Use these screens to create and maintain standard, blanket, and subcontract purchase orders.
A standard purchase order is a document that represents an agreement between a company and a vendor which authorizes the vendor to deliver products to a company at a specified price.
A blanket purchase order typically represents an agreement between a company and a vendor in which a company purchases products, goods and/or services on a regular basis; these items are purchased at a specified price over a period of time. A blanket purchase order has a designated quantity and/or monetary value associated with it and can be used repeatedly until this amount diminishes entirely.
A subcontract order is an agreement between a company and a subcontractor for services rendered. The subcontract purchase order allows project managers, generally, to identify the work completed by the subcontractor for payment. The project manager can identify either a percentage of completion or an actual dollar amount associated with the services provided. This application is useful for subcontract purchase orders that are conducive to construction environments. These service types are normally paid based on the work completion percentage.
These screens display several group boxes, seven tabs, eight subtasks, and a table window. You can use these fields as follows:
Use the Header tab to enter and/or view buyer, vendor, and order data; in addition, you can add the purchase order status and procurement type.
Use the Other Information tab to enter and/or view contact and acknowledgment information. You can also enter vendor terms, the FOB (Free on Board) point, CIS (Construction Industry Scheme) code, and other purchase order details.
Use the Accounting Defaults tab to enter and/or view the project, account, organization, and reference number charge data.
Use the Other Defaults tab to view shipping and delivery information, as well as volume discount, requisition, order reference, taxable status, and auto voucher selection information.
Use the Vendor Address tab to enter and/or view complete vendor address information.
Use the Bill To & Return Address tab to enter and/or view data for the bill to address and return address information.
Use the Blanket Info tab to enter and/or view blanket purchase orders specifics, including the period of performance, blanket amounts, and preferences relative to blanket purchase order restrictions.
Use the Header Notes subtask to enter and/or view purchase order notes.
Use the Header Text subtask to enter and/or view text information and options for purchase order header standard text.
Use the PO Totals subtask to view purchase order totals in both transaction and functional currencies, as applicable.
Use the Exchange Rates subtask to enter and/or view exchange rate information.
Use the Accounts subtask to enter and/or view the project, account, organization, and reference number charge data by purchase order line.
Use the Line Charges subtask to enter and/or view purchase order line charge details.
Use the Line Text subtask to enter and/or view standard text information and options for specific purchase order lines.
Use the Currency Line subtask to view purchase order line totals in both transactional and functional currencies, as applicable.
Use the table window to enter line information, cost amounts, receiving and inspection data, A/P data, alternate part numbers, and notes. You can change the default view from Table View to Form View if you find it easier to view this data when it is organized by tab.
You can use these screens to add and/or modify purchase orders, blanket orders, and subcontract orders.
You must initialize the Employee User Flow (People»Maintain»Employee), Buyers (Materials»Configure»Purchasing), Project User Flow (Projects»Maintain»Project), Accounts (Accounting»Maintain»Accounts), Organization Elements (Accounting»Maintain»Organizations), Vendor User Flow (Materials»Maintain»Vendors), and the G/L Settings screens before you add records in this application.
Use the fields in this group box to enter the purchase order number and display applicable release information.
Enter up to 10 alphanumeric characters to identify the purchase order number.
You can also use the Query icon to enter selection criteria in order to retrieve existing purchase order information.
Purchase order assignment is contingent upon the control parameters you established in the PO Numbering Method block of the Purchasing Settings screen (Administration»Configure»Materials):
If you selected the System radio button in the Purchasing Settings screen, the system automatically numbers the purchase orders. The system will increment the data in the Last System PO Number field in the Purchasing Settings screen by one. You can leave the Purchase Order ID field blank when adding a purchase order, and when all data has been entered and the record is saved, the system will automatically assign the next available number in this field.
If you selected the Manual radio button in the Purchasing Settings screen, the system requires you to enter a purchase order number before the record can be saved. The system will not store the last number used in this circumstance, so you must track the purchase order numbers in a personal log.
