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   To define document control options:

1. Navigate to the Control alternative region in the Purchasing Options window.

2. Enter the Price Tolerance Percent. This is the percentage by which the autocreated purchase order line price cannot exceed the requisition line price. If you select Enforce Price Tolerance, you can create, but not approve, purchase orders for which this tolerance is exceeded. There is no restriction on how much a price can decrease.

3. Select Enforce Price Tolerance if you want Purchasing to enforce the price tolerance percentage.

4. Select one of the following values for the Enforce Full Lot Quantity option:

None: The requisition quantity is not rounded to the lot quantity.

Automatic: The requisition quantity is forced to the rounded quantity.

Advisory: An advisory message suggesting rounding and a suggested rounding quantity are displayed, but you can override.

Enforce Full Lot Quantity is used for rounding quantities on Internal Requisitions, for example:

System Options Enforce Full Lot Quantities = Yes Items Rounding Factor = 75% Items Unit of Issue = DZ Unit of Measure on Internal Requisition = Each

If the user enters 6 Each on the Internal Requisition, the quantity will be rounding to 0. If the user enters 11 Each on the Internal Requisition, the quantity will be rounded to 12 Each.

See: Overview of Requisitions.

5. Select Display Disposition Messages if you want to see any disposition messages defined against inventory items when they are placed on requisitions.

6. Select the Receipt Close Point, which is when the shipment is closed for receiving: Accepted (passed inspection), Delivered, or Received. Note that you need to set the receipt close tolerance percentage in the Default Options window. See: Defining Default Options.

7. Select Notify If Blanket PO Exists if you want to be notified of existing blanket purchase agreements when you create a requisition line for the item. If you sourced the item, you see the following message: Blanket purchase agreement [number] exists for this item. Your requestors can directly create a release for the blanket purchase agreements instead of creating a requisition if you allow your requestor to enter releases. See: Viewing and Responding to Notifications.

8. The Cancel Requisitions options apply only to requisitions from which purchase orders were autocreated. Select one of the following:

Always: When canceling the purchase order, Purchasing also cancels the requisition.

Never: When canceling the purchase order, Purchasing does not cancel the requisition, so it is again available for inclusion on a purchase order.

Optional: When canceling the purchase order, you are given the option to cancel the requisition. See: Controlling Documents.

9. You can define for each item whether you allow updating of the item description during the creation of requisition, RFQ, quotation, or purchase order lines. This update affects only the line you are creating. Select Allow Item Description Update if you want Yes to be the initial default of the Allow Description Update attribute when you are defining a new item.

10. Select a Security Hierarchy, which is a position hierarchy from the Position Hierarchy window. When the Security Level is set to Hierarchy for a document in the Document Controls window, this position hierarchy governs access security for the document.

Attention: This field is enterable only when the form is accessed from the Purchasing menu.

11. Select Enforce Buyer Name to enforce entry of only your name as the buyer on purchase orders. Otherwise, you can enter the name of any active buyer. See: Defining Buyers.

12. Select Enforce Supplier Hold if you do not want to be able to approve purchase orders created with suppliers that are on hold. Use the Enter Supplier window to place suppliers on hold. See: About Suppliers.

13. Save your work.