Basic Info

The Basic Info tab enables you to specify the default replenishment generation item, default purchase type for replenishment, number of months to calculate average vendor lead time, and default data for new parts added during ordering. You also can specify whether to retain previous purchase order information, and how to handle parts returned under vendor contracts.

Fields that moved to the Inventory - Enterprise tab:

• Separate automatically generated orders by product category

• Permit repeat orders of parts added to inventory automatically

Fields that appear on both this tab and the Inventory - Enterprise tab:

• Default replenishment generation item

• Default purchase type for replenishment

• Default data for new parts added during ordering – Keyword, Product category, Part classification ID

Enterprise purchasing options

All fields are optional.

Default replenishment generation item

Default purchasing entity (e.g., requisition, purchase order) for replenishment items. Applies to ordering parts through the replenishment function or through an ORDER action on the Data -> Parts Activity -> Requests screen. This field has a list box.

Default purchase type for replenishment

Default purchase type for replenishment lists that are generated automatically. Applies to items for replenishment or part requests. This field has a list box. The purchase type description displays to the right of the ID. If specified, must be allowed for requisitions and purchase orders. This also allows a purchase type that only allows purchase orders if the Default replenishment generation item option is set to PURCHASE ORDER.

Purchase types are defined on the Data -> Enterprise Purchasing -> Setup  -> Purchase Types screen.

Number months data to calculate average vendor lead time

Number of months that the system should use to calculate and update the vendor lead time for each part. Each lead time activity (purchase and subsequent receipt) is tracked by vendor and part. Lead time data can be used to default expected delivery dates on requisition and purchase order line items. Vendor lead times are only tracked for STOCK PART line items.

Default data for new parts added during ordering

The following fields enable you to indicate the default values, if any, assigned to new parts added to inventory.

• Keyword: Default keyword for the new part. This field has a list box. The keyword description displays in the field to the right. Keywords for parts are defined on the Data -> Parts Items -> Setup -> Keywords screen.

• Product category: Default product category for the new part. This field has a list box. The category description displays in the field to the right. Product categories are defined on the Data -> Parts Items -> Setup -> Product Categories screen.

• Part classification ID: Default classification identifier for the new part. Part classifications are defined on the Data -> Parts Items -> Setup -> Part Classifications screen. Part classification IDs are assigned to parts on the Basic Info tab of the Data -> Parts Items -> Primary Information screen.

Retain previous versions of purchase order information

If this field has a check, a record is maintained of every line edit made to a purchase order, order line item, related work order line item, and attribute line item. Refer to changing or deleting purchase orders or line items when retaining previous versions.

Parts returned under vendor contracts are ___________ the vendor contract

Specifies how parts returned to the vendor should be handled. This field has a list box:

• RESTORED TO: The value of parts returned to the vendor is automatically restored (added back) to the amount remaining under the vendor contract.

• DELETED FROM: The value of parts returned to the vendor is automatically deleted from the amount remaining under the vendor contract.

Apply amounts to vendor contract on

Indicator of when purchase amounts should be deducted from the vendor contract. This field has a choice list:

• OPEN PURCHASE ORDER (default): Includes open PO amount

• PENDING PURCHASE ORDER: Includes pending and open PO amounts

• OPEN REQUISITION: Includes open requisition amount, pending requisition amount, and open PO amount

• PENDING REQUISITION: Includes open requisition amount, pending requisition amount, open PO amount, and pending PO amount

If the amount used exceeds the contract limit, a message displays the names of the applicable contracts.

Unit of measure for orders with no vendor/part information available

This is the unit of measure for orders with no information available. This field has a drop-down menu to choose the unit of measure.

Maximum number of line items on a purchase order

This field allows you to enter a numeral to set the maximum number of lines allowed on a purchase order. This number must be greater than or equal to 0.

• Note: The maximum number of lines does not apply to requisition, requests for B/Q/P or responses to B/P/Q. Purchase orders have a post process check that ensures this value is not exceeded when appending lines to a purchase order from another area.

Use Vendor/Part Information Unit of Measure and Order Price

Enable this option to use parts purchasing information (unit of measure [UOM] and order price) from the vendor/part record instead of the set part location unit of measure. If this option is not enabled, the information set up in the part location record for that unit is used. The information below lists the scenarios used when this option is enabled.

Replenishment Generation

• If a vendor contract is found, the vendor contract information takes precedence over this option, and all information from the contract is used. If the unit price was not set by the vendor contract, normal unit price hierarchy is used.

• If a vendor contract is not found:

• If the part location UOM is different from the vendor/part UOM, and the vendor/part UOM is a child of the part location UOM, the order uses the vendor/part UOM and adjusts the order quantity based on the pushed issue factor.

• If the part location UOM record is found, the current order unit price and discount percentage are used. If the current order unit price is 0, the system attempts to find the unit price through normal hierarchy.

Enterprise Purchasing screens

This applies to Requisitions, Request for Bid/Quote/Proposals, Responses to RFB/Q/P, and Purchase Order screens.

• If a vendor contract is found, the vendor contract information takes precedence over this option, and all information from the contract is used. If the unit price was not set by the vendor contract, normal unit price hierarchy is used.

• If the item is a new line entry and a vendor contract is not found:

• If the part location UOM is different from the vendor/part UOM, the vendor/part UOM, current order price, and discount percentage is used to set the record's data. If the vendor/part information current order price is 0, the system attempts to find the unit price through the normal hierarchy. This flow only works for the initial manual setting of a line on one of the Enterprise Purchasing screens.