Format to use

The format to use for the document numbers. The format determines the number of digits in the document number and whether or not the number should be padded with zeros. Document numbers must be unique for objects within each site. The maximum number of digits in a document number is eight. For example, a format that says “%.6u” would generate six-digit numbers padded with zeros: 001234. • % indicates the start of the number definition. • .6 indicates that the numbers should have six digits. Numbers with less than six digits will be padded with zeros. • u indicates that the number is an unsigned integer (that is, it cannot be a negative number). You can also add a site-specific prefix or suffix to ensure that document numbers are unique across the whole enterprise. Enter a prefix before the % sign. Enter a suffix at the end of the format. For example, you could add the letter “R” as a prefix to refer to the site that owns the object, such as R-001234. In this example, you would enter a format that says: R-%.6u, where R- is the prefix.

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Next Number

The next consecutive number for the document. APM enters this number automatically and will check all used numbers to fill in any blanks in the series.

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Date required

The system can prompt a date by which items on a requisition are required. Select the appropriate option for your site: • Never prompt the date required on a requisition: The Date required box is blank by default when a requisition is created. • Always prompt the date required on a requisition: The system fills in a date required by counting from today’s date the entered number of days into the future. If you enter “0”, the system will enter today’s date.

Days in the Future

The system can prompt a date by which items on a requisition are required. If you select this option, the system fills in a date required by counting from today’s date the entered number of days into the future. If you enter ‘0’, the system will enter today’s date.

1st Criterion

The first criterion that the system considers when selecting a default supplier for a purchase demand. If the system cannot select a supplier based on the first criterion, it moves to the second criterion, and so on. You can set different orders for the criteria for each of the four purchasing types: Regular Purchases, Repair Orders, Equipment Rentals, and Service Orders.

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2nd Criterion

The second criterion that the system considers when selecting a default supplier for a purchase demand. If the system cannot select a supplier based on the first criterion, it moves to the second criterion, and so on. You can set different orders for the criteria for each of the four purchasing types: Regular Purchases, Repair Orders, Equipment Rentals, and Service Orders.

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3rd Criterion

The third criterion that the system considers when selecting a default supplier for a purchase demand. If the system cannot select a supplier based on the first or second criteria, it moves to the third criterion. You can set different orders for the criteria for each of the four purchasing types: Regular Purchases, Repair Orders, Equipment Rentals, and Service Orders.

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4th Criterion

The fourth criterion that the system considers when selecting a default supplier for a purchase demand. If the system cannot select a supplier based on the first, second, or third criteria, it moves to the fourth criterion. You can set different orders for the criteria for each of the four purchasing types: Regular Purchases, Repair Orders, Equipment Rentals, and Service Orders.

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Buyer assignment rule

Buyer assignment to purchase demand can be either manually or system assigned. Select one of the following options to determine how buyers are assigned to purchase demands: • Manually: The system will not set a default buyer on purchase demands. A buyer must be set manually for each purchase demand. • By the System: The system sets a buyer on each purchase demand either using the buyer setting on each resource, or the buyer setting for the site.

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Buyer responsibility

Buyer responsibility can be assigned for each resource in the catalog, or you can assign one buyer for the whole site. If buyers on purchase demands will be assigned by the system, the following options define how the system selects a buyer for a purchase demand. • Based on the resource being purchased: Different buyers are responsible for each resource in the catalog. If you choose resource assignment and a resource does not have a buyer assigned, or you are purchasing a non-catalog resource, the system uses the site’s buyer. • Based on location: A buyer has responsibility for the entire site. If you choose site assignment, and the current site doesn’t have a site buyer, the system looks up the site hierarchy until it finds a site buyer.

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Buyer for this site

If buyer assignment is set to system, then the buyer selected on this dialog will be defaulted as the buyer for each purchase demand: • when buyer responsibility is set to site • when buyer responsibility is set to resource, but the resource doesn’t have an assigned buyer or the resource is not in the resource catalog. Only employees that have been assigned the Buyer role will appear in the list.

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