Use this function to manage the customization setups on the purchase request entry screens.

A standard purchase request entry transaction is initialized when installing the software.
You can:

  • Modify it
  • Delete it
  • Create a new one

You can set up several transactions for the purchase requests. Each transaction, identified by a code and a text description, is displayed in a selection window when opening the Purchase request function.

Prerequisite

SEEREFERTTO Refer to documentation Implementation

Screen management

Header

Use the transaction header to:

  • create new transaction codes,
  • search for existing transactions to modify or delete.

Purchase request transaction

Transaction (field PTRNUM)

Code used to identify the transaction set up.

The setup of the entry transactions enables the user to fully set up the entry screens associated with a document (quote, invoice order, request for quotes etc.) or with a stock transaction type (receipt, issue etc.).

For each document or stock transaction type, it is possible to define as many entry transactions as necessary, each one being identified by a code.

Each transaction is used to define, both for fields located on the document header and fields entered in the lines, whether they must be:

  • Entered
  • Only displayed
  • Or hidden

Upon validation of this setup, dedicated entry screens are created, and then can be used by any user having been granted rights on the access code defined on this setup header.

  • If a given user has the right to use several transactions of a given type, the choice is presented to the user when entering the function.
  • If the user is only authorized one transaction, this transaction is automatically taken into account when entering the function.
Description (field DESAXX)

Transaction description.
Active (field ENAFLG)

Use this field to activate or deactivate a transaction.
Inactive transactions are not displayed in the transaction selection window.
Access code (field ACSCOD)

This access code is used to restrict access to data by user or group of users.
If this field is entered, only users with this access code in their profile can use this transaction.
If several transactions are available, you can choose the transaction you want to use to open the function. If only one transaction is available, there is no selection to be made: the default entry screen opens directly.
Group (field GFY)

Tab Page 1

Use this tab to define different elements such as:

  • The automatic printing of the purchase request note
  • The type of quantity you want to enter
  • The display of particular fields, the activation of particular actions

Purchase request form

Document (field DOCNAM)

If the associated document check box is selected, enter the report code for the standard printed document.
Auto print (field DOCFLG)

Select this check box to automatically launch the printing of the document on entry completion.

The automatic printing only takes place in creation mode.

Line account entry

Input (field LEDTYPSCR)

Grid Line accounts

Ledger type (field LEDTYPINT)

This field specifies the ledger type(s) associated with the transaction.

Method (field LEDTYPCOD)

This field is used to specify whether the selected ledger type must be 'Invisible', 'To be entered' or 'Displayed'in the line accounts.

Buttons

RFQs (field QRQBUT)

Use this field to specify if this action must be activated or not in the screen generated from the setup of the entry transaction.
Using this action, you display the list of Request for Quote responses that will be available for consideration.
Close (field CLEBUT)

Use this field to specify if this action must be activated or not in the screen generated from the setup of the entry transaction.
This action closes one or several line(s) when a modification is in progress.
The pre-requisite conditions for using this action are the same as for the Close option.
Order (field GENBUT)

Use this field to specify if this action must be activated or not in the screen generated from the setup of the entry transaction.

This action converts a purchase request into an order.

Product lines grid

No. of fixed columns (field NBRCOL)

The first N columns specified in this field remain visible on the screen when scrolling.

Display

Project (field PJTHCOD)

This parameter is used to define, for this entry transaction, whether the Project number must be:

  • Hidden:
    The field is not displayed on the entry screen.
  • Displayed:
    The field is displayed and cannot be modified.
  • Entered:
    The field is displayed but can be modified.
    The control applied to the entered value is based on the CTLOPPCOD - Mandatory project control parameter (TC chapter, MIS group).
Line amount - tax (field LINAMTFLG)

Parameter that is used to define, for this entry transaction, if the ex-tax amount of an order, receipt or return line must be displayed or not.

