Manage purchase documents

When a vendor is selected on a purchase document, the system inherits the Service Provisioning Type field value set up for the vendor to the purchase document. Further, you can change the Service Provisioning Type field value on the General FastTab of the purchase document as required.

On the Lines FastTab, the system ensure only relevant items can be added to the purchase document. For example, if the Service Provisioning Type field value is set to Third-Party on a purchase order, the system allows purchasing only third-party items.

When the Service Provisioning Type field value is set to Third-Party, the system restricts any cost additions. Upon posting, the system does not create any value entries.

On the header, select the Third Party No. field value to specify the third-party customer who owns the goods in the relevant purchase order.

• The system displays a notification when updating the Third Party No. field value on the header after lines exist. The third party number on the line will never be overwritten when changing it on the header.
• The Third Party No. field value can automatically used during lot assignment to populate the lot ownership attribute, without overwriting existing values. This has to be setup as a lot attribute source mapping using the fucntionality of extension advanced attributes.

When creating purchase lines , the system first checks if the item has a fixed value for lot attribute out lot ownership setup in the item template. If that is the case, this is applied as third party number. If not, the system inherits the value from the purchase header.

On the line it is possible to change the third party no. In case it should be different from the header

The system automatically inherits the Service Provisioning Type field value to associated warehouse, inventory put-away or pick, and posted purchase documents.

The system displays an error when posting a receipt from a purchase order, warehouse, and inventory put-away or pick document if the buy-from vendor in the selected lot attribute value does not match the vendor specified in the document header.

Freight trade plan for purchase

• The system creates a service billing entry instead of a if a trade accrual interim entry if the Trade Plan Type field value is set to Freight use general ledger accounts and the order while the item with the Service Provisioning Type field value is set to Third-Party.
• If the Service Provisioning Type field value is set to Own, a trade accrual interim record is created following normal trade management business rules. If the Service Provisioning Type field value is set to Third-Party, no trade accrual interim record is created but a service billing entry is created according the business rules from service provisioning.

Third party number on trade plan rates for purchase

The system uses the Third Party No. field value from the purchase order to filter applicable trade plan rate lines. When the Third Party No. field value is set in the purchase order header or lines, the system matches only rate lines where the Third Party No. field value equals the document value.

In the purchase order header, when you set the Third Party No. field value, the system does not recalculate trade costs automatically. The trade costs are fetched and applied when the purchase order is released, based on the Third Party No. field value in the document header.

In the purchase order lines, when you change the Third Party No. field value in a line, the system immediately recalculates the document trade lines for that line based on the updated Third Party No. field value.

• The Third Party No. field is available on the Document Trade Cost and Document Trade Cost Line pages for purchase documents.
• The system shows an error when you try to change the Third Party No. field value after the document is released.