Purchase types

Section “General”:

Fields Purchase types: General

• Company: Enter the company to which this type is applicable. It is possible to enter multiple types per company.

• Description: Enter the description of this type

• Ledger account: when creating a purchase order, this general ledger is pre-filled when linking to this purchase type.

• Cost center: Enter a cost center. If cost center is filled, only users which are linked to this cost center can see this type. If the cost center is left empty, all users can see this type.

• Active: Set to ‘True’ to be able to select this type in a purchase order.

Section “Workflow”

Fields of Purchase type: Workflow

• Material expert invoice (role): Role which checks the invoices when no receipts are entered.

• Material expert person: User who needs to complement the order with relevant data.

• Material expert order: Role which needs to complement the order with relevant data.

• exp.invoice (person): Person who checks the invoices when no receipts are entered.

• Require approval: If set to ‘True’ approval is required during coding the invoice.

• Require signed quote: If set to ‘True’ the order can only be send if a document is attached.

• Auto approve invoice: If set to ‘True’ automatic approval of invoices is possible.

• Two way is three way match: If set to ‘True’, an invoice without a receipt can be automatically approved.

• Auto approve upto amount: Up to this amount no approval is needed.

• Deviation amt. max.: The maximum deviation amount between order and invoice for which no additional approval is needed.

• Deviation perc. Allowed: The maximum deviation percentage between order and invoice for which no additional approval is needed.

Section “Supplier info”

Fields Purchase type: Supplier Info

• Supplier: It is possible to enter a supplier which will be pre-filled when creating a purchase order with this type. (not required)

• Require link to contract type: If set to ‘True’ only contracts of this type can be used to link to the order.

• OCI Connect string: Enter the OCR link in case it is applicable.

• Auto send order: If set to ‘True’ after approval an email is send to the supplier with the order confirmation.

• OCI upload string: The OCR link to ‘upload’ orders(xml) to.

• Track PO after sending: If set to ‘True’ the order will be send to the worklist of the (role) expert (order) to remain an overview in PO’s which are in transit.

• Delivery date required: Currently not actively used in the default application.

• Item required: Currently not actively used in the default application.

• Import PO: Set to ‘True’ if purchase orders are imported.

• Import receipts: Set to ‘True’ if receipts are imported.

• Receipt before invoice required: Currently not actively used in the default application.

• Register receipts: If set to ‘True’, field ‘register receipts’ is set to ‘true’ when creating new purchase orders with this type.

• Change allowed: If set to ‘True’, the default value of the field ‘register receipts’ on header level in the purchase order can be changed.

• Register receipts per line: If set to ‘True’ the field ‘register receipts’ is set to ‘true’ on purchase order lines by default.

• Num of dec price: Currently not actively used in the default application.

• Num of dec qty: Currently not actively used in the default application.