Commodity

If this transaction is associated with another procurement transaction and that transaction was the first transaction within the Procurement Folder, then Procurement Folder, Procurement Type ID and Procurement Type fields are populated with inferred values on copy forward. When the Procurement Folder ID field is populated indicating that it is associated with a folder, the View Procurement Folder action is activated on the transaction Header allowing users to transition to the Procurement Management page to review other Procurement Folder information associated with this selected folder. Once the user has transitioned to the Procurement Management page a Back link is displayed allowing the user to transition back to the transaction Header where the transition began.

If the UTILITY_ENABLED flag on the Integration Parameters (INTCTRL) table (for Resource Name IE) is set to TRUE for any of the following combinations, then the IE must reference a unique record on the Electronic Account Profile (EAPRO) page, and the Data Source ID field must be populated with a value that is valid on the Electronic Billing Data Source (EBDS) page.

• Specific Department (Transaction Department), Specific Unit (Transaction Unit), and Transaction Code (Resource Name);

• If not found, then a Specific Department (Transaction Department), Unit of ALL, and Transaction Code (Resource Name);

• If not found, then perform the lookup again with a Department of ALL, Unit of ALL, and Transaction Code (Resource Name).

Special Notes:

• The Electronic Account and Data Source ID fields cannot be changed on modification versions of the IE transaction.

• Since the IE transaction is used for credit transactions, a negative Invoiced Service Contract Amount is allowed.

• The Summary Account field is inferred from matching record on EAPRO based on the Electronic Account, Vendor Code, Address ID, and Commodity Code.

• Upon successful submission to Final, the IE transaction will insert one record per Commodity line onto the Electronic Billing Inquiry (EBIT) page, if the Electronic Account fields are populated. If the IE transaction is being cancelled, then the IE removes the associated record(s) from the EBIT page for all Commodity lines that are not marked as closed (that is, the Closed Date and Closed Amount are not populated). Modifications and Cancellations are not allowed if the Payment Request Generated Date field is populated on EBIT.

The following fields are required:

• Referenced Transaction Code

• Referenced Transaction Department

• Referenced Transaction ID

• Referenced Commodity Line

• Reference Type

• Line Type

• Vendor Invoice Line

The following fields are required if the Line Type is Item:

• Invoiced Quantity

• Invoiced Unit Price

The following field is required if the Line Type is Service:

• Invoiced Service Contract Amount

The Line Type of Cost Plus is not allowed on the IN Transaction Type.

The following field is conditionally required, based on site specific setup on the Transaction Control table:

• Commodity Line Description

The following field is conditionally required, based on site specific setup on the Procurement Transaction Control table:

• Commodity

The Condition field and Reason field are required if any of the following are true:

• The Invoiced Quantity does not match the Ordered Quantity.

• The Invoiced Service Contract Amount does not match the Order Service Contract Amount.

• The Reference Type is Partial.

If the Enforce Transaction Department Validation field on the Transaction Control (DCTRL) page is selected, the values entered in the following field are validated against the Transaction Department to verify that the value entered is authorized for that specific Transaction Department:

• Referenced Transaction Department

When sales or use tax is recorded for a purchase, the amount calculated by the vendor may be a couple of cents different from what is calculated in Advantage. An optional Tax Adjustment feature exists to ensure the vendor is paid the amount of tax expected. Three commodity fields exist for this feature:

• Tax Adjustment is an indication of the commodity line that received the tax difference value when the Calculated Tax Before Adjustment and Total Vendor Invoice Tax Amount on the deader did not equal. By default, the Tax Adjustment was made to the first commodity line with tax. If desired, that indication can be manually transferred to another commodity line, but can only be selected on one commodity line.

• The Tax Adjusted Amount is the amount of tax difference between the user entered Total Vendor Invoice Tax Amount and the Calculated Tax Before Adjustment amount. The adjustment amount is combined with the previously calculated tax amount to become the final Tax Amount.

• The Referenced Tax Adjusted Amount indicates the amount of tax referenced by Payment Request transactions.

• Matching Status - This action transitions you to the Matching Status (MATA) page and is filtered by the Referenced Transaction Code, Referenced Transaction Department, and Referenced Transaction ID of the referenced award transaction. If no match is found, then the MATA page is displayed with a blank record.