If you selected the Buyer radio button in the Purchasing Settings screen, the system automatically numbers the purchase orders based on the buyer associated with the purchase order. The system will increment the value in the Last PO Number field in the Buyer PO Auto-Numbering group box of the Buyers screen (Materials»Configure»Purchasing) by one. You can leave the Purchase Order ID field blank when adding a purchase order, and when all data has been entered and the record is saved, the system will automatically assign the next available number (for this buyer) in this field.
Whether you have selected the System or Buyer numbering method in the Purchasing Settings screen, you can still manually enter a purchase order number. If the number entered is the next number in the numbering sequence, the system will update the Last System PO Number field in the Purchasing Settings screen. If the number you enter is not the next number in sequence, the system will allow it to be used, provided it is unique, but will not update the Last System PO Number field in the Purchasing Settings screen.
This non-editable field displays the release number, if applicable.
For a new purchase order, "0" displays as a default in this field.
The release number is solely associated with blanket purchase orders.
A blanket purchase order typically represents a purchase order that you issue to a vendor for products, goods, or services that are needed on a regular basis. The blanket purchase order has a monetary value associated with it and can be used repeatedly until this amount diminishes entirely. Each subsequent use of a blanket purchase order designates a release.
Releases for blanket purchase orders are created only for purchase orders with an "Open" status and no unsaved changes using the Create Release button in this screen.
This non-editable field displays the change order number.
A change order represents the number of times a purchase order has been modified using the Create PO Change Orders screen (Materials»Transactions»Purchase Orders).
If you enter a new purchase order, "0" displays in this field as the system default.
Type *
Select the type of order from the system-defined selections in the drop-down box, as follows:
Blanket Order - This selection is for a blanket order that will have releases issued against it.
Purchase Order - This selection is the system default and is for a regular purchase order.
Release Order - If you are querying a blanket order release, "Release Order" displays in this field and cannot be changed.
Subcontract PO - This selection is for a subcontract purchase order. Only miscellaneous lines and service items ("M" and "S" line types) can be entered for the purchase order, where quantities, units of measures, and unit costs cannot be specified. This field cannot be changed if update status transactions have been entered against the subcontract PO in the Update Subcontract PO Status screen (Materials»Transactions»Purchase Orders), or if a voucher has been created for it.
This field automatically displays the ISO (International Standards Code) abbreviation of the transaction currency used for this order.
The displayed currency was selected as the default transaction currency from one of two possible sources:
The default transaction currency may have been selected from the Default Currencies block in the Currencies screen from the Vendor User Flow (Accounting»Maintain»Vendors).
If no default transaction currency was selected for the vendor, the default transaction currency was selected from the Multicurrency Settings screen in Costpoint Multicurrency.
To override this default regardless of its origin, use the Exchange Rates subtask link in this screen to select a different transaction currency for this purchase order.
Use the fields in this tab to enter/view buyer, vendor, and order data, as well as the purchase order status and procurement type.
Buyer *
Enter, or use Lookup to select, up to 12 alphanumeric characters to designate the ID of the buyer who will be responsible for procuring this item. The buyer name displays in the adjacent, non-editable field.
The Lookup data originates from the Buyers screen (Materials»Configure»Purchasing).
You must authorize buyers to add and/or modify specific purchase order types. Your designations in the PO Entry Authorization group box of the Buyers screen (Administration»Configure»Materials) determine which types of purchase orders specific buyers are authorized or allowed to enter/update.
Vendor *
Enter, or use Lookup to select, up to 12 alphanumeric characters to designate the vendor ID. The vendor name and location display in the adjacent, non-editable fields.
The vendor must not be flagged as a payroll vendor, and its Approval Code must not be Not Approved.
If the vendor has an Approval Code of Pending, you will receive a warning, and the purchase order must have a status of Pending.
The lookup data originates from the Vendor User Flow screen (Materials»Maintain»Vendors).
Enter, or use Lookup to select, up to 10 alphanumeric characters to designate the vendor address code.
The Lookup data originates from the Vendor User Flow screen (Materials»Maintain»Vendors).
The address details associated with the vendor address code automatically display in the Vendor Address tab in this screen.
