to select, the new supplier-proposed due date for this PO line or delivery line.Use this screen to manage the supplier action needed for a purchase order (PO). This screen will only load POs with buyer's organization ID for which the user is authorized based on the organization security profile linked to the organization security group associated with the logged-in user. If the logged-in user has the proper authorization for the buyer's organization ID, this screen will display all PO lines regardless of rights to projects and organization rights at the account distribution. In addition, Costpoint will only load POs with vendor ID that matches the vendor ID on the company that the user is logged into.
You can also access this screen by clicking the dashparts on the Supplier Portal Dashboard screen.
Use this section to manage the new actions taken on the PO line by the supplier.
Select an action that you want to take from the drop-down list
Accepted by Supplier – Select this option to indicate that the PO line order quantity/amount and due date are acceptable. You can also automatically update selected rows to this action by using the Load New Action. Select the 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 = Accepted by Supplier. The New Action column for the selected rows will display the new action as Accepted by Supplier.
Change Request by Supplier – Select this option to indicate that there is a proposed change to the PO line quantity/amount or due dates.
Cancel Request by Supplier – Select this option to indicate that the supplier has requested a PO line order cancellation.
Rejected by Supplier – Select this option to indicate that the supplier has rejected a PO line order cancellation request made by the buyer.
This field displays the PO associated with the action.
This field displays the release number associated with the PO action.
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 be able to segregate actions taken under a particular change order.
This field displays the PO type.
This field displays the currency associated with the amount on the action PO line.
This field displays the PO line associated with the action.
This field displays the delivery schedule line number associated with the action PO/Rlse/line.
This field displays the status of the line associated with the PO/Rlse/line.
This field displays the buyer associated with the PO action.
This field displays the item associated with the action PO line.
This field displays the item revision associated with the action PO line.
This field displays the description of the item.
This field displays the order quantity of the item on the action PO line.
This field displays the order amount of the item on the action PO line.
This field displays the due date of the item on the action PO line.
This field displays the currency associated with the amount on the action PO line.
This field displays the open quantity of the item on the action PO line that is not yet fulfilled.
This field displays the open amount of the item on the action PO line that is not yet fulfilled.
This field displays the desired date of the item on the action PO line.
This field displays the unit of measure associated with the quantity on the action PO line or delivery schedule line.
This field displays the email address of the contact on the supplier side to whom alerts will be sent whenever a buyer updates the Action History and saves the changes.
This group box displays the last actions taken on the PO line
This field displays the most recent action taken on the PO line by the buyer or supplier.
This field displays the most recent quantity change proposed by the buyer or supplier.
This field displays the most recent amount proposed by the buyer or supplier.
This field displays the most recent due date proposed by the buyer or supplier.
Enter the new supplier-proposed quantity for this PO line or delivery line.
Enter the new supplier-proposed amount for this PO line.
Enter, or click to select, the new supplier-proposed due date for this PO line or delivery line.
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.
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Subtask |
Description |
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Header Details |
Click this link to open the header details of the purchase order. |
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Line Details |
Click this link to open the line details of the purchase order. |
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.
This field displays the date and time when the action and/or portal notes were last updated by the buyer or supplier.
This field displays the user ID of the person who made the action changes or added portal notes via the supplier portal screens.
This field displays the change order number of the PO at the time the action information was saved.
This field displays the action taken on the PO line or delivery schedule line by the buyer or supplier via the supplier portal screens.
This field displays the order quantity of the item on the action PO line.
This field displays the order amount of the item on the action PO line.
This field displays the due date of the item on the action PO line.
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.
This field displays the proposed amount
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.
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.