Field reference
Buying Settings
How to use Buying Settings in Purchasing: access, working steps, fields, related records and troubleshooting.
Purpose and access
Start with a material requirement, request supplier quotations, compare responses, issue a purchase order and receive the delivery. Record the purchase invoice and payment in Finance & Accounting after the appropriate checks.
This page is a settings page in Supply Chain → Purchasing. Use the link above to open the configured destination; permissions are checked by the destination service.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Before you start
Review the current settings or existing records and prepare the information needed for the change.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Buying Settings from Supply Chain → Purchasing, or use ERP Search.
- Review the existing configuration before editing.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Supplier Naming Bysupp_master_name | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Default Supplier Groupsupplier_group | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Supplier Group |
Default Buying Price Listbuying_price_list | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Price List |
Maintain same rate throughout the purchase cyclemaintain_same_rate | Check Optional | Warn or stop if Item rate is changed in Purchase Invoice or Purchase Receipt generated from a Purchase Order. |
Set Landed Cost Based on Purchase Invoice Rateset_landed_cost_based_on_purchase_invoice_rate | Check Optional | Users can enable the checkbox If they want to adjust the incoming rate (set using purchase receipt) based on the purchase invoice rate. |
Action if same rate is not maintainedmaintain_same_rate_action | Select Optional | Configure the action to stop the transaction or just warn if the same rate is not maintained.Available choices
|
Role allowed to override stop actionrole_to_override_stop_action | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Role |
Is Purchase Order required for Purchase Invoice & Receipt creation?po_required | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Is Purchase Receipt required for Purchase Invoice creation?pr_required | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
How often should project be updated of Total Purchase Cost ?project_update_frequency | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Over Order Allowance (%)over_order_allowance | Float Optional | The percentage by which you are allowed to order more on a Purchase Order than the quantity requested on the originating Material Request. For example, if the Material Request has 100 units and the allowance is 10%, you can order up to 110 units |
Allow Item to be added multiple times in a transactionallow_multiple_items | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Allow negative rates for Itemsallow_negative_rates_for_items | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Set valuation rate for rejected Materialsset_valuation_rate_for_rejected_materials | Check Optional | If enabled, the system will generate an accounting entry for materials rejected in the Purchase Receipt. |
Disable last purchase ratedisable_last_purchase_rate | Check Optional | Prevents the system from automatically using the rate from the last purchase transaction when creating new purchase orders or transactions. |
Show pay button in Purchase Order portalshow_pay_button | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Bill for rejected quantity in Purchase Invoicebill_for_rejected_quantity_in_purchase_invoice | Check Optional | If checked, Rejected Quantity will be included while making Purchase Invoice from Purchase Receipt. |
Use Transaction Date Exchange Rateuse_transaction_date_exchange_rate | Check Optional | While making Purchase Invoice from Purchase Order, use Exchange Rate on Invoice's transaction date rather than inheriting it from Purchase Order. Only applies for Purchase Invoice. |
Allow Supplier Quotation with Zero Quantityallow_zero_qty_in_supplier_quotation | Check Optional | Allows users to submit Supplier Quotations with zero quantity. Useful when rates are fixed but the quantities are not. Eg. Rate Contracts. |
Allow Request for Quotation with Zero Quantityallow_zero_qty_in_request_for_quotation | Check Optional | Allows users to submit Request for Quotations with zero quantity. Useful when rates are fixed but the quantities are not. Eg. Rate Contracts. |
Allow Purchase Order with Zero Quantityallow_zero_qty_in_purchase_order | Check Optional | Allows users to submit Purchase Orders with zero quantity. Useful when rates are fixed but the quantities are not. Eg. Rate Contracts. |
Blanket Order Allowance (%)blanket_order_allowance | Float Optional | Percentage you are allowed to order beyond the Blanket Order quantity. |
Backflush raw materials of subcontract based onbackflush_raw_materials_of_subcontract_based_on | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Over Transfer Allowance (%)over_transfer_allowance | Float Optional | Percentage you are allowed to transfer more against the quantity ordered. For example: If you have ordered 100 units. and your Allowance is 10% then you are allowed to transfer 110 units. |
Validate consumed quantity (as per BOM)validate_consumed_qty | Check Optional | Raw materials consumed qty will be validated based on FG BOM required qty |
Auto create Subcontracting Orderauto_create_subcontracting_order | Check Optional | Subcontracting Order (Draft) will be auto-created on submission of Purchase Order. |
Auto create Purchase Receiptauto_create_purchase_receipt | Check Optional | Purchase Receipt (Draft) will be auto-created on submission of Subcontracting Receipt. |
Fixed Outgoing Email Accountfixed_email | Link Optional | If set, the system does not use the user's Email or the standard outgoing Email account for sending request for quotations. Linked record: Email Account |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.