Orders - Implementation

Prerequisites

Activity codes

The following activity codes (sorted by type) may have an impact on the way the function operates :

Dependent activity codes

These codes are never entered in folder management, because their value is calculated :

 PP1 (Purchase charge / discount 1), PP2 (Purchase charge / discount 2), PP3 (Purchase charge / discount 3), PP4 (Purchase charge / discount 4), PP5 (Purchase charge / discount 5), PP6 (Purchase charge / discount 6), PP7 (Purchase charge / discount 7), PP8 (Purchase charge / discount 8), PP9 (Purchase charge / discount 9), SI1 (Product statistical group 1), SI2 (Product statistical group 2), SI3 (Product statistical group 3), SI4 (Product statistical group 4), SI5 (Product statistical group 5).

Functional

 DEB : EU exchange declaration

 ECC : Product version management

 EDIX3 : Paperless document exchange

 GDD : Operating budgets

 MMS : MMS interface - X3

 PJM : Project management

 PTX : Regional taxes

 SMI : Integrale migration

Sizing

 ANA : No. of analytical dimensions

 PFI : Max no. invoicing elements

 POH : Purchase order lines maximum

 PPR : Max purchasing charge/discount

 PVA : Max no. taxes by document

 STCDW : No. of cost lines per document

 STCL : No. of cost structure lines

 STI : Product statistical groups

 STS : Purchasing statistical groups

Localization

 KUK : Localization united kingdom

General parameters

The following general parameters may change the way the function is working :

Purchase

 APPPOH (defined at level Company) : Manage signatures - POs

 BETFCYCST (defined at level Company) : Integration of inv. elements

 BUYFLT (defined at level Site) : Filter by buyer

 CLCEOCAUT (defined at level Folder) : Auto provisional costs

 DACMANPUR (defined at level Site) : Default price reason - manual

 DEFITMKND (defined at level User) : Default service type

 EXTRCPDAT (defined at level Company) : Minimum receipt date

 ITMBPS (defined at level Site) : Supplier referencing

 ITMBPSFCY (defined at level Site) : Supplier-site referencing

 ITMFLG (defined at level Company) : Product/supplier ref. entry

 NODVATSTO (defined at level Company) : Non-deductible taxes in stock

 PCTLVAT (defined at level Company) : Tax code control

 POHAPPCLE (defined at level Company) : Close order if sig. rejected

 POHCTMPUU (defined at level Site) : Direct order in purchase unit

 POHMINAMT (defined at level User) : Order min amount control

 POHMINQTY (defined at level User) : Minimum order qty control

 PURCMM (defined at level Site) : Update budget - commitments

 PURCMMDAT (defined at level Site) : Commitment date

 PURCMMPRP (defined at level Site) : Update budget - precommitments

 PURCMMTAX (defined at level Site) : Commitment type

 PURCTLPRI0 (defined at level Site) : Purchase price existence control

 PURGRUDIS (defined at level Site) : Invoke group pricing

 PURPRICE (defined at level Company) : Price by default standard cost

 PURREN (defined at level Site) : Require price reasons

 PURREV (defined at level Site) : Revision management

 PURRND (defined at level Site) : Round unit price

 PURTEXORD (defined at level Site) : Order text position

 PURTEXPSH (defined at level Site) : Use P req line text

 UPDPRIPUR (defined at level Site) : Default price reason - base

Budgeting

 BUDAMT (defined at level Site) : Budget control by amount

 BUDCMM (defined at level Site) : Include commitments

 BUDCNTCMM (defined at level Site) : Commitment control type

 BUDCTLPOH (defined at level Site) : Complete PO budget control

 BUDCTLPOL (defined at level Site) : PO line budget control

 BUDPRCAMT (defined at level Site) : % tolerance - amount

 BUDPRCQTY (defined at level Site) : % tolerance - quantity

 BUDQTY (defined at level Site) : Budget control by quantity

 BUDTYPCUR (defined at level Site) : Budget conversion rate type

Accounting

 CONTROLDAS (defined at level Company) : DAS2 parameter control

Common Data

 CTLOPPCOD (defined at level Folder) : Project code control

 OSTSCTL (defined at level Company) : Sup. author. credit ctrl level

 PJTSNGDOC (defined at level Company) : Single-project document

 SALDSPVOU (defined at level Company) : Volume unit to affect

 SALDSPWEU (defined at level Company) : Weight units to affect

Sequence numbers

The sequence numbers used to number the documents managed by this function are :

 POH : Purchase Order

The sequence number assignment function defines the sequence number which is used

Accounting interface

Default dimensions

The default dimensions sections assignment is performed through the following codes :

(defined at level Company)

 POH (All companies ) : Purchase Order Header

 POP (All companies ) : PO Line

 POW (All companies ) : Automatic PO creation

 POID (All companies ) : PO Workbench detail

 POV (All companies ) : PO invoicing element

 PCOSTPOH (All companies ) : Purchase Cost of order

Authorizations

This function is object managed. The creation, modification, anddeletion operations can be activated or deactivated for a given user.Filters by rolescan also be associated with this function.

As data is linked to a site, a filter per site can be activated.

The following options can be activated or deactivated for each user :

 Close

 Cost structure detail

 Issuing

Entry Transactions

This function is managed with entry transactions which can be set up.

A standard transaction is suggested when installing the software. A setup function is used to modify this standard transaction or create new personalized transactions. This setup essentially exists to specify some functional characteristics of the transaction and display as well as the default loading for certain fields.

Miscellaneous prerequisites

• Structure code

This code is used to determine the sales conditions managed on each order line, as defined in the Discounts and Charges fields.
The number and type of supported fields, and so the line structure, can vary from one supplier to another. Therefore, a structure code must be assigned to each supplier. This association is created from the supplier record.
A default structure code is provided on installation. This structure code is blank by default so you can directly assign a structure code to each created supplier, with no additional entry. You can create as many structure codes as necessary.

 Refer to the documentation on Price list structure.

• Product

The ordered products must be referenced on the Product record. This referencing can be performed:

• Prior to using the function
• While creating an order if you have the required authorizations.

Linked workflow rules

The following rules are active when the APPPOH parameter authorizes the Management of the order signature circuit:

• POHSIG: Order signature management
• POHSIGVAL: Order signature
• POHSIGREJ: Order rejection
• POHSIGNOT: Order signature notification
• POHSIGNCR: Notification of absence of rule
• POHSIGCAN: Order signature cancellation

Tables used

The following tables are implemented by the function :

In order management, the Line status field (LINSTA) of the POs quantities table (PORDERQ) always displays the value 0.
The values 1 – Pending, 2 – Late or 3 – Closed are only populated when managing Delivery requests.