Creating a purchase order based on the PR

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

Select the “PR Based PO” link under “Purchase Order” business component.

The “PR Based PO” page appears.

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

Purchase Order #

A unique number identifying the purchase order. This number is generated by the system at the time of creating the purchase order, based on the numbering type selected in this page.

Enter the following fields in the “PO Details” group box.

Numbering Type

The numbering type for the combination of login organization unit and the "Purchase Order" transaction type. Use the drop-down list box to select the numbering type. The system lists the numbering types defined in the “Create Numbering Class” activity under “Document Numbering Class” business component. All the numbering types set for the transaction type “Purchase Order” are available for selection. By default, the system will display the default numbering type set for this transaction in “Document Numbering Class” business component.

Note: You must not select a numbering type that is mapped to a group company, if the purchase order is being created for the login company.

However, if you are creating the purchase order for a group company and, if "Separate Numbering Type for Trading Partner Transactions" between the login company and the group company is ‘1’ in the Maintain Options for Partner Transactions activity of Organization Setup, the system automatically generates the purchase order # on creation based on the numbering type set for the Purchase Order transaction between these companies in the same activity. If "Separate Numbering Type for Trading Partner Transactions" is set as ‘0’, the system generates the ID # for the purchase order on creation based on the numbering type you select here. This implies you are required to select a numbering type only if "Separate Numbering Type for Trading Partner Transactions" is ‘0’.

The system displays the following:

Status

The status of the purchase order is updated as “Draft”, on clicking the “Create Purchase Order” pushbutton.

Enter the following in the “PO Details” group box:

PO Date

The date on which the purchase order is raised (Date Format). Mandatory. The system date is displayed by default.

Note: The PO date that you specify must lie in the period covered by the Effective From and Effective To dates of the CAPEX Proposal # as defined in the Asset Planning component.

PO Category

The category under which the purchase order is grouped. Use the drop-down list box to specify the PO category. All the categories of type “PO” defined in the “Create Common Category” activity of the “Logistics Common Master” business component are available for selection. The system sets the field blank by default.

User Status

Use the drop-down list box to specify the user status. All the “Active” user statuses defined in the “Create User Status” activity of the “Logistics Common Master” business component are listed in the drop-down list box. The system leaves this field blank by default.

PO Type	Use the drop-down list box to specify the PO type. If the “Buyer Control” in the Set Options activity of the Logistics Common Master component is set to “Needed”, the drop-down list displays only the PO types that are mapped to the primary buyer group of the login user. However, when it is set to “Not Needed”, the drop-down list displays all the following:
	General – The purchase order, which can have any stockable items.
	DropShip – The purchase order raised for a high value item, where you specify the location to deliver the shipment.
	Express – The purchase order raised for the parts where part-supplier mapping does not exist.
	Consignment – The purchase order raised for parts to be stored by the supplier in the customer’s warehouse. The financial conditions for the part is applicable only when the part is actually used, instead of on receipt.
	Exchange – The purchase order raised for components whose core should be exchanged.
	PBH – The purchase order raised for parts, which are covered under PBH agreement. This is essentially used for replenishment of PBH parts. No core exchange is required for this type of purchase order
	PBH Exchange – The purchase order raised for components which are covered under PBH agreement. In this type of purchase order, the core is exchanged for the ordered part.
	Sample – The purchase order raised for sample parts. The supplier can supply these parts free of cost.
	Customer Goods-The purchase order raised for customer owned part. The customer will be mapped as a supplier in the system and can supply these parts free of cost.
	Service-The purchase order raised for ordering services.
	Adhoc- The purchase order raised for ordering any adhoc items. The system will not validate the entered part # with master list of parts. Note: 1) You can create a purchase order of type “PBH” or “PBH Exchange”, only if the purchase request is of type “PBH”. 2) Ensure that the supplier is a PBH class supplier as defined in the “Supplier” business component, if the PO is of type "PBH" or "PBH Exchange". 3) For PO Types other than “Service” and “Adhoc”, the “Source” for the part must be set to “Purchase” in the “Maintain Planning Information” activity of the Part Administration component. 4) If the PO Type is “Customer Goods”, Customer # must be defined for the supplier in the Supplier business component. 5) For the PO Type “Service”, Supplier class must be defined as the “Service Provider” for the supplier.

