Use the Purchasing Preferences page to set preferences to default values for key attributes in Buyer Work Center (BWC) purchasing documents. The Purchasing Preferences page is available from the BWC, Preferences, Purchasing Defaults link. The Purchasing Defaults feature enables users to manage commonly used attributes and improve the purchase order authoring process in Buyer Work Center.
For information about:
Defaulting rules for Purchase orders created using forms, see: Entering Purchase Order Preferences in Forms
Purchase orders or agreements created using Purchasing Document Open Interface (PDOI), Buyer Work Center (BWC), and AutoCreate, see My Oracle Support.
Following are the key features of the Purchasing Preferences, Purchasing Defaults functionality in Buyer Work Center:
The values set in the Purchasing Preferences page are applicable during the user-session only.
The values set in the Purchasing Preferences page default when lines, shipments, or distributions are created. The values re-default whenever there are line type or item changes.
The default values are applicable to Orders and Agreements that are created or updated in the Buyer Work Center. The default values are not applicable to purchase order documents using the AutoCreate process or duplicate purchase orders.
Preferences set for Purchasing defaults display multiple organizations if the Multi-Org Access Control (MOAC) feature is setup.
The following tables explain the fields available in the different regions in the Purchasing Preferences page.
Defaulting Behavior: This column explains how the values default to the fields. The defaulting sequence is in ascending order. Oracle Purchasing looks first for the option specified as 1 in the defaulting rule set. If there is no value available in the first rule, the system uses the next rule specified as 2.
Note that the status of a new purchase order entered in BWC has a status of Incomplete.
| Field | Defaulting Behavior |
|---|---|
| Line Type | 1. Value defaults from the referenced requisition. 2. If the Document Style has only one line type, the same line type will be defaulted. 3. The Line Type in the 'Preferences - Purchasing Defaults' is defaulted in the order document provided the selected line type is enabled for the document style. 4. Defaults from Purchasing Options - Document Defaults region, provided the selected line type is enabled for the document style. Note: The profile option PO: Default Line Type takes precedence over all of the above. This profile option is available in Forms only. It is not used in Oracle Applications Framework pages. |
| Transaction Reason | 1. From the referenced requisition. 2. The value for Transaction Reason specified in the Preferences - Purchasing Defaults page is defaulted in the order document. Values defined in Transaction Reason window in Inventory (Setup > Transactions > Reasons) are fetched and displayed in the LOV. |
| Price Type | 1. The value for Price Type specified in the Preferences - Purchasing Defaults page is defaulted in the order document. 2. From Purchasing Options (Document Defaults Region) |
| Category | 1. From the referenced requisition 2. The value for Category specified in the 'Preferences - Purchasing Defaults' page is defaulted in the order document. 3. The value for category specified in the line type will be defaulted. It will overwrite the defaulted category from Preferences - Purchasing Defaults'. 4. If Category is derived from Item/Job then the same should overwrite the value defaulted from the 'Preferences - Purchasing Defaults' Page or Line Type. 5. From iProcurement Catalog Administrator (Navigation : iProcurement Catalog Administration ->Schema->Category Mapping) 6. From Items Default Category Sets (Purchasing->Setups->Items->Categories->Category Sets) |
| Field | Defaulting Behavior |
|---|---|
| Start Date | The value for Start Date specified in the Preferences - Purchasing Defaults page is defaulted if the Line Type is selected as Rate Based Temp Labor or Fixed Price Temp Labor for the order document. |
| End Date | The value for End Date specified in the Preferences - Purchasing Defaults is defaulted if the Line Type is selected as Rate Based Temp Labor or Fixed Price Temp Labor for the order document. |
| Field | Defaulting Behavior |
|---|---|
| Contract Number | 1. Contract Number defaults from the referenced requisition. 2. The value for Contract Number specified in the Preferences - Purchasing Defaults page is defaulted for the order lines, provided the item is not a consigned item. Note: Consigned item is similar to regular item, except that there is no accounting event 3. The Contract Number is set to Blank if the item is a consigned item even if there is a value set for Contract Number in the Preferences - Purchasing Defaults Page. |
| Contract Version | 1. The value for Contract Version defaults from the referenced requisition. 2. The value for Contract Version specified in the Preferences - Purchasing Defaults page is defaulted for the order lines, provided the item is not a consigned item. 3. The Contract Version is set to blank if the item is a consigned item, even if there is a value set for Contract Version in the Preferences - Purchasing Defaults page. Note: Contract Version will be defaulted only when Contract Number exists. |
| Field | Defaulting Behavior |
|---|---|
| Organization | 1. Defaults from destination organization of the requisition. 2. If any organization is associated to ship to location. 3. The value for Ship-To Organization specified in the Preferences - Purchasing Defaults Page is defaulted in the order document. 4. From Financial Options (Navigation: Financial Options>Supplier>Purchasing Details>Inventory organization.) 5. The Ship-To Organization is set to Blank if the item is a consigned item |
| Location | 1. Ship-To Location defaults from the deliver to location of requisition. 2. The value for Ship-To Location specified in the Preferences - Purchasing Defaults Page is defaulted in the order document. 3. From Supplier Site 4. From Financial Options (Navigation: Financial Options>Supplier>Purchasing Details>Inventory organization.) |
| Need-By Date | 1. From referenced requisition. 2. The Need-By Date value specified in the Preferences - Purchasing Defaults page is defaulted in the order document. |
| Promised Date | 1. The Promised Date value specified in the Preferences - Purchasing Defaults page is defaulted in the order document. 2. The value of the Need-By date is defaulted if the profile option PO_Need_By_Promise_Defaulting is set to Yes. This profile option is applicable only during autocreating the purchase order. |
