Purchase lines

Purchase lines provide information of the individual lines under a purchase requisition or a sourcing request for the referenced supplier.

A procurement specialist or procurement administrator can manually create a purchase line, in Pending Review state. Populate the following fields on the purchase line:

• Legal entity and cost center, based on the specified business owner
• General ledger account fields, based on the ledger assignment rules
• Starting unit cost and Negotiated unit cost, based on the supplier product's underlying contractual price
• Unit, based on the underlying product model of the supplier product

If an ineligible supplier product is selected based on existing shopping controls and the “supplier delivers to” criteria, an error is displayed to the shopper when trying to save the purchase line.

A purchase line can also be created from the intake process. It captures the employee request details for the item that needs to be sourced or purchased.

If sourcing is required for the selected supplier product, a sourcing request is created on saving the purchase line. Updating the status of the sourcing request to Closed Canceled or Closed No Decision corresponds to an update in the status of the associated purchase lines. Credit purchases aren’t enabled in this scenario. The grouping logic determines if the line can be automatically merged with an existing purchase requisition.

The key fields of a purchase line are as follows:

表 : 1. Purchase line fields

Field	Description
Number	System-generated unique identifier of the purchase line.
Supplier	Supplier for which the shopper places the order. For a non-catalog intake, if the shopper provides a supplier name for which a supplier record doesn’t exist, a new supplier record is manually created with some of these details: Legal name, according to the name provided by the shopper. Onboarding status of the supplier. An onboarding playbook is triggered for new suppliers as part of Supplier Lifecycle Operations, to guide the registration process for the new supplier contact. Relationship status of the supplier Preferred status of the supplier The contact details provided by the shopper for the supplier is also displayed as a record in the Vendor Contacts related list. This record is created with the help of the vendor contact creation API from Supplier Lifecycle Operations. For more information, see Create New Supplier Case form.
Product category	Product category that is sourced through this purchase line.
Supplier product	Supplier product for which the purchase line is created. This field isn’t displayed if the product type is handling fees.
Product name	Name of the supplier product. For a non-catalog purchase, the information is taken from the Describe the product or Describe the service fields. This field isn’t displayed if the product type is handling fees.
Product example	Reference URL that the shopper provides. For a non-catalog purchase, this information is obtained from the Do you have an example of what you're looking for? field on ShoppingHub. This field isn’t displayed if the product type is handling fees.
Supplier contacted?	Indicates if the shopper has already contacted the supplier. For a non-catalog purchase, this field is set to true if the shopper selects I've contacted them already. This field isn’t displayed if the product type is handling fees.
Supplier contact	Name of the supplier contact for this supplier.
Supplier contact email	Registered email ID for this supplier contact.
Non-catalog purchase?	Indicates if a non-catalog intake workflow is initiated. The value is true when a shopper uses the Don't see what you need? option on ShoppingHub. This field isn’t displayed if the product type is handling fees.
State	Current status of the purchase line. 注: This is a read-only field.
Purchase	Parent purchase associated with this purchase line.
Sourcing request	Sourcing request associated with this purchase line.
Sourcing event	Sourcing event associated with this purchase line.
Negotiation	Negotiation associated with this purchase line.
Purchase requisition	Purchase requisition associated with this purchase line.
Short description	Brief description that is visible to the shopper on ShoppingHub. This field isn’t displayed if the product type is handling fees.
Purchase reason	Reason for the purchase that the shopper provides before checkout. For a non-catalog purchase, this information is obtained from the Why do you need this? field on ShoppingHub. This field isn’t displayed if the product type is handling fees.
Handling fee	Charges added for a specific supplier when a rule is triggered as a result of certain configurable conditions for a purchase requisition being met. For more information on handling fees, see Handling fees. This field is displayed only if the product type is handling fees.
Specific requirements	Requirements that the shopper specifies. For a non-catalog purchase, this information is given in the Any specific requirements field on ShoppingHub.
Purchasing Details
Spend categorization	Indicates whether negotiation with the supplier is addressable or not.
Negotiated by	Indicates who is responsible for negotiation.
Product type	Indicates whether the ordered product type is a good, service, or handling fee.
Goods receipt required	Indicates if a receipt is required in addition to the invoice. This field is visible only if the product type is Good.
One-time pricing	Indicates if the pricing created for a service can be reusable in subsequent purchase requests. When created in the context of a sourcing request or negotiation for a service, the default value is Yes. This field is visible only if the product type is Service.
Expected delivery date	Expected date for the delivery that the shopper requests. 注: This date can be in the past, present, or future. For the date to be in the past, the After the fact field in the associated purchase requisition table must be set to Yes.
Acknowledgment type	Indicates if receipt of confirmation is necessary and the type of receipt. The available options are Milestones, Service Acknowledgment, and Two Way Match. This field is displayed as Invoice if the product type is handling fees. 注: If you’re an existing customer continuing with the Source-to-Pay Common Architecture (sn_shop) plugin, and skipping the Shopping Hub (sn_spend_uib) plugin, service acknowledgment is replaced with invoice acknowledgment for you.
Milestone payout type	Indicates the type of milestone payout. The options available are Amount and Percentage. This field is visible only if the acknowledgment type is set to Milestones.
Start date	Expected start date of the service that the shopper provides. 注: This date can be in the past, present, or future. For the date to be in the past, the After the fact field in the associated purchase requisition table must be set to Yes.
End date	Expected date to end providing the service to the shopper. End date is calculated as: Start date+[Term length*Term value]. 注: This date can be in the past, present, or future. For the date to be in the past, the After the fact field in the associated purchase requisition table must be set to Yes.
Term length	Duration of the term. When the shopper selects a time frame, the order is considered a blanket type order.
Term value	Type of the term. The options are Days, Weeks, Months, and Years.
Maximum budget	Maximum budget that the shopper provides for this purchase.
Purchased quantity	Quantity of the product that the shopper wants to purchase.
Estimated tax	Tax estimate for the product based on the price and delivery location.
Estimated shipping	Shipping cost estimate for the product based on the delivery location.
Total line amount	Total price of the purchased goods and services, including estimated tax and shipping.
Net amount	Amount included as a cost allocation on the purchase order. This doesn’t include any estimates.
Total individual units	Number of fixed assets that are created depends on this value.
Individual unit cost	Cost of the individual unit.
Supplier Bid Details
Supplier's lead time (days)	Number of days that the supplier takes to deliver the goods or provide the service. Based on this, the delivery date for goods and the start and end dates for services vary.
Unit	Unit in which the product is provided by the supplier.
Supplier's quantity	Quantity that the supplier can provide.
Starting unit cost	Cost per unit of the product prior to negotiation.
Negotiated unit cost	Cost per unit of the product after negotiation.
Total bid amount	Supplier's quantity multiplied by negotiated unit cost. It reflects the total bid amount from that particular supplier for that purchase line.
Negotiated savings	Total savings through negotiation. This is calculated as: (Starting unit cost - Negotiated unit cost) x Supplier's quantity
Supplier notes	Additional notes about the supplier, if any.
Delivery Details
Fields in the Delivery Details section map to the information from delivery location details that the shopper provides. Shipping method is displayed as a read-only field here. However, this section isn’t displayed if the product type is handling fees.
Accounting Details
Product category	Category to which the supplier product belongs.
Capex account	Ledger account to post the capital expenses of this product after the purchase completion.
Expense account	Ledger account to post the operational expenses of this product after the purchase completion.
Payment schedule	Indicates the schedule of payments to the supplier.
Pre-payments required	Indicates if pre-payments can be credited to the supplier against this purchase.
Legal entity	Internal legal entity that incurs the cost of this purchase.
Cost center	Cost center that incurs the cost of this transaction.

