Use this screen to create purchase orders and/or purchase order lines from requisition lines.
You can create purchase orders specific to one or many buyers, vendors, requisitions, or purchase orders.
This screen displays four non-contiguous subtasks. You can use these subtasks as follow:
Use the Non-Contiguous Buyer Ranges subtask to enter additional buyer records, both sequentially and non-sequentially.
Use the Non-Contiguous Vendor Ranges subtask to enter additional vendor records, both sequentially and non-sequentially.
Use the Non-Contiguous Requisition Ranges subtask to enter additional requisition records, both sequentially and non-sequentially.
Use the Non-Contiguous Purchase Order Ranges subtask to enter additional purchase order records, both sequentially and non-sequentially.
After you have entered your purchase order selection criteria and established a sort option in the Purchase Order Line Sort field, you must click on the Action icon to generate purchase orders. If you do not click on this icon to generate purchase orders, none will be created.
Use this screen to create purchase orders from approved requisitions or requisition lines.
Typically, only authorized users create purchase orders in this screen. It is common for buyers and supervisors, who are assigned specific requisitions, to use this screen to create their corresponding purchase orders.
Users should not randomly create purchase orders in this application.
Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. Once you have saved a parameter ID and its related parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. Many users save a unique set of parameters for each different way they run a report or process. If you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters will automatically display as selection defaults. You can change any of the associated selection defaults as necessary.
Enter, or use Query to select, a parameter ID of up to 15 alphanumeric characters. You should choose characters for your parameter ID that help identify the type of selections you made in the screen, such as “PERIOD” or “QUARTERLY.”
When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.
You can use the parameter to produce reports and run processes more efficiently because you can select the parameter ID with its previously defined screen selections. Once the default selections display in the screen, you can override the defaults as necessary.
Enter, or use Query to select, a parameter description of up to 30 alphanumeric characters.
Use the fields in this block to enter data in the Buyer, Vendor, Requisition, and Purchase Order fields.
Buyer
Use this drop-down box to select the range option for your report. The following options are available:
All - Select this option to include all available records. The Start and End fields are disabled for this option.
One - Select this option to include only one record. You must enter that value in the Start field. The End field is disabled for this option.
Range - Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning - Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
To End - Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Enter, or use Lookup to select, the buyer ID from which to start.
Enter, or use Lookup to select, the buyer ID from which to end.
Select this checkbox to list a record range as specified in the corresponding Non-Contiguous Buyer Ranges subtask.
Vendor
Use this drop-down box to select the range option for your report. The following options are available:
All - Select this option to include all available records. The Start and End fields are disabled for this option.
One - Select this option to include only one record. You must enter that value in the Start field. The End field is disabled for this option.
Range - Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning - Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
To End - Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Enter, or use Lookup to select, the vendor ID from which to start.
The vendor must not be flagged as a payroll vendor, and its Vendor Status for PO must not be On Hold. If the vendor has an Approval Code of Pending, you will receive a warning.
If you selected an Option of One, the vendor must not have an Approval Code of Not Approved.
Enter, or use Lookup to select, the vendor ID from which to end.
The vendor must not be flagged as a payroll vendor, and its Vendor Status for PO must not be On Hold. If the vendor has an Approval Code of Pending, you will receive a warning.
Select this checkbox to list a record range as specified in the corresponding Non-Contiguous Vendor Ranges subtask.
Requisition
Use this drop-down box to select the range option for your report. The following options are available:
All - Select this option to include all available records. The Start and End fields are disabled for this option.
One - Select this option to include only one record. You must enter that value in the Start field. The End field is disabled for this option.
Range - Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning - Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
To End - Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Enter, or use Lookup to select, the requisition ID from which to start.
Enter, or use Lookup to select, the requisition ID from which to end.
Select this checkbox to list a record range as specified in the corresponding Non-Contiguous Requisition Ranges subtask.
Purchase Order
Use this drop-down box to select the range option for your report. The following options are available:
All - Select this option to include all available records. The Start and End fields are disabled for this option.
One - Select this option to include only one record. You must enter that value in the Start field. The End field is disabled for this option.
Range - Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning - Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
To End - Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Enter the purchase order ID from which to start. If you manually assign purchase order numbers, per your control parameters in the Purchasing Settings screen (Administration\Configure\Materials), you should enter the PO number in this field.
Since no Lookup is available using this option, you must know the purchase order number.
Enter the purchase order ID from which to end. If you manually assign purchase order numbers, per your control parameters in the Purchasing Settings screen (Administration\Configure\Materials), you should enter the PO number in this field.
Since no Lookup is available using this option, you must know the purchase order number.
Select this checkbox to list a record range as specified in the corresponding Non-Contiguous Purchase Order Ranges subtask.
Since no Lookup is available using this option, you must know the purchase order numbers.
Use this block to enter data in the Purchase Order Line Sort field.
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Note: After you have entered your purchase order selection criteria and established a sort option in the Purchase Order Line Sort field, you must click on the Action icon to generate purchase orders. If you do not click on this icon to generate purchase orders, none will be created. |
Use this drop-down box to select the purchase order line sort option.
Your selection will determine how the items are to be sorted on purchase order lines when the purchase order is created for more than one requisition line.
Your choices are "Item/Misc Type," "Order Reference," "Requisition," "Project," and "Due Date."
* A red asterisk denotes a required field.
Click on this link to open the Non-Contiguous Buyer Ranges subtask, where you can enter non-contiguous buyer records. If you are not entering non-contiguous records, use of this subtask is not required.
Click on this link to open the Non-Contiguous Vendor Ranges subtask, where you can enter non-contiguous vendor records. If you are not entering non-contiguous records, use of this subtask is not required.
Click on this link to open the Non-Contiguous Requisition Ranges subtask, where you can enter non-contiguous requisition records. If you are not entering non-contiguous records, use of this subtask is not required.
Click on this link to open the Non-Contiguous Purchase Order Ranges subtask, where you can enter non-contiguous purchase order records. If you are not entering non-contiguous records, use of this subtask is not required.
Changes to this screen update the RQ_LN_PO (Requisition Line Purchase Order), PO_HDR (Purchase Order Header), PO_LN (Purchase Order Line, and the S_RQ_STATUS (Requisition Status) tables.
