Purchasing Plan Detail

Overview

Records relating to details of the purchasing plan are kept and shown in the application through this screen.

Navigation

Purchasing ► Annual Purchasing Plan ► Purchasing Plan Detail

Purchasing Plan Detail screen Fields

Field	Description
Code	Unique identification code of Purchasing plan Detail record.
Inherit Reference	Inherit Reference is mentioned in this field.
Fiscal Year	Fiscal Year is selected from drop down box.
Institution	Institution to which Purchasing plan details relate is selected from lookup button.
Purchasing Plan Type	Purchasing Plan Type is selected from drop down box.
Annual Purchasing Plan	Annual Purchasing Plan is selected from lookup button.
Original Plan Detail Header	Original Plan Detail Header is entered by the system.
Purchasing Plan Detail Status	Status of Purchasing plan detail is entered from drop down box.
Date and Time of Approval	Date and Time of Approval is filled up in this field by the system.
Expense Type	Expense Type is selected from lookup button.
Legacy Reference Line Number	Legacy Reference Line Number is entered in this field.
Purchasing Target Type	Purchasing Target Type is selected from lookup button.
Minimum Allowed Usage Date In Purchase Requisition	The Date is filled up by the system.
Purchasing Vehicle	Purchasing Vehicle is selected from lookup button.
Purchasing Policy	Purchasing Policy is selected from lookup button.
Bid Documents Preparation Date	Bid Documents Preparation Date is selected from calendar button.
Estimated Purchasing Date	Estimated Purchasing Date is selected from calendar button.
Estimated Bid Opening Date	Estimated Bid Opening Date is selected from calendar button.
Estimated Bid Evaluation Date	Estimated Bid Evaluation Date is selected from calendar button.
Estimated Awarding Date	Estimated Awarding Date is selected from calendar button.
Estimated Contract Signing Date	Estimated Contract Signing Date is selected from calendar button.
Year Quarter	Year quarter is selected from drop down box.
Fund	Fund for Purchasing plan is selected from drop down box.
Is Subject to Special Arrangement	Whether Purchasing plan is subject to special arrangement is added in the checkbox for this field.
Is Already Published	Whether Purchasing plan is already published is added in the checkbox for this field.
Currency	Currency used in Purchasing plan is selected from the drop down box.
Exchange Rate	Exchange Rate is mentioned in this field.
Domestic Estimated Total Amount	Estimated total amount in domestic currency is shown in this field.
Foreign Estimated Total Amount	Estimated total amount in foreign currency is shown in this field.
Purchase Requisition	Purchase requisition is shown in this field by the system.
Language	Country specific language used in description is selected from drop down box.
Description	Brief description is regaring Purchasing Plan detail is entered in this field.
Additional Comments	Additional Comment on Purhcasing Plan Detail is entered in this field.
Plan Detail Line Item	Purchasing Plan Detail Line Item is added by clicking on Add button present for this tab.
Created by	User who created the record for the first time.Auto-assigned by the system.
Creation date	When the record is created, Auto-assigned by the system.
Approved by	User who approved the Purchasing Plan Detail.
Date and time of approval	Used to determine the date and time when the record was changed to status "Approved".

Purchasing Plan Detail Line Item

Overview

This entity is used to store the data that is registered by end user and/or end institutions that will post information details related to a current and open Annual Purchasing Master Plan.

Purchasing Plan Detail Line Item Screen Fields

Field	Description
Item Number	Identification number of Purchasing plan Detail Line Item.
Item	Catalogue item selected by the user.
Coding Block	Coding block related to the catalogue item.
Item Type	Copied automatically by the system form entered Item.
Catalogue Item Category	Automatically assigned by the system taken from Catalogue Item.
Unit Of Measure	Unit of measure related to the Catalogue item.
Quantity	Quantity to be ordered by the user based on entered unit of measure.
Estimated Unit Price Dc	Estimated domestic unit price for the item.
Estimated Unit Price Fc	Estimated foreign unit price for the item.
Domestic Estimated Total	Total domestic amount for the Item.
Foreign Estimated Total	Total foreign amount for the Item.
Estimated Delivery Date From	Auto assigned by the system using the value in parent Detail for estimated purchasing date.
Estimated Delivery Date To	Represents the date when the delivery or reception of the items will end.
Cash Code	Reference to Cash Account. This field will be displayed only when parameter "Manage Cash Code for Purchase Requisition" = True otherwise it will be hidden.
Language	Country specific language used in description is selected from drop down box.
Description	Brief description is regaring Purchasing Plan Detail Line Itemis entered in this field.