Purchasing parameters

Purchasing parameters are related to purchasing and requisitions that must be set for the features of the application to work properly.

Set values for purchasing parameters according to the following table.

Code	Description	Fixed
CNVIPUOM	If enabled (ON), the system will look up the iProcure UOM in the EAM Alternate UOM table and uses the associated EAM UOM for that record to populate the UOM on the Part record. If the iProcure UOM is not defined as an Alternate UOM for any UOM in EAM, the system will use the value from iProcure.	OFF
DEFPOTP	Determines the default line type for purchase orders. Specify a user status equivalent to the system status of `PS` (Stock Parts) or `PD` (Direct Purchase) for the `PLTP` entity. The system automatically defaults the line type of purchase orders to the specified user status. If DEFPOTP is null or if you enter an invalid value, the system automatically defaults the line type of purchase orders to the system status of `PS`.	No
EXRTUPDT	Manual exchange rate update. Setting this parameter to `YES` will enable users to manually enter exchange rate fields.	No
EXTCHG	Include adjusted charges in the base price. This code indicates whether the system automatically includes adjusted charges, such as a discount or an additional charge, when entering information on the Extra charges/Discounts dialog box. If the value is `Y`, the system automatically selects Include for all the items on the Extra charges/Discounts dialog box and does not allow you to clear it. If the value is `N`, the system automatically clears Include for all the items on the Extra charges/Discounts dialog box and does not allow you to select it. If the value is `M`, the system automatically clears Include for all the items on the Extra charges/Discounts dialog box and enables you to select or clear it as necessary.	No
INCREDIT	Updates part price for stock for credit and debit notes. This code indicates how the system handles updating part prices for approved credit and debit notes. Valid values are `O` (Off), `P` (Partial), or`F` (Full), with `O` being the default value. You can change this value. If the Value is `O`, the system does not update part prices upon approval of a credit or debit note. If the Value is `P`, the system applies the credit amount in the calculation of Average Price for a part upon approval of a credit note. When the credit amount is greater than the value of the part in stock, the system applies a portion of the value of the credit amount, up to the value of the part in stock, in the calculation of the average price. By setting the value to `P`, the calculation of the average price might result in an average price of 0 for a part, but it also ensures that the average price cannot be less than 0. The remaining value of the credit amount that is not used in the calculation of the average price is stored as a Credit Balance for the part in stock. If you are using LIFO/FIFO as your pricing method, the system applies credit amounts similarly to the manner it does if the setting is `P`regardless of the setting you specify for this parameter; however, Infor EAM stores the unused credit amount in the `IVL_LOSTCREDIT` column of the `R5INVOICELINES` table, rather than storing the credit amount as a Credit Balance for the part in stock. If the value is `F`, the system applies the credit amount in the calculation of Average Price for a part upon approval of a credit note when the credit amount is less than the value of the part in stock. Setting the value to `F` ensures that the calculation of the average price for a part can never result in a value of 0.	Yes
INVADAYS	This code indicates the number of days after completion that invoice allocations can be applied to a work order. Example: 60	No
INVALLOC	Set INVALLOC to `YES` to track unallocated invoice differences. Set INVALLOC to `NO` to apply all invoice differences to the stock record. Example: NO	No
INVDESC	Invoice description. Changing the value does not affect existing data. Example: Invoice	No
INVMETH	This code indicates the default inventory replenishment method to use for maintaining stock levels. Valid values are (`M`) for Min/Max, (`-`) for Reorder level, or (`+`) for On demand. The default setting for this parameter is Reorder level.	No
INVUPCAT	This code indicates whether the supplier’s catalog will be updated upon approval of an invoice. Example: NO	No
IPSUPPC	Specify an existing common org that should be used as the Part Org when a new part is created via the iProcure interface. This value will only be used when the IPSUPP install parameter is set to `C`.	No
LIMITLEV	Limit level. This code indicates if the system should check the value for orders/requisitions on the header level (`H`) or line level (`L`). Changing the value does not affect existing data.	No
MATCHAPP	Automatic approval of matched invoices. This code indicates whether the system automatically approves invoices for which the cost of all invoice lines has been matched with the cost of the purchase order lines associated with the invoice lines within range of tolerance specified for Match Tolerance Absolute or Match Tolerance % on the Organization form. If the value is set to `YES`, the system automatically assigns `A`, Approved status for invoices for which all invoice lines have been matched with associated purchase order lines within the specified range of tolerance. If the value is `NO`, then all invoices must be manually approved.	No
MATCHTOL	Match tolerance. This code indicates the tolerated difference (in percentage) between the sum of the invoice lines and the amount specified on the invoice header. Valid values are any non-negative numbers. Changing the value does not affect existing data. Note: The MATCHTOL installation parameter is no longer active, because users no longer enter a voucher total. Instead, the voucher total is now calculated based on the total invoice costs. Example: 0	No
POCURR	This code indicates whether the system allows multi-currency order lines. Example: YES	No
PORDDESC	Purchase order description. Changing the value does not affect existing data. Example: Order	No
RCPTCURR	This code indicates which exchange rate the system uses for receipt or return of goods. `PO`= exchange rate of purchase order; `RCPT`= the active exchange at time of receipt/return transaction approval. Example: PO	No