Help on PO

This page allows you to retrieve the details of the purchase order created in the “Create Purchase Order” activity of the “Purchase Order” business component. You can carry out the search using the purchase order number, the date on which the purchase order is raised, the type of the PO, the part number, type of the part, part status, supplier code, the category to which the PO belongs and the user status. The system retrieves the purchase order based on the search criteria entered.

Click the lens icon positioned next to the “Copy PO # ” field in the main screen.

The "Help on PO" page appears.

The system displays the following.

Date Format

The format in which the date fields are displayed in this page. This format is displayed from the "User Preferences" business component based on the login user ID. In case the format is not defined, the system displays the date format from the “Enterprise Modeling” business component by default.

Enter the following in the "Search Criteria" group box to search for a purchase order. Entry in these fields is optional.

PO #	A number identifying the purchase order (Alphanumeric, 18). You can enter the PO number in full or specify it partially using the “*” character. The system retrieves all the purchase order whose PO numbers are similar to the number entered here. Leave this field blank, to retrieve all the POs.
Ordering Location	Use the drop-down list box to specify the location where the purchase order is raised. The system lists all ordering locations where the PO is raised. Leave this field blank, to retrieve all the Pos irrespective of the location.
PO Date From	The starting date in the range of purchase order dates from which the purchase order details must be retrieved (Date Format). The system lists all the purchase orders that are raised later than this date. The system displays the date one month earlier than the system date by default. Leave this field blank, to retrieve all the POs irrespective of the starting date.
PO Date To	The ending date, in the range of purchase order dates, until which the purchase order details must be retrieved (Date Format). Ensure this date is lesser than or equal to the system date. The system lists all the purchase orders that are raised earlier than this date. If this field is left empty, then the system retrieves all the PO’s raised on the date entered in the from date till the system date. Leave this field blank to retrieve all the POs, irrespective of the ending date.
PO Status	Use the drop-down list box to specify the status of the purchase order. The system displays the option, Draft, Fresh, Under Authorization, Open, Partially Amended, Amended, Held, Short Closed, NT Closed, Closed and Cancelled. The system retrieves all the POs whose status is similar to the value entered here The system sets the field blank by default. Leave this field blank, to retrieve all the POs irrespective of the status of the PO.
PO Type	The purchase order type. Use the drop-down list box to specify the purchase order type. The various PO types are “General”, “DropShip”, “Express,” “Consignment”,” Exchange”, ”PBH”, “PBH-Exchange”, “Service”, “Adhoc”, “Customer Goods” and “Sample The system retrieves all the PO whose type is similar to the type specified here. The system displays blank by default. Leave this field blank, to retrieve all the POs irrespective of the type of the PO.
PO Category	The category under which the purchase order is grouped. Use the drop-down list box to specify the category of the PO. All the categories irrespective of the status, defined in the “Create Quick Codes” activity are available for selection. The system retrieves all the PO’s whose part type is similar to the value entered here. The system sets the field blank by default. Leave this field blank, to retrieve all the POs irrespective of the PO category.
Expense Type	Use the drop-down list box to specify the expense type of the purchase order. The options available are “Revenue” and “Capital”. The system leaves the field blank by default. The system retrieves the purchase orders with the Expense type that you specify here. Leave the field blank to retrieve purchase orders of all Expense types.
Supplier #	A code identifying the supplier (Alphanumeric, 45). You can enter the supplier code in full or specify it partially using the “*” character. The system retrieves all the PO’s whose supplier numbers are similar to the number entered here. Leave this field blank, to retrieve all the POs irrespective of the supplier.

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.

Click the “Search” pushbutton, to retrieve the details in the multiline.

The system displays the following in the “Search Results” multiline.

Purchase Order #	The purchase order retrieved by the system.
Ordering Location	The location where the purchase order is raised.
PO Date	The date on which the purchase order was raised.
PO Status	The status of the purchase orders. The various statuses available are:
	Draft - A PO created without some mandatory information. This status indicates that all the purchase order details have not yet been completely entered.
	Fresh – Indicates that the purchase order is just created. A “Fresh” PO can be modified, cancelled or authorized.
	Open – Indicates that the purchase order is authorized and is open for transactions. A PO can be authorized in “Authorize Purchase Order” activity. An “Open” PO can only be amended.
	Hold – Indicates that the PO is temporarily put on hold. The PO is put on hold in the “Hold / Release Purchase Order” activity.
	Short Close – Indicates that the purchase order is closed. A “Short Closed” PO cannot be used for any transactions. A PO can be short closed in the “Short Close Purchase Order” activity.
	Cancel – Indicates that the PO is cancelled. The PO can be cancelled in the “Edit PO” activity.
	Partially Amended – Indicates that the “Open” purchase order is under amendment or the purchase order has been taken up for amendment.
	Amended – Indicates that the PO is amended. A purchase order can be amended in the “Amend Purchase Order” activity. The amended PO must be authorized.
	NT (Negative Tolerance) Close – Indicates that the PO is closed, based on the tolerance percentage specified. For example, you can close a PO with the status “NT Close”, if 98% of the parts are received, and the tolerance percentage is set as 2%.
	Under Authorization – Indicates that the PO is under authorization or the purchase order is taken for authorization.
	Close – Indicates that the PO is closed.
PO Type	The type of the purchase order.
Supplier #	A code that identifies the supplier.
PO Category	The category under which the purchase order is grouped.
Subcontract	Indicates whether the purchase order facilitates subcontract manufacturing and the issue of spare parts against the PO.

Check the box in the “Select” column of the multiline to select the purchase order number.
Click the “OK” pushbutton.