Requested Annual Purchasing Plan

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.

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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.

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