The Purchasing Parameters are used to record certain characteristics of the Purchasing section, controls to be performed, control methods and defaults. These parameters are located on the Definitions menu of the Administration section. The defaults, parameters and functions of the Purchasing Parameters window are:
DEFAULTS |
Material (Class) Purchase Prices - Type | Indicates the type of the purchase price applied as default in transactions. The type default contains the following options:
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Material (Class) Purchase Prices - VAT | The VAT defaults of purchase prices. There are two options:
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Service Purchase Prices - VAT | The VAT default of service purchase prices. There are two options:
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Discounts | The parameter used to specify the tracking method for discounts applied to slip bottom or slip lines. Discounts can be tracked under a separate G/L account or through distribution to materials within the slip. This parameter line contains the following options:
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Surcharges | The parameter used to specify the tracking method for surcharges related to material lines or slip bottom in purchase slips and invoices. Surcharges can be tracked under a separate G/L account or through distribution to materials within the slip. This parameter line contains the following options:
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Promotion Discounts | The parameter used to specify the tracking method for promotions related to material lines or slip bottom in purchase slips and invoices. Promotions can be tracked under a separate G/L account or through distribution to materials within the slip. This parameter line contains the following options:
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Invoice Payment Transactions | The parameter used to specify the tracking method for invoice payment transactions. This parameter line contains the following options:
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Return Cost Type | The parameter used to specify how return costs will be calculated. This parameter line consists of the following options:
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Order Approval Info | The parameter used to specify the default value of the order approval info. Order approval information can be changed using the approval info option located in the right mouse button menu of the order slip and order slips windows. This parameter line contains the following options:
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Requested Proposal Number | It is the default number of requested proposals from suppliers for purchasing proposals. |
Order Approval Info | The parameter used to specify order approval status default for purchasing orders. It contains the following options:
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Proposal Approval Info | The parameter used to specify proposal approval status default for purchase proposals. It contains the following options:
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Contract Approval Info | The parameter used to specify contract approval status default for purchase contracts. It contains the following options:
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Dispatch / Receipt Status | The default dispatch record status. This parameter line contains the following options:
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Invoice Status | The default invoice record status. This parameter line contains the following options:
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Dispatch / Receipt Shipping Status | The shipping status default of dispatches / receipts. This parameter line contains the following options:
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Deduction Numerator | Deduction numerator default for the receipts and orders. |
Deduction Denominator | Deduction denominator default for the receipts and orders. |
Service Distribution Type | Used to specify service distribution type default for the service cards used as import expense. It contains the following options:
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Currency Type – Order / Receipt / Invoice (General) | These parameter lines are used to determine which currency type will be displayed as default for general of slip when generating a purchasing slip or invoice. The parameter lines contain Reporting Currency, Transaction Currency and EURO options. The selection made in these lines is transferred as default to Currency Type field of purchasing slips and invoices; can be changed if necessary. |
Currency Type – Order / Receipt / Invoice (Slip) | These parameter lines are used to determine which currency type will be displayed as default for slip lines when generating a purchasing slip or invoice. The parameter lines contain Local Currency, Reporting Currency, Transaction Currency and EURO options. The selection made in these lines is transferred as default to Currency Type field of purchasing slips and invoice lines; can be changed if necessary. |
PARAMETERS |
Shipment Address | The parameter used to specify the default value of the shipment address to be used. This line contains the following options:
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General Discount and Surcharge in Dispatch/Order/Contract Transfers | This parameter is used to specify how the discounts and surcharges related to the slip button will be transferred if purchase orders are transferred into purchase receipts and purchase receipts are transferred into purchase invoices. Multiple receipts can be transferred into an invoice. Such receipts can contain different rates of discounts and surcharges, or discounts or surcharges defined through formulas. The parameter line contains the following options:
