Basic Info |
The Basic Info tab enables you to create purchase types and specify the maximum dollar amount allowed.
The field in the top section of the tab enables you to create a purchase type ID.
Purchase type ID
Identifier of the purchase type either being defined or that is currently selected in the grid. This field has a list box. If the purchase type already exists, its description displays to the right of the field. Required.
The bottom section of this tab enables you to specify the maximum dollar amount allowed for the purchase type.
Description
Free-form text field in which you can type a description of the purchase type. Maximum field length is 30 characters. This field is optional.
Maximum allowed dollar amount
Text-only field in which you can specify the maximum dollar amount for the purchase type. You can specify zero, or any positive value up to 10 digits and 2 decimal places. If the user enters a value that is higher than the maximum specified in this field, the user sees a message display informing them that they are over the maximum. This message can be closed and bypassed, and does not stop the user from entering and saving an overage amount.
Apply to upgrade criteria for stock status upgrade
If this field has a check and you run the Data -> Parts Activity -> Stock Status Upgrade screen for a location, the ON DEMAND – PROMOTABLE items at that location are evaluated to determine whether they have reached the threshold for orders and issues specified on the Inventory tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen.
Allow line item types
To allow a specific line item type on a purchasing object (i.e., purchase order, requisition, request for bid/quote/proposal), place a check next to the applicable type (or types). This is useful if your purchase types are set up for different purposes.
Stock part
Non-stock part
Commercial
Fee
Shipping
Fuel
External rebuild
Equipment
Note: To select Equipment, the applicable event types for purchasing must be defined on the Data -> Equipment Management -> Planning -> Setup -> Event Types screen.
Require Other ID on line item types
To require users to specify a value in the Other ID field on a line item for a purchasing object (i.e., purchase order, requisition, request for bid/quote/proposal), place a check next to the applicable type (or types). This functionality helps enforce consistency in data, especially for line items such as commercial, fees, shipping, fuel, and equipment.
Stock part
Non-stock part
Commercial
Fee
Shipping
Fuel
External rebuild
Equipment
Note: To select Equipment, the applicable event types for purchasing must be defined on the Data -> Equipment Management -> Planning -> Setup -> Event Types screen.
Delete
To delete the entries in the fields to the right, place a check in this field and click Save.
Line item type
This allows the user to change the Line item type of the purchasing object. To change the Line item type, click the list box
Note: This data table does not allow duplicate Line item types.
Stock part
Non-stock part
Commercial
Fee
Shipping
Fuel
External rebuild
Equipment
Note: To select Equipment, the applicable event types for purchasing must be defined on the Data -> Equipment Management -> Planning -> Setup -> Event Types screen.
Receipt total cost variance allowed percentage
To delete the entries in the fields to the right, place a check in this field and click Save.
Note: This field allows two decimal points, and must be greater than 0.