Amending the purchase order

This page allows you to amend the purchase orders, which are in “Open” status. Tell me more.

Select the “Amend Purchase Order” link at the bottom of the “Select Purchase Order” page. Alternatively, select the hyperlinked purchase order number in the multiline of the same page.

The “Amend Purchase Order” page appears.

The system displays the following in the “PO Information” group box:

Purchase Order #	The purchase order selected in the previous page.
Amendment #	The amendment number of the purchase order. The system generates the amendment number automatically at the time of amending the purchase order.
Status	The status of the selected purchase order. Purchase orders, which are in “Open”, “Under Amendment”, “Amended”, “Closed” or “Returned” with amendment number greater than zero status, can be amended.
PO Date	The date on which the purchase order is raised.

Enter the following:

PO Category

Use the drop-down list box to modify the user category of the PO. All the categories defined in the “Create Quick Code” activity are available for selection.

The PO Details group box displays the following.

Core Status

The core status of the purchase order, which could be “Open”, ”Core Due”, ”Receipt Due” or ”Closed”.

Enter the following:

User Status

Use the drop-down list box to amend the user-defined status that is already assigned to the PO. All the “Active” user-defined statuses defined in the “Create Quick Codes” activity are available for selection.

Select the “PO Details” tab page to amend purchase order details.
Select the “Supplementary Details” tab page to modify the supplementary details.

Enter the following in the “Part Details” multiline.

Note: If the purchase order is created against quotation, the system displays the details of authorized part numbers referenced in the quotation.

Note: You can modify the fields except the “Part #” and “Purchase UOM” fields, if the “PO Type” is “Consignment” and there is a closed purchase order or the received quantity is greater than zero.

Part #

The number identifying the part (Alphanumeric, 18). Mandatory. The part must be defined in the “Create Parts Main Information” activity of the “Part Administration” business component and mapped to the login organization unit. Ensure it is in the “Active” status.

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 for which the part is to be procured through the MR – PR – PO chain.

If the PO is of type “PBH” or “PBH-Exchange”, the part # must be mapped to the supplier in the “Maintain Supplier PBH Mapping” activity of the Supplier business component.

You cannot include ‘Capital’ parts in purchase orders of Expense type ‘Revenue’; Exchange, PBH Exchange, Service and Adhoc POs being exceptions.

Help facility available.

Note: You cannot modify this field, if it is referenced in the quotation.

Note: Parts should be lot-controlled, serial-controlled, or both lot-controlled and serial-controlled, if the PO is of type “Consignment”.

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

On clicking the “Get Part Details” pushbutton, the system retrieves and updates the part cost based on the option “Part Cost in Purchase Order” set in the “Set Options” page.

If the option “Part Cost in Purchase Order” is set as “Default on Get Part Details”, the system retrieves and updates Part Cost details always irrespective of whether Part Cost is entered or not entered.
If the option “Part Cost in Purchase Order” is set as “Do Not Default”, the system does not retrieve and update Part Cost irrespective of whether Cost is entered or not entered.
If the option “Part Cost in Purchase Order” is set as “Default if Part Cost is not entered”, the system retrieves and updates Part Cost only if it is not entered / not available for the Part #.

Note: For the options “Default on Get Part Details“ and “Default if Part Cost is not entered”, part cost is retrieved and updated only if there are no Accepted Qty for the PO Line #.

Enter the following:

Mfr. Part #

The number provided by the manufacturer of the part (Alphanumeric, 40). The manufacturer uses this number as reference.

The system ensures that the value entered in this field is defined in the “Part Administration” business component.

Field visibility

Help facility available

Mfr. #

The code identifying the manufacturer of the part (Alphanumeric, 45).

Field visibility

Help facility available.

Mfr. Part # and Mfr. # - Data validation

Part Description

A textual description pertaining to the part.

Order Qty.

The total quantity of the part ordered (Integer). Mandatory. The quantity must be greater than zero.

On clicking the “Get Details” pushbutton or the “Amend Purchase Order” pushbutton, the system ensures that the Order Quantity entered here is equal to or greater than the Minimum Order Quantity, if the Minimum Order Quantity is defined for the Part – Supplier combination in the “Maintain Part Supplier Mapping” page and the Minimum order quantity check is set as “Yes” in the “Logistics Common Master” business component. If the Minimum order quantity check is set as “No”, the system allows entering any value even if defined as Minimum Order Quantity.

Note: 1) If the minimum order quantity is defined for the parts in the “Part Administration” business component, then the “Order Quantity” must be greater than or equal to the minimum quantity. 2) The “Ordered Quantity” can also be in fractions, if fractions are allowed in the “Units of Measurement Administration” business component. 3) The cost can be zero, only if the part category is set to “Sample”. 4) The ordered quantity can be modified only to the extent of the quantity not yet issued or received. In general, Ordered Quantity cannot be decreased to a value lesser than Received Qty/Issued Qty for any part in the PO.

The “Part Details” multiline displays the following.