Expense Type	Use the drop-down list box to specify the expense type of the purchase order. The drop-down list box displays only ‘Revenue’, if PO Type is “PBH”, “PBH-Exchange” or “Customer Goods”. Both ‘Capital’ and ‘Revenue’ are displayed, if PO Type is “General”, “Dropship”, “'Express”, “Sample”, “Exchange”, “Service” or “Adhoc”, However, if PO Type is ‘Consignment’ and, if “Capital Part in Consignment PO” under the Purchase Order category in the Set Purchase Options activity under Logistics Common Master is '1’, the drop-down list box displays both ‘Capital’ and ‘Revenue’. On the contrary, if “Capital Part in Consignment PO” is ‘0’, the drop-down list box displays ‘Revenue' only. Note: You cannot select Capital as expense type for a purchase order that is associated with a group company.
Part Type	Use the drop-down list box to specify the part type. Mandatory. The part could be of type “Raw material”, “Component”, “Expendable”, “Tool”, “Consumable”, “Kit” or “Miscellaneous”. The system leaves the field blank by default. The system provides the option "All" if the "Multiple Part Types Allowed" field is set to "Yes" in 'Set Options' activity. Note: 1) If you have specified “Service” as the PO Type, you must not specify any part type. 2) Parts should be lot-controlled, serial-controlled, or both lot-controlled and serial-controlled, if the PO is of type “Consignment”.
PO Priority	Use the drop-down list box to specify the priority of the purchase order. The system lists "AOG", and priorities defined in the “Logistics Common Masters” business component as options. The system displays blank by default.
Aircraft Reg #	The number that identifies the aircraft to which the ordered part must be attached (Alphanumeric, 30). The data entry in this field is Mandatory, if the priority is “AOG”. Ensure this is a valid number as defined in the “Create Aircraft Information” activity of the “Aircraft” business component. If the PO is of type “PBH” or “PBH-Exchange”, ensure that the aircraft registration number is mapped to the supplier in the “Maintain Supplier PBH Mapping” activity of the “Supplier” business component. Help facility available.
Component #	The number identifying the component to which the ordered part must be attached (Alphanumeric, 90). Ensure that the component number is defined in the “Aircraft” business component. If the PO is of type “PBH” or “PBH-Exchange”, ensure that the component number is mapped to the supplier in the “Maintain Supplier PBH Mapping” activity of the “Supplier” business component. Note: For a PO of type “PBH” or “PBH-Exchange”, if you have specified Alternate Part #, the following condition must be fulfilled: The cost of the Alternate Part # must be greater than or equal to the Contract Deductible Value specified in the PBH Agreement in the Supplier Master for the Aircraft Regn # or the Component #. 2) Ensure that either the aircraft registration number or the component number is specified, if the PO is of type “PBH” or “PBH-Exchange”. Help facility available.
Note: Ensure that either the aircraft registration number or the component number is specified, if the PO is of type “PBH” or “PBH-Exchange”.
Purchase For	Use the drop-down list box to indicate whether the purchase order must be created for the login organization or for a group company or for the customer. The drop down list box will display the following options for the category 'Purchase Order' in Purchase Option Settings activity under Logistics Common Master: Self, Supplier and Customer, if both "Purchase Order on behalf of Supplier" and “Purchase Order on behalf of Customer” are set as "Allowed" . Self and Supplier, if “Purchase Order on behalf of Supplier” is set as “Allowed” and “Purchase Order on behalf of Customer” is set as “Not Allowed”. Self and Customer, if “Purchase Order on behalf of Customer” is set as “Allowed” and “Purchase Order on behalf of Supplier” is set as “Not Allowed”. However, if both "Purchase Order on behalf of Supplier" and “Purchase Order on behalf of Customer” are set as "Not Allowed", the sole option available will be Self." Self: Indicates the purchase order is intended for the login organization. Supplier: Indicates the purchase order is intended for a supplier that is a group company. Customer: Indicates the purchase order is intended for a customer Note: You must not select Supplier from the drop-down list box: 1) if the PO type is Sample or Customer Goods; 2) if the expense type of the purchase order is Capital. You can select Customer from the drop-down list box if the PO type is ‘General’, ‘Express’, ‘Exchange’, 'Service' or 'Adhoc'.
Pur. for Trading Partner #	The supplier # / Customer # of the company for which the purchase order must be created in the login organization. Note: This field is mandatory, if the purchase order must be created for a group company. The supplier # you specify must be Active and valid as defined in the Supplier component. The operational status of the supplier # must not be “Hold PO”. This field is mandatory, if the purchase order must be created for a Customer. The Customer # you specify must have Reference Status and Operational Status Active in the Customer component. However, do not specify this field for a purchase order associated with the login organization.

