Use the Purchase Order Preferences window to enter preference information for purchase order lines, shipments, distributions, and releases. You can save time and effort by entering valid default values here. When you save your work in the Lines tabbed region in the Purchase Orders window, Purchasing creates a shipment using the organization and ship-to location if you provided valid values in the defaults region. Then, if it is successful in creating a shipment, Purchasing creates a distribution using these values. Similarly, when you save your work in the Purchase Order Shipments window, Purchasing creates a distribution if it does not already exist and if you provided a valid organization here. You can update these shipments and distributions by navigating to the Purchase Order Shipments or Purchase Order Distributions windows.
For information about:
Setting preferences for key attributes in Buyer Work Center (BWC) purchasing documents, see: Entering Preferences for Buyer Work Center Purchasing Documents
Purchase orders or agreements created using Purchasing Document Open Interface (PDOI), Buyer Work Center (BWC), and AutoCreate, see My Oracle Support.
Purchasing can create shipments only when it has default information that meets the following criteria:
There must be an organization and a location.
The location must belong to the organization or not be assigned to any organization.
If the line contains an item (and optionally a revision), that item (and revision) must be valid in the default shipment organization.
Purchasing can create distributions only when it has default information that meets the following criteria:
If the Destination Type is Inventory, the line must have an item that is stock enabled in the ship-to organization. Also, if a default subinventory has been entered, it must be defined in the ship-to organization.
The Account Generator must be able to supply the accounts. If the Destination Type is Expense, you can enter a default charge account, which overrides any account supplied by the Account Generator.
If you are using encumbrance accounting, you must enter a default GL date.
Purchasing uses the preferences you enter in this window for the current line and all subsequent purchase order lines that you enter during this user session. Thus, for existing purchase orders, the defaults apply only to new lines, shipments, and distributions that you add during this session. If you want to clear the default information, either choose Delete Record in the Purchase Order Preferences window or exit the application. The default values are only valid for the session in which you are currently working. The are not saved to the database.
To enter main preferences:
Navigate to the Purchase Order Preferences window by selecting Preferences on the Tools menu in most of the purchase orders and releases windows.
In the Main tabbed region, you can enter the defaults described in the following steps.
Select Confirming Order to indicate that this order is confirming a previous informal order with the supplier.
Enter a Price Type from the Lookup Codes window. See: Defining Lookup Codes.
For planned purchase orders and blanket purchase agreements, enter the Minimum Release Amount for a line.
If you are referencing contract purchase agreement on a standard purchase order, enter the Contract number. The contract must be effective; that is, the current date has to be within the effective date and the expired date of the contract.
If you reference a contract purchase agreement on a standard purchase order line, Purchasing adds the total amount of the purchase order line to the total amount of the contract.
Enter the Transaction Nature. See: Defining Lookup Codes.
Enter the Need By date and time when the requestor needs the item..
If you are using Purchasing with Master Scheduling/MRP, you must provide either a need-by date or a promised-by date for shipments that correspond to purchase order lines with Master Scheduling/MRP planned items. A need-by date is also required for Inventory planned items. See: Overview of Implementing Planning Recommendations.
Enter the Promised By date and time when the supplier promised delivery of the items.
Enter the paper Requisition Number for all distributions. Purchasing automatically copies this number to every distribution you create for this purchase order line. You can later review purchase orders based on paper requisitions using the Find Purchase Orders window. If you enter a requisition number, you can also enter a Requisition Line number. See: Finding Purchase Orders.
Enter the date you want to post expenses in your General Ledger for every distribution you create for this purchase order line. You can enter a GL Date only if you set up your financials system options to use encumbrance for purchase orders. See: About Financials Options. See: Budgetary Control and Online Funds Checking.
Enter the Accounting Flexfield that you want to charge for the expenses. Purchasing uses the account you enter here only for expense destinations within your operating unit and overrides any account built by the Account Generator. See: Using the Account Generator in Oracle Purchasing.
Enter the organization. The List of Values displays all valid receiving organizations.
Enter the ship-to location for the shipment.
Enter the Destination type to indicate the final destination of the purchased items:
Expense - The goods are delivered to the requestor at an expense location. The destination subinventory is not applicable.
Inventory - The goods are received into inventory upon delivery.
Enter the Requestor. This is the employee who requests the quantities on the purchase order distribution lines. Purchasing copies this name as the requestor for every distribution you create for this purchase order line.
Enter the Deliver To location for all distributions. Purchasing copies this location to every distribution you create for this purchase order line. The default is the requestor's location. You can pick any location that does not have an organization or any location whose organization matches the ship-to organization. See: Enter Person. See: Defining Locations.
If the destination type is Inventory, you can enter the Subinventory. See: Defining Subinventories.
To apply your preference changes:
Select the Apply button to apply your changes.
Project tabbed region
If your organization has implemented Oracle Projects, Oracle Project Manufacturing, or Oracle Grants use the Project tabbed region to enter additional information for those products. See: Project Tab