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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. |