This recipe demonstrates and discusses how to set up order activity rules.
In order to set up order activity rules, you must:
- Verify that you have set up the required status codes in the Activity/Status Codes (40/AT) UDC table
- Verify that you have set up the required order types in the Document Type (00/DT) UDC table
- Verify that the correct order line types exist
- To define Procurement System Setup, enter G43A41 on the fast path, in order to access the Order Activity Rules application.
- Click on the Add button for the Order Activity Rules Revision program (P40204).
- Enter the Order Type, which you have already created in the Document Type set-up.
- Enter the Line Type, which is S for a Stock Item and N for a Non Stock Item.
- Enter a code in the Order Type Next Number field that tells the system which next number series to use when creating order numbers for this order type. Ten Next Number series' are available. Enter the order activity Last Status and Next Status based on your required setup. The following screenshot show the order activity set-up for a stock item with document type OP and line type S:
- On the Other 1 to Other 5 fields, enter additional statuses that can be performed as the next step in the order process. These fields are optional. Although this is not the preferred or the expected next step, this field is an allowed override. The system does not allow you to initiate an order line step or status not defined as either the expected next status or an allowed status. Other allowed status codes let you bypass processing steps. These codes are often referred to in processing options as override next status codes.
- Enter Y or N in the Ledger field (Y will write the record to the Purchase Order History Table F43199).
When you set up the order activity rule, for each item or service that you enter into the purchase order, you must enter an order line with detailed information that describes the order item or service. This includes the item number, item quantity, and item cost. The system then processes the steps based on the order activity rule set-up. For example, you can specify that a set of activity rules apply only to purchase order detail lines that have a line type of S (stock items). Status codes identify the current status of a detail line and the next status into which the line should be advanced. You must define status codes in ascending numerical order. The purchase order, requisition, quote order, and blanket order will follow the order activity set-up.
You must set up order activity rules to establish the sequence of steps through which you process each detail line, that is, enter order, approve order, print order, and receive order. You can set up multiple sets of activity rules. You must assign each set of rules to a certain order type (purchase order, requisition, and so on) and line type.
You can set up status codes for purchase order stock line types as follows:
|
Last |
Next |
Description |
|---|---|---|
|
220 |
230 |
Enter Order |
|
230 |
280 |
Approval Process |
|
280 |
400 |
Print Purchase Order |
|
400 |
999 |
Receive Order |
