This document discusses setting up purchase order preferences in an application to streamline the purchase order creation process. It recommends defining default values for purchase order headers, locations, accounts, and suppliers to fast track data entry. Preferences can be customized for each user and session and provide consistent defaults without affecting other users. The document concludes that using purchase order preferences can save time by pre-populating common fields according to one's setup rules.

1. COLLABORATE 16
Copyright ©2016 by Arpit Ingole
1
Why to SetupTools Preferences!
Adil Mujeeb/Sajeev
Rapidflow Inc.
Introduction
Purchasing uses the Order preferences you enter in this window for the current line and all subsequent
purchase order lines that you enter during this user session. Thus, for existing purchase orders, the
defaults apply only to new lines, shipments, and distributions that you add during the session.
References are not saved to the database.
User benefit
Hi, I was working for centralize procurement department. With centralize procurement process of raising
purchase requisition and purchase as a job it take long working day. As new system is getting mapped
and business grows, number of request grows up.
A tools preference is simple but effective utility for users. Once preference is set and one can go on
creating new purchase order. It helps to control purchase order header attributes for a session. If session
or user is changed then it will automatically get reset without affecting other user. Each one can set own
preference and can perform respective task.
To set preference, login to application and select the responsibility then navigate to tool bar preference.
Add purchase order amount, requester name, purchase order name, need by date, account information,
from and to locations and so on to apply. In active session you can navigate to any responsibility and one
see save preferences information for new purchase order till it is change during the session.
Additionally user can define template for various supplier, provided in catalog and fasten your work for
creating requisitions.
While creating shipments user has to go through criteria in the following manner, the default information
must match the organization and respective location. Location must belong to the organization or not be
assigned to any organization, depending upon destination type perform account generator setup. In short
one can pass default values as per ones function setup only.
To Conclude
Use the Purchase Order Preferences window to enter preference information for purchase order lines,
shipments, distributions, and releases. You can save time and effort by entering valid default values here.
Follow setup rule to create or modify Purchase Orders preferences as per your requirement.
Reference
1. http://docs.oracle.com/cd/A60725_05/html/comnls/us/po/tpopref.htm

2. COLLABORATE 16
Copyright ©2016 by Arpit Ingole
2

3. COLLABORATE 16
Copyright ©2016 by Arpit Ingole
3