Received Qty	The quantity of parts received.
Note: For purchase orders of PO Types Service, Exchange or Adhoc that are not in “Closed” status, if "Allow Cost Amendment for Service/Exchange/Adhoc PO" is set to “Yes” in “Set Options” activity and the Received Qty is greater than Zero, you can modify only the Quantity, Cost & Cost Per fields.
Accepted Qty	The quantity of parts accepted after inspection.
Issued Qty	The sum of all stock issues made for the part against the purchase order till date. Note: You can specify a value in this field only if the ordered quantity of the part is equal to the moved quantity. Field visibility

Enter the following in the "Part Details" multiline.:

Adjusted Issued Qty

The reconciled pending issued quantity of the part.

The pending issued quantity for a part is adjusted so as to facilitate the closure of the purchase order.

Field visibility

Note:

1) You can specify Adjusted Issued Qty only if;

i. Ordered Qty = Moved Qty

ii. Ordered Qty <> Issued Qty

iii. No stock issues/goods receipts for the part.

2) Adjusted Issued Qty must be equal to Pending Issue Qty (Ordered Qty – Issued Qty)

Adjusted Received Qty

The reconciled pending received quantity of the part against the purchase order. The purchase UOM must be defined in “Active” status in the UOM component.

Field visibility

Note:

1) You can specify Adjusted Received Qty only if

i. Order Qty = Issued Qty

ii. Order Qty <> Moved Qty.

iii. No stock issues/goods receipts for the part.

2) Adjusted Receipt Qty must be equal to Pending Receipt Qty (Order Qty - Moved Qty)

Purchase UOM

The unit of measurement in which the part is purchased (Alphanumeric, 10).

Data selection

Help facility available.

Cost

The cost of the part for the specified quantity (Decimal). Mandatory. The system ensures that the value entered is greater or equal to zero.

Tell me more

Assessed Cost (In Base Curr.)

The evaluated cost of the part that would be received against the Exchange PO in base currency. The cost of the incoming unit is computed on the basis of current condition of the outgoing unit.

Field visibility

Note:1) You must specify the assessed cost for the part, if “Assessed Cost for Part in Exchange PO” under the category Purchase Order in the activity Set Purchase Options activity is ‘1’. Alternatively, you may not enter any value in the field, if “Assessed Cost for Part in Exchange PO” is ‘0’. 2) You cannot modify the assessed cost, if any stock issues/goods receipts exist for the part.

Cost Per

The quantity of the part for which the cost is specified (Decimal). Mandatory.

Tell me more

The system displays the following:

Basic Value

The basic value of the part. The system calculates the basic value as,

Basic Value = Order Quantity * (Cost / Cost Per).

Enter the following:

Condition	Use the drop-down list box to select the condition of the part. The conditions available are:
	New – Indicates that the part is new.
	New Surplus – Indicates that the part is acquired by someone but not been used.
	Overhauled – Indicates that some maintenance action or servicing has been done on the part, but the part has not been used after servicing.
	Serviceable – Indicates that the part is been used after servicing.
	Unserviceable – Indicates that the part cannot be serviced after the usage.

Note: The system displays “Unserviceable” option only if the field "Allow Unserviceable Parts" is set to "Yes' in the “Set Options” activity.

You cannot modify the part condition if it is referenced in the quotation.

Certificate Type

The code which mentions the certification required for the part. The system displays all the certificate types mentioned in this logistics common master.

Schedule Type

Use the drop-down list box to select the delivery type of the part. The options available are

Single – Indicates that the part has to be delivered in single shipment.

Multiple – Indicates that the part has to be delivered in multiple shipments.

Note: For PO Types “Service” and “Adhoc”, you must specify “Single” as the Schedule Type.

Earliest Due Date

The earliest need date of the part (Date Format). Mandatory. The earliest due date must be later than the PO date. The date must be in the same format as displayed in the “Date Format” field.

Requested Date

The Operator Requested date of the part.

Warehouse #

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

Help facility available.

Note: Ensure that the “Part #”, “Part Condition”, “Earliest Due Date” and “Warehouse #” combination is unique for each record in the multiline.

Note: For the warehouse number entered, ensure that the condition of the part is in accordance with the storage rules defined for the warehouse in the “Edit Warehouse – Stock Status/Condition Allowed” page of the “Storage Administration” business component. For example, if warehouse ‘W001’ can store only parts in “New” and “Overhauled” condition, ensure that the condition selected is either “New” or “Overhauled”.

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

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 be mapped to the specified warehouse.

Work Center #

The identification code of the work center that executes the purchase order. The system ensures that the work center # entered is valid as defined in the “Work Center” business component.

Help Facility available

Reason for Date Change

The reason for Date (Requested/Earliest Due Date) change for the Part in the purchase order.

If Work Center # is not entered and if a valid Reference Document of type “A/C Maint. Exe. Ref #” or “Shop Work Order” is available, the system retrieves the work center # based on the following:

If the Reference Document # is entered, and if the Task # and Task Seq # are left blank, the system retrieves the Primary Work Center for the Shop Work Order and updates as the Work Center.
If the Reference Document #, Task # and Task Seq # are entered and if the Reference Document is of type A/C Maint. Exe. Ref # or Shop Work Order, the system retrieves the Work Center from the Shop Work Order based on the Reference Document #..