Click the "Go" pushbutton to retrieve the following details of the trading partner.

Trading Partner Name	The supplier name / Customer name of the company for which the purchase order must be created in the organization unit. However, this field displays no value, if the purchase order is associated with the login organization.
PO & Inv. Org.	The company code of the company on whose behalf the purchase order must be created in the login organization. However, the login organization code appears, if the purchase order is associated with the login organization.

Enter the following in the “Purchase For & Expense Details” group box.

Expense To

Use the drop-down list box to select the posting finance book for the purchase order only if PO type is Adhoc/ Service. The drop-down list box displays all valid finance books in Active status as defined in the Organization Setup component, if the purchase order was created for:

The login organization unit
The supplier that is not a group company
The group company for which “Enable Automatic Accounting for Purchases in the related Company” is ‘No’ in the Accounting Setup component

However, if PO type is not Adhoc/Service, the drop-down list box will display no value as finance book will not be relevant for the purchase order.

Alternatively, if the purchase order was created for a group company, the drop-down list box will display all valid finance books in Active status for the group company for which “Enable Automatic Accounting for Purchases in the related Company” is ‘Yes’ in the Accounting Setup component, if “Purchase Order on behalf of Supplier" under the category Purchase Order is ‘Allowed’ in the Purchase Option Settings activity of Logistics Common Master. If “Purchase Order on behalf of Customer”, the logic is same as Expense To combo loading as it will not vary based on Trading Partner #.

Note: This field is mandatory, if the purchase order is related to a group company regardless of PO type.

Default PR Remarks

Use the drop down box to retrieve or ignore remarks specified in the purchase requisition for which the purchase order is being created. The drop-down list displays the following: Required and/or Not Required.

The options are displayed in the drop-down list on the basis of the Copy PR Remarks to PO in the Set Purchase Options of the Logistics Common Master component. If the Copy PR Remarks to PO is set as “Required” or “Not Required”, the Default PR Remark drop-down list displays the same value. However, the drop-down list displays both “Required” and “Not Required”, if the Copy PR Remarks to PO is set as “As Applicable”.

When the Copy PR Remarks to PO is set to,

“Required”, the remarks specified for the part in the PR is displayed in the Remarks column of the multiline.
“Not Required”, the remarks specified for the part in the PR is not displayed in the Remarks column of the multiline.

Supplier #

The code identifying the supplier of the item (Alphanumeric, 45). Mandatory. The supplier must have been defined in the “Create Supplier” activity of the “Supplier” business component.

By default, the system displays the Preferred Supplier #. If the purchase order is being created for a group company, the supplier # must be established in the group company.

Help facility available.

The PO Details group box displays the following.

Supplier Name

The name of the supplier.

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

Contact Person

The point of contact for queries in the supplier organization.

By default, this field displays the contact person associated with the supplier.

Note: The contact person must be valid for the supplier for which you are creating the purchase order.

Help facility available

PO Currency

Use the drop-down list box to select the PO currency, which could be the base currency or any other currency in the “Active” status, which has a conversion factor set for the base currency. The system leaves the field blank by default. The currency must have been defined in the “Enterprise Setup” business component. The system displays by default the currency mapped to the supplier in the “Supplier” business component.

If the purchase order is being created for a group company, the PO currency for supplier must be established in the group company. If PO currency is not the same as base currency, exchange rate for conversion between base currency and other currencies must be available in the group company.

Note: If the purchase order is based on quotation, the value entered in the “PO Currency” field should be the same as given in the quotation.

Address ID

The address ID for the supplier address. The address ID must be valid and Active for the supplier as defined in the Supplier component. Similarly, if the purchase order is being created for a group company, the address ID for the supplier must be established in the group company.

By default, this field displays ‘1’.

On click of enter, if the Entered Address ID is valid, the system defaults the Address and Contact Person corresponding to the Address ID defined in the “Edit Contact information” screen of the “Supplier” business component for the Corresponding Supplier-Contact Person combination.

Help facility available.