The capex account, expense account, and pre-payment details are populated from ledger assignment rules.

The following are the related lists of a purchase line:

表 : 2. Purchase line related lists

Related list	Description
Cases	Displays all the cases associated with this purchase line.
Purchasing Tasks	Provides information of tasks such as obtaining more information from the requester, or awarding a supplier after quotes are received. For details, see Purchasing tasks and procurement cases.
Purchasing SLAs	Provides SLA information for tasks and approvals. The underlying SLA definitions are defined through purchasing SLA definitions, which is an administration module.
Pricing	Stores the relationship between supplier product, contracts, and price of a product. For more details, see Pricing.
Milestones	Provides information of all the milestones for this purchase. This related list is visible only if the acknowledgment type is set to Milestones. For details, see Milestones.
Cost Allocations	Provides the information on cost allocation type and the cost center for this purchase line. For details, see Cost allocations.
Pre-payments	Provides information of the pre-payment details such as the amount and the payment date for this purchase. This related list is visible only if the Pre-payments required field is checked. For details, see Pre-payments.
Contract Requests	Displays all the associated contract requests against this purchase line. 注: This field is displayed only if you have the Source-to-Pay Operations with Contract Management Pro plugin (com.snc.sn_spend_clm) installed.

• Milestones
  Milestones represent an acknowledgment that a certain deliverable is achieved for a service. You can create a milestone against the purchase line and purchase order line for a service product type, when the acknowledgment type is set to Milestones.
• Cost allocations
  Cost allocation defines how to allocate the payment for a particular purchase line. Costs can be allocated towards a cost center, employee credit, or payroll payments.
• Pre-payments
  A prepayment is the amount paid for services before their receipt or invoiced due date. When an invoice is issued for a pre-payment, it is against the pre-paid account. During the defined pre-paid period, the amount is amortized accordingly against the capex or expense account.

関連概念

• Purchase revision flows