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Pricing Currency in Dispatch/Order/Proposal Management Slips Transfer | The parameter option used to specify the transfer method for the pricing currency exchange rate when slips are transferred into dispatches and invoices, dispatches are transferred into invoices and proposal management slips transferred into invoices. The parameter contains the following options:
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Transaction Currency in Dispatch/Order/Proposal Management Slips Transfer | The parameter option used to specify the transfer method for the transaction currency exchange rate when slips are transferred into dispatches and invoices, receipts are transferred into invoices and proposal management slips transferred into invoices. The parameter contains the following options:
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When Transaction Currency Exchange Rate is Changed (Order/Dispatch/Invoice Transactions) | This parameter is used to specify the amount to be updated if update exchange rate is selected on the transaction currency line when dispatches and orders are transferred. The parameter contains the following options:
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Shipment of Promotions on Order | The parameter line used to specify the delivery method for promotions on order. This parameter contains the following options:
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Warehouse Control in Order Delivery | This parameter line is used to specify whether or not warehouse control will be performed in order delivery. This filter contains Yes and No options. When "Yes" is selected, the order is delivered from the related plant and warehouse. In other words, if the warehouse number entered on the order slip do not match with the warehouse number on the dispatch while an order slip is transferred into a dispatch, a warning message is displayed and the confirmation of the user is required for delivery. When "No" is selected, plant and warehouse control is not performed in order deliveries. |
Update Reporting Currency Rate When Date Changes | The parameter used to specify how the Reporting Currency rate will be affected from slip or invoice date changes. The parameter contains the following options:
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Update Transaction Curr. Rate When Date Changes | The parameter used to specify how the transaction currency rate would be affected from slip or invoice date changes. It contains following options:
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Automatic Dispatch/Receipt Printing | Automatic Dispatch/Receipt Printing, Automatic Order Printing and Automatic Invoice Printing parameter lines are used to specify when the order slips, purchase receipts and purchase invoices used in purchase transactions will be printed. This parameter line contains Yes and No options. When "Yes" is selected, purchase document is printed as soon as it's recorded. When "No" is selected, automatic printing is not performed. In such cases, slips or invoices can be printed individually using the Print option or in batches using the Batch Printing option. |
Automatic Barcode Printing | It is barcode label printing default. Contains "Yes" and "No" options. In the event of approving this parameter line, label printings are done automatically. |
Demand Slip Lines | Used to specify how demans slip lines will be transferred to orders and receipts. It contains the following options:
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Order Lines | The Order Lines, Dispatch/Receipt Lines and Invoice Lines parameter lines are used to specify how dispatches, invoices and order slips will be printed. These parameter lines contain the following options:
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When Order / Receipt/Dispatch / Invoice Lines are Combined by Material/Group Code, Lines with Different Prices Will | Used to specify how different price material lines will be printed in order, dispatch/receipt and invoice printings, when same group coded materials lines are combined and printed together.
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Sorting Order Lines Dispatch/Receipt Lines Sort OrderSorting Invoice Lines | This parameter is used to specify the sort order of Materials transferred into slip lines if transactions for multiple materials are present on orders, dispatches and invoices. The parameter lines contain the following options:
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Printing of Order Form | Used to specify order form printing type default.
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Printing Invoice | This parameter line is used to specify how the invoice will be printed. The Printing Invoice parameter consists of the following options:
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Transactions That Have Mixed Case Lines To Be Printed | This parameter line is used to select the slips and invoices that have mixed case type material lines to be printed in detail. Parameter line contains the following options:
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Material Class Detail Lines | This parameter line is used to specify whether or not detail lines of material classes will be printed on slips, receipts or invoices. This field consists of the following options:
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Material Class (with table) Detail Lines | This parameter is used when any slip type is selected in "Material Class Detail Lines" parameter line.
