These setting control the purchase order number validation. It also controls how service purchase orders are identified. Depending on what options are selected, different settings are available. Each setting below indicates if it is only available under certain circumstances.

Max Word Count

The maximum number of OCR words that are permitted for the purchase order number. It is recommended to set this value to 3.

This allows for the following.

For example, "45 0000 0020" and "12345 - OP" are both purchase order number alternatives, where each value separated by a space is also recognized as an individual OCR word. A hyphen is considered a separate OCR word, regardless of the geometric distance to neighboring values on either side.

Set Company Code From PO

If selected, the system overwrites any existing content in the company code field with the company code that is derived from the purchase order.

Keep Case Sensitive

If selected, the system retains lower case characters in extracted purchase order numbers.

Validate From SAP

If selected, the purchase order number field is validated against SAP during Validation.

Important This option is not available in the Azure cloud environment.

Validate From DB

If selected, the extracted purchase order number is validated against a database table.

In addition, the extracted purchase order must exist in the database table. Also, the vendor identified on the invoice must be the vendor on the purchase order. In an Oracle implementation, the invoice site ID address does not have to be the same as the PO order-form vendor site ID.

In all other cases, the purchase order number field is set to invalid.

Important This option and all of its dependent settings are not available in the Azure cloud environment.

Read PO Header via User Exit

If selected, the purchase order header details are found using a custom lookup in ReadPurchaseOrder.

Important This option is not available in the Azure cloud environment.

Use Stored Procedure

If selected, the PO header details are retrieved from a database using a stored procedure.

This option is available only when Validate From DB is selected above.

Stored Procedure Name

The technical name of the stored procedure used to retrieve the PO header details.

This option is available only when Validate From DB and Use Stored Procedure are selected above.

Stored Procedure Parameters

A comma-separated list of stored procedure parameter indexes from defined stored procedure settings relevant to calling the above stored procedure.

This option is available only when Validate From DB and Use Stored Procedure are selected above.

SQL Connection Group

The SQL connection group that specifies the purchase order database connection string as set in the Solution Configuration Manager > Global Settings > Database Connection Settings. If no connection group is specified, the system uses group 1.

This option is available only when Validate From DB is selected above.

DB Table Name

The name of the database table that contains the purchase order header information. This setting is mandatory for database validation where no stored procedure is used.

This option is available only when Validate From DB is selected above.

Use PO Partition

If selected, the purchase order database lookup uses a purchase order partition. Purchase order partitions are set against the client in the Solution Configuration Manager > Client Settings > Client Settings.

This option is available only when Validate From DB is selected above.

PO Partition Column

The PO Partition ID as specified in the Solution Configuration Manager > Global Settings > Partition Settings > PO Number Partition Settings.

This option is available only when Validate From DB and Use PO Partition are selected above.

DB PO

The name of the database table field that holds the purchase order number.

This option is available only when Validate From DB is selected above.

DB Vendor ID

The name of the database table field that holds the vendor ID for a given purchase order. This setting is mandatory for database validation.

This must be set to the internal vendor ID that the ERP system uses.

This option is available only when Validate From DB is selected above.

DB Site ID

The name of the database table column that holds the purchase order document currency. This setting is optional.

This option is available only when Validate From DB is selected above.

DB Currency

The name of the database table column that holds the purchase order document currency. This setting is optional.

This option is available only when Validate From DB is selected above.

DB Company Code

The name of the database table column that holds the company code of the purchase order.

This option is available only when Validate From DB is selected above.

DB Status

The name of the database table column that holds the status of the purchase order. For example, released, suspended, closed and so on.

This option is available only when Validate From DB is selected above.

DB Doc Type

The name of the database table column that holds the purchase order document type.

Note This is mandatory for JD Edwards purchase orders only.

This option is available only when Validate From DB is selected above.

DB Business Unit

The name of the database table column that holds the business unit.

This option is available only when Validate From DB is selected above.

PO Key Includes Company Code

If selected, the single purchase order unique key in the PO header database lookup table consists of both the purchase order number and the company code.

Tip Do not select this option for JD Edwards implementations.

This option is available only when Validate From DB is selected above.

JDE PO

If selected, the purchase order is assumed to belong to JD Edwards.

JDE PO Types

The comma-separated list of purchase order document type that indicate a JD Edwards purchase order.

This option is available only when Validate From DB and JDE PO are selected above.

PeopleSoft PO

If selected, the purchase order is assumed to belong to PeopleSoft.

PeopleSoft Business Units

The comma-separated list of business unites for PeopleSoft invoices.

This option is available only when Validate From DB and PeopleSoft PO are selected above.

Service PO Types

The comma-separated list of purchase order document types that indicate a service purchase order.

Service PO Item Categories

The comma-separated list of item categories and line types at the purchase order line item level that indicate a service.

Service PO Prefixes

The comma-separated list of purchase order prefixes that exclusively identify a service purchase order.

Service PO UOMs

The comma-separated list of units of measure at the purchase order line item level, that exclusively identify a service purchase order.

Stop ERS PO

If selected, the system sends a purchase order to Validation for all ERS/self-billing purchase orders.

Stop ERS PO in Validation

If selected, the system does not allow a purchase order to pass Validation if it is marked as an ERS/self-billing purchase order.

Skip Duplicate PO Check

If a database lookup is activated and the purchase order number exists more than once in the purchase order header table, a document is sent to Validation. The user may choose to accept the PO in Validation, but line pairing is not carried out.

If selected, the system does not reject a purchase order if a duplicate record is found in the purchase order number header table. Instead, the system uses the first purchase order found, and line pairing is carried out as usual.