Modifying the purchase order

This page allows you to modify all the details of the selected purchase order. Tell me more.

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

If the option “Buyer Control” is set as “Needed” and if the Buyer Group is saved in the Purchase Order document, the system ensures that the login user is a buyer of type “Primary” or “Secondary” in the Buyer Group, which is available in the Purchase Order. This is not applicable if the Purchase Order is of type “Adhoc” or “Service”.

The “Edit Purchase Order” page appears.

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

Purchase Order #

The number identifying the purchase order to be modified.

Select the following in the PO Information group box.

PO Category

Use the drop-down list box to modify the category of the PO. All the categories defined in the “Create Common category” activity of Logistics Common Master business component are available for selection.

The PO Information group box displays the following.

PO Status	The status of the purchase order, which could be “Draft”, “Fresh” or “Returned”.
	Draft - The status of the PO, when all the necessary details are not entered for the purchase order.
	Fresh – The status of the PO, when all the necessary details are entered for the purchase order.
	Returned – Indicates that the PO was either returned before first time authorization (when amendment # is zero) . Note: 1) Only purchase orders, which are in “Draft”, “Fresh” or ”Returned” status, can be modified. If the “PO Status” is “Fresh” or “'Returned”, the system ensures that the “PO Amendment #” is zero. 2) The PO document can attain the status “Fresh” also on approving the amendment details in the “Amend Purchase Order” activity. For the amended purchase orders, the “PO Amendment #” will be greater than zero.

Enter the following:

PO Date

The date on which the purchase order is modified. (Date). The PO date must be the system date or any date earlier than the system date. The system displays the current system date 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 analysis code and the sub analysis code, as defined in the Account Based Budget component and, Effective From and Effective To dates of the CAPEX Proposal #as defined in the Asset Planning component.

User Status

Use the drop-down list box to specify the user-defined status of the PO. All the “Active” user statuses defined in the “Create Quick Codes” activity are listed for selection. The system retrieves all the POs that are in the user-defined status specified here. Leave this field blank, to retrieve all the POs, irrespective of the user-defined status.

Select the "PO Details" tab page to modify purchase order details.
Select the "Supplementary Details" tab page to modify supplementary details.

Modify the following in the “Part Details” multiline if required:

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

Part #

The number identifying the part (Alphanumeric, 18). Mandatory. The part must have been defined in the “Create Parts Main Information” activity of the “Part Administration” business component and mapped to the login organization unit. Ensure the part number is in the “Active” status. Similarly, the part # must be established in the group company. if the purchase order is being created for a group company,

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.

Help facility available.

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

Note: For purchase orders of types other than “Express”, “Service”, “Adhoc” and “'Customer Goods, the supplier to part mapping must exist for all the parts.

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

If the part is mapped to the supplier, then the system retrieves the Purchase UOM, Cost, Cost Per, Inspection Type, Matching Type, Tolerance Type and the Tolerance Percentage from the “Supplier Part Mapping” page of the “Supplier” business component and the Part Description, Receipt +Ve Tolerance (%) and Receipt -Ve Tolerance (%) from the “Part Administration” business component.

If the part is not mapped to the supplier, then the system retrieves the Part Description, PUOM, Cost, Cost Per, Receipt +Ve Tolerance (%) and the Receipt -Ve Tolerance (%) from the “Part Administration” business component.

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 #.
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.

The system ensures that the following is true for “Mfr. Part #”;

The entered Mfr. Part # and Mfr. # is a valid combination.
If the Mfr. # field is blank and the Mfr. Part # entered is same for more than one internal Part #, the system considers the Supplier # entered as Mfr. # to retrieve the internal Part #. The user must enter the Mfr. #, if Supplier # is not available or for the combination of Mfr. Part # and Supplier # internal Part # cannot be retrieved.
If a value exists in the Part #, Mfr. Part # and Mfr. # fields, the system ensures that the combination of Mfr. Part # and Mfr. # corresponds to the Part #.
If a value exists in the Part # and Mfr. Part # fields and the Mfr. # is blank, the system ensures that the Mfr. Part # corresponds to the Part # entered.
If a value exists in the Part # and Mfr. # fields and the Mfr. Part # is blank, the user must enter the Mfr. Part #.

