ERS and Ordering
When ERS is set up and activated, it affects how you:
• Create a purchase order.
• Issue a blanket order.
• Issue a scheduled order.
• Receive purchased items.
See
ERS Fields Summary for a complete list of programs and fields affected by ERS.
Purchase Orders with ERS
Three fields in Purchase Order Maintenance (5.7) affect ERS processing:
• Fixed Price
• ERS Option
• ERS Price List Option
Note: The ERS Option and ERS Price List Option fields display in a pop-up only when ERS is active.
For more information on purchase orders, see
QAD Purchasing User Guide.
PO Header
The Fixed Price field is part of the standard header in Purchase Order Maintenance, but it functions differently when you are using ERS.
Setting the PO Header ERS Option
Fixed Price
Specify the default for Fixed Price for line items. The value for this field defaults from Supplier Maintenance (2.3.1).
• If the item price is fixed, the ERS Processor takes the price from the purchase order.
• If item price is not fixed, the ERS Processor refers to the relevant price list.
• If there is no price list, the ERS Processor looks for a supplier-item quoted price defined in Supplier Item Maintenance.
• If there is no supplier quoted price, the ERS Processor looks for the GL material cost in the item master.
ERS Option
Specify when the system should determine the ERS option for an order. The value for this field defaults from the ERS Option field of ERS Control.
The header value determines how the default ERS Option is set on each line item on the order.
Depending on the value of the ERS option set at each PO line, the ERS Processor:
• Does not create a supplier invoice for that line.
• Creates an initial supplier invoice with no postings and taxes, and a corresponding initial receiver matching record for the line.
• Creates a confirmed supplier invoice and corresponding receiver matching record for the line.
The following are valid values for the header ERS Option:
Blank (the default): Determine the ERS option when the PO line is created.
0: Determine the ERS option at ERS processing time.
1: Disallow ERS processing.
ERS Price List Option
Specify how the ERS Processor should determine the effective date to use for price lists for lines on this purchase order. The options are:
0: Determine the ERS price list option at ERS processing time.
1: Use receipt date as the effective date when accessing a price list.
2: Use the ship date.
3: Use the order date.
Note: For blanket orders, the order date is the release date. For scheduled orders, the order date refers to the scheduled order itself, not the various releases.
Specifying 1 or 2 may potentially lead to purchase price variances.
PO Lines
When Fixed Price is Yes on a PO line, the invoice price for that line item is based on the purchase price recorded on the order.
When Fixed Price is No on a PO line, the ERS Processor automatically updates the invoice price for that line based on the sequence described for the Fixed Price field on
here.
If the ERS Processor cannot find a price for an order line for which Fixed Price is set to No, it generates an error and does not create a supplier invoice and receiver matching record for the line.
Setting the Line ERS Option
ERS Option
Specify when the system should determine the ERS option for this line item.
The default line item ERS Option depends on the header ERS Option. If the header field is 0 (zero) or 1, the line item value is set to 0 or 1. If the header value is blank, the system determines the ERS option during line entry using the defaults set in ERS Maintenance.
Note: You can modify the default line item ERS option, but only by specifying 1 to disable ERS processing or specifying a lower value. For example, if the system determines that the default line item ERS option is 2, you can change it to 1 or 0. You cannot, however, change it to 3.
Note: If you change the ERS Maintenance (28.10.1) settings that affect an individual purchase order, you must manually update the order based on the new settings, unless the order line has an ERS option of 0.
ERS Price List Option
Specify the price list option that the system uses to determine the ERS price list option for the current line. The options are:
1: Use the receipt date.
2: Use the ship date.
3: Use the order date.
If the ERS Price List Option in the order header is set to 1, 2, or 3, that value defaults to the PO line.
If the ERS price list option on the PO header is 0, ERS uses the value in the ERS Option field of the order header.
• If ERS Option in the header is blank, the ERS Price List Option for the line defaults from the same field in ERS Maintenance for the corresponding supplier, site, and item combination.
• If ERS Option in the header is 0, the ERS Price List Option for the line defaults from the same field in ERS Maintenance when the ERS Processor is run.
Fixed Price
The value for this field defaults from the PO header. However, you can update the value for each line item.
