Purchase Demand - Buyer Rule

This rule is used when the system searches for candidate purchase orders when the Purchase Demand method is used. Select this option when you want the buyer on the purchase order and the buyer on the resource demand to be the same.

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Purchase Demand - FOB Point Rule

This rule is used when the system searches for candidate purchase orders when the Purchase Demand method is used. Select this option when you want the FOB point on the demand to match the default FOB point on the purchase order’s supplier.

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Purchase Demand - Freight Term Rule

This rule is used when the system searches for candidate purchase orders when the Purchase Demand method is used. Select this option when you want the freight term on the demand to match the default freight term on the purchase order’s supplier.

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Purchase Demand - Payment Term Rule

This rule is used when the system searches for candidate purchase orders when the Purchase Demand method is used. Select this option when you want the payment term on the demand to match the default payment term on the purchase order’s supplier.

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Shipping mode rule

This rule is used when the system searches for candidate purchase orders when the Purchase Demand method is used. Select this option when you want the shipping mode on the demand to match the default shipping mode on the purchase order’s supplier.

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Purchase Demand - RFQ Rule

This rule is used when the system searches for candidate purchase orders when the Purchase Demand method is used. Select this option when you want to limit the lines allowed on a purchase order to be from the same RFQ. If this option is turned off, purchase order lines can be created from any completed RFQ.

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Limit number lines on a purchase order to

To set the maximum number of lines allowed on a purchase order, select Limit the number of lines and then enter the maximum number of lines allowed on purchase orders.

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Limit number lines on a purchase order to

To set the maximum number of lines allowed on a purchase order, select Limit the number of lines and then enter the maximum number of lines allowed on purchase orders.

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Internal delivery time

Set the amount of time that it typically takes to deliver an order from your receiving area to the job site. The system takes this time into account when calculating the date that materials are expected to be delivered for purchase orders. Note: This setting only applies to new material purchases of resources, and not to replenishment purchases. For replenishment purchases, the system uses the lead time to put away entered on the warehouse item.

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Monday:

If you are using a Daily schedule, select this option if the scheduled action should occur on this day.

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Tuesday:

If you are using a Daily schedule, select this option if the scheduled action should occur on this day.

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Wednesday:

If you are using a Daily schedule, select this option if the scheduled action should occur on this day.

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Thursday:

If you are using a Daily schedule, select this option if the scheduled action should occur on this day.

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Friday:

If you are using a Daily schedule, select this option if the scheduled action should occur on this day.

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Saturday:

If you are using a Daily schedule, select this option if the scheduled action should occur on this day.

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Sunday:

If you are using a Daily schedule, select this option if the scheduled action should occur on this day.

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First expedite date

Enter the number of days the first expedite date should be offset from a purchase order line’s expected delivery date. The first expedite date may be the first date on which you want to check with the supplier that the order will be shipped when expected. This entry is for information only, and may be used as a reminder when viewed in reports or tables.

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Before or after

Select whether the first expedite date should be offset before or after the expected delivery date on purchase order lines. For example, you may want to check with the supplier 7 days before a purchase order line’s expected delivery date. The first expedite date may be the first date on which you want to check with the supplier that the order will be shipped when expected. This entry is for information only, and may be used as a reminder when viewed in reports or tables.

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Second expedite date

Enter the number of days the second expedite date should be offset from a purchase order line’s first expedite date. The second expedite date may be the second date on which you want to check with the supplier that the order will be shipped when expected. This entry is for information only, and may be used as a reminder when viewed in reports or tables.

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Third expedite date

Enter the number of days the third expedite date should be offset from a purchase order line’s second expedite date. The third expedite date may be the third date on which you want to check with the supplier that the order will be shipped when expected. This entry is for information only, and may be used as a reminder when viewed in reports or tables.

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Prompt the supplier product description with the resource’s title

Select this option if you want the Product description for new supplier resources to be prompted with the title of the resource from the resource catalog. Users will be able to change the product description on the supplier resource, if necessary. If this option is cleared, the Product description box will be blank on new supplier resources.

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**Purchase order form

Select the default purchase order form that will be used when a purchase order is emailed, mailed, or faxed to suppliers. APM provides a default form to use for this purpose. If necessary, you can customize this form for your organization. If you have created a new custom report for this form, you can select it as the default form here.

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Subject

If you will be emailing or faxing documents to suppliers, select a default message to appear on the subject line for the faxes and emails. This information can also be edited when sending a document to a supplier.

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Body	If you will be emailing or faxing documents to suppliers, select a default message to appear in the body for the faxes and emails. This information can also be edited when sending a document to a supplier.

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Default fax cover page

If you will be faxing purchase orders to suppliers using the MS Fax Server, select the file that will be used for the default cover page. Note: Cover page files must be in the *.cov file format and accessible on the server. You can create a cover page file using the MS Fax Cover Page Editor on the machine with the Fax Server.

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RFQ form

Select the default RFQ form that will be used when an RFQ is emailed, mailed, or faxed to suppliers. APM provides a default form to use for this purpose.

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Instructions

Standard instructions that will appear in RFQ emails to suppliers.

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Default fax cover page

If you will be faxing RFQ forms to suppliers using the MS Fax Server, select the file that will be used for the default cover page. Note: Cover page files must be in the *.cov file format and accessible on the server. You can create a cover page file using the MS Fax Cover Page Editor on the machine with the Fax Server.

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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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