Enter, or use Calendar Lookup to select, the order date for the purchase order. You must enter the date in the MM/DD/YYYY format.
This field defaults to the system date, but can be changed as needed.
The order date must be less than or equal to the Due Date for each purchase order line.
Status *
Use the drop-down box to select "Closed," "Open," "Pending," "Void," or "System-Closed." Use these fields as follows:
Closed - This status indicates that you have closed this line and no further processing will occur.
Open - This status is the system default and is associated with standard purchase orders.
Pending - This status indicates that there are lines pending approval that cannot be received or invoiced against until their line status has been changed to "Open."
Void - This status indicates that there are lines that have been voided and no processing will occur. This status also indicates that there have not been any receipts entered for these lines. This allows the system to show that a quantity was ordered, but was later cancelled.
System Closed - This status indicates that the system closed this purchase order because it has been fully received (or vouchered, contingent upon 2-way or 3-way matching selections).
The status of the line can be different from the overall status in this field.
Enter, or use Lookup to select, up to two alphanumeric characters to identify the procurement type code that applies to this purchase order.
The procurement type code represents the reason your company has selected a specific vendor from which to purchase the product, good, or service. "CB" (Competitive Bid) and "SS" (Sole Source), for example, might represent procurement type codes.
The Lookup data originates from the Procurement Types screen (Materials»Configure»Purchasing).
Use the Procurement Types screen (Materials»Configure»Purchasing) to enter the code, description, and required number of vendor quotes associated with the purchase of the product, good, or service.
This non-editable field displays the value for the sales tax/value added tax total.
The system calculates this value based on the tax status of all the purchase order lines.
This non-editable field displays the purchase order total.
The system calculates the sales tax/VAT total based on the line amounts of all the purchase order lines.
Click this button to create blanket purchase order releases.
A blanket purchase order typically represents an agreement with a vendor to purchase products, goods and/or services on a regular basis at a specified price over a period of time.
A blanket purchase order has a designated quantity and/or monetary value associated with it and can be used repeatedly until this amount diminishes entirely. A release is a request to the vendor to perform a portion of the services needed or to deliver a portion of the materials requested within the timeframe designated by the blanket order.
A release is a request to the vendor to perform a portion of the services needed or to deliver a portion of the materials requested within the timeframe designated by the blanket order.
Line *
Enter the purchase order line number.
Duplicate line numbers are not validated within the same purchase order.
This non-editable field displays the purchase order line type. The system-defined line types include:
P - This type represents items (parts) that exist in the Basic Part Data table. Parts are established in the Parts User Flow screen (Materials»Maintain»Items).
G - This type represents items (goods) that exist in the ITEM table. Goods are established in the Goods User Flow screen (Materials»Maintain»Items).
S - This type represents (services) that exist in the ITEM table. Services are established in the Services User Flow screen (Materials»Maintain»Items).
M - This type represents (miscellaneous) items.
Status *
Use the drop-down box to select "Pending," "Open," "Closed," "Void," or "System Void."
Closed - This status indicates that you have closed this line. No further processing will occur.
Open - This status is the system default for standard purchase orders.
Pending - This status indicates that there are lines pending approval that cannot be received or invoiced against. You cannot have pending lines unless the entire purchase order is pending.
Void - This status indicates that there are lines that have been voided and no processing will occur. No receipts have been entered for these lines. This allows the system to show that a quantity was ordered, but was later cancelled. Individual lines may be voided while the header status may be open.
System Closed - This status indicates that the system closed this purchase order because it has been fully received (or vouchered if quantities are not entered). Individual lines may be closed as well.
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The status of this field depends on the update transactions entered against the PO in the Update Subcontract PO Status screen (Materials»Transactions»Purchase Orders). |
Enter, or use Lookup to select, up to 30 alphanumeric characters to designate the ID of the item for the purchase order line.
The Lookup data originates from the Parts User Flow, Goods User Flow, or Services User Flow screens (Materials»Maintain»Items).
Enter, or use Lookup to select, the revision ID of the item ordered.
The revision represents engineering or design modifications specific to the part.