The PO Details group box displays the following.

Address

The location address of the supplier.

Enter the following:

Purpose

Use the drop-down list box and select the purpose of the purchase. The system lists all the ‘Active’ Purposes defined for Ref. Doc. Type "Purchase Order" in “Manage Logistics Quick Codes” activity of the “Logistic Common Master” business component.

By default, the system leaves the field blank.

Check the following boxes:

Subcontract	Check this box to indicate that the purchase order facilitates subcontract manufacturing and the issue of spare parts against the PO.
Billablt to Customer?	Check this box to specify whether the invoice of the purchase order should be billed to the customer.

Select the “Search Criteria” tab page to search the purchase request
Select the “Additional Search Criteria” tab page to search based on additional details

Click the “Search” pushbutton, to search for the PR details.

Note: The system sets the preferred supplier as the purchase order supplier, if the “Supplier #” field in the “PO Details” group box is left blank.

Note: The system defaults the currency corresponding to the PO supplier defined in the “Supplier” component, if the “PO currency” field in “PO Details” group box is left blank.

Note: if any value has been selected for the Buyer Group filter, then the system retrieves only Purchase Requests along with the parts which have their Part Types and Part Categories mapped to the Buyer Group value selected.

Enter the following in the “Default Entries” group box, based on which the PO has to be generated.

Default CAPEX Proposal #

Identifies the asset proposal No., which is defined in the “Asset Planning” component under “Fixed Asset Management” BPC (Alphanumeric, 40). Mandatory, when the expense type is capital

Help facility available

Default Earliest Due Date

The earliest need date of the part that would be defaulted in the multiline, if there were no records for that value. (Date Format). The earliest due date must be later than the PO date.

The system retrieves the following fields in the “Search Results” multiline.

Note: The system displays only those purchase requests that are authorized.

PR Need Date

The time limit or the date set for the delivery of the part.

Enter the following fields:

Earliest Due Date	The earliest need date of the part (Date Format). The earliest due date must be later than the PO date. Note: For purchase order with schedule type as “Single”, if the “Earliest Due Date” is left blank, the system displays the “Default Earliest Due Date”. For purchase order with schedule type as “Multiple”, the system ignores the “Earliest Due Date” if entered.
Requested Date	The Operator Requested date of the part. Note: For purchase order with schedule type as “Multiple”, the system ignores the “Requested Date” if entered.
PO Part #	The part number of the purchase order. Note: If "Part Effectivity Check" is set as "Enforce" in Set Options activity of the Stock Maintenance, if the parameter "PO Part # Effectivity Check" under the Purchase Order category in the Purchase Option Settings activity in Logistics Common Master is ‘Required’ and, if PO type is not Adhoc or Service, the part # must be effective for the aircraft/component/NHA for which the part is to be procured through the MR – PR – PO chain. Help facility available
PO Covered Qty	The quantity of parts, for which the purchase order must be created, in this page (Decimal). Mandatory. Ensure this is greater than zero and less than the purchase release quantity. By default, the system displays the “Pending Quantity”.

The Pending Quantity is calculated as:

Requested Quantity

Ordered Quantity

Short Closed Quantity

The system displays the following fields:

Purchase Reason	The reason for the purchase request.
A/C Model #	The number identifying the Aircraft model.
Contract Type	The type of contract based on which the part must be procured.
Contract #	The number identifying the contract based on which the part must be procured.

Enter the following field:

CAPEX Proposal #

Identifies the asset proposal No., which is defined in the “Asset Planning” component under “Fixed Asset Management” BPC. (Alphanumeric, 40). Mandatory, when the expense type is Capital.

Tell me more

Help facility available.

The system displays the following fields:

PR #

The purchase request retrieved by the system.

PR Part #

A number identifying the part belonging to the PR.

Mfr. Part #

The manufacturer part number of the purchase request.

Mfr. #

The code identifying the manufacturer of the part.

Part Description

The textual description pertaining to the part.

PR Qty.

The total quantity of the parts required to be purchased, as specified in the purchase request.

Purchase UOM

The unit of measurement in which the part is purchased. Purchase UOM is retrieved from the purchase information specified in the “Part Administration” business component.

PR Type

The type of the purchase request, which could be “Owned”, “PBH”, Service" or “Others”.

Condition

The condition of the part specified in the purchase request.

Preferred Supplier #

The preferred supplier from whom the part will be purchased.

