Purchasing uses a comprehensive defaulting mechanism to provide most required
purchase order information and minimize document creation time. For example, when you are entering a standard purchase order and you want only one shipment and distribution for each purchase order line, you do not need to navigate beyond the Lines tabbed region unless you want to change the default information in the shipments and distributions that Purchasing automatically creates. Note that the Account Generator may be unable to build accounts for a number of reasons related to defaults. For example, if you have entered a one-time item and there is no default account for your user or category. In this case, you must enter distributions in the Distributions window. Purchase Order Default Matrix Conventions The Purchase Order Default Matrix uses the following conventions: "Default" in this context means that Purchasing provides this information for you. It does not mean that you can always change the defaulted information. When options are listed as 1-2-3, Purchasing looks first for the option specified as 3. If new information is provided, or if information is not available in this source, Purchasing uses the next source. For example, when defaulting the currency to a standard purchase order header, Purchasing first provides the currency specified in the Financials Options window. When you specify a supplier, Purchasing updates the currency based on the supplier's default currency. Finally, when you specify a supplier site, Purchasing updates the currency accordingly. For Releases, "Source Agreement" refers to Blanket Purchase Agreements or Planned Purchase Orders, as appropriate. The Last Acceptance Date is calculated using the Promised Date if available. Otherwise, Purchasing uses the Need-By date. Purchasing provides a GL Date only if you are using encumbrance. The following abbreviations are used in the matrix: ○ OSP Outside Processing ○ PO Opt Purchasing Options Purchase Order Header Defaulting Rules Header Standard Planned Blanket Contract Release Information Purchase Value = Value = Order Type "Standard" "Blanket" Buyer User name User name User name User name User name (must be (must be (must be (must be (must be buyer) buyer) buyer) buyer) buyer) Currency - 1 Primary Primary Primary Primary Source Ledger Ledger Ledger Ledger Agreement (not changeable) Currency - 2 Supplier Supplier Supplier Supplier Currency - 3 Supplier Supplier Supplier Supplier Site Site Site Site Supplier Source Agreement (not changeable) Supplier Site From From From From Source supplier if supplier if supplier if supplier if Agreement only 1 only 1 only 1 only 1 (not "Purchasing "Purchasing "Purchasing "Purchasing changeable) " site exists " site exists " site exists " site exists Supplier From site if From site if From site if From site if Contact only 1 only 1 only 1 only 1 contact contact contact contact exists exists exists exists Confirm Order Value = "No" Value = "No" Value = "No" Value = "No" Ship To Financials Financials Financials Financials Source Location - 1 Options Options Options Options Agreement (not changeable) Ship To - 2 Supplier Supplier Supplier Supplier Ship To - 3 Supplier Supplier Supplier Supplier Site Site Site Site Bill To Financials Financials Financials Financials Source Location - 1 Options Options Options Options Agreement (not changeable) Bill To - 2 Supplier Supplier Supplier Supplier Bill To - 3 Supplier Supplier Supplier Supplier Site Site Site Site Payment Financials Financials Financials Financials Source Terms - 1 Options Options Options Options Agreement (not changeable) Pay Terms- 2 Supplier Supplier Supplier Supplier Pay Terms- 3 Supplier Supplier Supplier Supplier Site Site Site Site Freight Terms Financials Financials Financials Financials Source -1 Options Options Options Options Agreement (not changeable) Frt Terms - 2 Supplier Supplier Supplier Supplier Frt Terms - 3 Supplier Supplier Supplier Supplier Site Site Site Site Ship Via - 1 Financials Financials Financials Financials Source Options Options Options Options Agreement (not changeable) Ship Via - 2 Supplier Supplier Supplier Supplier Ship Via - 3 Supplier Supplier Supplier Supplier Site Site Site Site FOB - 1 Financials Financials Financials Financials Source Options Options Options Options Agreement (not changeable) FOB - 2 Supplier Supplier Supplier Supplier FOB - 3 Supplier Supplier Supplier Supplier Site Site Site Site Rate Type Purchasing Purchasing Purchasing Purchasing Source Options Options Options Options Agreement (not changeable) Effective Date Source Agreement (not changeable) Expiration Date Source Agreement (not changeable) Minimum Purchasing Purchasing Release Options Options Amount Notification Terms and Terms and Terms and Control conditions conditions conditions Expiration Date expiration expiration expiration date date date Acceptance Value = Value = Value = Value = Value = Required "None" "None" "None" "None" "None" Transportatio Source Source Source Source n Arrainged - Agreement Agreement Agreement Agreement 1 Transportation Supplier Supplier Supplier Source Arrainged - 2 Site Site Site Agreement Release Existing Number number + 1 Release Date Today's date Purchase Order Line Defaulting Rules Line Standard Planned Blanket Contract Release Information Line Type Purchasing Purchasing Purchasing Options Options Options Category - 1 Line Type Line Type Line Type Category - 2 Item Item Item UOM - 1 Line Type Line Type Line Type UOM - 2 Item Item Item Unit Price - Line Type Line Type Line Type 1 Unit Price - 2 List Price List Price List Price Unit Price - 3 Source Source Source document document document specified in specified in specified in Supplier-Item Supplier-Item Supplier-Item Attributes Attributes Attributes window window window UN Number Item Item Item Hazard Class Item Item Item OSP UOM Item Item Item Type