Modify the following, if required:

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 “Edit 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: 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.

The “Ordered Quantity” can also be in fractions, if fractions are allowed in the “Units of Measurement Administration” business component.

Purchase UOM

The units of measurement in which the part is purchased (Alphanumeric, 10). The purchase UOM must be in “Active” status.

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 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.

Note: 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’.

Field visibility

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 specify the condition of the part. The part condition could be “New”, “New surplus”, “Overhaul”, “Serviceable” and “Unserviceable”. The system displays “Unserviceable” option only if the field "Allow Unserviceable Parts" is set to "Yes' in the “Set Options” activity.

Note: 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 defined for the part the Logistics Common Master.

Schedule Type

Use the drop-down list box to modify 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.

The system displays “Single” by default.

Note: For PO Types “Service” and “Adhoc”, you must select “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.

Requested Date

The Operator Requested date of the part.

Warehouse #

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

Help facility available.

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 part type of the parts included in the purchase orders of PO Types other than “Service” or “Adhoc”, must be mapped to the specified warehouse.

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

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

If Work Center # is not entered and if a valid Reference Document of type “A/C Maint. Exe. Ref #” or “Component 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 Component 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 Component Work Order, the system retrieves the Work Center from the Component Work Order .

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

If Work Center # is entered and if a valid Reference Document Type “Component Work Order” or A/C Maint. Exe. Ref # 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 Component 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 Component 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.

If Work Center # is entered and if a valid Reference Document # of reference document type, Hangar Work Order / Customer Order is entered, the system checks for availability of the work center entered with reference to the work center of the documents entered.

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: Component Work Order, Customer Order, Hangar Work Order, A/C Maint. Exe. Ref # and Others.

You must select ‘Others’ from the drop-down list box, if PO type is Adhoc or Service .

Ref. Document #

The identification number of the reference document.

Note: If you have selected Ref. Document Type as “Component Work Order”, the Reference Document # must be a valid component work order and its status must not be “Fresh”, “Closed”, “'Cancelled” or “Preclosed”.

Note: If you have selected Ref. Document Type as “Hangar Work Order”, the Reference Document # must be a valid hangar work order and its status must not be “Fresh”, “Closed”, “'Cancelled” or “Preclosed”.

Note: 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: 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: If the Expense Type of the purchase order is “Capital”, the Expense Type of the reference document must also be “Capital”.

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 tasks has to be performed.

The system performs the following tasks, based on the selected Reference Document Type:

If the Reference Document Type is not entered, the system ensures that the ““Task #” and the “Task Seq #” fields are left blank.

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" or "A/C Maint. Exe. Ref #", 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 Component Work Order & Hangar 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 Component Work Order & Hangar 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 Component Work Order & Hangar Work Order)

Alternate Type

Use the drop-down list box to specify the alternate type of the purchase order. The system displays the following values: Allowed, Not Allowed and Specific Alternate.

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 box to modify 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 by an external source.
	None – Indicates that no check is required for the part at the time of delivery. Conditions
Note: 1) You must select the Inspection Type” 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 the 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 modify the type of matching to be done. Mandatory. The various matching types available are:
	Four way at PO – when the invoice tolerance is checked at the total PO inspected quantity and amount, and not on the individual GR inspected quantity and amount.
	Four way at GR – when the tolerance is checked with the individual GR inspected quantity and amount, and not on the total PO 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 “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. 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. Mandatory when the PO type is service or adhoc. 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 “Hangar Work Order”, “Component 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. It is not mandatory to enter the Account Usage, if the Cost is zero.
Costing Usage	The usage identifying the cost center. Use the drop down list box to select the usage that must be displayed. The system lists the entire active costing usages for the purchase order event defined in the Cost Center 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 “Hangar Work Order”, “Component Work Order”, “Customer Order” or “A/C Maint. Exe. Ref #”. Mandatory conditions for Costing Usage
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.
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: You must specify a sub analysis code only if you have selected an Account Usage value for the part. Note: 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 creating the purchase order (Alphanumeric,255).
Ship To	Use the drop-down list box to modify the warehouse to which the part must be supplied. All the warehouses belonging to the goods receipts organization unit, and mapped to the purchase order business component, are available for selection. The system displays the goods receipt unit of the login organization unit by default.
Note: 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 modify 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).
	For example, if the tolerance limit defined for an item is 2%, and say the vendor dispatches 98.5 tons of item against the 100 tons ordered. Now the PO would get closed without any further follow-up for the balance 1.5 tons, which is a negligible portion of the ordered quantity.
Note: The “Tolerance %” must be entered, if the “Tolerance Type” is specified.
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 value 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. The system displays the value 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.
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.

