Entering the supply and distribution schedule for PO

This page allows you to schedule the delivery for those line items. Tell me more.

Select the ”Edit Schedule & Distribution” link at the bottom of the “Create Purchase Order”, “Edit Purchase Order”or “Edit Terms & Conditions” page.

The “Edit Schedule & Distribution” 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 latest amended purchase order.
Supplier Name	The name of the supplier.
PO Status	The status of the purchase order. You cannot modify details in this page, if the status is “Open”, “Amended” or “Under Amendment”, and a good receipt document is raised for the purchase order.

Enter the following in the “Part Details” group box.

PO Line No

Use the drop-down list box to specify the line number of the part for which the schedule must be defined. The system lists all the line numbers whose schedule type is “Multiple”, in the ascending order.

Click the “Get Details” pushbutton, to retrieve the part details.

The system displays the following.

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.
Condition	The condition of the part, which could be new, new surplus, overhaul, serviceable and unserviceable.
Ship To	The organization unit to which the part has to be supplied.
Purchase UOM	The units of measurement in which the part is purchased.
Order Quantity	The total ordered quantity of the part to be purchased. The unit of measurement in which the part is purchased.
Part Type	The type of the part.

The system displays the following in the “Schedule Details” multiline:

Schedule #

The sequential number generated by the system, on clicking the “Edit Schedule & Distribution” pushbutton.

Enter the following.

Schedule Qty

The required quantity of the part on a particular date (Integer). Mandatory. The quantity must greater than zero.

Note: The quantity cannot be modified to a quantity less than the already moved quantity. Also the quantity cannot be reduced to zero. The sum of the allocated quantity must be equal to the ordered quantity.

The schedule quantity must be greater than or equal to the minimum order quantity defined in the “Part Administration” business component.

The sum of all the schedule quantity must be equal to the ordered quantity.

The quantity can be in fractions, if fractions are allowed in the “Unit of Measurement Administration” business component.

The system displays the following:

Accepted Qty

The quantity of parts accepted after the quality inspection.

Enter the following:

Schedule Date

The date on which the required quantity must be delivered (Date Format). Mandatory. The required date must be later than or equal to the current date and the PO date.

Note: If the schedule quantity is entered, then the schedule date must be entered. You cannot modify the schedule date, if the accepted quantity is greater than zero.

Warehouse #

The number identifying the warehouse, where the purchased parts have to be stored (Alphanumeric, 10). Mandatory.

Help facility available.

Note: The warehouse that you specify must allow Customer Goods Receipts.

Note: If the warehouse is left blank, then the warehouse mapped to the part is displayed by default. You cannot modify the warehouse number, if the accepted quantity is greater than zero.

Requested Date	The Operator Requested date of the part.
Reason for Date Change	The reason for Date (Requested/Earliest Due Date) change for the Part in the purchase order.

Note: For purchase orders of PO Types other than “Service” or “Adhoc”, the part type of the part, for which the purchase order is raised, must have already been mapped to this warehouse.

Ensure that the storage rules defined for the warehouse in the “Edit Warehouse – Stock Status/Condition Allowed” page of the “Storage Administration” business component matches the condition of the part displayed in the “Part Details” group box.

Check the box in the “Select” column of the multiline, to mark the schedule number for deletion.
Click the “Delete” icon in the tool bar above the multiline, to delete the selected schedule.

Note: The system deletes only those schedules whose accepted quantity is greater than zero.

The system regenerates the schedule number. If the PO type is other than “DropShip” and the schedule quantity is equal to the ordered quantity for all the parts whose schedule type is “Multiple”, the system

changes the status to “Fresh”, if the current status is “Draft”
changes the status to “Amended”, if the current status is “Open” or “Under Amendment”
increments the amendment number by 1, if the current status is “Open”
Click the “Edit Schedule & Distribution” pushbutton to update the schedule information entered.

Note: This action is workflow-enabled. Notification messages can be sent and you can configure further processing of this document in the "Workflow Management" business component.

The system generates the schedule number sequentially.

If the PO type is other than “Dropship” and the schedule quantity is equal to the ordered quantity for all the parts whose schedule type is “Multiple”, 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”,“Under Amendment”, “Amended” or “Returned” (with Amendment number greater than zero). Else, the “PO Status” is changed to “Under Amendment”.
Increments the amendment number by 1, if the current status is “Open”.

If the PO type is “Dropship” and the schedule quantity is equal to the ordered quantity for all the parts whose schedule type is “Multiple”, 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”,“Under Amendment”, “Amended” or “Returned” (with Amendment number greater than zero). Else, the “PO Status” is changed to “Under Amendment”.
Increments the amendment number by 1, if the current status is “Open”.

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 Schedule & Distribution” pushbutton, if the PO status is "Open" and if user modifies any information, then the modified information is saved and PO status is updated as “Amended” by incrementing the amendment number by 1, only if the Option setting "Amendment of Purchase Order?" in the “Purchase Setting Options” screen 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 PO status remains the same status as it was earlier (i.e. Open).

To proceed, carry out the following

Select the “Edit Part TCD Details” link at the bottom of the page to add tax, charges and discount for the part belonging to the PO.
Select the “Edit Document TCD Details” link at the bottom of the page to add tax, charges and discount for the purchase order.
Select the “Edit Inspection Details” link at the bottom of the page to enter the inspection details.

Entering the supply and distribution schedule for PO – An overview

This page allows you to schedule the delivery for those line items whose schedule type is multiple. On giving the purchase order line number, the system displays the part details such as part description, condition of the part, total quantity ordered and the units of measurement in which the parts is purchased. You can distribute the quantity into various schedules by giving various supply dates and the warehouse where the parts has to be delivered.

The quantity cannot be modified to a quantity less than the already moved quantity. Also, the quantity cannot be reduced to zero. The sum of the schedule quantities must be equal to the ordered quantity.

The system generates the schedule number sequentially on updating the details entered. The system stores the login user id and the server date along with the modification details.

What you can do in this page

Specify the PO Line number to define schedules

You can specify the line number of the purchase order to retrieve the part for which you need to enter the schedule details.

Enter the purchase order line number in the “PO Line No” field.
Click the “Get Details” pushbutton, to retrieve the part for which you need to enter the schedule details.

Note: You can enter the schedule details only for those parts whose schedule type is multiple.