Amending PO details

This page allows you to amend the purchase order details.

Select the “PO Details” tab page to amend purchase order details.
Enter the following in the “PO Details” group box.

PO Type

Use the drop-down list box to select the type of the purchase order.

The available PO type are General”, “Express”, “Dropship”, ”Adhoc”, “Service”, “Customer Goods”, “PBH”, “PBH-Exchange”, “Consignment”, and “Sample”.

If the process parameter “Buyer Control” under the category Purchase Order in the Set Purchase Options activity of Logistics Common Master is ‘1’, the drop-down list box displays only those PO types that are mapped to the login user’s primary and secondary buyer groups. However, if “Buyer Control” is ‘0’, all the available PO types will appear in the drop-down list.

Note: 1) You cannot modify PO type, if any stock issues or goods receipts exist against the purchase order. 2) You can modify PO type among these PO types only: General, Exchange, Express, PBH and PBH Exchange.

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’, if PO Type is “General”, “Dropship”, “'Express”, “Sample”, “Exchange”, “Service” or “Adhoc”.

Only ‘Revenue’, if PO type is ‘Consignment’ and, if "Capital Parts in Consignment PO" is ‘0’, under the category Purchase Order in the Set Purchase Options activity of Logistics Common Master. Alternately, both ‘Capital’ and ‘Revenue’ will be displayed, if Capital Parts in Consignment PO" is ‘1’.

Note: 1) If “Allow Ordering Revenue Items in Capital PO” under category Purchase Order in the Set Purchase Options activity of Logistics Common Master is ‘1’, you can include Revenue parts in Capital purchase orders. However, if “Allow Ordering Revenue Items in Capital PO” is ‘0’, you cannot include Revenue parts in a Capital purchase order. 2) You cannot select Capital as expense type for a purchase order that is associated with a group company. 3)You cannot modify Expense type, if any stock issues or goods receipts exist against the purchase order.

Revenue-Indicates that the expense incurred against this purchase order will be treated as revenue expenditure. This option is selected for regular procurement.
Capital-Indicates that the expense incurred against this purchase order will be treated as a capital expenditure. This option is selected for capital procurement.

Receipt Recording Option

Use the drop-down list box to specify the Receipt Recording Option. The options available are:

GR-Acceptance - Indicates that the goods receipt raised for this PO attains its terminating status on confirmation of inspection.
GR-Movement - Indicates that the goods receipt raised for this PO attains its terminating status on movement of the parts to warehouse.
No GR-No goods receipt will be raised against this PO. Direct invoicing can be done against this PO. The purchase order’s status wiil be marked as “Closed” on authorization when this option is selected.

Note: a) If PO Type is “Service”, “Dropship”, or “Adhoc”, the Receipt Recording options available are “No GR” and “GR Acceptance”. b) If “Consignment”, “Exchange” or “Customer Goods” is selected as the PO Type, the system allows the only option of “GR Movement”. c) For PO Types “General”, “Express” or “Sample”, all the three options: “No GR”, “GR Acceptance” and “GR Movement” are available. d) If “PBH” or “PBH-Exchange” is selected as the PO Type, the Receipt Recording options available are “GR Movement” and “No GR”.

You cannot modify Receipt Recording Option, if any stock issues or goods receipts exist against the purchase order.

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

PO Priority

Use the drop-down list box to specify the priority of the purchase order. The system lists "AOG", "Critical", "Expedite", and "Routine", as options. The system displays “Routine” by default.

Aircraft Reg #

The number that identifies the aircraft to which the ordered part must be attached (Alphanumeric, 30). Mandatory, if the priority is “AOG” or the PO type is set as “Exchange”. 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.

If the Aircraft Reg # is not entered and a valid Ref. Document Type (Hangar Work Order, A/C Maint. Exe. Ref #, Customer Order) is specified in the “Part Details” multiline, then on page refresh, the system fetches and displays the aircraft registration number from the reference document, only if all the Reference Documents in the multiline contains the same aircraft registration number.

Help facility available.