Warehouse #

The warehouse where the purchased parts have to be stored.

Work Center #

The identification number of the work center for which the purchase request is created.

Pending Qty

The remaining quantity of the parts, for which you can raise the purchase order. The system calculates this value as the difference between the PR quantity and the quantity covered in the PO, on clicking the “Create Purchase Order” pushbutton.

P.R. Date

The date on which the purchase request was raised.

PR Priority

The priority of the purchase request, which could be “AOG” and priorities defined in the “Logistics Common Masters” business component as options

Ship To

The good receipts organization unit to which the parts have to be delivered.

Aircraft Reg #

The number identifying the aircraft for which the part is being procured.

Part Type

The type of the part, which could be “Raw material”, “Component”, ”Expendable”, “Tool”, “Consumable”, “Kit” or “Miscellaneous”.

Part Category

The part category of the part for which the purchase request is created.

Remarks

Any additional information on the purchase request for the purchase order.

The remarks specified for the part in the PR is displayed, if the Default PR Remarks in the PO Details” group box is set to “Required”.

RFQ?

The RFQ # related to the PR. However, if the PR is covered by more than one RFQ, this field displays “Multiple RFQ”.

PR Line #

The row number in which the part is available, in the purchase request document. For every part number entered in the purchase request, the system generates the line number sequentially at the time of creating the purchase request in the “Purchase Requisition” business component.

Alternate Type

The alternate type for the part, such as Allowed, Not Allowed or Specific Alternate.

Alternate Part #

The identification number of the alternate part.

Delivery Type

The type of delivery for the parts.

Cost

The estimated total cost of the PR #.

Cost Per

The cost per part in the PR #.

Currency

The currency of the estimated total cost of the PR #.

Cost Basis

The basis for estimation of PR cost.

Requesting Unit

The finance book for posting of account entries against the purchase requisition.

Blanket Purchase Order ?

Indicates whether the part has been covered/ requested for procurement by a blanket purchase order.

Created By

The name of the user, who created the purchase request.

Purchase for

Indicates whether the purchase order must be created for the login organization or for a group company or for the customer.

Trading Partner

Displays the concatenation of Trading Partner # and name in the format “Trading Partner # | Trading Partner Name”.

Note: The Expense Type of all the PRs selected in the multiline must be the same as the Expense Type of the purchase order, which you specify in the “PO Details” group box.Note: The PR Type of all the PRs must be “Service”, if the PO Type of the purchase order is “Service”.

To view details of RFQs generated for a PR, select the check box for the PR in the “Search Results” multiline and click the “View RFQ” link available below the multiline .
Check the box in the “Select” column of the multiline, to mark the purchase requests based on which the purchase order must be created or to delete the purchase request.

Note: The selected purchase requests must have the same part number.

The part selected can be shipped to Goods Receipt organization unit and must be mapped to the purchase order organization unit.

Click the “Delete” icon in the tool bar above the multiline, to delete the selected purchase request.
Click the “Create Purchase Order” pushbutton, to create the purchase order based on the selected purchase request(s).

The system performs the following:

