Buyer's Planning - 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
GDD :
Operating budgets
MMS :
MMS interface - X3
PJM :
Project management
PTX :
Regional taxes
SMI :
Integrale migration
Sizing
ANA :
No. of analytical dimensions
POI :
Work plan lines maximum
PPR :
Max purchasing charge/discount
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
BUYFLT (defined at level Site) : Filter by buyer
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
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
PURCTLPRI0 (defined at level Site) : Purchase price existence control
PURGRUDIS (defined at level Site) : Invoke group pricing
PURREN (defined at level Site) : Require price reasons
PURRND (defined at level Site) : Round unit price
PURTEXORD (defined at level Site) : Order text position
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
Sales
DIRORDCTL (defined at level Company) : Back-to-back if credit exceeded
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)
POI (All companies ) : Buyer plan
POID (All companies ) : PO Workbench detail
POW (All companies ) : Automatic PO creation
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.
Miscellaneous prerequisites
Accounting interface
Default dimensions
If analytical accounting is managed, it is necessary to define how to initialize the analytical dimensions in the order header and lines.
This definition is made via the POI parameter codes for the header and POID for the lines, with the aid of the "Default dimensions" option (see the Default dimensions documentation). These parameter codes are supplied with the installation and they can be adapted to fit requirements.
Note: During the loading of the analytical dimensions in the buyer's plan, whether or not purchase requests are taken into account, if the analytical axes are not entered, then they will automatically loaded with the default dimensions.
In the case of a back-to-back order, the default dimension codes POW and POID are used if necessary to recover the analytical dimensions of the sales order header (POW) and/or the sales order line (POID) via the intermediary of the Original document setup line.
Automatic journals
If you choose to perform a budget control and/or manage commitments in orders, it is necessary to identify accounting codes to be used and their nature.
This identification is made via the PORD STOP parameter code with the help of the "Automatic journals" option (see the Automatic journals documentation). This parameter code is supplied upon installation and the user may adapt it to fit their own requirements.
Other conditions
Structure code
This code is used to determine the sales conditions managed at the level of each line of the order in the form of the different Discount and charges fields. The number and type of fields managed and thus the structure of the line can vary from one supplier to another: it is therefore necessary to associate a structure code with each supplier. This association is completed at the level of the supplier record. A default structure code is supplied upon software installation. This structure code is programmed to be blank in order to make it possible to immediately associate a structure code with each supplier created without additional entry. It is possible to create as many structure codes as required (see the Price list structure documentation).
Product
It is mandatory that the ordered products be referenced in the Product record. This referencing can be made before any use of the function or during the creation of an order if the user has the required authorizations.
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 |
|
CPTANALIN [CAL] |
Analytical accounting lines |
|
FACILITY [FCY] |
|
|
GACCOUNT [GAC] |
|
|
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 |
|
PORDER [POH] |
|
|
PORDERC [POC] |
Cumulative POs before returns |
|
PORDERP [POP] |
POs price |
|
PORDERQ [POQ] |
POs quantities |
|
PORDITM [POI] |
Purchase orders by product |
|
PPRICCONF [PPC] |
|
|
PPRICLINK [PPK] |
Purchase price list search (link) |
|
PREQUIS [PSH] |
|
|
PREQUISD [PSD] |
Purchase request detail |
|
PREQUISO [PSO] |
Link purchase requests |
|
PWRKORDERS [PWO] |
Requirements considered |
|
TABCOEFF [TCO] |
|
|
TABCOUNTRY [TCY] |
|
|
TABCUR [TCU] |
|
|
TABUNIT [TUN] |
|
|
TABVAT [TVT] |