Note: You need to select a value other than “None”, 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.

Enter the following:

Insp. WO ?

Use the drop-down list box and select one of the following options, if a component work order, of job type “Receipt Inspection” and maintenance type “Inspection”, should be generated:

Required – Select this option, if a component work order must be generated on goods receipt
As Required – Select this option, to indicate that a component work order can be generated if required, on goods receipt.
Not Required - Select this option, if generating a component work order is not required. Ensure that this field is set as “Required” when the “Inspection Type” is “Inspector“ or “Self”.

Ensure that this field is set as “Not Required” when the “Inspection Type” is “None”.

Data selection in this field is mandatory.

By default, the system leaves the field blank.

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 #

Note: If you select “Required” or “As Required' for any record in the Part Details multiline, then a dummy component ID of Job Type 'Receipt Inspection' must be already defined in the Identify Non-component Maintenance Objects activity of Aircraft business component.

Ensure the following when selecting a value in the “Insp. WO?” field:

The “Insp. WO?” field is set as “Required” or “As Required”, when the “Inspection Type” is “Inspector“ or “Self”.
The “Insp. WO?” field is set as “Not Required” when the “Inspection Type” is “None”.
The “Insp. WO?” field is set as “Required”, if the Insp. WO?” field in the “Part Administration” business component is set as “Required”.

The system displays the following:

Customer Name

The name of the customer associated with the customer order.

Customer #

The customer for which the purchase order was created.

Click the data hyperlink to view the customer record.

Line #

The line number generated by the system, for every part entered in the multiline.

Note: The system ensures that the same combination of Part #, Part Condition, Earliest Due Date, Warehouse #, Alternate Type, Work Center #, Ref. Document Type, Ref. Document #, Task # and Task Seq # are not repeated in the “Part Details” multiline.

Check the box in the multiline, to mark the PO line item for deletion.
Click the “Delete” icon in the tool bar above the multiline, to delete the selected line item from the PO.
Click the “Edit Purchase Order” pushbutton, to modify the purchase order.

The system performs the following:

The system updates the status of the purchase order of type other than "Dropship" as “Fresh”, if the schedule information matches the quantity required for all the parts, schedule dates are not earlier than the current date and the “Pay Term” and “Pay to Supplier” entered in the “Edit Terms & Conditions“ page are in “Active” status.
For purchase order of type “DropShip”, the system changes the status from “Draft” to “Fresh”, if the schedule information matches the quantity required for all the parts and the dropship details are entered.

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

The system modifies 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.
The system ensures that the Operational Status of the supplier is not set as “Hold PO” in the “Add Location Details” activity of “Supplier” business component.
The system does not allow the modification of purchase order type from “General”, “DropShip”, “Express”, “Consignment”, “Exchange” or “Sample” to “PBH” or “PBH Exchange”, if the purchase request coverage details are available for the purchase order in the “Edit PO-PR Coverage” page.
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 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 the 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 type is set as “PBH” or ” PBH Exchange”, the system performs the following:
Sets the Cost as “0” and Cost Per as “1”.
Allows that modification of purchase order type from “PBH” to “PBH Exchange” or vice versa, if the purchase request coverage details are available for the purchase order in the “Edit PO-PR Coverage” page.
Ensures that the aircraft or any of its first level sub components is mapped to the supplier defined in the “Supplier“ business component.
Ensures that the part 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 Doc Date with the Agreement Number and Agreement Date from “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.
The system maintains the Receipt Recording Option for each part/item in the purchase order using the following logic.