Component #

The number identifying the component for which you wish to procure parts.

Note: 1) The component # must be Active and valid as defined in the Aircraft 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”. 3) If the PO Type is “PBH” or “PBH Exchange” and if the Component # is specified, the system ensures that the Component # is mapped to the supplier in the “Maintain Supplier PBH Mapping” activity of the “Supplier” business component.

Buyer Group

The buyer group associated with the purchase order. (A buyer group is essentially group consisting of one or more number of buyers, who are identified for the procurement of specific items as defined in the “Create Buyer Group” activity of the “Buyer Group” component.)

Enter the following.

Quality Attribute Check

Use the drop-down list box to specify whether quality check is required or not. The system provides options: ”Yes” and “No”.

Note: For PO Types “Service”, “Adhoc” and “Dropship”, you must specify the Quality Attribute Check as “None”.

The system displays the following fields:

Part Type

The type of the part for which the purchase order is amended.

Enter the following.

Remarks

Any remarks regarding purchase order (Alphanumeric, 255).

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 box:

Subcontract

Check this box to indicate that the purchase order facilitates subcontract manufacturing and the issue of spare parts against the PO.

The “Purchase For & Expense Details” group box displays the following:

Purchase For	Indicates whether the purchase order was created for the login organization or for a group company or for the customer. 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.
Pur. for Trading Partner #	The supplier # / Customer # of the company for which the purchase order was created in the login organization. However, this field displays no value, if the purchase order is associated with the login organization.
Trading Partner Name	The supplier name / Customer name of the company for which the purchase order was 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 group company on whose behalf the purchase order was 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 #.

Select the following box:

Billable to Customer?

Check this box to specify whether the invoice of the purchase order should be billed to the customer.

Enter the following in the "Supplier Details" group box:

Supplier #

The code identifying the supplier of the parts. If the purchase order is based on quotation, the supplier number should be the same as given in the quotation.

The Supplier Details group box displays the following:

Supplier Name

The name of the supplier of parts in the purchase order.

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

Contact Person

The point of contact for queries in the supplier organization.

This field displays the contact person associated with the supplier, if you do not specify the field.

The “Supplier Details” group box displays the following.

PO Currency

Use the drop-down list box to select the PO currency, which could be the base currency or any other Active currency, which has a conversion factor set to the base currency. The currency must have been defined in the “Organization Setup” business component. The system displays by default the currency which is previously saved as the PO currency.

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

Address ID

The address ID for the supplier address, Mandatory.

The address ID you specify must be valid for the supplier associated with the purchase order.

This field displays 1, if you do not specify Address ID.

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.

The “Supplier Details” group box displays the following.

Address

The location address of the supplier associated with the address ID.

The PO Value group box displays the following.

PO Basic Value	The sum of the basic value of all the line numbers in the PO in transaction currency. The system ensures that there is no Document Level TCD defined for the Purchase Order, if the PO Basic Value is zero.
Base Currency Value	The total value of the purchase order in base currency. The system calculates this value by multiplying the PO total value and the exchange rate.
PO Additional Charges	The additional charges incurred during tax. The system displays the sum of the total TCD amount entered for all the PO line numbers in the “Edit TCD Details” page and the TCD amount entered for the purchase order in the “Edit Document TCD Details” page.
PO Total Value	The total value of the purchase order. The sum of PO basic value, ~~and~~ the additional charges and the additional cost (for all the Line #/Part # combination) is displayed here. Note: If the PO Currency is different from the Base Currency, then the system applies the Exchange Rate to the Additional Cost and adds it to the PO Total Value that is displayed
Exchange Rate	The exchange rate of the purchase order.

The EDI Details group box displays the following:

EDI Required	Use the drop-down list box and select “Yes” if ~~Select the check box to indicate~~ key documents must be sent and received through electronic mail. Else select “No”.~~Leave the check box unselected to indicate the contrary.~~
Receive PO	Select the check box to indicate you wish to receive the purchase order document via email. Leave the check box unselected to indicate the contrary.