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Purchase / Sales Conditions | This parameter is used to specify how purchase and sales conditions will be read. The parameter consists of the following options:
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AR/AP / Material Consistency Control on Slips | Suppliers and customers from/to whom the materials are purchased/sold are recorded on the Customer/Suppliers tab of the material. AR/AP - Material consistency control is performed on purchase order slips, purchase receipts and invoices, and the material is procured from the suppliers specified on the material. This transaction is performed using the AR/AP / Material Consistency Control on Slips parameter. This parameter line contains the following options:
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In Case of Lead Time Not Specified | Used to specify the lead-time default of materials for which the lead time is not specified on the material. Lead times are assigned on the Customer/Suppliers tab of the material by AR/AP or trading group. The lead time specified here is processed on purchase slips, and the procurement date is calculated accordingly. The lead-time specified on the record is added to the date of the order slip, and the calculated date is transferred into the procurement date field. If lead time is not specified on the material, the default delivery date is specified on the In Case of Lead Time not Specified parameter line. This parameter contains the following options:
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Lead Time Control | The lead-time of the material is recorded on the Customers/Suppliers tab of the material. Lead times are specified by supplier or trade groups. The specified lead-time is added to the date of the order slip, transferred into the related field on the slip, and can be changed if necessary.When "Yes" is selected, the slip is not recorded if the procurement date exceeds the lead-time specified on the record. |
Delivery Control On Dispatch/Receipt and Invoice Transactions | The parameter used to control order relations in dispatches and invoices. This field consists of Yes and No options.When "No" is selected, order relations are not checked while order and material transactions are recorded on dispatch and invoice lines. When "Yes" is selected, dispatches and invoices without order relations can not be recorded. |
Fully Shipped Orders | This parameter is used to specify whether or not information regarding fully shipped orders will be changed. This field contains the following options:
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Partial Delivered Orders | Used to update partially delivered orders' slip data. Contains Will Be Changed and Will Not Be Changed options. |
Delivery Address Control on Order | This parameter line is used to specify whether or not order slips can be recorded without specifying a delivery address. When "Will be done" is selected, the slip cannot be recorded without entering the delivery address on the Detail tab of the order slip. |
Return Transactions Will be Effected Order | The parameter used to specify how return transactions will affect the order. This parameter is used if the order is not wanted to be considered in excess in input and output costs and return transactions, in other words, if returning an order is considered the same with closing an order. This filter contains Yes and No options.When "Yes" is selected and selecting input/output cost as the return type returns a dispatch or invoice, the order amount equal to the amount returned is considered in excess. Therefore, the delivered quantity and undelivered quantity are recalculated.When "No" is selected, the order amount is not considered in excess when the material is returned. The return quantity is not subtracted from the delivered total and is not added to the sales order total even if a return invoice is issued. In the LOGO application, totals are not updated when a returned invoice or dispatch is cancelled or deleted. |
Payment Plan Control on Order/Dispatch/Invoice Transactions | The parameter used to control payment plan entries for transactions on slip and invoice lines. The payment plan column is used to record the payment plan according to which the material or service amount specified on slip or invoice lines will be closed. |
General Lot Numbers (Purchase) | This parameter line is used when lot numbers are assigned based on suppliers. This filter contains Yes and No options. When "Yes" is selected, a single lot number is assigned to each material line on purchase receipts and invoices. In other words, tracking is performed on slip bottom. Lot numbers of suppliers are specified using the Record Numbering option located in the Administration section. Lot numbers are assigned using the Generate Lot Records option located in the right mouse button menu of the slip line. Assigned numbers are displayed on the Lot Number field at the top of the slip or invoice. Transactions of lot numbers assigned to slip bottom on supplier basis are tracked using the Lot / Serial Numbers option located in the right mouse button menu of the materials window. Purchase and sales transactions totals of the Lot record are listed by clicking the Transactions button of the related lot record on the Lot / Serial Numbers window. Transaction information is listed using the Transactions option. |
Detail Lines on Dispatch/Receipt Printing | Used to print Serial/Lot Numbers/Serial Group Numbers and Locations of materials on dispatches/receipts. |
Detailed Line Printing Type (with Serial Tracking) on Receipts/Dispatches | It is the detailed line printing type default of materials tracked by serial system when printing receipts. |
Detail Lines on Invoice Printing | Used to print Serial/Lot Numbers/Serial Group Numbers and Locations of materials on invoices. |
Detailed Line Printing Type (with Serial Tracking) on Invoices | It is the detailed line printing type default of materials tracked by serial system when printing invoices. |