1) 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.

2) However, if the receipt recording option for the purchase order is “GR Movement”, the receipt recoding option for the “Non-Stockable” parts/items is converted to “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 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 purchase order was created.
Last Modified by	The name of the person who last modified the purchase order.
Last Modified Date	The date on which the purchase order was last modified.

To proceed, carry out the following

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 “View Part Price History” link at the bottom of the page, to view the history of the price of the part.
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 details of the purchase requisition based purchase order.
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 reference document details of the purchase order.
Select the “Generate PO Report” link at the bottom of the page to generate the Purchase Order Report.
Select the “Authorize Purchase Order” link at the bottom of the page, to authorize the purchase order details.
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 Part / Service wise Rating” link at the bottom of the page to view the part/service wise rating details.
Select the “View Supplier Rating” link at the bottom of the page to view the supplier rating 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.
Select the “View Part Supply Chain Performance” link at the bottom of the page to view part supply chain performance.
Select the “View Part Notes” link to view the notes pertinent to the part.

Modifying the purchase order – An overview

This page allows you to modify all the details of the selected purchase order. Only purchase orders, which are in “Draft”, “Fresh” or “Returned” status, can be modified.

Draft - The status of the PO, when all the necessary details are not entered for the purchase order.

Fresh - The status of the PO, when all the necessary details are entered for the purchase order.

Returned – The status of the PO, when the purchase order is returned after authorization and before amendment.

This page allows you to modify all the details of the selected purchase order. Only purchase orders, which are in “Fresh” status, can be modified. This page allows you to modify details such as the date on which the purchase order was raised, category of the purchase order, supplier code and the currency of the purchase order. You can also modify the part details such as condition of the part, ordered quantity of the part and the cost of the part.

What you can do in this page

Modify the purchase order type

Modify the type of the part to be purchased

Modify the condition of the part

Modify the organization unit for goods receipt

Modify the schedule type for the delivery of parts

Specify whether an alternate part can be procured

Modify the inspection type for the part

Modify the matching type for the procured parts

Modify the tolerance type for the part procurement

Modify the purchase order type

You can modify the purchase order type based on the type of item that you need to purchase.

Set the “PO Type” field to “General”, if you wish to procure any stockable item.
Set the “PO Type” field to “Initial Provisioning”, if the item is procured based on the stock level specified by the manufacturer of the item.
Set the “PO Type” field to “Capital”, if the purchase order is raised for a high value item.
Set the “PO Type” field to “Repairs”, if the purchase order is raised for the repair work to be undertaken for the purchase item.

Modify the type of the part to be purchased

You can change the part type for which you are raising the purchase order. The part types for which you can raise purchase orders are raw material, component, spare tool, consumable and kit.

Set the “Part Type” field to “Raw Material”, if you need to raise the purchase order to procure raw materials.
Set the “Part Type” field to “Component”, if you need to raise the purchase order to procure components.
Set the “Part Type” field to “Spare Part”, if you need to raise the purchase order to procure spare parts.
Set the “Part Type” field to “Tool”, if you need to raise the purchase order to procure tools.
Set the “Part Type” field to “Consumable”, if you need to raise the purchase order to procure consumable.
Set the “Part Type” field to “Kit”, if you need to raise the purchase order to procure kits for maintenance.

Modify the condition of the part

You can change the condition of the part for which the purchase order is raised. The system lists New, New Surplus, Overhauled, Serviceable and Unserviceable, which define the various conditions of the part.

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

Modify the organization unit for goods receipt

You can change the organization unit to which the parts need to be sent, on good receipt.

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

Modify 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.

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

Specify whether an alternate part can be procured

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

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

Modify the inspection type for the part

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

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

Modify 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.

Set “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.
Set “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.

Modify 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.

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