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, 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 :
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:
Tables used
The following tables are implemented by the function :
|
Table |
Table description |
|---|---|
|
ATABDIV [ADI] |
|
|
BPADDRESS [BPA] |
Addresses |
|
BPARTNER [BPR] |
|
|
BPSUPPLIER [BPS] |
|
|
BPSUPPMVT [MVS] |
Supplier transactions |
|
CONTAINERD [CTRD] |
Freight container detail |
|
CPTANALIN [CAL] |
Analytical accounting lines |
|
FACILITY [FCY] |
|
|
GACCOUNT [GAC] |
|
|
GAUTACED [GAD] |
|
|
GAUTACEF [GAG] |
Automatic journal formulas |
|
ITMBPS [ITP] |
|
|
ITMBPSFCY [ITPF] |
Supplier product site |
|
ITMFACILIT [ITF] |
|
|
ITMMASTER [ITM] |
|
|
ITMMVT [ITV] |
Product-site totals |
|
ITMSALES [ITS] |
|
|
ORDERS [ORD] |
WIP |
|
PERIOD [PER] |
Periods |
|
PFOOTINV [PFI] |
|
|
PORDER [POH] |
POs |
|
PORDERC [POC] |
Cumulative POs before returns |
|
PORDERP [POP] |
POs price |
|
PORDERQ [POQ] |
POs quantities |
|
PPRICCONF [PPC] |
|
|
PPRICLINK [PPK] |
Purchase price list search (link) |
|
PQUOTATD [PQD] |
RFQ product detail |
|
PREQUIS [PSH] |
|
|
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] |
|
|
TABCOUNTRY [TCY] |
|
|
TABCUR [TCU] |
|
|
TABUNIT [TUN] |
|
|
TABVACBPR [TVB] |
|
|
TABVAT [TVT] |
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.