Use the fields and options to access the purchase order (PO) record on the Manage Buyer Actions screen.
Contents
Retrieve the purchase order record by using
Query.
| Field | Description |
|---|
| 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.
|
| Field | Description |
|---|
| Release
|
This field displays the release number associated with the PO action.
|
| Field | Description |
|---|
| 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.
|
| Field | Description |
|---|
| Currency
|
This field displays the currency associated with the amount on the action PO line.
|
| Field | Description |
|---|
| Vendor
|
This field displays the vendor associated with the PO action.
|
| Field | Description |
|---|
| Subcontract
|
This field displays the subcontract ID associated with the PO/Rlse. Click the Subcontract link to access the subcontract record on the Manage Subcontracts screen.
Note: This field is available only if you are licensed for
CRM & Contracts.
|
| Field | Description |
|---|
| Vendor Name
|
This field displays the vendor name associated with the PO vendor ID.
|
| Field | Description |
|---|
| Vendor Location
|
This field displays the vendor location associated with the PO vendor ID.
|
| Field | Description |
|---|
| PO Line
|
This field displays the PO line associated with the action.
|
| Field | Description |
|---|
| Delivery Line
|
This field displays the delivery schedule line number associated with the action PO/Rlse/line.
|
| Field | Description |
|---|
| Item
|
This field displays the item associated with the action PO line.
|
| Field | Description |
|---|
| Description
|
This field displays the description of the item.
|
| Field | Description |
|---|
| Rev
|
This field displays the item revision associated with the action PO line.
|
| Field | Description |
|---|
| Order Qty
|
This field displays the order quantity of the item on the action PO line.
|
| Field | Description |
|---|
| Order Amt
|
This field displays the order amount of the item on the action PO line.
|
| Field | Description |
|---|
| Due Date
|
This field displays the due date of the item on the action PO line.
|
| Field | Description |
|---|
| U/M
|
This field displays the unit of measure associated with the quantity on the action PO line or delivery schedule line.
|
| Field | Description |
|---|
| Open Qty
|
This field displays the open quantity of the item on the action PO line that is not yet fulfilled.
|
| Field | Description |
|---|
| Open Amt
|
This field displays the open amount of the item on the action PO line that is not yet fulfilled.
|
| Field | Description |
|---|
| Desired Date
|
This field displays the desired date of the item on the action PO line.
|
| Field | Description |
|---|
| Acknowledgment Date
|
This field displays the date when the PO line was acknowledged/accepted by the supplier.
|
Last Action
Note: The Last Action and New Action information are available only if you are licensed for Supplier Portal.
This group box displays the last actions taken on the PO line .
| Field | Description |
|---|
| Action Message
|
This field displays the most recent action taken on the PO line by the buyer or supplier.
|
| Field | Description |
|---|
| Proposed Order Qty
|
This field displays the most recent quantity change proposed by the buyer or supplier.
|
| Field | Description |
|---|
| Proposed Order Amt
|
This field displays the most recent amount proposed by the buyer or supplier.
|
| Field | Description |
|---|
| 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.
| Field | Description |
|---|
| Action Message
|
Select an action that you want to take from the drop-down list:
- Accepted by Buyer: Select this option to indicate buyer's acceptance of a change or cancel request made by the supplier.
- Rejected by Buyer: Select this option to indicate buyer's rejection of the PO line order quantity/amount and due date, a change request made by the buyer, or to reject a cancel request made by the buyer.
- Change Request by Buyer: Select this option to propose a change to the PO line order quantity/amount or due.
- Cancel Request by Buyer: Select this option to propose a cancellation of order on the PO line.
- Pending Supplier Acknowledgment: Select this option to indicate that the PO line and all associated delivery schedule lines have been submitted to the supplier and is pending acknowledgment.
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.
|
| Field | Description |
|---|
| Proposed Order Qty
|
Enter the new supplier-proposed quantity for this PO line or delivery line.
|
| Field | Description |
|---|
| Proposed Order Amt
|
Enter the new supplier-proposed amount for this PO line.
|
| Field | Description |
|---|
| Proposed Due Date
|
Enter the new supplier-proposed due date for this PO line or delivery line.
|
| Field | Description |
|---|
| 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.
| Field | Description |
|---|
| 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.
|
| Field | Description |
|---|
| 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.
|
| Field | Description |
|---|
| PO Change Order
|
This field displays the change order number of the PO at the time the action information was saved.
|
| Field | Description |
|---|
| 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.
|
| Field | Description |
|---|
| Order Qty
|
This field displays the order quantity of the item on the action PO line.
|
| Field | Description |
|---|
| Order Amt
|
This field displays the order amount of the item on the action PO line.
|
| Field | Description |
|---|
| Due Date
|
This field displays the due date of the item on the action PO line.
|
| Field | Description |
|---|
| 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.
|
| Field | Description |
|---|
| Proposed Amt
|
This field displays the proposed amount.
|
| Field | Description |
|---|
| 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.
|
| Field | Description |
|---|
| Shipped Qty
|
This field displays the shipped quantity of the item on the action PO line.
|
| Field | Description |
|---|
| Shipment Number
|
This field displays the shipment number on the action PO line.
|
| Field | Description |
|---|
| Number of Containers
|
This field displays the number of containers on the action PO line.
|
| Field | Description |
|---|
| Ship Date
|
This field displays the ship date on the action PO line.
|
| Field | Description |
|---|
| Carrier
|
This field displays the carrier of the action PO line.
|
| Field | Description |
|---|
| Tracking Number
|
This field displays the tracking number on the action PO line.
|
| Field | Description |
|---|
| 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.
|