Requisitions

Select whether or not requisitions require approval. If you indicate that requisitions require approval, you must select the types that need to be approved.

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Approval of requisitions and requisition lines

The level at which requisitions are approved. You can choose from the following options: • Requisitions are approved: When a requisition is sent for approval, the entire requisition is sent to a single approval route. This is the default value. • Requisition lines are approved: When a requisition is sent for approval, each line must be approved separately. The approval requestor will be able to select a different approval route for each line.

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Route selection based on

You can set the system to select approval routes for purchase orders by one of two methods: GL accounts or Buyers. When the GL accounts option is selected, the system filters the list of approval routes to include only those routes for the GL account being charged on the purchase order. When the Buyer option is selected, the system filters the list of approval routes to include only those routes for the buyer responsible for the purchase order. If there is no appropriate approval route for either the GL account or buyer, the system selects the default purchasing route for the site. If there is no default purchasing route, the list includes all approval routes able to approve purchase orders.

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Purchase orders

Select whether or not all purchase orders require approval.

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Contracts

Select whether or not all contracts require approval.

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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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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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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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RFQ is required for purchases when

Select this option to have the system use rules to determine whether or not an RFQ is required for this purchase type. For example, you can select different rules for regular purchases and rentals. When you select this option, you should select one or more of the listed rules. If you do not select any of the rules, an RFQ will not be required for the purchase type.

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Cost	If you have selected to require an RFQ whenever the cost of a demand is greater than a certain amount, enter the amount in this box. Whenever a demand for this purchase type is greater than the entered cost, the system will automatically request an RFQ to be created.

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Number of Days

If you have selected to require an RFQ whenever the resource has not been ordered within a set number of days, enter the appropriate number of days in this box. For example, you can have the system require an RFQ if the resource has not been ordered within the last 90 days.

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Effective Price Rule

Select this option to have the system require an RFQ whenever the resource does not have a currently valid price for the purchase type. For example, the system will require an RFQ if the resource is requested but its latest price has expired. Note: If a price has no effective end date, the system considers the price to be expired for the purposes of this rule.

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Cost Exceeds Rule

Select this option to have the system require an RFQ for this purchase type whenever the cost of a demand is greater than a certain amount. Enter the amount in the box provided.

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Recently Purchased Rule

Select this option to have the system require an RFQ whenever the resource has not been ordered within a set number of days. For example, you can have the system require an RFQ if the resource has not been ordered within the last 90 days. Enter the appropriate number of days in the box provided.

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Default duration for bid sheets

The default amount of time between the RFQ’s effective and expiry dates. The system uses this setting to set the default expiry date for new bid sheet RFQs.

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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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