If Work Center # is not entered and if a valid Reference Document of type “Customer Order” is available, the system retrieves the primary work center from the Customer Order document or the work center from the A/C Maint. Exe. Ref #r document and updates in the “Part Details” multiline.

If Work Center # is entered and if a valid Reference Document Type “Shop Work Order” is entered, the system checks for the availability of the work center in the document based on the following:

If Reference Document # is entered and if Task # and Task Seq # are left blank, the system checks whether the entered work center and the primary work center in the Shop Work Order are same.
If Reference Document #, Task # and Task Seq # are entered, the system retrieves the work center pertaining to the Task # and Task Seq # for the Shop Work Order or A/C Maint. Exe. Ref #. The system checks whether the entered work center and the work center pertaining to the Task # and Task Seq # are same.

Note: The Work Center # field is mandatory, if all the following conditions are true,

1) The PO Type of the purchase order is “Adhoc” or “Service”

2) The Ref. Document Type is ”Others” or blank

3) The “Mandate WC# in PR/PO for Others/Blank Ref Doc Type” option is set to “Yes” in the Set Purchase Options activity of the Logistics Common Master component.

Ref. Document Type

Use the drop-down list box to specify the reference type of the purchase order. The system displays the following values: Shop Work Order, Customer Order, A/C Maint. Exe. Ref # and Others.

The system ensures that this field is set as “Others” or left blank if the PO Type is other than “Service” or “Adhoc”.

Do not specify the reference document type, if the receipt recording option is “No GR”.

Ref. Document #

The identification number of the reference document.

If any line item of the Purchase Order document has reference to Customer Order, Shop Work Order or A/C Maint. Exe. Ref #, the system ensures that the Reference Document is in a valid status:

If the Purchase Order document has reference to Shop Work Order, the system ensures that the Shop Work Order is available in one of the following statuses, “Scheduled”, “In-Progress” or “Completed”.
If the Purchase Order document has reference to Customer Order, the system ensures that the Customer Order is available in one of the following statuses, “Confirmed”, “Authorized”, “Under Amendment”, “Completed”, or “Processed”.
If the Purchase Order document has reference to A/C Maint. Exe. Ref #, the system ensures that the A/C Maint. Exe. Ref # is available in “Planned”, “In-Progress” or “Completed” status.

Note: For each line item that is modified or added newly, if you have selected Ref. Document Type as “A/C Maint. Exe. Ref #”, the Reference Document # must be a valid A/C Maint. Exe. Ref # and its status must be “Planned”, “In-Progress” or “Completed”.

Note: For each line item that is modified or added newly, if you have selected Ref. Document Type as “Customer Order”, the Reference Document # must be a valid customer order and its status must not be “Fresh”, “Closed”, “'Cancelled” or “Preclosed”.

Note: The reference document # is mandatory, if you have specified the type of the reference document.

Task #	The unique number identifying the task to be performed.
Task Seq #	The unique number identifying the sequence in which the task has to be performed.

Note: 1) The “Ref. Document Type”, “Ref. Document #", “Task #”, “Task Seq #” and “Work Center #” are not allowed for modification, if a Goods Receipt exists for the purchase order. 2) The Task # and Task Seq # fields are mandatory, only if the Ref. Document Type is selected. 3) For a ‘Capital’ purchase order with a shop work order or A/C Maint. Exe. Ref. # reference, the expense type of reference document, task #/task seq. # must also ‘Capital’

If the Reference Document Type selected is “Customer Order”, the system ensures that “Task #” and “Task Seq #” fields are left blank.

If the Reference Document Type selected is “Others”, the system performs the following tasks:

If only Task # is entered, the system saves the Task #.
If Both Task # and Task Seq # are entered, the system saves both the Task # and Task Seq #.
If only Task Seq # is entered, the system ignores the entered Task Seq #.

If the Reference Document Type selected is “A/C Maint. Exe. Ref #”, the system performs the following functions:

Ensures that it is in “Planned”, “In-Progress” or “Completed” status
Ensures that the “Task #” and “Task Seq #” fields are not left blank.
Ensures that the entered Task # is not duplicated and is in “Planned”, “In-Progress”, '”Deferred”, '”Incomplete” or “Completed” status.

If the Reference Document Type selected is “Shop Work Order, the system performs the following tasks:

The system ensures that the entered “Task #” is valid as available in the Reference Document.
If both the “Task #” and “Task Seq #” fields are entered, the system ensures that the Task Seq # entered pertains to the Task # as available in the Reference Document.
If both the “Task #” and “Task Seq #” fields are entered, the system ensures that the Task # pertaining to the Task Seq # is available in the status “Scheduled”, “In-Progress”, or “Completed”. (Applicable for Shop Work Order)
If the Task Seq # is left blank and if the Task # is entered, the system ensures that the Task # is a valid task in any of the following statuses, “Scheduled”, “In-Progress” or “Completed”. (Applicable for Shop Work Order)
If the Task Seq # is left blank and if the Task # is repeated more than once, the user must manually enter the Task Seq #.
If the “Task #” field is left blank and if the “Task Seq #” field is entered, the system ensures that the “Task Seq #” entered is valid and displays the “Task Seq #” as available in the Reference Document.
If the “Task #” field is left blank, and if the Task Seq # entered is valid, the system checks whether the Task # pertaining to the Task Seq # is in the status “Scheduled”, “In-Progress” or “Completed”. If the Task # is in the “Scheduled”, “In-Progress” or “Completed” status, the system retrieves and displays the Task # from the Reference Document, otherwise displays an error message. (Task status applicable for Shop Work Order)

Alternate Type

Use the drop-down list box to specify whether alternate part for the part must be allowed or not. Mandatory. The system provides the options “Allowed” and “Not Allowed”. If the alternate part number is allowed, then the alternate numbers must be defined in the “Maintain Alternate Part Nos” activity of the “Part Administration” business component. The system displays “Allowed” by default.