This information may prove useful when displaying, or modifying, an order, receipt or return.
field LINAMTSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Closed (field CLEFLG)

Parameter used to decide if the close indicator value must be displayed or not on the screen. This information must be used in display or in the modification of a line.
field CLESCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Signed (field APPFLG)

Action - Four possible choices :

  • None,
  • Signature: The line or the document should be signed,
  • Refusal: The signature of the preceding signatory is cancelled,
  • Total refusal: All the signatures of the preceding signatories are cancelled.
field APPSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.

Tab Page 2

Use this section to define the management method of specific headings within your entry screen, by deciding if these headings will be:

  • Hidden: the field is not shown on the screen, but it can be initialized with default values, according to other parameters that control its update.
  • Displayed: the field is displayed, but it cannot be accessed in entry mode. If parameters control the update of the heading, the default value is displayed but you cannot modify it.
  • Entry: the field is shown on the screen and can be accessed in entry mode. Its value can be initialized with a modifiable default value.
Note on quantity management

Multiple units are available for the entry of your purchase requests (product Stock unit, Purchase unit and any other unit from the Units table).

The user must absolutely select the Entry mode for at least one of the proposed quantities. Regardless of your choice, the quantity in stock unit is always stored in the file (irrespective of whether it is entered or calculated from the purchase unit).

If you chose to enter the quantity in purchase unit without changing the unit, the displayed unit (not modifiable) is the one associated with the product.

If you want to change units at will upon entry, chose the entry in purchase unit with unit change. In that case, the quantity in stock unit is systematically calculated using the conversion coefficient between the chosen unit and the stock unit, if such a coefficient exists, or using value 1 otherwise.

Entry

Translated description (field ITMDESCOD)

 Parameter used to define, for this entry transaction, if the product description translated in the operator's language must be:

  • Hidden: The field does not appear in the entry screen but a default value is assigned to it
  • Displayed: The default value is assigned to the field and displayed It cannot be modified.
  • Entered: The default value is assigned to the field and displayed. It can be modified.
field ITMDESSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Standard description (field ITMDES1COD)

Parameter used to define, for this entry transaction, if the standard product description must be:

  • Hidden:
    The field does not appear on the entry screen but the default value is assigned to it.
  • Displayed:
    The default value is assigned to the field and displayed. It cannot be modified.
  • Entered:
    The default value is assigned to the field and displayed. It can be modified.
field ITMDES1SCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Product type (field ITMKNDCOD)

Specify for this entry transaction if the Product type must be:

  • Hidden:
    The field is not displayed on the entry screen.
  • Displayed:
    The product type is displayed and cannot be modified.
field ITMKNDSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Major version (field ECCCOD)

Use this field to control entry or modification of the Major version number for a product. You can set this field to one of the following values:

  • Hidden:
    The Major version field is not displayed on the entry screen
  • Displayed
    The version number is loaded automatically if a product is version managed. It cannot be modified.
  • Entered
    The version number can be entered. The version number is loaded automatically if a product is version managed but can be modified.
field ECCSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Minor version (field ECCCODMIN)

Use this field to control entry or modification of the Minor version number for a product. You can set this field to one of the following values:

  • Hidden
    The Minor version field is not displayed on the entry screen.
    The minor version is always hidden if the major version is hidden.
  • Displayed
    The version number is loaded automatically if a product is version managed. It cannot be modified.
  • Entered
    The version number can be entered. The version number is loaded automatically when a product is version managed but it can be modified.
    You can only select this value if the Major version is set to 'Entered'.
field ECCSCRMIN

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Receiving site (field RCPFCYCOD)

Parameter that is used to define, for this entry transaction, if the site for the reception must be:

  • Hidden:
    The field does not appear in the entry screen but a default value is assigned to it.
  • Displayed:
    The default value is assigned to the field and displayed. It cannot be modified.
  • Entered:
    The default value can be modified. In that case, the site must be chosen from the list of sites with which the user normally works.
    If a product is managed in stock, this chosen site must be declared as a warehouse in the site table.

