Concepts

Tasks

Settings

Setting up Purchasing Delivery and Expediting Rules

You can set the rules for a site that affect the scheduling of the deliveries of purchased materials, and set the expedite dates for purchases.

You might want to set an internal delivery time; that is, the time that it takes to deliver materials from the receiving area to the job site. When you set the internal delivery time, 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.

You can also set the days of the week that deliveries are accepted at your site. When the system calculates the date expected for a purchase, it then checks to see if deliveries are allowed on that date or not. If deliveries are not accepted on that day of the week, the system moves the date expected back by one day and tries again until the date falls on an acceptable day.

You can use expedite dates as reminders for buyers on when to check on the expected delivery date with the supplier.

To Set up Purchasing Delivery and Expediting Rules

1.	From the Site window, select the Administration menu and then Purchasing Management Settings. The Purchasing Management Settings dialog appears.

Tip: You can also access purchase management settings from the Site window by selecting the Purchasing view, Settings tab, and the Purchase Order Management Settings node in the tree.

2.	Select the PO Policies tab, then the PO Options tab.

3.	Select the appropriate purchasing delivery rules:

Setting Name

Description

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.

Deliveries are accepted on

Select the days of the week on which deliveries are accepted at your site.

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.

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.

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.

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.

Enforce Minimum Order Value

Select this option to enforce a minimum value for the order. The order cannot be processed if the value is less than the minimum order value.

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.

4.	Click OK to close the Procurement Management Settings dialog.