Note: For PO Types “Service", "Adhoc" and "Customer Goods", it is mandatory that you set the Alternate Type as “Not Allowed”.

Alternate Part #

The identification number of the alternate part for the part for which you are creating 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 alternate part # must be effective for the aircraft/component for which the part is to be procured through the MR – PR – PO chain.

Help facility available

Note: The Alternate Part # field is mandatory, if you have selected “Specific Alternate” in the Alternate Type field.

Note: The alternate part must already be defined in the Part Administration component and must have an Active status.

Note: The alternate part must be defined as an alternate to the part for which you are creating the purchase order, in the Part Administration component.

Note: If Transaction UOM is different from the Stock UOM for the alternate part, conversion between the Transaction UOM and Stock must exist and be valid in the UOM component.

Note: The Source option for the alternate part must be set to “Purchase” in the Maintain Planning Information activity of the “Part Administration” component.

Inspection Type

Use the drop-down list to select the type of inspection to be done on the part, at the time of delivery. The inspection types available are

Self – Indicates that the part has to be checked by the maintenance controller or the person who receives the part.

By Inspector – Indicates that the part is going to be checked through an external source.

None – Indicates that no check is required for the part at the time of delivery.

Defaulting Inspection Type

Note: 1) You must specify the Inspection Type” as None” for purchase orders of type “Service”, “Adhoc” and “Customer Goods”. 2) However, you cannot select inspection type as “None” for a component part.

Matching Type

Invoice matching is the comparison of the quantity and the values of goods available at different points of time in the procurement process. The quantity ordered, the quantity received or the quantity accepted is matched with the quantity invoiced, to ensure that payment is made for the proper quantity and value of items. Use the drop-down list box to select the matching type. Mandatory. The following are the various matching types available:

Four way at PO – when the invoice tolerance is checked at the total purchase order inspected quantity and amount and not on the individual goods receipt inspected quantity and amount.

	Four way at GR – when the tolerance is checked with the individual goods receipt inspected quantity and amount and not on the total purchase order quantity and amount.
	Three way at PO – when the invoice tolerance is checked at the total purchase order quantity and amount and not on the individual goods receipt received quantity and amount.
	Three way at GR – when the invoice tolerance is checked with the individual goods receipt received quantity and amount and not on the total purchase order quantity and amount.
	Two Way - indicates that the alternate part and the reference part are interchangeable, that is, they can be substituted for each other.
	The system displays “Four way at PO” by default.

Note: If the Receipt Recording Option is “No GR”, you must specify the Matching Type as “Two-way” for all the parts in the “Part Details” multiline.

Note: If the Receipt Recording Option is “GR Acceptance” or “GR Movement”, the Matching Type for any part in the 'Part Details' multiline must not be “Two-way”.

Purchase Reason	Use the drop-down list box to specify the reason for purchase of the part. The system lists all the ‘active’ reason codes defined under the Reason Code Type ‘Purchase’ in the “Create Reason Code” activity of the “Logistics Common Master” business component.
Aircraft Reg #	The number identifying the aircraft for which the part is being procured. Help facility available. Note: The ‘Aircraft Reg. #’ must be in ‘active’ status as defined in “Aircraft” business component.
A/C Model #	The number identifying the Aircraft model. Help facility available. Note: If the ‘A/C Reg #’ is entered then the ‘A/C Model #’ must be of the given A/C Reg #. If ‘A/C Reg #’ is not entered then the ‘A/C Model #’ must be defined in the “Aircraft” business component.
Contract Type	Use the drop-down list box to specify the type of contract based on which the part must be procured. The system lists the value ‘Service Sale Contract’ and defaults the same.
Contract #	The number identifying the contract based on which the part must be procured. Help facility available. Note: The Contract # entered must be in ‘Approved’ status and a valid Contract of Contract Type defined in “Manage Sale Contract” activity of the “Sale Contract” business component.
CAPEX Proposal #	Identifies the asset proposal No., which is defined in the “Asset Planning” component under “Fixed Asset Management” BPC. (Alphanumeric-40). This field is mandatory, if Purchase Order interacts with the “Asset Planning” business component and if the Expense Type is selected as “Capital”. Tell me more Help facility available. Note: Based on the Proposal Rules definition in ‘Maintain Asset Proposal Rule Definition’ activity of the “Asset Planning” business component and information entered in the “Part Details” multiline, Capex Proposal # will be defaulted automatically on click of “Get Details” pushbutton.

Account Usage

The account usage to which expense is booked. Use the drop down list box to select the usage that must be displayed, when this field is left blank in the multiline. The system lists the entire active account usages defined for the purchase order event in the Create Additional Account Definition activity of the Account Rule Definition component.

