Selecting purchase order for amendment

This page allows you to select an authorized purchase order for amendment. Tell me more.

Select the “Amend Purchase Order” link under the “Purchase Order” business component.

The “Select Purchase Order” 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 “Direct Entry” group box, if you know the exact purchase order number to be amended.

Purchase Order #

The number identifying the purchase order to be amended (Alphanumeric, 18).

Note: Purchase orders, which are in “Open”, “Under Amendment”, “Amended” or “Returned (with amendment # > 0 )” status, can be amended.

Select the “Amend Purchase Order” link provided alongside, to amend the purchase order details.

To search for a purchase order

Enter the following in the “Search Criteria” group box, to search for the purchase order you wish to amend. Data entry in the following is optional.

PO #	The number identifying the purchase order to be amended (Alphanumeric, 18). You can enter the PO number in full or specify it partially using the “*” character. The system retrieves all the purchase orders with PO numbers similar to the number entered here. Leave this field blank, to retrieve all the POs.
PO Type	Use the drop-down list box to specify the type of the purchase order to be amended. The various PO types are “General”, “Express”, “Dropship”, "Exchange", "PBH-Exchange", "PBH", "Consignment", Customer Goods", "Service", "Adhoc" and “Sample”. The system retrieves all the POs that are of the type specified here. The system leaves this field blank by default. Leave this field blank, to retrieve all the POs, irrespective of their type.
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.
PO Date From/To	The starting date, in the range of purchase order dates, from which the purchase order details must be retrieved in the first input box (Date Format). The system lists all the purchase orders that are raised later than this date. The date entered must be in the same format as displayed in the “Date Format” field and must be lesser than or equal to the system date. The system displays the date that is one month prior to the current system date, by default. The ending date, in the range of purchase order dates, until which the purchase order details must be retrieved in the second input box (Date Format). The system lists all the purchase orders that are raised earlier than this date. The date entered must be in the same format as displayed in the “Date Format” field and must be lesser than or equal to the system date. The system displays the current system date by default.

Note: The date entered in the “PO Date From” field must be less than or equal to the date entered in the “PO Date To” field.

Expense To	Use the drop-down list box to select the posting finance book for the purchase order. The drop-down list displays all finance books in “Active’ status that are valid for the login organization. In addition, if “Purchase Order on behalf of Trading Partner" under the category 'Purchase Order' is set as "Allowed" in Purchase Option Settings activity of the Logistics Common Master, the drop-down list box will display also finance books from group companies for which “Enable Automatic Accounting for Purchases in the related Company” is set as "Yes". The system retrieves all purchase orders posted to the finance book that you select here.
Supplier #	The 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 POs raised on a supplier similar to the number entered here. Leave this field blank, to retrieve all the POs, irrespective of the supplier.
Part Type	Use the drop-down list box to select the part type for which purchase orders must be retrieved. All the part types defined in the “Create Parts Main Information” activity of the “Part Administration” business component are available for selection. The various part types available are “Raw material”, “Component”, “Expendable”, “Tool”, “Consumable”, “Kit” and “Miscellaneous”. The system leaves this field blank by default.
Part #/Mfr. Part #	The part number (Alphanumeric, 40). You can enter the part number in full or specify it partially using the “*” character. The system retrieves all the purchase orders raised on part numbers similar to the number entered here. Leave this field blank, to retrieve all the POs, irrespective of the part.
PO Category	Use the drop-down list box to specify the PO category. All the categories irrespective of the status, defined in the “Create Common Category” activity of "Logistics Common Master" business component are available for selection. The system leaves this field blank by default. Leave this field blank, to retrieve all the POs, irrespective of the PO category.
User Status	Use the drop-down list box to specify the user status. All the “Active” user-defined statuses defined in the “Create Quick Codes” activity are available for selection. The system retrieves all the POs that are in the status specified here. The system leaves this field blank by default. Leave this field blank, to retrieve all the POs, irrespective of their user-defined status.
Buyer Group	Use the drop-down list box to select the buyer group to which the buyer is associated. The system sets the field to blank by default. Note: 1. If the “Buyer Control” option for the Category “Purchase Order” is set as “Needed” in the “Set Purchase Options” activity of the “Logistics Common Master” business component, the Buyer Group drop-down list box is loaded with values that satisfy all the following conditions: Buyer groups that are in “Active” status Buyer groups that are mapped to the login user as a buyer of type “Primary” or “Secondary” and Buyer groups that have rights for Purchase Order document in the “Buyer Group” business component. 2. If the option “Buyer Control” for the Category “Purchase Order” is set as “Not Needed” in the “Set Purchase Options” activity of the “Logistics Common Master” business component, the Buyer Group drop-down list box is loaded with all the buyer groups mapped to the Purchase Order document. 3. All purchase orders created with a buyer group and other purchase orders without any buyer group are retrieved, if the option "Specific Buyer Group based PR search” is set as "1" i.e., Include PR without a Buyer Group in the “Purchase Option Settings” activity under the “Logistics Common Master” business component. 4. Only purchase orders created with a buyer group are retrieved, if the option "Specific Buyer Group based PR search” is set as "0" i.e., Exclude PR without a Buyer Group in the “Purchase Option Settings” activity under the “Logistics Common Master” business component.
Created by	The name of the user who created the PO. (Alphanumeric, 40).
Core Status	Use the drop-down list box to specify the core status of a part in the purchase order of type “Exchange” and “PBH-Exchange”. The system provides the options “Open”, “Core Due” and "Receipt Due”. The system retrieves all the POs having parts with the specified core status. Leave this field blank, to retrieve all the POs, irrespective of their core status The system displays leaves the field blank by default.
Purchase For	Use the drop-down list box to indicate whether the purchase order must be created for the login organization or for a group company or for the customer. The drop down list box will display the following options for the category 'Purchase Order' in Purchase Option Settings activity under Logistics Common Master: Self, Supplier and Customer, if both "Purchase Order on behalf of Supplier" and “Purchase Order on behalf of Customer” are set as "Allowed" . Self and Supplier, if “Purchase Order on behalf of Supplier” is set as “Allowed” and “Purchase Order on behalf of Customer” is set as “Not Allowed”. Self and Customer, if “Purchase Order on behalf of Customer” is set as “Allowed” and “Purchase Order on behalf of Supplier” is set as “Not Allowed”. However, if both "Purchase Order on behalf of Supplier" and “Purchase Order on behalf of Customer” are set as "Not Allowed", the sole option available will be Self." Self: Indicates the purchase order is intended for the login organization. Supplier: Indicates the purchase order is intended for a supplier that is a group company. Customer: Indicates the purchase order is intended for a customer Note: You must not select Supplier from the drop-down list box: 1) if the PO type is Sample or Customer Goods; 2) if the expense type of the purchase order is Capital. You can select Customer from the drop-down list box if the PO type is ‘General’, ‘Express’, ‘Exchange’, 'Service' or 'Adhoc'. In the editable field alongside, enter the Trading Partner # to specify the Supplier / Customer.