Once a valid item has been entered or selected, the system will automatically display the latest revision, if applicable. However, you can change this date, as needed.
This field displays the description of the data you entered in the Item field.
You can modify this field if you selected the Parts or Goods and Services checkbox in the Allow Modifications to Descriptions on PO/Requisition Lines group box of the Product Definition Settings screen (Administration»Configure»Materials).
If you did not enter data in the Item field, you can enter a free-form description of up to 60 alphanumeric characters.
Enter, or use Lookup to select, up to six alphanumeric characters to identify the purchase order line charge type code.
If you enter data in this field, the Line Type field displays "M."
The Lookup data originates from the PO Line Charge Types screen or the Sales Order Line Charge Types screen.
Enter, or use Lookup to select, up to three alphanumeric characters to identify a valid unit of measure for the item ordered.
The Lookup data originates from the Units of Measure screen.
If the item is a part or good, this field is required.
If the Misc Type field displays a charge type, the default unit of measure from the PO Line Charge Types screen displays in this field.
This field cannot be populated for subcontract POs.
Enter the quantity being ordered for the line item.
If the item is a part or good, this field is required.
This field cannot be populated for subcontract POs.
Enter, or use Lookup to select, the inventory abbreviation for which this inventory part is being ordered. Inventory abbreviation information is established in the Inventory Projects screen. This field displays account information used by Costpoint Inventory when inventory transactions are posted to the inventory journal. If you entered a valid inventory abbreviation in the Header/Defaults subtask and chose to have it default for all purchase order lines, this field displays that inventory abbreviation. If that default is not available, this field uses the inventory abbreviation that was entered in the Part Planning subtask of the Part Inventory Inquiry. In either case, you can enter a different abbreviation.
Once the Inv Abbrev field is populated, the Warehouse field defaults to the planning warehouse ID that appears in the Inventory Projects screen.
Enter, or use Calendar Lookup to select, the delivery date that the item ordered is due from the vendor. You must enter this date in the MM/DD/YYYY format.
The system date is the default for this field.
This date will be used as a basis for calculating the vendor performance.
Enter, or use Calendar Lookup to select, the order date for this purchase order line. You must enter this date in the MM/DD/YYYY format.
If you add a new line to an existing purchase order, the system date displays as the default for this field.
The date in the Order Date field must be earlier than or equal to the date in the Due Date field.
The system date is the default for this field.
Enter, or use Calendar Lookup to select, the date the item ordered is desired by the requester. You must enter this date in the MM/DD/YYYY format.
The system date is the default for this field.
Enter, or use Calendar Lookup to select, the date the vendor originally promised to deliver the purchase order item.
This date will be used as a basis for calculating vendor performance.
Enter the gross unit cost of the item being ordered.
Gross unit cost is the cost of one unit of the item before applying any volume discounts. The system automatically derives the net unit cost from the gross unit cost and applicable volume discount percentage, if they have been entered.
This field cannot be populated for subcontract POs.
Enter the volume discount percentage to be applied to the gross unit cost of the item ordered.
For example, enter a 5.25% discount as "5.25".
The discount percentage is intended as a volume discount, and not as a purchase or cash discount. If the discount percentage is not known, it may be left blank and the system will automatically derive the value based on the gross unit cost and the net unit cost.
If you have entered a value in the Volume Discount field (in the Other Defaults tab in the primary screen in this application), the system will display this value as a default (which can be changed, if necessary). Otherwise, "0.00" displays as the default for this field.
This field cannot be populated for subcontract POs.
This field displays the net unit cost of the item ordered.
This value represents the cost of one unit of the item after any volume discounts have been applied.
If you have entered values in the Gross Unit Cost and Volume Discount fields, the system calculates the value for this field, if applicable.
If no data displays in the Quantity field, enter the extended cost amount, less sales tax for taxable items ordered.
The system automatically calculates the extended cost amount when a quantity has been entered in the Quantity field.
Calculation: Net Unit Cost*Quantity.
You can use this field to enter the amount of the subcontract PO.
Taxable *
Use the drop-down box to select "Yes" or "No."