Ensure that this field is not selected if (i) the Expense Type is “Capital”, (ii) the part is a stockable part and Receipt Recording Option is “GR Movement” (iii) the PO Type is “Service” or “Adhoc” and the Reference Document Type is either “Shop Work Order”, “Customer Order” or “A/C Maint. Exe. Ref #”. However, if “Costing Usage information required for PBH / PBH Exchange Order” for Accounting in Account Group business component is ‘Yes’, this costing usage is mandatory for "PBH" or "PBH Exchange" purchase orders. Similarly, if “Costing Usage information required for Exchange PO” for Accounting in Account Group business component is ‘Yes’, costing usage is mandatory for Exchange purchase orders.

Note: The Account Usage is mandatory when the PO type is “Service” or “Adhoc”.

Costing Usage

The usage identifying the cost center. Use the drop down list box to select the usage that must be displayed, when this field is left blank in the multiline. The system lists the entire active costing usages for the purchase order event.

However, if “Costing Usage information required for PBH / PBH Exchange Order” for Accounting in Account Group business component is ‘Yes’, this costing usage is mandatory for "PBH" or "PBH Exchange" purchase orders. Similarly, if “Costing Usage information required for Exchange PO” for Accounting in Account Group business component is ‘Yes’, costing usage is mandatory for Exchange purchase orders.

Analysis Code

The code helps in further analysis of expense incurred against the particular account.(Alphanumeric-5).

Help facility available

Note: You must specify an analysis code only if you have selected an Account Usage value for the part.

Note: The analysis code that you specify must be valid and have an “Active” status as in the Account Based Budget component.

Note: For Purchase Orders with Expense Type as “Capital”, total cost of all the parts mentioned in the Purchase Order referring to the same Capex Proposal # must be less than the Pending Amount cited in the Capex Proposal #.

Sub Analysis Code

The code helps in further detailed analysis of expense incurred against the particular account and analysis code.(Alphanumeric-5)

Help facility available

Note: 1) You must specify a sub analysis code only if you have selected an Account Usage value for the part. 2) The sub analysis code that you specify must be valid and in Active status as in the Account Based Budget component.
Remarks	Any comments regarding amending the purchase order (Alphanumeric, 255).

Enter the following:

Ship To

Use the drop-down list box to select the warehouse to which the part must be supplied. The system lists all the warehouses belonging to the goods receipts organization unit, and mapped to the purchase order business component.

Note: The GR organization unit can be modified, only when the goods have not been received against the purchase order line item. The organization unit must be in “Active” status.

Tolerance Type	The upper and lower limit within which the quantity or the basic value received can vary. The tolerance limit affects the basic value of the purchase order either positively or negatively. Use the drop-down list box to select the tolerance type. The tolerance types available are "Value", "Quantity", "Both" or "None".The system displays “None” by default.
Tolerance %	The tolerance percentage must be positive and less than 100 (Alphanumeric, 5).

Note: If the “Tolerance Type” is not null, then the “Tolerance %” must be entered.

The tolerance percentage can be modified even if goods have been received against the purchase order line item.

Atleast one row must be selected in the multiline.

Receipt +Ve Tolerance (%)

The positive tolerance percent acceptable on the ordered quantity that can be received. (Decimal, 28). The Receipt Positive Tolerance percentage can include decimals and zero. Ensure that the value entered is positive and does not exceed 100.

The system displays the values retrieved from “Part Administration” business component by default only if the Option "Default Receipt Tolerance" is set to "Default from Part Admin" in the "Set Options" activity.

Receipt -Ve Tolerance (%)

The negative tolerance percent acceptable on the ordered quantity that can be received. (Decimal, 28). The Receipt Negative Tolerance percentage can include decimals and zero. Ensure that the value entered is positive and does not exceed 100.

Quality Attribute

Use the drop-down list box to select the parameter for the qualitative inspection of the part. The system provides “Standard”, “Custom” and “None” as options. If this field is set to “Standard” or “Custom“,ensure that the quality attributes are associated to the part. The system displays “None” by default for the rows where no data is entered.

Note: You need to select a value other than “None” in atleast one row, if the “Quality” field is set to “Yes’.

Doc Attach?

Use the drop-down list box to specify whether the document is to be attached for the corresponding PO Line #. The system provides "Yes" or "No" as options. The system displays "No" by default..

Note: If the “PO Type” selected is other than “Exchange” or “PBH-Exchange”, then the following fields are not mandatory.

Core Part #

The unique number identifying the valid alternate part to be replaced for the existing part.

Note that “Core Part #” is mandatory, only if “Core Serial #” and “Core Lot #” are entered.

Core Serial #

The unique serial number identifying the part.

Core Lot #

The unique lot number identifying the part.

