Overview
Purchasing Vehicle screen defines the specific requisites needed in each type of purchase. Examples of Purchasing Vehicle are: Local Purchase Order, Tendering, and Request for Quotation, etc.
Navigation
Admin ► Support Entities ► Other Support Entities ► Purchasing Vehicles
Purchasing Vehicle Screen Fields and Tab
Fields | Definitions |
| ID | Unique identification code of Purchasing Vehicle. |
Minimum Order Amount | Minimum amount in the default local currency to be taken in account in the Purchasing Vehicle range. |
Maximum Order Amount | Maximum amount in the default local currency to be taken in account in the Purchasing Vehicle range. |
Requisition Print Form | It specifies the Purchase Requisition form to be printed in FreeBalance Classic Application. |
Purchase Order Print Form | It specifies the Purchase Order form to be printed in FreeBalance Classic Application. |
Minimum Number of Bids | It is the minimum number responses that will be required. |
Effective Date | It represents the date when the Purchasing Vehicle starts to be valid. |
Language | Country specific Language as chosen. |
| Abbreviation | Purchasing Vehicle short description. |
Description | Explanation of Purchasing Vehicles use and purpose. |
Additional Information | Extra information of the purchasing vehicle. |
| Estimated Bid Opening Date | Represents the number of days to open bids after period of response has reached. |
| Estimated Bid Evaluation Date | Represents the number of days to evaluate bids after estimated bid opening date has reached. |
| Estimated Awarding Date | Represents the number of days to award bids after estimated bid evaluation date has reached. |
| Estimated Contract Signing Date | Represents the number of days to sign PO or contract after estimated awarding date has reached. |
| Allow Document and bid suspension | Used to allow suspensions over procurement documents and Bid Evaluation Processes. |
Credit Card Allowed? | If true, this Purchase Vehicle allows purchase orders to be paid by credit card. If false, credit card payments will not be allowed. |
BPO Applicable? | If true, this purchasing vehicle can be used in purchase requisitions and purchase orders which refer to a Blanket Purchase Order. |
Active | If false, the Purchase Vehicle cannot be used anymore and it would be there for reference purposes. |
Response Upload? | If unchecked then it is by default false. |
Apply Spending Limit? | If unchecked then it is by default false. |
| Allows Objections? | Indicates that the vehicle accepts receiving objections for the published Procurement document information. |
| Restrict Spending Limit? | Default is False. This attribute is used only if parameter 'Apply Expenditure Limit on Purchase Requisition' is TRUE. |
| Apply Tolerance Percentage On Awarded Amount? | Used to apply the maximum increment percentage when awarding over the "ESTIMATED" price for the PR or PD. |
| Mandatory To Add Short Listed Vendors In Procurement Process | Used to enforce users to register a short list of vendor when creating a new Procurement Process. |
| Mandatory Commitment Creation | Used to enforce the system to create or stop the commitment creation when a Purchasing requisition has change to approve. |
| Mandatory Reference To Purchasing Plan | Used to enforce user to enter a reference value when creating new Purchasing Plan. |
| Allow Use Same Purchasing Planning Reference For Different Requisitions? | Allows users to use same reference number to purchasing plan in many different Purchasing requisitions. |
| Allow To Receive Bids From Not Short Listed Or Sourced Vendors? | Used to allow receiving bids form Vendor that were not added to the original short listed vendors or suggested vendors. |
| Allow Use Complementary Purchase Order? | This field identifies whether the purchase order type allows the use of additional purchase order, by default = ‘false’. |
| Allow Use Re-Awarding Purchase Order? | Field identifies whether the purchase order type allows the use of Re-Awarding Purchase Order, by default = ‘false’. |
| Mandatory Purchasing Vehicle Usage Justification | Used to enforce users to register a Purchasing vehicle usage justification when creating documents related to PV. |
| Purchasing Vehicle Rfp Period For Questions Or Objections | It is the number of days that the RFP Information Form will be available to receive reponses from the vendors. |
| Minimum Short Listed Vendors | Minimum short listed vendors to be entered into a Procurement process. Default is 0. |
| Waiting days After Planing Lines Are Approved | Calendar days that represents the waiting days in order to user a new planning line when using a specific purchasing vehicle entry. |
| Maximum Percentage Updating Original Period For Responses | Represent the maximum number of calendar days up to a Procurement document can be modified into a future date based in original “Publishing date” from Procurement document. |
| Maximum Tolerance Percentage Awarding Limit | Represents the percentage over the maximum amount that can be paid in a Procurement document for a specific Purchasing Vehicle. |
| Purchasing Policy | Relate the purchasing vehicle to a specific law or policy from where the vehicle belongs to. |
Communication Method Tab | The Communication Method associated with the purchase. |
Validation Rules Tab | The tab associated with the validation rule of the vehicle. |
The Validation Rule screen contains the catalogue of validation rules that vendors must comply to be able to participate in procurement events.The tab associated with the validation rule of the vehicle
Validation Rules screen Fields
Field | Description |
Vendor Rules | The Vendor Rule associated with purchasing vehicle. |