Overview
This entity allow users to view published purchasing plan detail.
Navigation
Purchasing ►Annual Purchasing Plan ► Purchase Plan Interfaces ► Published Purchase Plan
Published Purchase Plan Screen Fields
| Fields | Description |
| Fiscal Year | Drop down to select a lsit of valid fiscal years for existing Purchase Plans. |
| Institution | Look up functionality to select instution. |
| Purchasing Plan Type | Look up functionality to select purchasing plan type. |
| Purchasing Plan | Look up functionality to select purchasing plan. |
| Version | This filter show a list of versions of existing approved Purchase Plans that belongs to Institution, Fiscal Year and Type selected on filters above. |
Overview
This entity is a copy of the main APP entity Annual Purchasing Plan (Master Plan). All data inserted into its fields must be the same values from the corresponding fields in the original entity at the time the Id for an Annual Purchasing Plan is succesfully sent to an external system.
Navigation
Purchasing ►Annual Purchasing Plan ► Purchase Plan Interfaces ► Requested Annual Purchasing Plan
Requested Annual Purchasing Plan Screen Fields
| Fields | Description |
| Id | Unique identification code of Annual Purchasing Plan. Automatically assigned by the system. |
| Date and Time of Creation | Automatically assigned by the system at CREATION time. Assign the system current date and time. |
| Purchasing Plan Application Id | Application id of the 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 applicable for the Annual Purchasing Plan. |
| 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 requirements. When Yes, the master plan will allow the user entering Purchasing Plan Details that could exceed original amount from Purchasing requirements. |
| Allow Unfunded Requirements | Allows the user registering of Purchasing Details that are not coming directly from any Purchasing Requirements. When True, then the system will allow user entering purchasing details with no reference to any purchasing requirement. |
| 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. when True, the system will allow registering Purchasing Details even when period for Registering is closed |
| Start Registering Date | Indicates 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 Tab | This is a lookup to the elements that belong to the concept in “object” segment from the COA group defined in "Planning Group". |
| Allowed Institutions Tab | 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 Tab | Zero or more catalogue items categories allowed to be used when registering Purchasing Plan details. |
Overview
This entity is a copy of the main APP entity Annual Purchasing Plan (Master Plan). All data inserted into its fields must be the same values from the corresponding fields in the original entity at the time the Id for an Annual Purchasing Plan is succesfully sent to an external system.
Navigation
Purchasing ►Annual Purchasing Plan ► Purchase Plan Interfaces ► Requested Purchasing Plan Detail
Requested Purchasing Plan Detail Screen Fields
| Fields | Description |
| Id | Unique identification code of Purchasing plan Detail record. |
| Date and Time of Creation | Automatically assigned by the system at CREATION time. Assign the system current date and time. |
| Plan Detail Application Id | Application id of the purchasing plan. |
| Version | Versions of the Purchasing Plan Detail. |
| Fiscal Year | Fiscal Year is selected from drop down box. |
| Purchasing Plan Type | Purchasing plan type applicable for the purchasing plan details. |
| Institution | Institution to which Purchasing plan details relate is selected from lookup button. |
| Purchasing Plan Detail Status | Status that represents the current state of the Plan detail. |
| Date and Time of Approval | Used to determine the date and time when the record was change to status "Approved" |
| Expense Type | Type of expense that represent values as current, capital or others. |
| Legacy Reference Line Number | Alphanumeric value that represents an external reference to this detail. |
| Purchasing Target Type | Describes the objective of the purchasing detail that is being registered. |
| Minimum Allowed Usage Date In Purchase Requisition | Read only field. Auto assigned by the system. |
| Bid Documents Preparation Date | Represents the estimated date when all necesary document will be finished. |
| Estimated Purchasing Date | Estimated date when the official purchasing will be done by the institution. |
| Estimated Bid Opening Date | Represents the estimated date when bids will be opened. |
| Estimated Bid Evaluation Date | Represents the estimated date when bids will be evaluated. |
| Estimated Awarding Date | Represents the estimated date when Purchasing process will be awarded. |
| Estimated Contract Signing Date | Estimated date when PO is approved. |
| Year Quarter | Indicates the quarter of the year when the purchasing should be done based on estimated purchasing date. |
| Purchasing Vehicle | Indicates the purchasing vehicle that should be used when the process take place for acquiring planned items. |
| Purchasing Policy | Reference to the Purchasing policy that should be related to the Purchasing process when acquiring products, goods or service. |
| Fund | Fund applicable for the Purchasing plan is selected from drop down box. |
| Is Subject to Special Arrangement | Indicates if any other special treatment should be considered for this process when acquiring. |
| Currency | Currency applicable for the Plan details. |
| Exchange Rate | If the currency is foreign currency then the exchange rate of the foreign currency. |
| Domestic Estimated Total Amount | Domestic total amount. Auto calculated by the system by adding all of the totals from list of items linked to the present budget plan detail. |
| Foreign Estimated Total Amount | Estimated total amount in foreign currency is shown in this field. |
| Purchase Requisition | Represent the PR linked to the planned detail. |
| Is For Re-Open | Used to identify those planning lines, that are added for creating a new "RE-OPEN" process that ended voided or cancelled for any reason. Default value is false |
| 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. |
| Requested Plan Detail Line Items | Purchasing Plan Detail Line Item is added by clicking on Add button present for this tab. |
Overview
This business method will be used for interfaces purposes to notify to an external system about the creation of a new approved Purchasing Master Plan.
The system will be able to send Purchasing Master Plans when an Approval Transition is commited. Therefore, this process is executed as a business method from the Purchasing Master Plan WF approval transition.
Navigation
Purchasing ►Annual Purchasing Plan ► Purchase Plan Interfaces ► Sending Purchasing Plan To External System
Purchasing Plan Detail Approval Process Screen Fields
| Fields | Description |
| Fiscal Year | Shows a lsit of valid fiscal years for existing Purchase Plans. |
| Purchasing Plan Type | Shows different and valid values of attribute Purchasing Plan type for institution and fiscal year selected above filtered over approved Purchase Plans only. |
| Purchasing Plan | Allow users to select purchasing plan from look up functionality. |