More Info |
The More Info tab enables you to you to set up system-wide default account IDs by line item type. If your organization has a specific account ID that all stock part purchases should be charged to, set it up on this tab. You may set up default account IDs for non-stock items, commercial work, fees, shipping, fuel, external rebuilds, and equipment.
When a line item is entered on a requisition, purchase order, request for bid/quote/proposal, or response to bid/quote/proposal, the account ID that displays is based on the following hierarchy. If the first value in the hierarchy is not provided, the value in the second level of the hierarchy, if available, is used, and so forth.
Default account ID for the part.
Default account ID for the line item type.
Default account ID for the location.
Default system-wide account ID.
The account ID for the line item may be changed as needed. For more information, go to Frequently asked questions about account IDs.
Enterprise purchasing options
Default account ID by line item type
Default account ID for each line item type. This field is optional. Account IDs are defined on the Basic Info tab of the Data -> Setup -> Organization Structure -> Accounts -> Primary Information screen.
Stock parts
Default account ID for stock parts. This field has a list box. The description displays to the right.
Non-stock items
Default account ID for non-stock items. This field has a list box. The description displays to the right.
Commercial work
Default account ID for commercial work. This field has a list box. The description displays to the right.
Fees
Default account ID for fees. This field has a list box. The description displays to the right.
Shipping
Default account ID for shipping. This field has a list box. The description displays to the right.
Fuel
Default account ID for fuel. This field has a list box. The description displays to the right.
External rebuild
Default account ID for external rebuilds. This field has a list box. The description displays to the right.
Equipment
Default account ID for equipment. This field has a list box. The description displays to the right.
Allow specifying a new purchasing object ID when actioning a line item
If this field has a check, users may specify an ID when actioning a line item on the Requisition, Request for Bid/Quote/Proposal, and Response to RFB/Q/P screens. If you prefer to keep the same ID throughout the purchasing process (i.e., the requisition ID is the same as the purchase order ID), you may do so in one step.
If the new ID does not already exist, it is created automatically.
Note: There is no validation on the ID. If you incorrectly type an existing ID, the ID that you typed will be created.
Changes to header expected delivery date and time automatically update line items with matching date
If this field has a check, changes to the header's expected delivery date and time automatically update line items with the same date and time. Only applies if the line item's expected date and time are blank or match the prior header's expected date and time.
Header expected delivery date and time should always reflect the latest line item expected delivery
If this field has a check, the header's expected delivery date and time should always reflect the line item's latest expected delivery date and time.
Important: If the Changes to header expected delivery date and time automatically update line items with matching date and Header expected delivery date and time should always reflect the latest line item expected delivery options are both selected, a warning message displays when you save the record. The message states that enabling both options may cause undesirable expected delivery date and time defaulting to occur. You can accept or cancel the save.
Automatic renumbering of replenishment batch IDs
If you use replenishment batch IDs to group your replenishment activities, the system supports automatically numbering replenishment batch IDs when an action is applied to the replenishment list. This field has a choice list:
STANDARD: Use the format [LOC]-[YYYYMMDD]-[SEQ:3]
CUSTOM: Use the format specified in the Custom ID structure field
NONE: No default format
Note: Existing batch IDs are not overwritten.
Custom ID structure
Custom structure to identify replenishment batches that are generated automatically. Required if the Automatic renumbering of replenishment batch IDs field specifies CUSTOM. Maximum field length is 30 characters. The following tags are supported:
[LOC]
[YR]
[YYYYMMDD]
[YYMMDD]
[MMDDYYYY]
[MMDDYY]
[DDMMYYYY]
[DDMMYY]