Creating supplementary details

This page allows you to create a purchase order based on an existing purchase order details.

Select the “Supplementary Details” tab page to create a purchase order based on an existing purchase order details.

The “Supplementary Details” page appears.

Enter the following in the “Copy Details” group box, if you wish to create a purchase order based on an existing purchase order.

Copy PO #

A number identifying the purchase order based on which a new PO must be created (Alphanumeric, 18).

Help facility available.

Click the “Copy PO” pushbutton.

The system copies all the details from the purchase order specified in the “Copy PO #” field.

If the “Buyer Control” option is set as “Needed” in the “Set Purchase Options” activity of the “Logistics Common Master” business component, the system ensures the following while copying a PO:
If the login user has a Primary Buyer Group effective and Active for the current date.
If the Buyer Group in the document that is being copied is not null, then the login user is a Primary or Secondary Buyer Group available in the document being copied.
If the buyer group that is copied is entered in the purchase order, the system ensures that the login user is mapped as a buyer of type “Primary” or “Secondary” in the buyer group available in the purchase order that is being copied.
If the Part Type and the Part Category of the parts available in the document that is being copied is mapped to the Primary Buyer Group of the buyer.
The Basic Value of the document being copied is within the Maximum and Minimum limits (inclusive) for the login user in the Primary buyer group.

The system ensures that the Operational Status of the supplier specified in the purchase order being copied is not set as “Hold PO” in the “Add Location Details” activity of “Supplier” business component.

The system displays the following in the “Quotation Details” group box, if the purchase order is created against a quotation:

Quotation #

The number identifying the quotation based on which purchase order is created (Alphanumeric, 40).

Enter the following:

Supplier Offer #

The code identifying the supplier offer (Alphanumeric, 40).

Note: The supplier offer number should be the same as given in the quotation.

The system displays the following:

Quotation Date	The date on which the quotation was raised..
RFQ #	The number identifying the request for quotation.

Enter the following in the “Warranty Claim Details” group box:

Warranty Claim?	Use the drop-down list box to specify whether warranty claim for the purchase order is applicable or not. The system provides the options - ”Yes” and “No”. The system sets the field to “No” by default.
Warranty Claim #	The unique number identifying the warranty claim of the purchase order. This field is mandatory, only if the “Warranty Claim?” is set as “Yes”. Note that the Warranty Claim # entered is valid as defined in the “Warranty Management” business component. The system ensures that the warranty claim document entered is not in “Cancelled”, “Rejected” or “Closed” status.
Ref. Agreement #	The unique number identifying the reference agreement for the warranty.
Ref. Agreement Date	The date on which the warranty agreement was made. Note that the “Ref. Agreement Date” is mandatory, if “Ref. Agreement #” is entered. Note that the entered Ref. Agreement Date is not later than the current date.
Claim Remarks	Any remarks pertaining to the warranty claim.

If “Warranty Claim?” is set as “Yes” and if Warranty Claim # is entered, the system performs the following tasks:

The system ensures that the Warranty Claim # is valid as defined in the “Warranty Management” business component.
The system ensures that Warranty Claim Document contains all the Part #’s available in the “Part Details” multiline.

If “Warranty Claim #” is entered, the system ensures the following:

The “Order Qty” of the part specified in the “Part Details” multiline is not greater than the quantity of the parts covered under the warranty claim document.
The Tolerance Type is “None” in the “Part Details” multiline. If the field is left blank, the system considers the value entered in the “Default Tolerance Type” field in the “Default Entries” group box.
The value entered for the “Tolerance %” field in the “Part Details” multiline is zero.
The value entered for the “Cost” field in the “Part Details” multiline is zero.