Vendor Default Setup overview

Vendor > Setup > Vendor Default

Function acronym: APSD

Use this page to establish default values for certain fields.

Vendor Default Setup serves a dual purpose:

  • To facilitate the Limit Ship Via option in Vendor Setup or Vendor Ship From Setup. For this purpose, you specify only the Vendor, Vendor Ship From, and Ship Via combinations in Vendor Default Setup.
  • To pre-select values that default in a purchase order when it is created. You can set default values for specific fields. Examples include shipping code, requested ship date, addons, and discounts, and for one or more combinations of Vendor, Vendor Ship From, and Ship Via values. Setting these values as defaults allows fields to be populated automatically, thereby reducing time and mistakes. Another benefit is flexibility. Because you can create combinations and optional fields, you can use the defaults in various ways.

To pre-select values, these actions must already be completed:

  • Ship Via values defined in SA Table Code Value Setup
  • Vendors created in Vendor Setup
  • Vendor ship from records created in Vendor Ship From Setup

Combinations

You can set up various combinations of Vendor, Vendor Ship From, and Ship Via. For example, you can create defaults for the combination: Vendor=Acme and Ship Via=FedEx. You can also create defaults for the combination: Vendor=Acme, Vendor Ship From=Denver, and Ship Via=Company truck. Or create defaults for the combination: Vendor=Acme, Vendor Ship From=Denver, and Ship Via=FedEx.

Note:  Do not set up a combination that is only a Ship From and a Ship Via. Every Ship From must have an associated Vendor.

Use one or more of the fields to define each combination. For example, the difference between defaults with a Ship Via=Company truck and Ship Via=FedEx may be that you specify a fuel charge addon for the company truck.

If you set the Limit Ship Via option in Vendor Setup or Vendor Ship From Setup, you must create combinations to determine if a Ship Via is valid. For example, for Ship Froms outside the delivery range of your company truck, set FedEx as the only valid Ship Via for that Ship From.

Discounts and addons

These fields are comparable to similar fields on Vendor Setup. In Vendor Default Setup the fields are at the Ship Via level, which allows more precise defaults. If you set defaults here, they override the settings in Vendor Setup.

Use Vendor Default Setup to override the Vendor Setup addons and discounts. This applies to a scenario where you select the Use Ship Via Addons option and set the addon fields to zero.

The Vendor Default Setup settings work regardless of purchase order origin:

  • Purchase Order Entry
  • Sales Order Entry sourcing
  • Purchase Demand Center Entry
  • Purchase Entry Recommended Replenishment Action Report

Sourcing

In Purchase Order Entry, Vendor Default Setup values are only loaded at initial purchase order header creation. If a Ship Via is changed after the initial creation of the purchase order header, and an applicable Vendor Default Setup record exists, this alert displays: APSD Defaults Will Not Be Applied, Make Any Changes Manually (8092).

If you are using Vendor Default Setup, we recommend that you add the Ship Via field to Initiate Purchase Order window using the Personalize feature. For Ship Vias not specified when initiating the PO, the Ship Via from Vendor Setup or Vendor Ship From Setup is used to determine if Vendor Default Setup should be applied.

In Purchase Demand Center Entry, Vendor Default Setup are loaded during the initial Purchase Demand Center Entry, or when a Ship Via is changed within Purchase Demand Center Entry.

If the Ship Via is removed or changed to one without Vendor Default Setup, this alert is displayed: ShipVia Changed-APSD Defaults No Longer Apply, Make Changes Manually (8093).

If the Ship Via is changed in the Purchase Demand Center Entry header, and an applicable Vendor Default Setup record exists or Vendor Setup defaults are applied, this alert is displayed: Changing Ship Via May Result in Different Addons/Discounts Being Applied (8091).

Note:  If the requested ship date is specified in Purchase Demand Center Entry, it is not overridden with the Vendor Default Setup at purchase order header creation.

In Sales Order Entry sourcing, the Vendor Default Setup are loaded onto a created purchase order, based on the Ship Via specified in the Sales Order Entry sourcing window.

Deleting Vendor Default Setup

To delete a Vendor Default Setup record, select the record from the grid in Vendor Default Setup and click Delete.

If a Vendor Setup record is deleted, associated Vendor Default Setup records are deleted.

If a Vendor Ship From Setup record is deleted, any associated Vendor Default Setup records are deleted.

Copying

Vendor Default Setup records are not referenced during the copying of a purchase order. Ship Via cannot be changed during copying of a purchase order.