If multiple purchase requests are selected in the multiline, the system creates the purchase order based on the following conditions.
1. For all the purchase requests “PR Type” must be the same
2. If the Part Number, Condition, Warehouse, and the Earliest Due Date, Capex Proposal #, Alternate Type, Alternate Part #, Work Center #, Ref. Document Type and Ref. Document # are the same and the Schedule Type is “Single” for all the purchase requests, the system creates a single purchase order for all the purchase requests and updates the purchase order quantity as sum of all the quantities available in the multiline.
3. If the Part Number, Condition and Warehouse Capex Proposal #, Alternate Type, Alternate Part #, Work Center #, Ref. Document Type and Ref. Document # are the same and the Schedule Type is “Single” for all the purchase requests, but the earliest due date is different, the system creates a single purchase order for all the purchase requests with purchase order quantity as sum of all the quantities and schedule type as “Multiple”.
1. - The system updates the ‘schedule date’ with the varying ‘earliest due date’, ‘schedule quantity’ with the covered quantity for each of the line item, in the “Edit Schedule & Distribution” page.
  - If there are line items with same ‘earliest due date’ the system updates the ‘schedule quantity’ as the sum of all the covered quantities with the same ‘earliest due date’.
1. If the Part Nbumber, Condition, Warehouse, Capex Proposal #, Alternate Type, Alternate Part #, Work Center #, Ref. Document Type and Ref. Document # are the same and the Schedule Type is “Multiple” for all the purchase requests, the system creates a single purchase order with different purchase request line numbers with schedule type as “Multiple”. The system also updates the schedule details in the “Edit Schedule & Distribution” page
Retrieves the ‘cost’ and ‘cost per’ values from the “Maintain Part Supplier Mapping” activity in the “Supplier” component, based on the PO supplier. If ‘cost’ and ‘cost per’ are not available in the “Maintain Part Supplier Mapping” activity, then the system updates the ‘cost’ as the standard purchase price specified in the “Maintain Purchase Information” activity of “Part Administration” business component, and ‘cost per’ as “1”.
Ensures that the Operational Status of the supplier is not set as “Hold PO” in the “Add Location Details” activity of “Supplier” business component
Ensures that the "Order Qty" is greater than or equal to the minimum order quantity defined in the “Part Administration” business component for the part specified in the “Search Criteria” group box, when the supplier is a preferred supplier. If the purchase UOM is not the same as the UOM defined for the part in the “Part Administration” business component, the system converts the defined UOM and ensures that the “Order Qty” in the converted UOM is greater than or equal to the minimum order quantity.
Retrieves "Pay Term" and "Pay Mode" details defined for PO supplier in “Supplier” component.
Retrieves “Inspection Type”, “Matching Type”, “Tolerance Type” and “Attributes” from “Maintain Part Supplier Mapping” activity of “Supplier” component, for the parts in the multiline.
By default, the system displays the part condition defined in the “Part Condition” field in the purchase order. If the part condition is not defined in the purchase order, the system displays “New” by default.
The system inherits tax based on the process parameter ‘Tax Inheritance Basis’ defined in the “Define Process Entity” activity of the “Common Master” business component.
- If the process parameter ‘Tax Inheritance Basis’ is set as “Supplier-TCD Mapping”, the system inherits tax that is mapped for Supplier from “Supplier” business component.
- If the process parameter ‘Tax Inheritance Basis’ is set as “Tax Rules”, the system inherits tax from “Manage Purchase Tax Rules” activity of the “Tax Charges & Discounts” business component.
If the PO is of type “Express” and the supplier is not mapped to the part, the system retrieves the following by default:
- The Cost, Cost Per and other part details from the corresponding PR.
- The Matching Type based on the Purchase Option set in the “Logistics Common Master”: If the Matching Type Policy is set as “4-Way” or “Both”, the Matching Type will be “Four Way at GR”. If the Matching Type Policy is set as “3-Way”, the Matching Type will be “Three Way at GR”.
- The Inspection Type as “Self”, if the Part Type is “Component”.
- The Inspection Type as “None”, if the Part Type is other than “Component”.
- The Tolerance Type as “None” and Tolerance % as “0”.
- If the PO Currency is different from the Base Currency, the system converts the “Cost” value from the Base Currency to the PO Currency as defined in the “Exchange Rate” business component.

Note: By default, the system retrieves the details mentioned above from the “Supplier” business component, if the PO Type is “Express” and the supplier is mapped to the part.

If the PO is of type “PBH” or ”PBH Exchange”, the system performs the following:
Ensures that the purchase request type is “PBH”.
Ensures that the cost of the part specified in the “Supplier-Part Mapping” is greater than or equal to the Contract Deductible value specified in the PBH Agreement in the Supplier Master for the specified aircraft registration number or component number.
Sets the GTA Reference Number and the Reference Doc Date with the Agreement Number and the Agreement Date from the “Maintain Supplier PBH Mapping” defined in “Supplier” business component for the specified aircraft registration number or component number.

The system creates a new purchase order based on the purchase requests selected, and generates a number for the purchase order. The system stores the login ID of the user and the date on which the PO is created.

Estimates the cost of the parts on the basis of the “PR based PO: Cost Basis” in the Set Purchase Options activity of the Logistics Common Master component. If the “PR based PO: Cost Basis” is set as "Supplier-Part Mapping", the cost details for the PO is acquired from the Supplier component. When the “PR based PO: Cost Basis” is specified as "PR Cost", the cost details of the PO are retrieved from the PR for which it is created.
Maintains the receipt recording option for each part/item in the purchase order using the following logic,
- If the receipt recording option for the purchase order is set to “No GR” or “GR Acceptance”, the receipt recording option for parts/items both Stockable and Non-Stockable remains the same.
- However, if the receipt recording option for the purchase order is “GR Movement”, the receipt recording option for the “Non-Stockable” parts/items is maintained as “GR Acceptance”, while the Stockable parts retain the same receipt recording option as that of the purchase order.