If this line is sales or VAT (Value Added Tax) taxable, select "Yes" from the drop-down box. If this line is not taxable, select "No" from the drop-down box.
The system automatically displays your selection from the Taxable Status field in the Other Defaults tab in the primary screen in this application as a default.
If you have selected "Yes" from this drop-down box, sales or VAT tax will be calculated for this line item.
Enter the sales tax/VAT (value added tax) rate that applies to this line.
This non-editable field displays the line charge sales tax/VAT (value added tax) amount.
This non-editable field displays the sales tax/VAT amount.
This non-editable field displays the total line amount.
Enter the recovery rate to be applied to the line total.
This non-editable field displays the recovery amount.
Calculation: Sales Tax/VAT Amount * Recovery Rate.
Enter, or use Lookup to select, up to 20 alphanumeric characters to designate the ship ID where this requisitioned item is to be delivered.
The Lookup data originates from the Ship ID table. The table information is compiled from the Branch Locations, Vendor User Flow (Materials»Maintain»Vendors), Customers (Materials»Maintain»Customers), and Warehouses screens.
Enter, or use Lookup to select, up to eight alphanumeric characters to designate the ID of the warehouse to which this inventory part will be delivered. The Lookup data originates from the Warehouses screen.
Enter up to 15 alphanumeric characters to identify the shipping method/company by which the item should be shipped.
Enter up to 25 alphanumeric characters to identify the name or location to which the item is to be delivered.
Select this checkbox to indicate that overshipments are allowed for this line item.
Do not select this checkbox for subcontract POs.
Enter a receipt tolerance percentage. If the Overshipments Allowed checkbox is selected, enter the overshipment tolerance percentage for this requisition line.
"0%" indicates there is no overshipment allowed; therefore, a zero percentage will restrict the overship amount or quantity.
Select this checkbox if the item is to be drop-shipped to an outside location.
This information is used primarily for sales order transactions. The drop-ship information allows you to identify which orders were drop-shipped directly to a customer, rather than delivered to a company delivery address.
Use the drop-down box to make a selection of "Yes" or "No." Your selection indicates whether or not a quality control inspection is required upon receipt of the requisitioned item.
Use the drop-down box to select "Yes" or "No." Your selection indicates whether or not a government source inspection is required.
A source inspection normally requires the vendor to obtain approval from a government inspector before shipping any material.
Use the drop-down box to select "Yes" or "No." Your selection indicates whether or not a Certificate of Conformance is required.
This certificate is a legal document issued by the vendor, which certifies that the material conforms to certain specifications and requirements.
Enter, or use Lookup to select, up to 10 alphanumeric characters to specify the requisition ID from which the ordered item originated.
Enter, or use Lookup to select, the procurement type code. The procurement type code represents the reason your company has selected a specific vendor from which to purchase the product, good, or service. "CB" (Competitive Bid) and "SS" (Sole Source), for example, might represent procurement type codes.
The Lookup data originates from the Procurement Types screen (Materials»Configure»Purchasing).
Use the Procurement Types screen (Materials»Configure»Purchasing) to enter the code, description, and required number of vendor quotes associated with the purchase of the product, good, or service.
Enter, or use Lookup to select, the awarded quote ID for this line item, as applicable.
Enter up to 10 alphanumeric characters to specify the CLIN (contract line item number) for this purchase order line, as applicable.
Enter, or use Lookup to select, up to eight alphanumeric characters to identify the commodity code. The Lookup data originates from the Commodity Codes (Materials»Configure»Items) screen.
Enter up to 20 alphanumeric characters to identify the military specification assigned to the part to be requisitioned. This value defaults from the Parts User Flow screen (Materials»Maintain»Items), if applicable.
Enter up to 20 alphanumeric characters to identify the national stock number assigned to the part being requisitioned.
Enter, or use Lookup to select, up to eight alphanumeric characters to identify the industry classification code for this requisition line. The Lookup data originates from the Industry Classifications screen.
Use the drop-down box to select "None," "Large," "Small," "Non-profit," or "Foreign/Other."