If the PO Type selected is “Exchange” or “PBH Exchange”, and if the “Core Part #” is entered, the system performs the following tasks:

The system ensures that the Core Part # entered for creating the purchase order is valid as defined in the “Part Administration” business component.
If the Core Part # entered is different from the Part #, the system ensures that the Core Part # is a valid alternate part for the requested Part as defined in the “Part Administration” business component.
The system ensures that the Core Part # is an Active Part.
The system ensures that the Stock UOM of the purchase order Part # and the Core Part # are the same.
The system ensures that the core part is mapped to the supplier in the “Maintain Part Supplier Mapping” activity of the “Supplier” business component.
The system ensures that the option “Under PBH” is set to “Yes” in the “Maintain Supplier PBH Mapping” activity of the “Supplier” business component.

If the PO Type is selected as “Exchange” or “PBH Exchange”, and if Core Part # (Serial or Serial Lot Controlled) and Core Serial # are entered, the system ensures that the entered Core Serial # is valid for the Core Part # as in the “Stock Maintenance” business component.

If the PO Type is selected as “Exchange” or “PBH Exchange”, and if Core Part # (Lot or Serial Lot Controlled) and Core Lot # are entered, the system ensures that the entered Core Lot # is valid for the Core Part # as in the “Stock Maintenance” business component.

If the PO Type selected is “Exchange” or “PBH Exchange”, then ensure that the following combination is not entered:

Core Part # (Serial Controlled) and Core Lot #
Core Part # (Lot Controlled) and Core Serial #

The system displays the following:

Customer Name	The name of the customer associated with the customer order.
Customer #	The identification number of the customer. Click the data hyperlink to view the customer record.
Line #	The line number generated by the system, for every part entered in the multiline.
Line Status	The receipt status of the ordered part.
Core Status	The exchange status of the ordered part. Status derivation table Field visibility: This field appears only for PBH or PBH-Exchange purchase orders.

Check the box in the multiline, to mark the part for deletion.
Click the “Delete” icon in the tool bar above the multiline, to delete the part from the purchase order.
Click the “Amend Purchase Order” pushbutton, to update the amended details of the purchase order.

The system performs the following on clicking “Amend Purchase Order” pushbutton:

Updates the status as “Amended”, for purchase order of type other than "Dropship", if the schedule information matches the quantity required for all the parts, and increments the amendment number by 1.
Updates the status as “Amended”, for purchase order of type “DropShip if the schedule information is same as the quantity required for all the parts and the dropship details are entered for all the parts.

Note: When a PO is amended, the system updates the status of the current PO as “Revised” and increments the amendment number for amended PO and updates the status to “Amended”.

Updates the status as “Under Amendment”, for purchase order of type other than “Dropship”, if after amendment, the schedule information is not the same as the quantity required for all the parts, or the “Pay Term” and “Pay to Supplier” specified in the “Edit Terms & Conditions“ page are not in “Active” status as on date.
Updates the status as “Under Amendment”, for purchase order of type “Dropship”, if after amendment, the schedule information is not the same as the quantity required for all the parts and the dropship details are not entered for all the parts.
Amends the purchase order even if the order quantity is less then the minimum order quantity, if the Minimum order quantity check is set as “No” in the “Logistics Common Master” business component.
If the “PO Type” is set as “Adhoc” or “Service”, the system updates the “Alternate Type” as “Not Allowed”, even if the “Alternate Type” is set as “Allowed” or “Specific Alternate” while modifying the purchase order.
If the “PO Type” is other than “Customer Goods”, the system ensures that the “Alternate Part #” specified is the alternate part for the “Part #” specified and is defined in the “Maintain Alternate Part Nos.” page of the “Part Administration” business component.

Note: If the “PO Type” is “Customer Goods”, the “Alternate Part #” can be a “Direct Alternate”, “Conditional Alternate” or “Customer Specific” alternate specified for the customer.

The system checks if the Part Classification is allowed in the receipt warehouse, based on the Part Classification mapped to the warehouse in the “Storage Administration” business component.

Note: If the Part Classification is set as “None” or not defined in the “Part Administration” business component, the part is classified as Non-Repairable

The system inherits tax based on the parameter ‘Tax Inheritance Basis’ defined under the Category ‘Purchase Order’ in the “Purchase Options Settings” activity of the “Logistics Common Master” business component.
If the 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 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.
Updates the financial postings related to the amended purchase order in the “Finance Book Postings” component.
Ensures that the Operational Status of the supplier is not set as “Hold PO” in the “Add Location Details” activity of “Supplier” business component.
If the PO type is set as “PBH” or ”PBH Exchange”, the system performs the following:
Ensures that the aircraft registration number or any of its first level sub components is mapped to the supplier defined in the “Supplier“ business component.
Ensures that the part number is mapped to the supplier defined in the “Supplier” business component.
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 Document 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.
Ensures that the PO date lies within the agreement date of the PBH agreement in “Supplier” business component.
Debits the account mapped to the predifined usage “PBH – Exchange Fee” and credits the “Supplier Suspense a/c” for closed POs.

The system carries out amendment number check and increment using the following reasoning.

The amendment number of the PO must be greater than 0, if the status of the PO is “Returned”. However, the amendment number may not be greater than 0 if

a) The “Allow Amendment for Closed PO' is set as "Yes" for all PO types execpt Exchange/Service/Adhoc in the Set Options activity.

b) The “Allow Amendment for Closed PO” is set as "No" and “Allow Cost Amendment for Service/Exchange/Adhoc PO” is set as “Yes” in the Set Options for POs of type Exchange/Service/Adhoc.

