Set purchase order rules

You can set purchasing rules for the purchasing process in your company.

To set purchasing rules

1. Open the Production (CSPROD) page.

   1. Select Utilities > Company Setup > Module Setup > Production.

   Or

   2. Search for CSPROD or Production in the Navigation box and then select Production.

   Production (CSPROD) page appears.

2. Prepare to set purchasing rules:

   1. Click the Purchasing tab.

   2. Make the necessary changes.

3. To set company wide settings:

   1. In the Sub-Contract Purchase Order Part Description area, select which part descriptions to use when you enter sub-contract purchase orders:

      • To use the part description from the item master memo field, click Item Master.

      • To use the part description from the job order’s operation description field, click JO Operation.

   2. To have purchase orders automatically open when created from the planned purchase queue, select the Auto Open Purchase Orders Via PLNPOQ check box.

   3. To have your fixed lot cost taxed too, select the Tax On Fixed/Lot Cost check box.

4. To select the type of lead time for purchase orders at the facility level:

   You have to set this for each facility if you are using multisite/multi-facility. Otherwise the Facility field is disabled.

   1. By default, Facility is displayed in the Facility area.

   2. Enter the number of days to allow for processing a purchase order in the Purchase Order Processing Lead Time(days) box.

      Or,you can increase or decrease the value by 1 using the arrow icons.

   3. In the Dock To Stock Lead Time(days) box,enter the number of days to allow for receiving, unloading, storing and inspection of purchased goods.

      Or, you can increase or decrease the value by 1 using the arrow icons.

   4. In the Purchasing Buffer(days) box,enter the number of days to allow for any unexpected circumstances.

      Or, you can increase or decrease the value by 1 using the arrow icons.

5. On the Toolbar, click Save.