Overview
This entity stores the Purchasing Planning mater plans that the user will register and manage in order to generate proper Annual plans.
Navigation
Purchasing ► Annual Purchasing Plan ► Annual Purchasing Plan
Purchasing Requirement screen Fields
Field | Description |
Code | Unique identification code of Purchasing Plan. |
Fiscal Year | Indicates the Fiscal Year for the Annual Purchasing Plan. |
Institution | Institution that owns the Annual purchasing master plan. |
Purchasing Requirement | The purchasing requirements that will be used to register the necessary Purchasing details. |
Purchasing Plan Type | Indicates the type of Purchasing Planning the user is creating. |
| Workflow Status | Indicates the current workflow status of the Annual Purchasing Plan. |
CoA Group | Group that is used for coding block definition and that comes from the selected budget Scenario and version being used. The group is the lowest group in hierarchy defined for the scenario from where “Purchasing requirement” are populated from. |
Allow All Object Codes From Requirements | Allows all of the object codes that are part of the imported requirements from Budget Plans. By default this value is True. |
| Allow All Catalogue Item Categories | Indicates if all of the catalogue item categories are allowed to be used when entering Purchasing plan details. |
| Allow to Exceed Amount Requirements | Used to allow the Purchasing plan to exceed original amount from Purchasing Requirements. Default is true. |
| Allow Unfunded Requirements | Allows the user registering of Purchasing Details that are not coming directly from any Purchasing Requirements. |
| Allow Registering Details Out Of Period | Indicates if the system will allow user registering Purchasing details out of the period configured for the Purchasing Plan. Default value is true. |
| Start Registering Date | Start date when institution will be allowed to registering Purchasing details. |
| End Registering Date | Indicates the end of the period when no more details on this plan should be registered, unless "Allow Registering Details Out Of Period" is true. |
| Allow Child Institutions Registering Purchasing Details | Indicates if child institutions from selected institutions are allowed to enter purchasing details as well. |
Created By | Users by whom the Purchasing Plan record is created. |
Created On | Date of creation of the Purchasing Plan. |
Approved By | Users by whom the Purchasing Plan is approved. |
Approved On | Date of approval of the purchasing Plan record. |
Allow Adding / Updating Purchasing Plan Details | Indicates if the system allows the entering or updating of Purchasing plan Details and Line items when status is approved. Default is true. |
Original Annual Purchasing Plan | Reference to the original version from where this Master Plan could be copied from. |
Is Default Master Plan | Used to mark the default Plan per type that should be used by the system to allow entering details or for reference from Purchase Requisition documents. By default the value is True. |
Is Already Published | Used to indicate when the Master Plan is already sent using interfaces to an external system. |
Allowed Object Elements | This is a lookup to the elements that belong to the concept in “object” segment from the COA group defined in "Planning Group". |
| Allowed Institution | This is a lookup to select institution that are allowed to registering Purchasing Details. When list is empty the system will assume that no restriction it is done, otherwise the system will allow to registering purchasing details only for those institution in this list. |
| Allowed Catalogue Item Categories | Zero or more catalogue items categories allowed to be used when registering Purchasing Plan details. |
Allowed Catalogue Item Categories Tab screen Fields
Field | Description |
Catalogue Item Category | Lookup to the Item Categories. |
Allowed | Indicates if the Catalogue Item Category will be allowed or not. |