SEEINFO The default value assigned to the Reception site field is the request site (DA)/order entered in the header.
field RCPFCYSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Supplier (field BPSCOD)

This parameter is used to define, for this entry transaction, whether the supplier must be:

  • Hidden: 
    The field is not displayed in the entry screen and thus it remains empty.
  • Displayed:
    The field is displayed empty and cannot be modified.
  • Entered: 
    The field is displayed empty and can be modified. The value is controlled in the supplier file.
field BPSSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Project (field PJTCOD)

This parameter is used to define, for this particular entry transaction, if the Project field must be:

  • Hidden:
    The field is not displayed on the entry screen.
  • Displayed:
    The field is displayed and cannot be modified.
  • Entered:
    The field is displayed but can be modified.
    The control applied to the entered value is based on the CTLOPPCOD - Mandatory project control parameter (TC chapter, MIS group).

SEEINFO Even if the project code can be entered using this setup, its entry is still prohibited if the document management is single-project (the PJTSNGDOC - Single-project documentparameter is set to Yes): in that case, the project code of the line automatically uses the value of the project code in the header.
field PJTSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Order date (field ORDDATCOD)

Setup used to define, for this entry transaction, if the theoretical order date must be:

  • hidden:
    The field does not appear on the entry screen but a default value is assigned to it.
  • displayed:
    The default value is assigned to the field and displayed but the value is non-modifiable.
  • entered:
    The default value is assigned to the field and displayed. It can be modified and in this case the entered value is controlled with respect to the supplier unavailabilities if the supplier was entered. This is a non-blocking control.
    The default value assigned to the theoretical order date is calculated based on the requested receipt date and the supplier or product lead-time depending on the context.
field ORDDATSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Net price (field PRICOD)

Setup used to define if, for this entry transaction, the net price must be:

  • hidden:
    The field does not appear on the entry screen but the default value is attributed to it. This value is equal to the product standard price of the current year.
  • displayed:
    The default value is assigned to the field (same value as in previous case). The value is displayed but cannot be modified.
  • entered:
    The default value is assigned to the field and displayed. It can be modified. In this case the default value depends on the presence or absence of a price list. As a matter of fact, if a price list is present, it is the one suggested. Otherwise, the value of the standard price list of the current year is proposed.
field PRISCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Purchase type (field PURTYPCOD)

Setup that is used to define, for this entry transaction, if the purchase type must be:

  • hidden: the field does not appear on the entry screen but the default value is attributed to it,
  • displayed: the default value is assigned to the field and displayed. It cannot be modified,
  • entered: the default value is assigned to the field and displayed. It can be modified.

SEEINFO It is possible to act on the presence of the purchase type (Purchase/Fixed Assets/Service). The purchase type is initialized to the purchase type of the original receipt or to the purchase type of the account associated with the product.
field PURTYPSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
PUR quantity (field QTYPUUCOD)

Parameter used to define, for this entry transaction, if the quantity in purchase unit must be:

  • entered without unit:
    The Purchase unit field is initialized by the purchase unit of the product-supplier record if it has been created otherwise it is created by the product report. It cannot be modified. The quantity can be then be entered in the proposed unit.
  • entered with unit:
    The Purchase unit field is initialized by the purchase unit of the product-supplier record if it has been created otherwise it is created by the product report. It can be modified. In that case, the unit must be chosen among those suggested, i.e.: the purchase unit of the product record and the purchase unit of the product-supplier record if it has been created. the quantity can be then be entered in the chosen unit.
STK quantity (field QTYSTUCOD)

Parameter used to define, for this entry transaction, if the quantity in stock units must be:

  • Hidden:
    The field is not displayed in the entry screen but its value is calculated from the ordered quantity in purchase unit and the corresponding PU/SU conversion coefficient.
  • displayed:
    Initially the field is displayed with a 0 value. Then, the default value is calculated as before and displayed but it cannot be modified.
  • entered:
    The Stock unit field is initialized by default to the product stock unit and is not modifiable. The quantity can be then be entered in the proposed unit.
field QTYSTUSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Tax code 1 (field VAT1COD)

This parameter used to define, for this entry transaction, if this tax code field must be:

  • Hidden:
    The field does not appear on the entry screen but the default value is assigned to it.
     
  • Displayed:
    The default value is allocated to the field and displayed but the value is non-modifiable.
     
