Configuring Order Settings for a Vendor
- Click Master Data, and then click Vendors.
- Click the Vendor to update, click
the Order Settings tab, and enter the following
information:
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Placing Order Method: Select the method for placing orders. When creating a vendor for the first time, leave the Place Order Method as printout.
-
Purchase/Receive all Items: Select to enable all Items to be purchased and received by the vendor, regardless of an existing vendor purchase item. The user right Purchase/Receive All Items must also be enabled for this option to work.
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Master Order List only: Select to enforce placing orders for the vendor using a Master Order List only.
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E-Mail Type: Select the format for your emails.
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Custom Template: If the organization uses a custom order template that has been uploaded to the application by Oracle, the file name appears here.
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Custom Template, No Price: If the organization uses a custom order template that has been uploaded to the application by Oracle, the file name appears here.
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Custom E-Mail content text: Select to enable custom emails for orders.
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You must also select E-Mail in the Placing orders method field and select PDF in the E-Mail type field.
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Create your custom email content by wrapping each desired parameter with the @ sign. For example:
Dear @contactname@,
Please find your attached order @ponr@ for delivery on @ddd@ @dmm@ @dyyyy@.
Our receiving clerk will meet you in the storage room at @ccname@.
Best regards,
Example Hotel
-
The email example above appears as:
Dear Mr. Smith,
Please find your attached order XXXXXX–XXXXX for delivery on 01.12.2022.
Our receiving clerk will meet you in the storage room at Restaurant 1.
Best regards,
Example Hotel
-
Available parameters are listed in the following table.
Paremeter Description ccname
Cost center name
contactname
Contact name on vendor side
custno
Customer number
ddd
Two-digit delivery date day part
dmm
Two-digit delivery date month part
dyy
Two-digit delivery date year part
dyyyy
Four-digit delivery date year part
odd
Two-digit order date day part
omm
Two-digit order date month part
oyy
Two-digit order date year part
oyyyy
Four-digit order date year part
ponr
Purchase order name
useremail
User email address
userfax
User fax number
username
User long name
userphone
User phone number
vendor
Vendor name
-
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Enable Minimum Qty/Value/Weight on Order: Select to enable minimum order requirements for specific items or the entire order.
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Enable Minimum Total Qty on Order: Select for vendors with an item quantity minimum and enter the amount in the form of a whole number.
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Enable Minimum Quantity per Item on Order: Select when an item has a minimum quantity that must be ordered. This is defined in the Vendor Purchase Catalog.
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Enable Minimum Total Value on Order: Select for vendors with an order value minimum and enter the amount with up to one decimal place.
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Enable Minimum Total Weight on Order: Select for vendors with an order weight minimum and enter the weight with up to one decimal place.
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Allow Minimum Qty/Value/Weight on Order Override: Select to allow privileged users the ability to book an order that does not meet minimum requirements.
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- Click Save.
Parent topic: Vendors