Purchasing - Defining Line Types

Line Types

When you enter a line on a purchasing document and choose a line type, Purchasing
automatically displays the default information that you define here for the line type.
Line types let you distinguish their value basis between quantity and amount based line
items. You use quantity based line items when you know the quantity and price of the
line you are ordering.

Prerequisites

• Define categories.
• Define units of measure.

To define line types

         1.        Navigate to the Line Types window.


2. If you are defining a new line type click Create. 

3. Enter the Name and Description of the line type.

4. Enter the Value Basis for the line type.
Amount: Receive items by amount. You cannot change the unit of measure and unit
price on purchasing document lines.
Fixed Price: If Oracle Services Procurement is implemented, enter services by
amount only. Receive items by amount. You cannot change the unit of measure and
unit price on purchasing document lines.
Quantity: Receive items by quantity. Outside Processing line types must have this
value basis.
Rate: If Oracle Services Procurement is implemented, enter services by rate (price)
and amount. Receive items by amount.

5. Enter the Purchase Basis for the line type.
Goods: For quantity value based line types.
Services: For amount and fixed price based line types.
Temp Labor: If Oracle Services Procurement is implemented, for fixed price and rate
based line types.

6. Enter the End Date on which the line type is no longer usable.

7. Enter the default purchasing Category for items with this line type.

8. Select Receipt Required if you want this as the default on your purchasing document shipments with this line type.

9. Enter the default Unit of measure for items with this line type. 

10. Enter the default Unit Price for items with this line type. 

11. Save to Defining Line Types.

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Topics Covered

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