A business size indicator can be assigned to a vendor in the Vendor Size field (in the Size by Industry Classification block) in the Vendor Classification application of the Vendor User Flow screen (Materials»Maintain»Vendors).
If you have assigned a business size to a vendor, the system displays this selection as a default in this field. You can change this data, if needed.
"None" displays in this field as a default for this line if defaults have not been established elsewhere.
Enter the order reference type. The value in this field designates the following:
"N" is the default value, which indicates there is no valid association with a sales order.
"S" indicates that the item is associated with a valid sales order.
"M" displays if the PO has been created via the manufacturing process and is not a valid option for manual selection.
Enter data in this field only when an order reference number will be added to the purchase order line.
Use the drop-down box to select "Subcontract" or "Nonsubcontract."
"Subcontract" indicates a subcontract type cost. "NonSubcontract" indicates that another cost associated with a sales order item.
Enter, or use Lookup to select, up to 10 alphanumeric characters to designate the order ID. The Lookup data originates from the Enter Sales Orders screen.
This field displays the release number, if applicable, for the order reference.
Although it may appear that you can change the data in this field, only a value of "0" can be saved.
Enter, or use Lookup to select, up to four alphanumeric characters to identify the line of the sales order you want to reference.
The Ord Ref Type field must display "S" in order for you to enter data in this field.
The Lookup data originates from the Enter Sales Orders screen.
If this is a blanket purchase order, this non-editable field displays the unreleased blanket quantity.
If this is a blanket purchase order, this non-editable field displays the unreleased blanket amount.
This field cannot be populated for subcontract POs.
Use the drop-down box to select "Automatic," "Suggested," or "Neither."
This field is applicable to blanket lines only.
For purchase agreements, enter the minimum requisition leadtime ARO (after receipt order) required to be eligible for release creation.
For purchase agreements, enter the minimum purchase quantity for a requisition to be eligible for release creation.
Enter, or use Calendar Lookup to select, the period of performance starting date. You must enter this date in the MM/DD/YYYY format.
Enter, or use Calendar Lookup to select, the period of performance ending date. You must enter the date in the MM/DD/YYYY format.
Use the drop-down box to select "Yes" or "No."
Your selection indicates whether or not a purchase order line item is eligible for the auto-voucher creation process.
This non-editable field displays "Y" (Yes) or "N" (No), indicating whether or not the voucher has been received.
The display in this field defaults from the PO Voucher Settings screen.
Select this checkbox if the purchase order line is subject to CIS (Construction Industry Scheme) withholding.
If you assign a CIS Code to the vendor in the CIS Code field from the CIS Info subtask of the Vendor User Flow screen (Materials»Maintain»Vendors) and that code has a withholding rate greater than zero, this field defaults to "Y;" otherwise, it displays "N" and is disabled.
Use the drop-down box to select "Amount," "Quantity," or "Excluded," as follows:
Amount - This selection indicates that purchase commitments should be calculated based on purchase order amount.
Quantity - This selection indicates that purchase commitments should be calculated based on quantity.
Excluded - This selection indicates that this purchase order line should be excluded from the commitments calculations.
Use the drop-down box to select "2-way" or "3-way."
2-way - This selection indicates matching between the purchase order and invoice.
3-way - This selection indicates matching among the purchase order, receipt, and invoice.
Use the drop-down box to select "INDIV" or "TOTAL."
INDIV (Individual) - This selection indicates that vouchers are matched against individual receipts. This selection is available to 2- and 3-way match type lines.
TOTAL (Total) - This selection indicates that vouchers are matched against the purchase order line. If the match type is 2-way, this field is set to "TOTAL" and is non-editable.
This field is visible only when you are adding or modifying a "subcontract" purchase order type; otherwise, this field is hidden.
Enter the percentage of the completed work amount that will be withheld from payment when an Accounts Payable voucher is created. This amount is to compensate for any unforeseen miscellaneous vendor-responsible expenses. The value in this field will default onto the corresponding purchase order line when updating the subcontract purchase order completion status for progress payment requests made by the vendor. Use the Update Subcontract PO Status screen (Materials»Transactions»Purchase Orders) to update such information.
