Purchase Order Processing - Application Parameters

 

Function

Use this task to add, change, view, and/or delete parameter information for the Purchase Order Processing module. Parameters are set up as part of the system installation and generally not changed afterward. Purchase Order Parameters features appear in two tabs; Application Parameters and Defaults.

 

=> To access this task...

Select Application Parameters from the Inquiry and Maintenance menu.

 

Application Parameters Tab

 

Parameter Maintenance

Parameter Maintenance

 

About the Fields

Use the System Parameters option to establish, modify, delete, or display the Purchase Order module parameters. The Default Values option is used to establish default information for the entering of item detail lines on a purchase order.

 

To enable edits to the form select  .

 

Application Parameters

Use this option to set the parameters that determine how the Purchase Order module performs for the system.

 

From the Landed Cost Method dropdown...

  • Select Quantity (Q) to allocate quantity as your landed cost method.

  • Select Cost (C) to allocate cost as your landed cost method.

  • Select None (N) to ignore.

Display Comments? checkbox...

  • Mark the box to display vendor comments during purchase order and purchase requisition entry.

  • Unmark the box to ignore.

Print Vendor Item? checkbox...

  • Mark the box to print vendor item numbers on purchase orders and requisitions.

  • Unmark the box to ignore.

Update Unreleased Work Orders checkbox...

  • Mark the box to generate material issues for special order items whether or not they are needed on an unreleased work order.

  • Unmark the box to ignore updating special order items until the work order is released.

This field is used by the Purchase Order Receipt Register update when the Shop Floor Control module is installed and interfaced to the Purchase Orders module. When receiving items, the update checks to see if the item is a special order item as set up in the Item Master File. It then checks to see if any unreleased work orders require the item. At that point, it checks this parameter to see if a material issue should be generated.

 

Retain PO M-Line Type History? checkbox...

  • Mark the box to retain Message line type item history.

  • Unmark the box to not retain this history.

Retain PO V-Line Type History? checkbox...

  • Mark the box to retain vendor part number line type item history.

  • Unmark the box to not retain this history.

Post to General Ledger checkbox...

  • Mark the box to post to the GL module.

  • Unmark the box if no GL module is in use.

 

Defaults Tab  (return to top)

Use this option to create default values for entering item detail line information. The defaults may be set for the line code, message code, freight terms, and so forth, most commonly used for your requisitions and purchase orders. Default codes can be overridden.

 

Purchase Order Parameters Defaults tab

 

To enable edits to the form select  .

 

In the Vendor Ship Via field...

  • Enter the code for a default shipping method.

In the Purchase Order Freight Terms field...

  • Enter the code for a default freight term.

In the Free On Board (FOB) field...

  • Enter the code for a default free on board term.

Hold for Manual Release? checkbox...

  • Mark the box to hold purchase orders for manual release.

  • Unmark the box to not hold purchase orders.

In the PO Req Message Code field...

  • Enter the code of a message to appear on requisitions.

  • Click Click to select from a list of message codes.

In the PO Standard Message Code field...

  • Enter the code of a message to appear on purchase orders.

  • Click Click to select from a list of message codes.

In the Purchase Order Line Code field...

  • Enter a code to be used as a default.

  • Click Click to select from a list of line codes.

  • Click Display Master Record button  to open the record file.

The default line code identifies the type of sale most commonly entered. If a default line code is not established, you must manually enter a valid line code for each new requisition and purchase order detail line.

 

Requisition Generation Defaults

 

In the Standard Type Line Code field...

  • Enter the default for a standard line code.

  • Click Click to select from a list of standard line codes.

  • Click Display Master Record button to open the record file.

In the Non-stock Type Line Code field...

  • Enter the default for a non-stock line code.

  • Click Click to select from a list of non-stock line codes.

  • Click Display Master Record buttonto open the record file. </li> </ul> <p class= to open the record file.

In the Message Type Line Code field...

  • Enter the default for a message line code.

  • Click Click to select from a list of message line codes.

  • Click Display Master Record button to open the record file.

Invoice Entry Default

 

In the Other Type Line Code field...

  • Enter the default for an “other” line code selection.

  • Click Click to select from a list of line codes.

  • Click Display Master Record button to open the record file.

When done making selections...

  • Click Save button to save the record.

  • Click Clear Form button to clear entries on the form and begin again.

Leaving the window without saving changes causes the system to display the following prompt

 

Save changes for this record?

  • Click [Yes] to save the changes.

  • Click [No] to close the task without saving changes.



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