| Field | Defaulting Behavior |
|---|---|
| Receipt Days Early | 1. The value for Receipt Days Early specified in the Preferences - Purchasing Defaults page is defaulted in the order document. 2. From Item. 3. From Supplier. 4. From Receiving Options. |
| Receipt Days Late | 1. The value for Receipt Days Late specified in the Preferences - Purchasing Defaults page is defaulted in the order document. 2. From Item. 3. From Supplier. 4. From Receiving Options. |
| Receipt Close Tolerance (%) | 1. The value for Receipt Close Tolerance specified in the Preferences - Purchasing Defaults Page is defaulted in the order document. 2. From Item. 3. From Line Type. 4. From Receiving Options5. Defaulted with 0 (zero) %. |
| Over Receipt Tolerance (%) | 1. The value for Over Receipt Tolerance specified in the Preferences - Purchasing Defaults Page is defaulted in the order document. 2. From Item. 3. From Supplier. 4. From Receiving Options. 5. Defaulted with 0 (zero) %. |
| Receipt Routing | 1. When the Line Type is selected as Fixed Price Services/ Fixed Price Temp Labor/ Rate Based Temp Labor, the receipt routing will be defaulted to Direct Delivery. 2. The value for Receipt Routing specified in the Preferences - Purchasing Defaults Page is defaulted in the order document. 3. From Item. 4. From Supplier. 5. From Receiving Options. |
| Field | Defaulting Behavior |
|---|---|
| Destination Subinventory | 1. From referenced requisition. 2. The value for Subinventory specified in the Preferences - Purchasing Defaults Page is defaulted in the order document. |
| Requester | 1. The value for Requester specified in the Preferences - Purchasing Defaults Page is defaulted in the order document. 2. From referenced requisition. |
| Deliver To | 1. From referenced requisition 2. The value for Deliver-To Location specified in the Preferences - Purchasing Defaults page is defaulted in the order document. 3. Defaulting Deliver-To Location based on Requester, Ship-To Organization and Business Group. |
| Requisition | 1. From referenced requisition. 2. The value for Requisition Number specified in the Preferences - Purchasing Defaults page is defaulted in the order document. |
| Requisition Line | 1. From referenced requisition 2. The value for Requisition Line specified in the Preferences - Purchasing Defaults page is defaulted in the order document. Note: Requisition Line will be defaulted only if Requisition is defaulted. |
| Field | Defaulting Behavior |
|---|---|
| Match Approval Level | 1. With consigned items, the Match Approval Level value is two-way matching, because the consigned shipment is not invoiced. 2. Complex Purchase orders with advances: the Match Approval Level value for the Advance shipment is two-way matching 3. The value for Match Approval Level specified in the 'Preferences - Purchasing Defaults' Page is defaulted in the order document. 4. The value for Match Approval Level is defaulted from Item Master Organization ( Ship To Organization) 5. The value for Match Approval Level is defaulted from the Item Validation Organization. 6. From Supplier 7. From Purchasing Options (Document Defaults region) |
| Invoice Match Option | 1. For Consigned items and financing pay items, the match option is defaulted to the value PO. 2. For Oracle Landed Cost Management enabled shipments, the Match option defaults to the value Receipt. 3. The value for Invoice Match Option specified in the Preferences - Purchasing Defaults Page is defaulted in the order document. 4. From supplier site 5. From Supplier 6. From Payables System setup (Navigation: Payables Super User-> Setup-> Options-> Payables System Setup: Control -> Invoice Match Option) |
| Invoice Close Tolerance (%) | 1. With consigned items, the Invoice Close Tolerance value is set to 100% because the consigned shipment is not invoiced. 2. The value for Invoice Close Tolerance specified in the Preferences - Purchasing Defaults Page is defaulted in the order document. 3. The value for Match Approval Level is defaulted from Item Master Organization ( Ship To Organization) 4. The value for Match Approval Level is defaulted from the Item Validation Organization. 5. From Purchasing Options (Document Defaults region) 6. Invoice close tolerances will be set to Blank for RFQ, P-Card referenced lines. |
| PO Charge Account | 1. From referenced requisition. 2. From the Account Generator. For more details about Account Generator See: Oracle Purchasing User's Guide. 3. The value for PO Charge Account specified in the Preferences - Purchasing Defaults page is defaulted in the order document. |
| GL Date | 1. If the profile option PO_Autocreate_Date is set to Yes, then the GL Date is defaulted to the requisition date. 2. The value for GL Date specified in the Preferences - Purchasing Defaults page is defaulted in the order document. You can override the Preferences - Purchasing Defaults page values only if the GL Date is in a closed period. 3. If the profile option PO: Validate GL Period has been set to Redefault, then the GL Date is defaulted to System Date. |
| Field | Defaulting Behavior |
|---|---|
| Project | 1. From the referenced requisition. 2. The value for Project specified in the Preferences - Purchasing Defaults page is defaulted in the order document. |
| Task | 1. From the referenced requisition. 2. The value for Task specified in the Preferences - Purchasing Defaults page is defaulted in the order document. Note: Task is defaulted only if a Project is defaulted. |
| Award | 1. From the referenced requisition. 2. The value for Award specified in the Preferences - Purchasing Defaults page is defaulted in the order document. Note: This field will be defaulted only if Grants product is installed, a Project and task are defaulted. |
| Expenditure Type | 1. From the referenced requisition. 2. The value for Expenditure Type specified in the Preferences - Purchasing Defaults is defaulted in the order document. |
| Expenditure Organization | 1. From the referenced requisition. 2. The value for Expenditure Organization specified in the Preferences - Purchasing Defaults page is defaulted in the order document. 3. Based on the profile option PO: Expenditure Organization. |
| Expenditure Item Date | 1. From referenced requisition. 2. The value for Expenditure Date specified in the Preferences - Purchasing Defaults page is defaulted in the order document. |