  • Entered:
    The default value is assigned to the field and displayed. It can be modified.
field VAT1SCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Tax code 2 (field VAT2COD)

This parameter used to define, for this entry transaction, if this tax code field must be:

  • Hidden:
    The field does not appear on the entry screen but the default value is assigned to it.
     
  • Displayed:
    The default value is allocated to the field and displayed but the value is non-modifiable.
     
  • Entered:
    The default value is assigned to the field and displayed. It can be modified.
field VAT2SCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Tax code 3 (field VAT3COD)

This parameter used to define, for this entry transaction, if this tax code field must be:

  • Hidden:
    The field does not appear on the entry screen but the default value is assigned to it.
     
  • Displayed:
    The default value is allocated to the field and displayed but the value is non-modifiable.
     
  • Entered:
    The default value is assigned to the field and displayed. It can be modified.
field VAT3SCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Receipt tax (field TAXRCPCOD)
field TAXRCPSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Issue tax (field TAXISSCOD)
field TAXISSSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Other tax 1 (field TAXOTH1COD)
field TAXOTH1SCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Other tax 2 (field TAXOTH2COD)
field TAXOTH2SCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.

Tab Analytical

In this function, the following fields cannot be accessed:

  • Header sections,
  • Stock movement sections,
  • Line distribution.

Block number 1

Header dimensions (field HEACCECOD)

Parameter used to define if, for this transaction, the analytical dimensions fields of the document header must be:

  • Hidden: The options/analytical dimensions menu of the main window will be hidden.
  • Displayed: It will be possible to access the options/analytical dimensions menu of the main window, the fields will appear but it will not be possible to access them.
  • Entered: It will be possible to access the options/analytical dimensions menu of the main window, the fields will appear and it will be possible to access them.
Distribution line (field DSPCOD)

This setup is used to define, for this entry transaction, if the analytical distribution key at line and invoicing element level must be:

  • Hidden: the field does not appear on the entry screen but the default value is attributed to it,
  • Displayed: The default value is assigned to the field and displayed but it cannot be modified.
  • Entered: The default value is assigned to the field and displayed. It can be modified.
field DSPSCR

Parameter used to define, for this entry transaction, if the field must be present in:

  • Record + Table modes,
  • Form mode,
  • Table mode.
Stock movement dimensions (field STOCCECOD)

Specify for this transaction if the analytical dimension fields related to stock movements must be:

  • Hidden
  • Displayed: The menu Analytical sections, accessible from the menu in the movement detail window, will be available. The fields are displayed but cannot be accessed.
  • Entered: The menu Analytical sections, accessible from the menu in the movement detail window, will be available. The fields are displayed and can be accessed.
This screen is common to the entry transactions for the orders and open orders. In the open orders entry transaction, this field is not available.

Entry

field CCESCR

Grid Dimension line

Dimension type (field DIE)

You can enter an analytical dimension type code on each table line.
You can access a function from the Actions icon to pre-load all the dimension types defined on the sites of a given group of sites.
Method (field CCECOD)

Parameter used to define, for this entry transaction, if the analytical dimension must be:

  • Hidden: The field is not displayed on the entry screen. However, it is possible to initialize this field with a default section code.
  • Displayed: The default value is allocated to the field and displayed but the value cannot be modified.
  • Entered: The default value is assigned to the field and displayed. It can be modified, and, in that case, the entered value is checked in the analytical dimension table.
    The default value assigned to the analytical dimension is dependent on the dimension setup performed.
Preloading dimensions

Click the Preload dimensions action to load the default dimensions defined for a selected group of sites or companies.

Reports

By default, the following reports are associated with this function :

  PRTSCR : Screen print

This can be changed using a different setup.

Specific buttons

Confirmation

Use this action to save your setup and trigger the generation of the corresponding screen: a warning message is displayed suggesting that you view the generated window. If you answer Yes, you will be able to generate your set up screen and check the result.
If you answer ‘No’ to this question, the corresponding screen is still generated but you are not able to view it. To return to the setup modification, choose ‘Cancel’.