Enable primary documents on transaction definitions

Within a Purchasing transaction life cycle, a primary document is the originating order document that's converted to other documents during the document life cycle. Only 1 primary document is allowed within a transaction life cycle. The order transaction's document number is carried forward to all converted downstream transactions (including change orders), establishing the relationship between the primary document transaction and its downstream transactions. The primary document workflow supports: The ability to view commitments on the project setup (on the Purchasing commitments tab)Generation of automatic lien waiver compliance recordsCommitment-related compliance recordsConstruction report packages 

Enable the primary document workflow on Purchasing order transaction definitions so that you can generate lien waivers. When the primary documents feature is enabled on order transaction definitions, you can include those transaction definitions in the compliance definitions for lien waivers.

If you configure Purchasing to use automatic price variance posting, you cannot enable primary documents.
Subscription

  • Purchasing

  • Projects

  • Construction

Regional availability

  • Australia

  • Canada

  • United States
User type

Business

Construction Manager

Project Manager
Permissions PO transaction definitions: List, View, and Edit

  1. Go to Purchasing > Setup > More > and select Transaction definitions.

  2. Find the transaction definition and select Edit.

  3. In the Properties section, select the Enable primary document workflow checkbox.

  4. Select Save.