MANAGE BUYER ACTIONS

Use this screen to manage the buyer action needed for the purchase order (PO). You can access this screen through the Buyer Dashboard screen by clicking an item on the dashparts.

Location

Purchase Order

This field displays the PO associated with the action. Click the PO ID hyperlink to directly access the loaded PO on the Manage Purchase Orders screen.

Release

This field displays the release number associated with the PO action.

Change Order

This field displays the change order associated with the PO action. This value will be saved as part of the Action History in order to track actions taken on a particular change order.

Currency

This field displays the currency associated with the amount on the action PO line.

Vendor

This field displays the vendor associated with the PO action.

Vendor Name

This field displays the vendor name associated with the PO vendor ID.

Vendor Location

This field displays the vendor location associated with the PO vendor ID.

PO Line

This field displays the PO line associated with the action.

Delivery Line

This field displays the delivery schedule line number associated with the action PO/Rlse/line.

Item

This field displays the item associated with the action PO line.

Rev

This field displays the item revision associated with the action PO line.

Order Qty

This field displays the order quantity of the item on the action PO line.

Order Amt

This field displays the order amount of the item on the action PO line.

Due Date

This field displays the due date of the item on the action PO line.

U/M

This field displays the unit of measure associated with the quantity on the action PO line or delivery schedule line.

Open Qty

This field displays the open quantity of the item on the action PO line that is not yet fulfilled.

Open Amt

This field displays the open amount of the item on the action PO line that is not yet fulfilled.

Desired Date

This field displays the desired date of the item on the action PO line.

Last Action

This group box displays the last actions taken on the PO line

Action Message

This field displays the most recent action taken on the PO line by the buyer or supplier.

Proposed Order Qty

This field displays the most recent quantity change proposed by the buyer or supplier.

Proposed Order Amt

This field displays the most recent amount proposed by the buyer or supplier.

Proposed Due Date

This field displays the most recent due date proposed by the buyer or supplier.

New Action

Use this group box to manage the new actions taken on the PO line by the buyer.

Action Message

Select an action that you want to take from the drop-down list:

You can also use the Load New Action function to automatically update selected rows to the new action of Pending Supplier Acknowledgment by using the Load New Action menu. Select rows that you want to update by pressing Ctrl and clicking on the rows you want to update. Put the mouse pointer to the header until it changes to a four-sided arrow cursor. Right click on the header to open the menu option and select Load New Action = Pending Supplier Acknowledgment. Only rows that have never been previously released to the vendor (with blank Last Action) will be updated. The New Action column for the selected rows will display the new action as Pending Supplier Acknowledgment.

Proposed Order Qty

Enter the new supplier-proposed quantity for this PO line or delivery line.

Proposed Order Amt

Enter the new supplier-proposed amount for this PO line

Proposed Due Date

Enter the new supplier-proposed due date for this PO line or delivery line.

Notes

Enter any action notes related to the action taken in relation to the PO line. The notes you enter do not have to be associated with a new action.

Action History

This group box displays the history of any action change, along with communication notes. Costpoint displays all rows associated with the particular PO, release and PO line/delivery line, regardless of change order number.

Modified Date/Time

This field displays the date and time when the action and/or portal notes were last updated by the buyer or supplier.

Modified By

This field displays the user ID of the person who made the action changes or added portal notes via the supplier portal screens.

PO Change Order

This field displays the change order number of the PO at the time the action information was saved.

Action

This field displays the action taken on the PO line or delivery schedule line by the buyer or supplier via the supplier portal screens.

Order Qty

This field displays the order quantity of the item on the action PO line.

Order Amt

This field displays the order amount of the item on the action PO line.

Due Date

This field displays the due date of the item on the action PO line.

Proposed Order Qty

This field displays the proposed order quantity for the PO line or delivery schedule line entered by the supplier or buyer via the supplier portal screens.

Proposed Amt

This field displays the proposed amount

Proposed Due Date

This field displays the proposed due date for the PO line or delivery schedule line entered by the supplier or buyer via the supplier portal screens.

Notes

This field displays the notes that were added by the supplier or buyer via the supplier portal screens. The notes you enter do not have to be associated with an action.