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 PO details in the multiline.

Note: If PO type is set as “PBH Exchange” or “Exchange”, then the system retrieves only POs having core status as "Receipt Due" or "Open".

Note:

When the parameter "Amendment of PO when GR is in Received Status" in the “Set Option” activity of the “Logistics Common Master” business component is set as "0" (Not Allowed) then purchase orders that do not have any GR in “Received”, “Receipts Frozen” or “Partially Inspected” status are retrieved.
When the parameter "Amendment of PO when GR is in Received Status" in the “Set Option” activity of the “Logistics Common Master” business component is set as "1" (Allowed) then all the purchase orders that have a GR in “Received” Status but does not have any GR in “Receipts Frozen” or “Partially Inspected” status are retrieved.

The system displays the following “Search Results” multiline.

Purchase Order #	The purchase order retrieved by the system.
PO Date	The date on which the purchase order was raised.
Supplier #	The code identifying the supplier.
Supplier Name	The supplier name.
Expense Type	The expense type of the purchase order.
PO Status	The status of the purchase order.
Created By	The name of the user who created the purchase order.
Buyer Group	The code that identifies the buyer group with which the purchase order is associated.
User Status	The user-defined status of the purchase order.
Core Status	A concatenation of unique core statuses of parts in the purchase order.
Expense To	The finance book for posting of account entries against the purchase order.
Purchase For	Indicates whether the purchase order must be created for the login organization or for a group company or for the customer.
Trading Partner	Displays the concatenation of Trading Partner # and name in the format “Trading Partner # \| Trading Partner Name”.
Subcontract	Indicates whether the purchase order facilitates subcontract manufacturing and the issue of spare parts against the PO.

Click the hyperlinked purchase order number in the multiline, to amend the purchase order details.

Note: Purchase orders, which are in “Open”, ““Under Amendment”, “Amended” or “Returned (with amendment # > 0 )” status, can be amended.

Atleast one row must be selected in the multiline.

Selecting purchase order for amendment – An overview

This page allows you to select an authorized purchase order for amendment. You can directly enter the purchase order number or carry out a search using PO number, date on which the PO is raised, type of the part or user status. The system displays the purchase order number, date on which the PO is raised, supplier code, name of the supplier and the status of the supplier.