The amendment number is incremented while the status of a closed PO remains unchanged, if the set option “Allow Cost Amendment for Service/Exchange/Adhoc PO” is set as "Yes" and “Allow Amendment for Closed PO” is set as "No". If the “Allow Amendment for Closed PO” is set to "Yes", the amendment number is incremented and the PO status changed from Closed to Amended only if all the mandatory information is available for PO. The system sets the status to “Under Amendment”, if the required information on the PO is not available. The status of closed POs of type "PBH' and 'PBH-Exchange' is retained as only cost amendment is allowed.
When Cost is amended for a Purchase Order in “Closed” status, the Purchase Order is routed to Authorizer, if the parameter ‘Authorization of Cost amendment of Closed" PO’ under the Category ‘Purchase Order’ is set as “Yes” in the “Purchase Option Settings” activity of the “Logistics Common Master” business component. When Authorizer authorizes the PO document, Purchase Order will attain ‘Closed’ status.
The system maintains the Receipt Recording Option for each part/item in the purchase order using the following reasoning.

PO Receipt Recording Option	Stockable Part Receipt Recording Option	Non Stockable Part Receipt Recording Option
No GR/ GR Acceptance	No GR/ GR Acceptance	No GR/ GR Acceptance
GR Movement	GR Movement	GR Acceptance

Derivation of Receipt Recording Option of the purchase order

Scenario	Purchase Order Stockable Part Receipt recording Option
All parts in the purchase order are stockable	GR Movement
All parts in the purchase order are non-stockable	GR Acceptance

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 recoding 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”.

The system adjusts the PR quantity of the part to the extent of increase or decrease in the PO Covered Quantity made in the “Edit PO-PR Coverage” page.

The system ensures that the PO Line # is not invoiced, if (i) the PO Type is “Exchange”, “Service” or “Adhoc”, (ii) the PO status is “Closed”, (iii) the Cost of the PO Line # is modified, (iv) the “Capitalization Reference for Asset Purchase” is set as “Invoice” in the “Set Parameters – Fixed Assets” activity of “Company Parameter Setup” business component.

The system ensures that none of the Goods Receipt corresponding to the PO Line # is capitalized, if (i) the PO Type is “Exchange”, “Service” or “Adhoc”, (ii) the PO status is “Closed”, (iii) the Cost of the PO Line # is modified, (iv) the “Capitalization Reference for Asset Purchase” is set as “Goods Receipt” in the “Set Parameters – Fixed Assets” activity of “Company Parameter Setup” business component.

Note: On click of “Amend Purchase Order” pushbutton, if set option "Amendment of Purchase Order?" in the “Purchase Setting Options” is set as '1' (Any changes made to an authorized PO) or 'Blank', then the PO status is updated as Amended by incrementing the Amendment no by one irrespective of the fields that are modified

If set option "Amendment of Purchase Order?" in the “Purchase Setting Options” is set as '2' (Only when Qty, Cost or Value is changed in the PO), then the PO status will be changed as amended,only if user updates or modifies Cost or Order Qty or PO Total Value against any of the Part # in the Part Details multiline.

To approve the purchase order

Click the “Approve Purchase Order” pushbutton, to authorize the purchase order.

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 updates the status of the purchase order to “Fresh”.

The system displays the following in the “Record Statistics” group box.

Created by	The name of the user who created the purchase order.
Created Date	The date on which the PO is created.
Last Modified by	The name of the user who last modified the PO.
Last Modified Date	The date on which the purchase order was last modified.
Approved by	The name of the user who authorized the PO.
Approved Date	The date on which the PO was approved.

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 amend other details of the purchase order

Select the “Edit Terms & Conditions” link at the bottom of the page, to enter the terms and conditions for the PO.

Select the ”Edit Schedule & Distribution” link at the bottom of the page, to enter the schedule details of the part.

Select the “Edit Part TCD Details” link at the bottom of the page, to add taxes, charges and discounts for the part in the purchase order.

Note: You cannot launch this page, if the “PO Type” is “Consignment”.

Select the “Maintain Supplier Correspondence” link at the bottom of the page to maintain the supplier correspondence details.

Select the “Edit Document TCD Details” link at the bottom of the page, to add taxes, charges and discounts for the purchase order.

Note: You cannot launch this page, if the “PO Type” is “Consignment”.

Select the “Edit Inspection Details” link at the bottom of the page, to enter the inspection details.

Select the “Edit Dropship Details” link at the bottom of the page, to enter the dropship details.
Select the “View Supplier Part Mapping” link at the bottom of the page to view the supplier-part mapping details.

Refer to the "Supplier" Online help for more details.

Select the “Edit PO-PR Coverage” link at the bottom of the page, to modify the purchase order based on purchase requisition.

Select the “Edit User Defined Details” link at the bottom of the page, to enter the custom field details.

