Commodity

On Delivery Order transactions the Agreement Commodity Line field is required if either of the following are true:

• The Transaction Control (DCTRL) table is set up to require an Agreement Reference.

• Transaction Reference Data has been entered on the Header.

The Agreement Commodity Line field provides the line number from the referenced agreement. The system then defaults all the required line-level information from the Agreement transaction, such as the Vendor, Unit Price or Commodity Code onto the line on the Delivery Order transaction. You cannot change the values of some of the fields that were replicated from the Master Agreement transaction; however, other fields such as Quantity, Unit Price and Delivery Location are not protected based on the Line Type.

The following field is required:

• Line Type

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

• Quantity

• Unit

• Unit Price

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

• Contract Amount

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

• List Price

• Discounted Unit Price

The Item Information or Service Information fields are required if the Line Type is not specified:

• If the RQ Transaction Type is generated with the Line Type not specified, the Item or Service Information is inferred to PO Transaction Type transactions on copy forward.  The existing logic remains the same, that is, if the Line Type on PRDOC is set to Item then both lines on the PO Transaction Type default to the Line Type of Item.

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

• Commodity Line Description

The following fields are conditionally required, based on site specific setup on the Procurement Transaction Control (PRDOC) table:

• Commodity

• Shipping Method

• Free on Board

• Delivery Date

• Delivery Type

• Billing Location

• Packing Instructions

• Hazardous Materials

• Special Handling

• Additional Handling

• Manufacturer

• Model

• Warranty Type

• Over Quantity

• Under Quantity

• Over Contract Amount

• Under Contract Amount

The Environmentally Preferred Purchase (EPP) section is only available when the ENABLE_EPP parameter is set to Yes on the Application Parameter (APPCTRL) table. This section can be used to define:

• Product Certifications

• Recycled Content

• EPP Attributes

• EPP Product

If the Allow Extended Description Edit check box on the Procurement Transaction Control (PRDOC) page is checked, edit is allowed on the Extended Description field on the subsequent versions of the transaction.

If the Enable PO Modification Flag check box on the Procurement Transaction Control (PRDOC) page is checked, the system will prevent modifications to any commodity lines that have been partially or fully received.  If the Enable PO Modification Flag check box is unchecked, then modifications to commodity lines that have been received is allowed on the subsequent versions of the transaction. By default, this check box is unchecked.

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

• Escrow ID

• Accounting Profile

• Terms Template

• Agreement Dept

• Issuer ID

• Requestor ID

• Shipping Location

• Billing Location

• Reporting 1

• Reporting 2

• Reporting 3

• FN Doc Dept

The External Item ID field is required if the External Warehouse field is populated. If this field is left blank, and the Commodity Line references a Maximo Standard Requisition (RQSM), then it will default to the External Item ID on the RQSM.

• When the Lock List Price is set to True on the referenced MA, you cannot change the List Price inferred from the catalog onto the Delivery Order for line items associated with a Catalog Line Type. However, if the Allow Promotional Pricing flag is also selected on the Master Agreement, then the user can specify a lower price in the List Price field on the Delivery Order than what is indicated in the Catalog List Price field on the MA.

• If the Line Type is Item, the Unit Price field can be changed.  If tolerances have been established for the MA line then the Unit Price will not be re-inferred from the MA on Validate unless the Unit Price has been blanked out entirely. In which case, the original Unit Price is re-inferred.

• On Validate/Submit the Delivery Order transaction verifies that the Unit Cost tolerances established on the referenced Master Agreement have not been exceeded. If the unit cost for item lines that reference a Master Agreement is either under or over the tolerance amounts an error message is generated.

Closed Quantity and Referenced Quantity will be updated based on the Matching Indicator and reference transactions.

• For Order-Invoice match, the Closed Quantity and Referenced Quantity are updated when the IN processes.

• For Order-Receipt match, the Closed Quantity and Referenced Quantity are updated when the RC processes.

• For Order-Receipt-Invoice match, the Closed Quantity and Referenced Quantity are updated when the RC processes.

• For No match, the Closed Quantity and Referenced Quantity are updated when the PR processes.

• If there are match terms identified but they were overridden on the PR, the system will treat the situation like a Match Indicator of None and the Closed Quantity and Referenced Quantity will be updated when the PR processes.

• However, if an inverse referencing PR is processed, the Closed Quantity and Referenced Quantity are updated regardless of whether it was the IN, RC, or PR that updated it in the first place.