SOE Procurement Parameters Control Maintenance Records

Options

• Yes - Can create procurement purchase orders for unauthorized vendors for a branch.

• No - Cannot create procurement purchase orders for unauthorized vendors. The vendor does not display as an option if it does not have access to the branch.

Outcome of setting this control record

Typically, a vendor must be authorized for a branch for you to procure items from that vendor. If set to Yes, the system allows you to create procurement purchase order for items from a vendor, even if that vendor is not authorized for the branch.

Default Value(s)

No

Action if set to Null

Same as if set to No.

Additional Information

To activate a vendor at a branch, see Assigning Branch Access to Vendors.

Settings

• In the Typ column, select the branch type:

• R-Routing - A branch set up to create direct sales orders for items routed to it based on the product routing tables set up in Customer Maintenance. Routing products through a branch creates a direct order to an outside vendor and the vendor ships product directly to the customer and sends you the invoice.

• S-Sourcing - A branch set up to generate procurements for items routed to it based on the product routing tables set up in Customer Maintenance. Sourcing allows you to create sales order in a branch that appear as if they were ordered in another branch.

• In the Sourcing Status column for branches marked as Sourcing, select the order status the system should assign to the purchase order if creates.

• If you assign an open order status, the system creates a suggested procurement and places it in the Procurement Confirmation Queue.

• If left blank, the system assigns the Bid status.

Outcome of setting this control record

Determines to which branches set in the Enable Auto Routing On Creation Of Sales Order control maintenance record you can source product.

Default Value(s)

Blank

Dependencies

Enable Auto Routing On Creation Of Sales Order identifies the branches that are setup to use the Virtual Supplier companion product.

Action if set to Null

If you leave the Typ column blank, the branch is a normal stocking branch. This is the setting if you do not use Virtual Supplier.

Additional Information

For information about using Virtual Supplier, see Virtual Supplier Overview.

Settings

• In the Br/Tr/All field, enter the branch or branches for which to designate order statuses. Enter all to designate order statuses for all branches.

• In the Statuses field, enter each order status for which the original ship date can be used as the procure date. Separate each status by a comma with no space. You can also select the statuses. This prompt accepts any status except Bid or Cancel.

• In the Prompt field, indicate whether the system should prompt the user to procure the items for the original ship date when exiting the Order Entry Procurement window. The default value is No.

Outcome of setting this control record

By default when you procure a product on the Order Entry Procurement window, the system updates the ship date to the available date for the procured product. Use this control maintenance record to designate order statuses for which the system should not necessarily change the original ship date for the procured item.

Default Value(s)

Statuses field Blank.

Prompt field No.

Action if set to Null

The system updates the ship date to the available date for the procured product in the branch.

Additional Information

For a description of each order status, see Sales Order Statuses.