Modifying a purchase order based on purchase requisition

This page allows you to modify a purchase order based on the purchase request. Tell me more.

Select the “Edit PO-PR Coverage” link under “Create Purchase Order” or “Edit Purchase Order” page.

The “Edit PO-PR Coverage” page appears.

The system displays the following.

Date Format

The format in which the date fields are displayed in this page. This format is displayed from the "User Preferences" business component based on the login user ID. In case the format is not defined, the system displays the date format from the “Enterprise Modeling” business component by default.

The system displays the following in the “PO Details” group box.

Purchase Order #	The number identifying the purchase order.
Amendment #	The number identifying the purchase order, which is amended.
Supplier	The supplier against whom the purchase order is raised.
Supplier Name	The name of the supplier against whom the purchase order is raised.
PO Status	The status of the purchase order. You cannot modify details in this page, if the status is “Open”, “Amended” or “Partially Amended”, and a good receipt document is raised for the purchase order.

The system displays the following in the “Part Details” group box:

Line #	The line number of the part.
Ship To	The organization unit to which the part has to be supplied.
Part #	The number identifying the part, whose schedule type is “Multiple”.
Mfr. Part #	The number provided by the manufacturer of the part.
Part Description	The textual description pertaining to the part.
Order Quantity	The total ordered quantity of the part to be purchased. The unit of measurement in which the part is purchased.
Purchase UOM	The units of measurement in which the part is purchased.
Schedule Type	The schedule type of the part, which can be “Single” or “Multiple”.

Enter the following in the “Search Results” multiline:

Sch. - Warehouse Info

Use drop-down list box to select the number that identifies the schedule number and the warehouse of the part. If the schedule type is multiple, the system displays all the schedules and warehouse numbers for the corresponding PO Line #. If the schedule type is single then the system displays the warehouse number for the line #.

The system displays PRs in the chronological order of need dates in the “Search Results” multiline:

PR #	The number identifying the purchase request.
PR Location	The location in which the PR is raised.
PR Line #	The row number in which the part is available, in the purchase request document.
PR Schedule #	The number identifying the schedule of the purchase request.
Need Date	The date on which the material will be consumed or needed.
Pending Qty	The remaining quantity of the parts, for which you can raise the purchase order.
UOM	The unit of measurement in which the part is purchased.
Warehouse #	The warehouse where the purchased parts have to be stored.

Enter the following:

PO Covered Qty

The quantity of parts, for which the purchase order must be created. (Decimal).

The system displays the following:

Purchase UOM	The unit of measurement in which the part is purchased.
Alternate Type	The alternate type of the part.
Alternate Part #	The identification number of the alternate part.

Check the box in the “Select” column of the multiline, to mark a record for deletion.
Click the “Delete” icon in the tool bar above the multiline, to delete the selected record.
Click the “Edit PO-PR Coverage” pushbutton, to update the modified details.

The system performs the following on clicking the “Edit PO-PR Coverage” pushbutton:

Ensures that if the purchase order is of type “PBH “ or “PBH Exchange”, the purchase request is of type “PBH”. Also, if the purchase order is of type other than “PBH “ or “PBH Exchange”, the purchase request is of type other than “PBH”.

The system updates the coverage details and updates the time stamp.

If the PO type is other than “DropShip” and the schedule quantity is equal to the ordered quantity, schedule dates are not earlier than the current date and the “Pay Term” and “Pay to Supplier” are in “Active” status, the system performs the following:

Changes the “PO Status” to “Fresh”, if the current status is “Draft”, “Fresh” or “Returned” (with Amendment number as zero). Else, the “PO Status” is changed to “Draft”.
Changes the “PO Status” to “Amended”, if the current status is “Open”,“Partially Amended”, “Amended” or “Returned” (with Amendment number greater than zero). Else, the “PO Status” is changed to “Partially Amended”.
Increments the amendment number by 1, if the current status is “Open”.

If the “PO Type” is “DropShip” and the DropShip addresses are available for all records in the multiline, the system:

changes the “PO Status” to “Amended”, if the current status is "Open", "Amended", "Partially Amended" or "Returned (with Amendment number greater than zero). Else, the “PO Status” is changed to “Partially Amended”.
changes the “PO Status” to “Fresh”, if the current status is “Draft”, “Fresh” or “Returned” (with Amendment number as zero). Else, the “PO Status” is changed to “Draft”.

If the “PO Status” changes from “Open” to “Amended”, the system stores the history of the changed document and changes the status of the amended document to “Revised”.

Note: On click of “Edit PO-PR coverage” pushbutton, if the PO status is "Open" or "Under Amendment" and if user modifies any information in Edit PR-PO coverage, then the modified information is saved and PO status is updated as “Amended” by incrementing the amendment no by 1, only if the Option setting "Amendment of Purchase Order?" in the “Purchase Option Setting” activity is set as '1' (Any changes made to an authorized PO) or "Blank".

If the option setting is set as '2' (Only when Qty, Cost or Value is changed in the PO), then the modified information is saved and the PO status remains the same status as it was earlier (i.e. Open or Under Amendment).

Modifying a purchase order based on purchase requisition – An overview

On specifying the line number of the part, the system displays the part description, order quantity, unit of measurement, schedule type and the organization unit to which the part has to be supplied. You can enter the schedule and warehouse details of the part. Further, the quantity of the parts covered in the purchase order can be specified.