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   To define default options:

1. Navigate to the Default alternative region in the Purchasing Options window.

2. Select one of the following ReqImport Group By options for requisitions imported through the requisition open interface: All (not grouped), Buyer, Category, Item, Location, or Supplier. See: Requisition Import Process.

3. Select the currency Rate Type that defaults on requisitions, purchase orders, RFQs, and quotations. If the Rate Type is User, you can override this default for each document line. If either your functional currency (defined in your set of books) or your transaction currency (the currency you enter in a purchasing document window) is Euro (the European Monetary Unit currency), and the other is another European currency, Purchasing defaults in the appropriate conversion Rate Type, Rate, and Rate Date. See: Defining Conversion Rate Types.

4. Enter the Minimum Release Amount that defaults on blanket, contract, and planned purchase orders. This amount is in your functional currency. See: Overview of Multi-Currency Accounting.

5. Select Taxable to set the default taxable status to Yes. This is the default for new items and for purchase order shipments without an item number. You can override the taxable status for each item or purchase order shipment. The taxable status is printed on your purchase orders. See: Defining Tax Names

6. Select the Price Break Type that defaults on blanket and planned purchase orders:

Cumulative: Price breaks apply to the cumulative quantity on all release shipments for the item.

Non-cumulative: Price breaks apply to quantities on individual release shipments for the item.

7. Select the Price Type that defaults on purchase orders. Use the Lookup Codes window to define price types. See: Defining Lookup Codes.

8. Enter the Quote Warning Delay. This is the number of days before a quotation expires that you want to receive an expiration warning. When a quotation is due to expire within the number of days you provide here, you receive the following message in the Notifications Summary window: Quotations active or approaching expiration: [number]. See: Viewing and Responding to Notifications.

9. Select RFQ Required to require an RFQ for an item before you can autocreate the corresponding requisition line onto a purchase order. You can override this value for each item or requisition line.

10. Enter the Receipt Close tolerance percentage for your shipments. Purchasing automatically closes a shipment for receiving if it is within the receiving close tolerance at the receiving close point. Set the receiving close point in the Control Options window. You can override this option for specific items and orders. See: Defining Control Options.

11. Enter the Invoice Close tolerance percentage for shipments. Purchasing automatically closes a shipment for invoicing if it is within the invoicing close tolerance at billing, when Payables matches invoices to purchase orders. You can override this option for specific items and orders. See: Defining Control Options.

12. Select a default Line Type for requisition, RFQ, quotation, and purchase order lines. When you create any of these documents, the line type is part of your item information. You can override the line type for each document line. See: Defining Line Types.

Attention: This field is enterable only when the form is accessed from the Purchasing menu.

13. Select one of the following Invoice Match options:

Two-Way: Purchase order and invoice quantities must match within tolerance.

Three-Way: Purchase order, receipt, and invoice quantities must match within tolerance.

Four-Way: Purchase order, receipt, inspection, and invoice quantities must match within tolerance.

See: Receiving Controls, Options, and Profiles.

14. Save your work.