determines where Indirect Material is authorized. Valid values are:
-
Indirect Material is Authorized and Received in PO Item Receipts (Indirect Material can be processed in either the Receiving Screen or can be authorized in the Authorization Screen)
-
Indirect Material is Authorized and Received in PO Authorizations (Indirect Material cannot be processed in the Receiving Screen. It must be Authorized in the Authorization Screen (which is the departmental authorization)
SEE ALSO
