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 :

Bullet point  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

Bullet point  DEB :  EU exchange declaration

Bullet point  ECC :  Product version management

Bullet point  EDIX3 :  Paperless document exchange

Bullet point  GDD :  Operating budgets

Bullet point  MMS :  MMS interface - X3

Bullet point  PJM :  Project management

Bullet point  PTX :  Regional taxes

Bullet point  SMI :  Integrale migration

Sizing

Bullet point  ANA :  No. of analytical dimensions

Bullet point  PFI :  Max no. invoicing elements

Bullet point  POH :  Purchase order lines maximum

Bullet point  PPR :  Max purchasing charge/discount

Bullet point  PVA :  Max no. taxes by document

Bullet point  STCDW :  No. of cost lines per document

Bullet point  STCL :  No. of cost structure lines

Bullet point  STI :  Product statistical groups

Bullet point  STS :  Purchasing statistical groups

Localization

Bullet point  KUK :  Localization united kingdom

General parameters

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

Purchase

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

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

Bullet point  BUYFLT (defined at level Site) : Filter by buyer

Bullet point  CLCEOCAUT (defined at level Folder) : Auto provisional costs

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

Bullet point  DEFITMKND (defined at level User) : Default service type

Bullet point  EXTRCPDAT (defined at level Company) : Minimum receipt date

Bullet point  ITMBPS (defined at level Site) : Supplier referencing

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

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

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

Bullet point  PCTLVAT (defined at level Company) : Tax code control

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

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

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

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

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

Bullet point  PURCMMDAT (defined at level Site) : Commitment date

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

Bullet point  PURCMMTAX (defined at level Site) : Commitment type

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

Bullet point  PURGRUDIS (defined at level Site) : Invoke group pricing

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

Bullet point  PURREN (defined at level Site) : Require price reasons

Bullet point  PURREV (defined at level Site) : Revision management

Bullet point  PURRND (defined at level Site) : Round unit price

Bullet point  PURTEXORD (defined at level Site) : Order text position

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

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

Budgeting

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

Bullet point  BUDCMM (defined at level Site) : Include commitments

Bullet point  BUDCNTCMM (defined at level Site) : Commitment control type

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

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

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

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

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

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

Accounting

Bullet point  CONTROLDAS (defined at level Company) : DAS2 parameter control

Common Data

Bullet point  CTLOPPCOD (defined at level Folder) : Project code control

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

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

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

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

Sequence numbers

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

Bullet point  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)

Bullet point  POH (All companies ) : Purchase Order Header

Bullet point  POP (All companies ) : PO Line

Bullet point  POW (All companies ) : Automatic PO creation

Bullet point  POID (All companies ) : PO Workbench detail

Bullet point  POV (All companies ) : PO invoicing element

Bullet point  PCOSTPOH (All companies ) : Purchase Cost of order

Authorizations

This function is object managed. The creation, modification, and deletion operations can be activated or deactivated for a given user. Filters by roles can 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 :

Bullet point  Close

Bullet point  Cost structure detail

Bullet point  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.

See also 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:

Tables used

The following tables are implemented by the function :

Table

Table description

ATABDIV [ADI]

Miscellaneous tables

BPADDRESS [BPA]

Addresses

BPARTNER [BPR]

Business partner

BPSUPPLIER [BPS]

Suppliers

BPSUPPMVT [MVS]

Supplier transactions

CONTAINERD [CTRD]

Freight container detail

CPTANALIN [CAL]

Analytical accounting lines

FACILITY [FCY]

Sites

GACCOUNT [GAC]

Accounts

GAUTACED [GAD]

Automatic journals (lines)

GAUTACEF [GAG]

Automatic journal formulas

ITMBPS [ITP]

Supplier product

ITMBPSFCY [ITPF]

Supplier product site

ITMFACILIT [ITF]

Products-sites

ITMMASTER [ITM]

Products

ITMMVT [ITV]

Product-site totals

ITMSALES [ITS]

Products - sales

ORDERS [ORD]

WIP

PERIOD [PER]

Periods

PFOOTINV [PFI]

Purchase invoicing elements

PORDER [POH]

POs

PORDERC [POC]

Cumulative POs before returns

PORDERP [POP]

POs price

PORDERQ [POQ]

POs quantities

PPRICCONF [PPC]

Supplier pricing parameters

PPRICLINK [PPK]

Purchase price list search (link)

PQUOTATD [PQD]

RFQ product detail

PREQUIS [PSH]

Purchase requests

PREQUISD [PSD]

Purchase request detail

PRESP [PPH]

RFQ responses

PRESPD [PPD]

Detail RFQ responses

PVCRFOOT [PVF]

Purchase documents - footer elt

PVCRVAT [PVV]

Purchase documents - taxes

PWRKORDERS [PWO]

Requirements considered

TABCOEFF [TCO]

Coefficients table

TABCOUNTRY [TCY]

Country table

TABCUR [TCU]

Currency table

TABUNIT [TUN]

Table of units of measure

TABVACBPR [TVB]

BP tax rule table

TABVAT [TVT]

Tax code table

Warning 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.