After copying the new files and executing the script file, perform the following setup actions before running the application for the first time. Please see the installation instructions, or contact your Deltek representative for assistance.
Establish default values on the Configure Purchasing Settings screen in Costpoint Purchasing.
As much as possible, the Import Purchase Orders application will employ default values based on the Configure Purchasing Settings screen. Use the following parameters from PO_SETTINGS for defaults or edits:
|
PO_SETTINGS Item |
Data Field |
Comments |
|
Initial PO Status (Open or Pending) |
S_PO_STATUS_TYPE |
|
|
Allow Change to Open in Enter Purchase Orders |
ALLOW_CHG_FL |
If Y, then PO_Status of O will be accepted in change PO. |
|
Default - Confirming PO |
DFLT_CNFRM_FL |
|
|
Default - Ship ID |
DFLT_SHIP_ID |
Must be valid in SHIP_ID. |
|
Buyer PAO Validation Code |
S_BUYER_PAO_CD |
|
|
PO Numbering Method |
S_PO_AUTO_NUM_TYPE |
Must be Manual |
|
Auto Calculate Sales/VAT Tax |
S_PO_TAXABLE_TYPE |
|
|
Default Taxable Status |
S_PO_STATUS_TYPE |
Item Type Default, All Items Taxable, All items Non-Taxable |
|
Save Existing Change Order to History File |
DFLT_SAVE_CHNG_FL |
If yes, then save changes to Change History. Can be overridden at PO Hdr level if Allow Change Save Default = Y with the input file Allow Change Save Flag. |
|
Allow Change Save Default |
DFLT_SAVE_CHNG_FL |
Allow change on the PO_HDR input file to save changes to Change History. |
|
Requisition Requirements |
S_REQD_RQ_ID |
N, A (require req id but do not validate), V (must be valid requisition ID) |
Set up these tables. Please see the Data Integrity Checking section under Processing Details for more information about these tables and the multicurrency tables:
|
*VEND |
LN_CHG_TYPE |
|
*VEND_ADDR |
*BUYER |
|
*BRNCH_ADDR |
STD_TEXT |
|
*VEND_TERMS |
ITEM |
|
*SHIP_ID |
ALT_PART |
|
*UM |
|
* = Required