Setting options

Select the “Set Options” link under the “Purchase Order” business component.

The “Set Options” page appears.

The system displays the following.

Date Format

The format in which the date fields are displayed in this screen. This format is displayed from the "User Preferences" business component based on the login user ID. In case the format is not defined, the system displays the date format from the "Enterprise Modeling" business component by default.

Enter the following field in the “Option Details” group box:

Numbering Type for Auto PO	Use the drop-down list box to select the default numbering type for purchase orders that are created automatically. The system displays all the numbering types defined in “Active” status for the “Purchase Order” transaction in the “Document Numbering Class” business component. By default, the system sets this field with the default numbering type set for Purchase Order transaction. If default numbering type is not set, then the first numbering type in alphabetical order would be defaulted.
Multiple Part Types Allowed	Use the drop-down list box to allow or disallow parts of multiple part types while raising the purchase order. The system displays the options “Yes” and “No”. Yes – Select “Yes” to load the “Part Type” drop-down list box with the value “All” along with all part types while raising a purchase order. No – Select “No” to load the “Part Type” drop-down list box with only the part types while raising a purchase order. By default, the system sets this field as ‘Yes’.
Allow Unserviceable Parts	Use the drop-down list box to allow or disallow the ordering of parts in the “Unserviceable” condition. The system displays the options “Yes” and “No”. If you select “Yes”, then the option “Unserviceable” is listed in the “Condition” drop-down list box, while raising a purchase order. By default, the system sets this field as ‘No’.
Default Receipt Tolerance	Use the drop-down list box to indicate whether the positive and negative receipt tolerance value must be defaulted from “Part Administration” business component or not. Default from Part Admin – Select "Default from Part Admin" to default the value from “Part Administration” business component. Do not Default from Part Admin – Select "Do not Default from Part Admin", if the value need not be defaulted. By default, the system sets this field as “Do not Default from Part Admin”.
Allow ordering Revenue Items in Capital PO’	Use the drop-down list box to allow or disallow the ordering of revenue items in the Purchase Order with expense type as “Capital”. The system displays the options “Yes” and “No”. Yes – Select “Yes” to allow addition of the parts of expense type “Revenue”. No – Select “No” to not allow addition of the parts of expense type “Revenue”. However, at least one part in the purchase order must have its expense type as capital. By default, the system sets this field as ‘No’.
Allow Cost Amendment for Service/Exchange/Adhoc PO	Use the drop-down list box to allow or disallow cost amendment for purchase orders of PO Types Service, Exchange and Adhoc. Yes – Select “Yes” to permit cost amendment of purchase orders of type – Service, Exchange and Adhoc. No – Select “No” to prevent cost amendment. By default, the system sets this field as ‘No’.
Allow Amendment of Closed PO	Use the drop-down list box to indicate whether purchase orders can be amended after closure. Select, “Yes”, to allow amendment of purchase orders in “Closed” status in the “Amend Purchase Order” activity. “No”, to disallow amendment of purchase order in “Closed” status. By default, this option is set to “No”.
Part Cost in Purchase Order	Use the drop-down list box to and select one of the following options to update part cost in Purchase Order, on click of 'Get Part Details' button in ‘Create / Edit / Amend PO’ pages. Default on Get Part Details – If you select this option, the system retrieves and updates Part Cost details always irrespective of whether Part Cost is entered or not entered. Do Not Default – If you select this option, the system does not retrieve and update Part Cost irrespective of whether Cost is entered or not entered. Default if Part Cost is not entered - On selecting this option, the system retrieves and updates Part Cost only if it is not entered / not available for the Part #. The system displays “Default on Get Part Details” by default.
Compute Schedule Date based on Purchase Lead Time	Use the drop-down list box to allow or disallow calculation of the schedule date based on the total lead time from the “Part Administration” or "Supplier" business component. The system displays the options “Yes” and “No”. Yes – Select “Yes” to calculate the schedule date based on total lead time. No – Select “No” to allow the user to enter schedule date. By default, the system sets this field as ‘No’.

Click the "Set Options" pushbutton, to store the option settings.

The system displays the following fields in the “Record Statistics” group box:

Last Modified By	The user who last modified the options.
Last Modified Date	The date on which the options were last modified.

The system sets the option and stores the login user name and the current server date as the last modified date.