List Price Item Item Item Market Price Item Item Item Price Type PO PO PO Preferences Preferences Preferences Allow Price Value = "No" Value = "No" Override Promised PO PO PO Source Date Preferences Preferences Preferences Agreement (not changeable) Need-By PO PO PO Source Date Preferences Preferences Preferences Agreement (not changeable) Transaction PO PO PO Nature Preferences Preferences Preferences Price Break PO Type Preferences Purchase Order Shipment Defaulting Rules Shipment Standard Planned Blanket Contract Release Information Ship-To Financial Organization - System 1 Options (blanket releases only) Ship-To Org - 2 Financial Financial Agreement Source System System Header's Agreement (not Options Options Ship-To changeable) locations (blanket organization releases only) Ship-To Org - 3 PO PO Agreement PO Preferences - Preferences - Header's Preferences - Validated Validated Ship-To Validated against item against item locations against item organization (blanket releases only) Ship-To PO PO Agreement Source Location Preferences - Preferences - Header Agreement (not Validated Validated changeable) against against validated validated organization organization Promised Lines Lines Lines Lines Date - 1 Promised Date PO PO PO PO -2 Preferences Preferences Preferences Preferences Need-By Date Lines Lines Lines Lines -1 Need-By Date PO PO PO PO -2 Preferences Preferences Preferences Preferences Receipt Close Purchasing Purchasing Purchasing Tolerance - 1 Options Options Options Receipt Close - Line Type Line Type Line Type 2 Receipt Close - Item Item Item 3 Invoice Close Purchasing Purchasing Purchasing Tolerance - 1 Options Options Options Invoice Close - Item Item Item 2 Invoice Purchasing Purchasing Purchasing Matching (2, Options Options Options 3, 4 Way) - 1 Invoice Match - Supplier Supplier Supplier 2 Invoice Match - Line Type Line Type Line Type 3 Invoice Match - Item Item Item (Validation 4 (Validation (Validation Org) Org) Org) Invoice Match - Item (Ship-To Item (Ship-To Item (Ship-To 5 Org) Org) Org) Accrue on Else = Receipt Else = Receipt Else = Receipt Receipt - 1 Required Required Required Value Value Value Accrue on Rct - No, if 2 Consigned Flag is checked Accrue on Rct - No, if PO Opt No, if PO Opt No, if PO Opt 3 expense expense expense accrual is accrual is accrual is "Period End" "Period End" "Period End" Accrue on Rct - Yes, if item is Yes, if item is Yes, if item is 4 stockable in stockable in stockable in ship-to ship-to ship-to organization organization organization Accrue on Rct - Yes, if line type Yes, if line type Yes, if line type 5 is OSP is OSP is OSP Enforce Ship- Receiving Receiving Receiving To Location - Options Options Options 1 Enforce Ship- Supplier Supplier Supplier To - 2 Enforce Ship- Item Item Item To - 3 Allow Receiving Receiving Receiving Substitute Options Options Options Receipts - 1 Substitute Rct - Supplier Supplier Supplier 2 Substitute Rct - Item Item Item 3 Receipt Receiving Receiving Receiving Routing - 1 Options Options Options Receipt Supplier Supplier Supplier Routing - 2 Receipt Item Item Item Routing - 3 Quantity Receiving Receiving Receiving Received Options Options Options Tolerance - 1 Qty Received - Supplier Supplier Supplier 2 Qty Received - Item Item Item 3 Quantity Receiving Receiving Receiving Received Options Options Options Exception - 1 Rcvd Supplier Supplier Supplier Exception - 2 Rcvd Item Item Item Exception - 3 Days Early Receiving Receiving Receiving Receipt Options Options Options Allowed - 1 Days Early Rct Supplier Supplier Supplier -2 Days Early Rct Item Item Item -3 Days Late Receiving Receiving Receiving Receipt Options Options Options Allowed - 1 Days Late Rct - Supplier Supplier Supplier 2 Days Late Rct - Item Item Item 3 Last Accept Promised Date Promised Date Promised Date Date + Days Late + Days Late + Days Late Receipt Receipt Receipt Allowed Allowed Allowed Receipt Date Receiving Receiving Receiving Exception - 1 Options Options Options Receipt Dte Supplier Supplier Supplier Exc - 2 Receipt Dte Item Item Item Exc - 3 Shipment Source Price Agreement (not changeable) Country of Supplier Site Supplier Site Supplier Site Origin - 1 Cntry of Origin Approved Approved Approved -2 Supplier List Supplier List Supplier List (blanket releases only) Consigned Approved Flag Supplier List Purchase Order Distribution Defaulting Rules Distribution Standard Planned Blanket Contract Release Information Destination If line type is If line type is If line type is Type - 1 OSP = "Shop OSP = "Shop OSP = "Shop Floor" Floor" Floor" Destination If item stockable If item stockable If item stockable Type - 2 in ship-to org. = in ship-to org. = in ship-to org. = "Inventory" "Inventory" "Inventory" Destination If item stockable If item stockable If item stockable Type - 3 in ship-to org, in ship-to org, in ship-to org, and purchasable and purchasable and purchasable and Accrue on and Accrue on and Accrue on Receipt is No Receipt is No Receipt is No ="Expense" ="Expense" ="Expense" Destination If item is NOT If item is NOT If item is NOT Type - 4 stockable = stockable = stockable = "Expense" "Expense" "Expense" Requestor PO Preferences PO Preferences Deliver-To PO Preferences PO Preferences Requestor's Location - 1 if valid for ship-to if valid for ship-to location org and item org and item Deliver-To Requestor's Requestor's Requestor's Loc - 2 location location location Project PO Preferences PO Preferences PO Preferences Details Rate Date PO Header PO Header Source Agreement (not changeable) GL Date PO Preferences PO Preferences Today's date if in valid period; else null Accounts Account Account Account Generator Generator Generator Recovery Tax Code Tax Code Tax Code Rate Requisition PO Preferences PO Preferences Information - 1 Requisition Source Source Source Information - Requisition Requisition Requisition 2 (Online) (Online) (Online)