Note: Non-Stockable parts are those for which the Non-Stockable attribute is set to "Yes" in the Maintain Planning Information activity of the Part Administration component.

If the ‘PO Type’ is “General”, “Express” or “Exchange”, the system ensures that the Part # is a Stockable Part as defined in the interacting “Part Administration” business component, if the ‘Purchase for’ is selected as “Customer”.

Backupdates the PR- PO covered quantity in the PR document to the extent of the quantity altered in the purchase order.

Defaulting of inspection type for a purchase order by the system

If the user does not select inspection type for a part, the system will default the inspection type for a part in the following way:

The system defaults inspection type to “None”, if the purchase order is of type “Service”.

For purchase orders of all types other than “Service”, the system defaults the inspection type for parts in accordance with the definition of the parameter “Basis to default Inspection Type in PO” in the “Set Purchase Options” activity of the Logistics Common Master component. If the parameter “Basis to default Inspection Type in PO” is set to:

‘0’ or left blank, it is mandatory for the user to select the inspection type for the ordered part.
‘1’, the system defaults the inspection type for the part as ”By Inspector”, if the ” QC Clearance Required” flag is set for the ordered part in the part definition. However, if the flag is not set for the part, the system defaults the inspection type based on the type of the ordered part, If the part is a component, the inspection type is defaulted to “Self”. For non-component parts, the inspection type is defaulted to ”None”.
‘2’, the system defaults the inspection type of the part to the inspection type defined for the part and supplier. However, if the inspection type for the part and supplier combination is not available, the system checks for the ”QC Clearance Required” flag of the part and defaults the inspection type in the same way as it does when the parameter “Basis to default Inspection Type in PO” is set as ‘1’.
‘3’, the system sets the inspection type plier combination is not available, the system checks for the ”QC Clearance Required” flag of the part and defaults the inspection type in for all parts of the purchase order to “By Inspector”.

To proceed, carry out the following

Select the “Edit PO” link at the bottom of the page, to modify the details of the purchase order.
Select the“View Part Supply Chain Performance” link at the bottom of the page to view part supply chain performance.
Select the “Short Close Purchase Request” link at the bottom of the page to short close PR # that you have selected in the multiline.
Select the “Maintain Purchase Information” link at the bottom of the page to update purchase information related to the PR # that you have selected in the multiline.
Select the “Check Part Availability” link at the bottom of the page to inquire the part availability in the warehouses for parts in the PR # that you have selected in the multiline.
Select the “Create Inter Warehouse Stock Transfer” link at the bottom of the page to satisfy the R # that you have selected in the multiline.
Select the “Manage Spares for Subcontract PO” link at the bottom of the page to specify the spare parts and quantities.
Select the "View Part Notes" link to view the notes pertinent to the part.

Creating a purchase order based on the PR – An overview

This page allows you to create a purchase order based on the purchase request raised. You can set the numbering pattern for the PO and specify the PO type, category, preferred supplier and the part type.

You can carry out a search for the purchase request using the PR number, the date on which the PR is raised, the part number, type of the part and the organization unit where the part has to be delivered. Based on the search criteria and the part type specified for the PO, the system retrieves the PRs in the multiline. You can select the purchase request of the same part type, in the multiline, and create the purchase order. The system creates the purchase order based on the selected purchase request and generates a unique number for the PO. The system also updates the PO status to “Draft” and stores the login ID along with the modification details.

What you can do in this page

Create a purchase request based purchase order

You can create a purchase order based on the purchase request that is already raised in the “Purchase Requisition” business component.

Provide filter criteria in the “Search Criteria” group box, to search for purchase requests.

The system retrieves purchase requests in the multiline.

Against the “PR Quantity”, enter the quantity of parts for which the PO must be created, in the “PO Covered Qty” field in the multiline.
Select the purchase request(s) based on which the purchase order must be created.
Click the “Create Purchase Order” pushbutton, to create the PO based on the selected purchase request(s).