Serial/Lot/Location Tracking Quantity Control on Dispatch/Receipt | This parameter is used to specify the control method to be applied when quantities are not specified in Serial/Lot/Location information of materials tracked in dispatches or receipts. This parameter line has three options:
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Serial/Lot/Location Tracking Quantity Control on Invoices | This parameter is used to specify the control method to be applied when quantities are not specified in Serial/Lot/Location information of materials tracked in invoices. This parameter line has three options:
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Proposal Order Printing | This parameter line is used to specify whether or not order slips with proposal status will be printed. When "No" is selected, order slips with proposal status are not printed. |
Proposal Dispatch/Receipt Printing | This parameter line is used to specify whether or not receipts with proposal status will be printed. When "No" is selected, receipts with proposal status are not printed. |
Proposal Invoice Printing | This parameter line is used to specify whether or not invoices with proposal status will be printed. When "No" is selected, invoices with proposal status are not printed. |
Unit Price Control on Invoice Lines | The parameter that prevents invoices from being recorded without entering the unit price on invoice lines. This parameter line contains the following options:
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Used in Automatic Payment/Collection | The parameter used to specify the section to be used in automatic payments for purchasing transactions. This parameter contains the following options:
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Force Update of Serial/Lot/Location Quantities When Required | The parameter used to specify transactions required to force automatic opening of the serial/lot entry window when Serial/Lot quantities change. This field contains the following options:
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Open Fast Access Window | The parameter used to specify the slip types that will automatically open the fast access window allowing fast entry by material characteristics. The field contains three options:
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Assign G/L Codes on Empty Invoice Lines | The parameter used to assign G/L codes to empty fields on purchase invoices. The parameter contains Yes and No options.When "Yes" is selected, predefined G/L account codes are transferred as default into the G/L codes window when the invoice is recorded. |
Automatic Delivery Address Assignment | The parameter used to specify slip types to which delivery addresses will be assigned. The delivery address of the AR/AP is displayed as default on slip types selected on this field. The field contains three options:
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If Payment Amount is Greater Than Invoice / Order Amount | The parameter used to specify the transaction method if the payment amount exceeds the invoice amount in sales transactions with back payment plans paid by credit card. This parameter line contains the following options:
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Changing Slip Lines Warehouse Info | The parameter that allows warehouse data to be entered on the related lines. "Yes" must be selected on this parameter line if multiple source and target Warehouses exist in one slip. Warehouse entry from slip lines is an additional feature. If this feature is used, "Enable Warehouse Info Update on Slip Lines" parameter is available in material management parameters. |
Due Date in Order/Dispatch/Invoice Transfers | The parameter used to specify the due date calculation method on transfers of orders and dispatches recorded with payment plans into dispatches and invoices respectively. This parameter contains the following options:
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Rounding on Discount | This parameter line is used to specify whether or not rounding will be applied when discounts result in decimal amounts. |
Payment Type On Order | To be able to generate payment transactions for the orders, the order slip has to be defined and recorded by "prepayment" feature.
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Insp. Crit. Prints on Dispatch/Receipt Printing (Input) | This parameter line is used to specify whether or not the inspection criteria will be printed when printing dispatch/receipts in the event of using inspection feature. |
Insp. Crit. Prints on Invoice Printing (Input) | This parameter line is used to specify whether or not the inspection criteria will be printed when printing invoices in the event of using inspection feature. |
Transfer Details Of Return Transactions | Used to specify whether or not the details of the purchase invoice will be transferred to purchase return invoice in purchase return transactions recorded by slip and invoice lists. It contains the following options:
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Apply Price Update Limit | In purchasing transactions, whether the price update limit application for the slips and invoices will be used or not is determined by this parameter line. |
Generate Automatic Order Connection after Campaign | Used to transfer campaigns of orders to receipts or invoices automatically when transferring orders to receipts or invoices. |
Order Quantity Control on Delivery Transaction with Barcode | It is used to control the entered quantity by using material barcodes inclusive of the undelivered quantity and to close the undelivered quantity of the delivered materials automatically in order delivery transactions, when materials are delivered by using barcode system. It contains the following options:
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Automatic Unit Price Update | Used to specify update method for the unit price of material selected in order/receipt/invoice lines in the event of any change in dates or in AR/AP field.
