Procurement and Sourcing Setting

One record per company. Most ticks show or hide a column on the purchase screens; a few switch a check or a feature on. Some ticks are recorded but read by nothing, and are marked so below.

Where

Purchasing › Settings › Procurement and Sourcing Setting

Who uses it

The implementation consultant

When

Once at setup, and when the company's way of buying changes

Needs first

The company. Journals and movements if you fill the auto issue fields

What it is for

It is where purchasing is tuned for one company. A purchase screen reads it when it opens, so a change shows the next time the screen is opened.

Every field in plain words

General

Field	What it does
Required Financial Year Validation	On Create of a purchase order, refuses a Posting Date in a closed financial period
Taxzone	Shows Tax Zone on purchase order and purchase agreement lines
Required PR number on the PO line	Shows the Requisition column on purchase order lines
Discount	Shows the discount and net columns on purchase order, requisition, agreement and quotation reply lines
Auto Issue for Project	Does nothing today. Automatic issue to a project is read from the project setting (see Project Accounting Setting)
Item Variant	Shows Item Variant on purchase requisition, quotation and quotation reply lines
Accept Under Delivery	Does nothing today
Accept Over Delivery	Lets an import shipment go over an order line by the line's Over Delivery percent
Auto Issue Journal, Auto Issue Movement	Do nothing today, as Auto Issue for Project
Update LPR Information Upon Prodcut Reciept	Read by the item receipt and the vendor invoice to update the item's last purchase rate (see Item Receipt for Purchase Order and Vendor Invoice)
Required Promotion & Rewards	Switches Promotions & Rewards on for purchase orders
Required LPR information	Shows LPR Date, LPR, LPQ, LPR Vendor and LPR & CPR Variance on purchase order lines
Required Term & Condition on Purchase Order	Shows the Terms & Conditions tab on the purchase order
Required Quality On PO Line	Shows Skip Quality Inspection on purchase order lines
Required Manufacturer	Shows Manufacture on purchase order lines
Two ticks with no label	They show Part Number and Catalog Number on purchase order lines. Their labels are missing on the screen
PR Required Date	Does nothing today
PO Required Date	Makes Required Date mandatory on the purchase order
Shipment Vendor	Shows Shipment Vendor on the incoming shipment
Required Tax on Quotation Compare	The quotation compare shows and suggests on amounts including tax
Backdate Entries, Backdate Limit (Days)	A new purchase order cannot have a Posting Date earlier than today less this many days. "Back date not allowed"
Term Condition	The terms a new purchase order starts with
Average Price	Does nothing today. The average price is worked out whatever this says
Average Price Period (in Months)	How many months back a purchase order line's Average Period Price looks
Landed Cost Percentage	The percentage a new incoming shipment starts with

Required Current stock On Purchase Line

Field	What it does
Required Current Stock	Shows Available on purchase order lines
View on Legal Entity, View on Site, View on Warehouse	Where Available counts stock. Pick one, or save is refused with "Please select Current Stock View on."

Default Parameters

One line per field of a purchasing screen that should behave differently for this company: Process Code (the screen), Object No (the field), Value, Mandatory, Disable, Hidden.

Validation

Process Code and Special Validation: extra validations recorded per screen.

How to configure it

• Start with the ticks that show columns your buyers use, and leave the rest off: a hidden column keeps the screen short.
• Switch Backdate Entries on with a small limit once the company is live, so orders are not back-dated by accident.
• Required Promotion & Rewards only after the programs exist.

What it is connected to

• Purchase Order, Purchase Requisition, Purchase Quotation, Request For Quotation Reply, Quotation Compare, Purchase Agreement, Incoming Shipment - the screens that read it.
• Company and Purchase Organization - the company and purchase organizations this setting belongs to.
• Set up a new company - where this setting fits in the setup order.

If something looks wrong

• "Please select Current Stock View on." With Required Current Stock ticked, tick one of the three views.
• A tick has no visible effect. Check it is not one of those marked "does nothing today", then reopen the purchase screen.