Purchase Class Maintenance

Menu Path: Purchasing $Images\bluerarw.gif$ Module Setup $Images\bluerarw.gif$ Purchase Class Maintenance

Purpose

Enter, view, edit, or delete purchase classes.

Overview

Use Purchase Class Maintenance to define purchase classes to handle different groupings of procurement. You can assign both receiving and accounts payable reconciliation account masks for each purchase order class. Each time a purchase order is created for a specific class type, all masks for that type are used to receive in goods and perform accounts payable/purchase order reconciliation.

For information on each type of purchase class, see Purchase Order Class Types FAQ.

Defining Purchase Classes

To define a new purchase class:

Click the New button in the ribbon.
Enter a name for the purchase class in the PO Class field.
Enter a description and detailed description in the Short Description and Detailed Description fields.
Click the Lookup button for the Type field, and select a type for the purchase class.
Select other options for the purchase class.
Click the Receiving Accts tab.
Enter receiving accounts for the purchase class. For more information, see Purchasing Account Resolution.
Click the A/P Accts tab.
Enter accounts payable accounts for the purchase class. For more information, see Purchasing Account Resolution.
If your company records VAT, click the VAT Accts tab. If it does not, skip to step 13.
Enter VAT accounts for the purchase class. For more information, see VAT Account Resolution.
Click the VAT Exempt tab.
Enter VAT exemption information for specific countries.
Click the OK button in the ribbon. The purchase class is created.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Purchase Class Maintenance window.
New	Click this button to create a new purchase class.
Update	Click this button to update the selected purchase class.
Delete	Click this button to delete the selected purchase class.
OK	Click this button to accept an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
First	Click this button to display the first purchase class.
Prev	Click this button to display the previous purchase class.
Next	Click this button to display the next purchase class.
Last	Click this button to display the last purchase class.

Fields and Buttons

Field or Button	Description
PO Class	Enter the purchase class ID, or click the Lookup button to select a purchase class ID.

General Tab Fields and Buttons

Field or Button	Description
Short Description	Enter a brief description of the purchase class.
Detailed Description	Enter a detailed description to define the purchase class.
Type	Click the Lookup button and select one of the following types for the purchase class: Blanket Drop Ship Group Purchases Quote Requisition Returns Special Order Transfer
Default for Goal Seeking	Select this check box if this purchase class is the default purchase class used for purchase orders created from the goal seek feature. For information on goal seek, see Using Goal Seek.
Ignore Harmonization Charges	Select this check box to not calculate harmonization charges for purchase orders created for the purchase class. This check box is cleared by default.

Receiving Accts Tab Fields and Buttons

Field or Button	Description
A/P Clearing	Enter all or part of the accounts payable clearing general ledger account to use when resolving the account from the purchase class, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on accounts payable clearing accounts, see Purchasing Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the purchase class. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.
PO Charge Offset	Enter all or part of the purchase order charge offset general ledger account to use when resolving the account from the purchase class, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on purchase order charge offset accounts, see Purchasing Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the purchase class. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.
Transfer Buy	Enter all or part of the transfer buy general ledger account to use when resolving the account from the purchase class, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on transfer buy accounts, see Purchasing Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the purchase class. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.
Inventory	Enter all or part of the inventory general ledger account to use when resolving the account from the purchase class, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on inventory accounts, see Purchasing Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the purchase class. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.
PO Charge	Enter all or part of the purchase order charge general ledger account to use when resolving the account from the purchase class, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on purchase order charge accounts, see Purchasing Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the purchase class. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.
Standard Cost Var	Enter all or part of the standard cost variance general ledger account to use when resolving the account from the purchase class, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on standard cost variance accounts, see Purchasing Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the purchase class. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.
Transfer Expense	Enter all or part of the transfer expense general ledger account to use when resolving the account from the purchase class, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on transfer expense accounts, see Purchasing Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the purchase class. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.

A/P Accts Tab Fields and Buttons

Field or Button	Description
A/P	Enter all or part of the accounts payable general ledger account to use when resolving the account from the purchase class, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on accounts payable accounts, see Purchasing Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the purchase class. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.
Pre-payment	Enter all or part of the prepayment general ledger account to use when resolving the account from the purchase class, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on prepayment accounts, see Purchasing Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the purchase class. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.
Inbound	Enter all or part of the inbound general ledger account to use when resolving the account from the purchase class, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on inbound accounts, see Purchasing Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the purchase class. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.
A/P Inventory Recon	Enter all or part of the accounts payable inventory reconciliation general ledger account to use when resolving the account from the purchase class, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on accounts payable inventory reconciliation accounts, see Purchasing Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the purchase class. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.
A/P Charge Recon	Enter all or part of the accounts payable charge reconciliation general ledger account to use when resolving the account from the purchase class, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on accounts payable charge reconciliation accounts, see Purchasing Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the purchase class. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.
Drop Ship Cost of Goods Sold	Enter all or part of the drop ship cost of goods sold general ledger account to use when resolving the account from the purchase class, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on drop ship cost of goods sold accounts, see Purchasing Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the purchase class. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.
Drop Ship In Transit	Enter all or part of the drop ship in transit general ledger account to use when resolving the account from the purchase class, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on drop ship in transit accounts, see Purchasing Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the purchase class. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.

VAT Accts Tab Fields and Buttons

Field or Button	Description
Input VAT Clearing	Enter all or part of the input VAT clearing general ledger account to use when resolving the account from the purchase class, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on input VAT clearing accounts, see VAT Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the purchase class. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.
Input VAT	Enter all or part of the input VAT general ledger account to use when resolving the account from the purchase class, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on input VAT accounts, see VAT Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the purchase class. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.
Input VAT Write-off	Enter all or part of the input VAT write-off general ledger account to use when resolving the account from the purchase class, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on input VAT write-off accounts, see VAT Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the purchase class. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.
Input VAT Pending	Enter all or part of the input VAT pending general ledger account to use when resolving the account from the purchase class, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on input VAT pending accounts, see VAT Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the purchase class. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.

VAT Exempt Tab Fields and Buttons

Field or Button	Description
VAT Exempt	Select this check box if purchase orders for a specific country are exempt from VAT.
Country	Enter a country code for which you want to enter VAT exemption information for the purchase class, or click the Lookup button to select a country. For information on setting up countries, see Country Maintenance.
VAT Exempt Reason Code	Enter a reason code to explain why purchase orders for the country are exempt from VAT, or click the Lookup button to select a VAT exempt code. For information on setting up VAT exempt codes, see VAT Exempt Reason Maintenance.
Add	Click this button to add the country-specific VAT information to the purchase class.
Remove	Click this button to remove the country-specific VAT information from the Countries grid.
Countries	This grid indicates whether countries are exempt from VAT for the purchase class.