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If There is a change in campaign applied transactions | Used to specify the transaction method for the campaigns, in the event of any change in campaign applied transactions. It contains the following options:
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Lines with Empty Material Unit Price on Invoice Printing | Used to specify whether the materials lines with empty unit price fields will be listed in invoice printing or not. |
Quantity Control on Order Delivery | Used to control quantity of orders on order delivery when its quantity is more than undelivered quantity. |
Update Payment Types of Invoice Lines | The parameter is used to specify whether the payment plan selected in invoice line will be updated or not when AR/AP has been changed. |
Number of Invoice Lines in Batch Billing | Used to determine maximum number of invoice lines in batch billing operation. |
Update Payment Types of Dispatch/Receipt Lines | The parameter is used to specify whether the payment plan selected in receipt line will be updated or not when AR/AP has been changed. |
Order Transfer Undelivered Quantities | The parameter is used to specify whether the undelivered quantities of orders will be transferred to receipts or invoices while transferring the order slips to receipts/invoices. |
Local Currency Type on Money Transfers Used with Pricing Currency | The parameter is used to specify whether or not local currency will be updated when pricing currency applied to a transaction in order slip line that is processed by local currency when transferring the slip to invoice. It contains the following options:
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Payment Transactions Will Be Generated Base on Lines | The parameter is used to determine how the payment transaction will be generated in the event using different payment plans in each material line of an invoice. This parameter line contains "Yes" or "No" options. |
Outstanding Service Amount Will Be Transferred to Invoice in Partial Service Order Transfers | Used to specify whether the outstanding service amount will be transferred to invoice in partial service order transfers or not. Contains Yes and No options. |
VATs with Deduction | Used to determine the tracking type of VATs with deduction in G/L. This parameter line contains the following options:
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Unit Price Default | Used to determine the unit price type to be transferred to slips and invoices as default.
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Remaining Quantity/Amount Control at Contracts Prepared for Material Classes | This parameter line is used to determine whether the remaining quantity and amount controls at contracts (quota imposed), which are prepared for material classes, will be done based on material class (selected in contract line) or based on materials belonging to selected material class.
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If Receipt Date Month Info is Different from Invoice Date Month Info | It is control type default when a purchase receipt is wanted to be billed in another month after the related receipt is generated. The parameter line contains the following options:
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Open Cash Payment/Collection Slip Automatically in Invoices | It is used to determine whether or not AR/AP payment slip will be displayed on purchase invoice screen when saving the invoice in case payment type of it is selected as "Cash" from invoice details or payment transactions window. It contains "Yes" and "No" options. |
When Invoice Date is Changed, Dispatch/Receipt Date will be Updated Automatically | This parameter is used to change dispatch/receipt date automatically when invoice date is update. It contains Yes and No options. |
Keep Quantity and Amount Integrity While Transferring Prepaid Order to Invoice | This parameter is used to determine whether the quantity and amount information of an order can be changed while transferring the prepaid order to invoice. This parameter line has "Yes" and "No" options. When "Yes" is selected, the quantity and amount information cannot be changed by the user while transferring the prepaid order to invoice. "No" is the default option. |
Stock Market Share Account in Producer Invoice | Used to determine how stock market share will be calculated in producer invoices. This parameter line has three options:
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Update Recpt./Dispatch/Order Trading Group When Invoice Trading Group is Changed | This parameter is used to determine whether trading group information of the order and dispatch/receipt related to an invoice will be updated accordingly, when the Trading Group selected in the relevant sales or purchase invoice is changed. Contains two options:
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Select An Operation for Payment Transactions Generated by User When Invoice/Order Amount Is Changed | You can perform any of the operations listed below for payment transactions generated by the user when the amount of prepaid order or invoice that is generated previously is changed. |
Transactions To Be Applied Mixed Case Parting While Saving The Slip | This parameter is used to process the transactions of materials in mixed case lines and reflect the relevant quantities to the inventory in mixed case warehouse transfer operations and stock purchases of mixed case type. It has two options: Purchase Invoice and Warehouse Slip. |
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