Purchasing Document Header Defaulting Rules (http://docs.oracle.

com/cd/E
Header Information
Automatically Generate Orders

Automatically Submit for Approval

Bill-to Location

Buyer

Carrier

Communication Method

Confirming order
Conversion Date

Conversion Rate Type

Currency

Default Ship-to Location

(If only Services, the attribute name is Default Work

Location)

E-Mail

(If Communication Method is E-mail)

FOB

Fax

(If Communication Method is Fax)

Freight Terms

Group Requisitions
Group Requisition Lines

Pay on Receipt

Payment Terms

Purchase Order Style

Procurement BU

Retroactive Pricing Terms

Required Acknowledgment

Requisitioning BU

Supplier Site

Supplier Contact
Taxation Country
Use Need-by Date

Use Ship-to Organization and Location

Purchasing Document Header Defaulting Rules (http://docs.oracle.com/cd/E37017_01/doc.1115/e22658/F387038AN185BD.htm)
Purchase Order

1. Supplier Site Assignment record of the supplier site in the Sold-to BU

2. Common Payables and Procurement Configuration setting for the Sold-to

BU

note to self: conref source #2

Current logged in user who launches the create document window
1. Supplier Site

2. Procurement Business Function Configuration of the Procurement BU

1. Supplier Site

2. 'None'

Unchecked
Current system date
1. If currency is fixed rate as defined in GL then set to EMU Fixed

2. Common Payables and Procurement Configuration setting for the Sold-to

BU

1. Invoice Currency of the Supplier Site

2. Primary ledger currency (functional currency) of the Sold-to BU

1. Supplier Site Assignment record in the Requisitioning BU

2. Requisitioning Business Function Configuration of the Requisitioning BU

1. Supplier Contact

2. Supplier Site

1. Supplier Site

2. Procurement Business Function Configuration of the Procurement BU

1. Supplier Contact

2. Supplier Site

1. Supplier Site

2. Procurement Business Function Configuration of the Procurement BU

1. Supplier Site

2. Unchecked

1. Supplier Site

2. Procurement Business Function Configuration of the Procurement BU

Style Display Name for the Purchase Order document type as specified in
the Style "Standard Style"
1. Assigned Procurement BU of the worker, if there's one and only one
active assignment.

2. Profile option "Default Procurement Business Unit" If there are more

than one active assignment for the worker

"None"
1. Client of the Procurement BU if there's only active client.

2. Buyer's Procurement BU Assignment details, if there are multiple clients

of the Procurement BU

Supplier, if there's only one active purchasing site for the Procurement BU
with an active site assignment for the Requisitioning BU
Supplier Site, if there's only one active contact for the site
Country of the Legal Entity of the Sold-to BU
cle.com/cd/E37017_01/doc.1115/e22658/F387038AN185BD.htm)
Blanket Purchase Agreement Contract Agreement
Procurement Business Function Configuration of the
Procurement BU
Procurement Business Function Configuration of the
Procurement BU

Current logged in user who launches the create Current logged in user who launches the create
document window document window

Same as purchase order Same as purchase order

Same as purchase order Same as purchase order

Unchecked Unchecked

1. Invoice Currency of the Supplier Site

2. Procurement Business Function Configuration of the Same as blanket purchase agreement

Procurement BU

Same as purchase order Same as purchase order

Same as purchase order Same as purchase order

Same as purchase order Same as purchase order

Same as purchase order Same as purchase order

Procurement Business Function Configuration of the

Procurement BU
Procurement Business Function Configuration of the
Procurement BU

Same as purchase order Same as purchase order

Same as purchase order Same as purchase order

Style Display Name for the Contract Purchase

Style Display Name for the Blanket Purchase Agreement
Agreement document type as specified in the Style
document type as specified in the Style "Standard Style"
"Standard Style"

Same as purchase order Same as purchase order

Procurement Business Function Configuration of the

Procurement BU
"None" "None"

Same as purchase order Same as purchase order

Supplier, if there's only one active purchasing site for the Supplier, if there's only one active purchasing site
Procurement BU for the Procurement BU
Same as purchase order Same as purchase order

Procurement Business Function Configuration of the

Procurement BU
Procurement Business Function Configuration of the
Procurement BU
 Purchasing Document Line Defaulting Rules
Line Information
Allow Price Override

Category

Deliver-to Location

Description

Destination Type

Hazard Class

Invoice Close Tolerance Percent

Invoice Match Option

Location

Match Approval Level

Match Approval Level

Negotiated

Organization

Price

Price Break Type

Secondary Quantity
Supplier Item

Type

UN Number

UOM
 Purchasing Document Line Defaulting Rules
Purchase Order

1. Item as defined in the Ship-to Organization

2. Line Type

1. Requester's location if its ship-to location matches the ship-to location of the line

2. Ship-to location of the line

Item as defined in the Ship-to Organization

1. "Inventory" if item is stockable in Ship-to Organization

2. "Expense"

1. Source Agreement Line

2. UN Number

3. Item as defined in the Ship-to Organization

1. 100 if procurement card on the header

2. Item as defined in the Ship-to Organization
3. Configure Procurement Business Function
4. Set it to "0"

1. Item as defined in the Ship-to Organization

2. Line Type

3. Supplier Site

4. "Order"

1. Header

2. BU assignment record of the source agreement corresponding to the

Requisitioning BU

3. Supplier Site Assignment record of the supplier site in the Requisitioning BU

4. Requisitioning Business Function Configuration of the Requisitioning BU

1. Item as defined in the Ship-to Organization

2. Line Type

3. Supplier Site

4. Procurement Business Function Configuration of the Procurement BU

5. "2-Way"
Note that if the default value is "4-Way" and the purchase basis is services then set
to "3-Way."
1. Source Agreement

2. Unchecked

1. Inventory Organization associated with the line Ship-to Location

2. Inventory Organization associated with the header Ship-to Location

3. Deliver-to Organization from the Requisitioning Business Function Configuration

of the Requisitioning BU

1. Source agreement

2. Item as defined in the Inventory Organization on Procurement Business Function

Configuration of the Procurement BU

Based on the conversion of the primary UOM and secondary UOM if the Defaulting
definition of the UOM for the item is "Fixed" or "Default"
Source agreement
1. Procurement Business Function Configuration of the Procurement BU

2. Document Style

3. "Goods."

1. Source agreement line

2. Item as defined in the Ship-to Organization

1. Item as defined in the Ship-to Organization

2. Line Type
ulting Rules
Blanket Purchase Agreement
Unchecked for goods lines and checked for services lines

Same as purchase order

1. UN Number

2. Item as defined in the Inventory Organization on Procurement Business Function

Configuration of the Procurement BU
Checked

Item as defined in the Inventory Organization on Procurement Business Function

Configuration of the Procurement BU

Procurement Business Function Configuration of the Procurement BU

Same as purchase order

Item as defined in the Inventory Organization on Procurement Business Function

Configuration of the Procurement BU

1. Item as defined in the Inventory Organization on Procurement Business Function

Configuration of the Procurement BU

2. Line Type