Entering Purchase Order Lines
Use the Lines alternative region in the Purchase Orders window to create purchase order lines.
When you save your work, Purchasing creates shipments and distributions if sufficient valid default information is available. Use the Purchase Order Shipments window to review, edit, and create multiple shipment lines for each purchase order line. See: Entering Purchase Order Shipments.
To enter a purchase order line:
2. Enter the purchase line Number for the purchase order line. If you start a new purchase order line, Purchasing displays the next sequential line number available. You can accept this number or enter any line number that does not already exist. This number is used for all alternative regions in the Purchase Orders window.
3. Enter the line Type for the item. When you create your purchase order line, you enter a line type as part of your item information. When you enter a line type, Purchasing automatically copies the corresponding defaults. You cannot change the line type after you have saved your work. You can enter predefined items for your purchase order line only when you specify a quantity based line type. If Bills of Material and Work in Process are installed and you have defined an outside processing line type, you can enter that type here to purchase outside processing. See: Defining Default Options. See: Defining Line Types.
4. Enter the Item you want to purchase. If you enter an item, Purchasing displays the purchasing category, item description, unit of measure, and unit price associated with the item. To create a purchase order line for a one-time item, simply skip the item number field and enter a purchasing category and an item description. If you are purchasing outside processing, you can enter only outside processing items. See: Defining Items.
5. Enter the Revision number for the item on the purchase order line. You can enter a revision number only for items under revision control. See: Defining Item Revisions.
6. Enter the purchasing Category of the item you want to purchase. If you choose an item, Purchasing displays the purchasing category for the item. You cannot change the purchasing category if you choose an item. See: Defining Categories.
7. Enter the Description of the item. If you choose an item, Purchasing displays its description. You can change the item description only if you set up the item attributes to let you do so. The full item description for the current line is displayed beneath the Lines alternative region.
8. Enter the total Quantity you are ordering on the purchase order line.
9. Enter the UOM of the item. The unit of measure qualifies the quantity you enter on the purchase order line. When you choose a line type, its default unit of measure appears here. When you choose an item number, its unit of measure overrides the line type default. You can change the UOM until the item has been received, billed, or encumbered.
10. Enter the unit Price for the item. If you choose an item, the default price is the list price for the item. Otherwise, the default price is from the line type. The Amount field displays the unit price multiplied by the quantity.
11. Enter the Promised date that the supplier promised delivery of the items. This promised-by date is printed on the purchase order.
12. Enter the Need By date when the requestor needs the item. This date is printed on the purchase order if you do not provide a promised-by date. If you are using Master Scheduling/MRP, you must provide either a need-by date or a promised-by date for shipments that correspond to purchase order lines with Master Scheduling/MRP planned items. A need-by date is also required for Inventory planned items. See: Planner Workbench.
13. Optionally enter the Supplier's Item number for this item.
Multiple distributions, Promised date, and Need-By date display as "multiple" at the line level.
14. Select Reserved to reserve funds for the line.
To reaccess a purchase order quickly:
- Choose Place on Navigator from the Action menu. Choose the Documents alternative region in the Navigator to later access the purchase order more quickly. See also: Using the Navigator's Documents Region.
Note: Once you place a document in the Navigator, it is the first thing you see in the Navigator the next time you log into Purchasing. Choose Functions to return to the Purchasing menu.
See Also
Overview of Purchase Orders
Entering Purchase Order Headers
Supplier Item Catalog Overview
Entering Currency Information
Entering Purchase Order Details Information
Entering Purchase Order Shipments
Entering Purchase Agreement Price Break Information
Submitting a Document for Approval.
Entering Purchase Order Notification Controls
Entering and Viewing Purchase Order Acceptances
Viewing Action History
Entering Purchase Order Preferences