Select the “Edit References” link at the bottom of the page, to enter the custom field details.
Select the “Generate PO Report” link at the bottom of the page to generate the Purchase Order Report.
Select the “Edit Additional Cost Details” link to record additional cost for Exchange PO / PBH Exchange PO.
Select the “Authorize Purchase Order” link at the bottom of the page, to authorize the purchase order details.
Select the “Edit Supplier Part Mapping” link at the bottom of the page to update parts traded by the supplier.
Select the “Manage Spares for Subcontract PO” link at the bottom of the page to specify the spare parts and quantities.
Select the “Attach Clause” link to attach clause to the purchase order.
Select the “View GR List” link at the bottom of the page, to view the goods receipt details.
Select the “Upload Documents” link at the bottom of the page to upload the documents.
Select the “View Associated Doc. Attachments” link at the bottom of the page to view associated document attachments

Refer to the topic "Viewing the goods receipt for the reference document" in the "Goods Receipt" business component online help for details.

Select the “View Part Supply Chain Performance” link at the bottom of the page to view part supply chain performance.
Select the "View Part Supplier Mapping" link at the bottom of the page to know suppliers from which the part can be procured.
Select the "View Part/Service Wise Rating" link at the bottom of the page to know the part/service rating of the supplier.
Select the “View Part Price History” link at the bottom of the page to know details of part pricing of procurements till date.
Select the “View Supplier Rating” link at the bottom of the page to know vendor rating of all the available suppliers for the part.
Select the "View Part Notes” link to view the notes pertinent to the part.

Amending the purchase order – An overview

This page allows you to amend the purchase orders, which are in “Open” "Amended", "Under Amendment" or "Return" status. You can add new line items for the PO, while amending the PO details.

Note: An “Open” PO cannot be deleted.

You cannot amend the PO, if the acceptance details for the goods receipt against the particular purchase order have been frozen and the goods receipt is in “Inspected“ status. If the part has already been accepted, then only the remaining parts can be amended. If the entire quantity requested in the purchase order is not yet received, the PO details can be amended.

Upon amendment, the system updates the status of the purchase order to “Amended”, and increments the amendment number for that PO. You can also approve or authorize the amended PO. Once approved, the PO attains the “Fresh” status. The system stores the login user ID and the server date along with the modification details.

What you can do in this page

Amend the condition of the part

Amend the organization unit for goods receipt

Amend the schedule type for the delivery of parts

Enable or disable the alternate part type option

Amend the inspection type for the part

Amend the matching type for the procured parts

Amend the tolerance type for the part procurement

Amend the condition of the part

You can amend the condition of the part for which the purchase order is raised, and for which the GR has not been made or GR is not under processing.

Amend the “Condition” field to “New”, if the condition of the part is new.
Amend the “Condition” field to “New Surplus”, if the condition of the part is new and has not been used.
Amend the “Condition” field to “Overhauled”, if some maintenance action or servicing is done on the part but not used after servicing.
Amend the “Condition” field to “Servicing”, if the part is used after servicing.
Amend the “Condition” field to “Unserviceable”, if the part cannot be serviced after usage.

Amend the organization unit for goods receipt

You can change the organization unit to which the parts need to be sent after good receipts.

Set the appropriate option in the “Ship To” field to amend the organization unit for goods receipt.

Amend the schedule type for the delivery of parts

You can change the type of delivery, that is, whether the procured parts need to be delivered in single shipment or multiple shipments.

Amend the “Schedule Type” field to “Single”, if you need the parts to be delivered in single shipment.
Amend the “Schedule Type” field to “Multiple”, if you need the parts to be delivered in multiple shipments.

Enable or disable the alternate part type option

You can specify whether to allow purchase of alternate parts, in case the parts mentioned in the purchase order are not available.

Amend the “Alternate Part #” to “Allowed”, if you wish to allow the purchase of alternate parts.
Amend the “Alternate Part #” to “Not Allowed”, if you do not wish to allow the purchase of alternate parts.

Amend the inspection type for the part

Different types of inspections are performed on the parts after receipt to verify the quality of the parts. You can amend the authority that can conduct the quality checks in the purchase order.

Amend the “Inspection Type” to “Self”, if the person who receives the part need to perform the inspection.
Amend the “Inspection Type” to “By Inspector”, if the inspection is performed by an external source.
Amend the “Inspection Type” to “None”, if inspection is not required for the procured parts.

Amend the matching type for the procured parts

Parts are checked at the time of delivery to ensure that the payment is made for the proper quantity and value of items. The quantity ordered, the quantity received or the quantity accepted is matched with the quantity invoiced. You can specify the type of matching that need to be performed in the purchase order.

Amend the option in the “Matching Type” to Four Way at PO”, if you wish to match the invoice tolerance quantity and value with the inspected quantity and value for a purchase order and not against individual GRs.
Amend the option in the “Matching Type” to Four Way at GR”, if you wish to match the invoice tolerance quantity and value with the inspected quantity and value against individual GRs.

Amend the tolerance type for the part procurement

A tolerance range is allowed in terms of quantity or value during parts supply. You can change the basis on which the tolerance is allowed.

Amend the option in the “Tolerance Type” field to “Value”, if you wish to allow tolerance based on the value of items ordered.
Amend the option in the “Tolerance Type” field to “Quantity”, if you wish to allow tolerance based on the quantity of items ordered.
Amend the option in the “Tolerance Type” field to “Both”, if you wish to allow tolerance based on both the value and quantity of items ordered.