Use this field to enter a general price list for purchasing purposes. This price list will only be used when Isah cannot find a price or a higher-priority price list, such as a price list for the supplier or supplier group, when searching for a purchase price.

This field will be used when checking the search path for purchase prices. Depending on the setting of this field, the price of the parts ordered will be determined on the basis of the order date (Purchase lines for parts form, Specification tab), or the receipt date (Purchase lines for parts form, General tab).

Use this field to specify the part group to be included in the search path for purchase prices. You can choose from the following settings:

• Based on financial part group (regular part groups)
• First based on financial part group, then on purchase part groups
• First based on purchase part groups, then on financial part group
• Based on purchase part groups

Use this field to specify a default period within which a requested purchase offer must be received.

When you create a purchase offer, the Offer deadline field of the purchase offer line will be filled in automatically based on this reply deadline. This date will be calculated by adding the reply deadline specified in this field to the system date.

This setting allows you to register whether purchase requirements are to be included in the expected stock. You can choose from three options:

Never:	Never include purchase requirements
Authorized purchase requirements:	Include authorized purchase requirements only
All purchase requirements:	Include both authorized and unauthorized purchase requirements

Note: This only relates to parts from stock or parts with a Stock destination.

The setting above applies to the order point method and the time-phased order point method, and not to MRP. The reason is that in an MRP calculation, all old purchase requirements are deleted before the calculation for new requirements takes place.

To see whether a purchase requirement is the result of a MRP calculation, check the Purchase requirements form, Origin tab, Method field. If it is, this field is set to 'MRP run'.

Note: The setting is used on the Planned stock transactions form, even if you are using the MRP method. Purchase requirements are displayed on this form only if the field is set to 'Authorized purchase requirements' or 'All purchase requirements'.

Note: The informational Planned stock and Planned stock transactions forms are not displayed on purchase requirements.

Consequences of setting

• If you include purchase requirements in the expected stock, and then run the Create purchase requirement for stock parts process while purchase requirements are still open, these 'old' purchase requirements will be taken into account. This means that, if the requirement of those purchase requirements has been met, no purchase requirements will be created for the relevant parts. Whenever the requirement has increased, an additional purchase requirement will be created.
• The setting controls how the data are displayed on the Review form:
  • All purchase requirements: All purchase requirements are displayed in the top Purchase requirement row. Both authorized and non-authorized purchase requirements will be used to calculate the 'Expected stock'.
  • Authorized purchase requirements: The top Purchase requirement row will show authorized purchase requirements only. The second Purchase requirement row will contain the non-authorized purchase requirements that, along with the non-authorized MRP requirements, are used to calculate the 'Planned stock'.
  • 'Never': All purchase requirements are displayed on the bottom Purchase requirement row. Both authorized and non-authorized purchase requirements will be used to calculate the 'Planned stock'.

This check box is used for the Create purchase requirements for stock parts process according to the Time-phased order point method, and for the Run MRP process.

The principle of the time-phased order logic is that, for each weekly period, Isah checks whether the expected stock will fall below the minimum stock. If so, a purchase requirement is created. In this case, however, Isah will also create a purchase requirement if the expected stock will fall below the minimum stock, but not below zero, within the delivery period of a part. This means that the purchase requirement has a delivery time that is too short, and that the purchase requirement is not relevant, because stock is still available to meet the requirement.

If you select the check box, the calculation method for purchase requirements will change as follows:

• No more purchase requirements will be created during the delivery period of a part if the expected stock falls below the minimum stock, but not below zero.
• If the stock does fall below zero during the delivery period, a purchase requirement will be created.

Delivery period

In Isah, the "delivery period" is the period between the current date and the first Sunday after the current date, increased by the delivery time. The period running from the current date to the delivery time is extended to the next Sunday because the planning is based on weekly periods. The advantage of extending the period to Sunday is that Isah can replenish the items required after the current date + the delivery time, but still within the relevant plan week (for example, a requirement on a Friday), as soon as possible.

This setting is used to determine how journal entries are created when purchase invoices are processed provisionally. You can choose from the following two options:

• Credit open item
• Authorize open item

Credit open item

This setting has the following consequences: If you have processed a purchase invoice provisionally and then process it permanently, the journal entries created during the provisional processing will be credited automatically.

During provisional processing, the following journal entries are created:

		Debit	Credit
860	Provisional	100
860	To Creditor		100

During permanent processing, the following journal entries are created:

		Debit	Credit
860	Creditor	100
560	To Provisional		100

		Debit	Credit
800	Costs/WIP	100
800	To Creditor		100

The drawback of this method is that the open item will exist three times in the financial application once the purchase invoice has been processed permanently. Some financial applications do not handle this situation correctly.

Authorize open item

If you are using this setting, the open item created when the purchase invoice is processed provisionally will be blocked for payment in the financial application. During provisional processing, the following journal entries are created:

		Debit	Credit	Blocked for payment
800	Provisional	100
800	To Creditor		100	Yes

When the purchase invoice is processed permanently, the costs and the work in progress are posted. The open item will be released for payment when the journal entry is transferred to the financial application.

During permanent processing, the following journal entries are created:

		Debit	Credit	Blocked for payment
830	Costs/WIP	100
830	To Provisional		100	The corresponding open item is released for payment.

Add journal entry 830 to a 'General journal'.

If you are using the 'Authorize open item' setting, you can specify a separate posting date for the purchase lines of a provisionally processed purchase invoice before the purchase invoice is processed permanently. You can do so on the General tab of the Purchase invoices form. This will ensure that the costs will be posted to the period required, even if that period is different from the reference date in the purchase invoice header. For example, the underlying cost lines of a purchase invoice with a reference date in November could be posted to a date in September at the time the purchase invoice is processed permanently.

The drawback of the 'Authorize open item' setting is that it is not possible to undo the provisional processing of purchase invoices. The posting can be reversed only by posting a credit note.

The authorization type entered in this field is used as the default type for each new purchase invoice you add. You can change the field value on the purchase invoice, if required.

If you select this check box, you do not have to provisionally process purchase invoices before you process them permanently. It is possible, however, to process them provisionally before processing them permanently.

If you deselect this check box, you must process purchase invoices provisionally before you can process them permanently.

If you select this check box, you can add lines to the part calculation of a production order from a purchase invoice line. In general, you are not allowed to add unplanned lines.

When you are processing purchase invoices, the total sum listed in the purchase invoice header must, in principle, match the sum of the totals listed on the purchase invoice lines. If this is not the case, the purchase invoice cannot be authorized for final processing.

You can, however, also choose to post minor differences directly to a ledger account for purchase invoice differences when you process the purchase invoice permanently. This requires you to configure the following:

• You need to define a ledger account for purchase invoice differences. Open the Safety net accounts form, Safety net accounts 3 tab, and define the account in the Purchase invoice differences field.
• Enter the permitted difference in the Permitted purchase invoice difference field. If this field is set to zero, purchase invoices are eligible for permanent processing only if the sums are equal.

Each difference entry clearly shows the purchase invoice involved; the journal entry description contains the invoice number.