A subcontract purchase order designates an agreement between a company and a subcontractor for services rendered. Typically, subcontractors are paid based on the percentage of work complete.
Stored Materials Retention Pct
This field is visible only when you are adding or modifying a "subcontract" purchase order type; otherwise, this field is hidden.
Enter the percentage of the total stored materials amount that will be withheld from payment when an accounts payable voucher is created. This amount is to compensate for any unforeseen miscellaneous vendor-responsible expenses. The value in this field will default onto the corresponding purchase order line when updating the subcontract purchase order completion status for progress payment requests made by the vendor. Use the Update Subcontract PO Status screen (Materials»Transactions»Purchase Orders) to update such information.
A subcontract purchase order designates an agreement between a company and a subcontractor for services rendered. Typically, subcontractors are paid based on the percentage of work complete.
Enter, or use Lookup to select, up to 30 alphanumeric characters to identify the manufacturer part number. The Lookup data originates from the Alternate Parts (Materials»Maintain»Items) screen.
The system loads this field from the Alternate Parts screen (Materials»Maintain»Items), if one was assigned for this item. You can change the system-loaded value as needed.
If the ordered item is a part, enter, or use Lookup to select, a manufacturer part number containing up to 30 alphanumeric characters, as applicable.
A manufacturer part may be established in advance in the Alternate Parts screen (Materials»Maintain»Items), or you can enter one without validation directly in this field.
Enter, or use Lookup to select, up to three numeric characters to identify the manufacturer part revision number. The Lookup data originates from the Alternate Parts (Materials»Maintain»Items) screen.
The system will load the revision based on the Manufacturer Part that was selected.
Enter, or use Lookup to select, up to 30 alphanumeric characters to identify the vendor part number for this item. The Lookup data originates from the Alternate Parts screen (Materials»Maintain»Items).
The system loads the vendor part that was identified in the Alternate Parts screen (Materials»Maintain»Items), but you can change the system-loaded value as needed.
Enter the vendor part revision number of the item being requisitioned.
The system loads the vendor revision for the vendor part selected.
You can establish the vendor revision details in the Alternate Parts screen (Materials»Maintain»Items).
Enter, or use Lookup to select, up to 12 alphanumeric characters to designate the ID of the planner. The Lookup data originates from the Planners screen.
The planner schedules manufacturing orders and determines the availability of materials in order to meet production and sales order demands. The planner also works with buyers to coordinate and expedite the ordering of materials.
Enter, or use Lookup to select, up to 12 alphanumeric characters to identify the routing operation code.
Enter, or use Lookup to select, up to 10 alphanumeric characters to designate the BOM (bills of material) configuration ID needed to determine requirements for a specific configuration.
The Lookup data originates from the Configuration Identifiers screen.
Enter additional information relevant to this requisition. These notes will print on the purchase order.
Enter additional information relevant to this purchase order. These notes will not print on the purchase order.
* A red asterisk denotes a required field.
Click this link to open the Header Notes subtask, where you can enter or view optional notes about the purchase order.
Click this link to open the Header Text subtask, where you can enter and view text information and options for header text on the purchase order.
Select this link to open the Header Documents subtask, where you can enter and view information for header documents related to the purchase order.
Click this link to open the PO Totals subtask, where you can view purchase order totals in both transactional and functional currencies.
Click this link to open the Exchange Rates subtask, where you can enter and view exchange rate information.
Click this link to open the Accounts subtask, where you can enter and/or view the project, account, organization, and reference number charge data by purchase order line.
Click this link to open the Line Charges subtask, where you can enter and/or view purchase order line charge details.
Click this link to open the Line Text subtask, where you can enter and/or view text information and options for specific purchase order lines.
Select this link to open the Line Documents subtask, where you can enter and view information for line documents related to the purchase order.
Click this link to open the Currency Line subtask, where you can view purchase order line totals in both transactional and functional currencies, as applicable.
Changes to this screen update the PO_HDR (PO Header) and PO_LN (PO Line) tables.
