Firming Planned Orders into a Purchase Order

When the Source field on the General tab of the Items form shows that the source of this item is Purchased and the Create PO Reqs from PLN field in the Planning Parameters form is cleared, the system firms each selected planned order into lines or releases on a purchase order.

To firm multiple orders at once, use the Material Planner Workbench.

  1. From the Planning Detail form, select the planned orders you want to firm.
  2. Click the Firm button.

    The system displays the Planning Detail Firm PO form.

  3. In the PO field, perform one of the following actions:
    • To let the system assign the next available PO number, leave the field blank. The system adds the default PO prefix defined in the Purchasing Parameters form.
    • To use a prefix other than the default, enter a new PO prefix.
    • Enter or select an existing PO number.

      If you select a regular PO, the planned orders become lines on the PO. If you select a blanket PO, the planned orders become releases on the PO.

      Note:  If you enter an existing blanket PO, and this item does not appear on any line in the PO, the system sums the quantities of the selected planned orders and stores them in the newly created blanket PO line.

      If you entered an existing PO number, the vendor for that purchase order displays automatically in the Vendor field.

      Note:  For existing purchase orders, the system always uses the vendor specified on the purchase order, rather than the default vendor from any existing item/vendor cross-reference.
  4. If the Use PO Change Orders parameter on the Purchasing Parameters form is set to Sometimes, you can select the Perform PO Change Order field to create a PO change order.

    If the parameter is set to Always, the system creates the PO change order automatically.

    If the parameter is set to Never, the Perform Change Order field is disabled.

  5. If you created a new purchase order, select a vendor. If you know the vendor number, enter it in the Vendor field.
    Note:  If you leave the Vendor field blank, the system assigns the item's first-ranked item/vendor cross-reference. If no item/vendor cross-reference exists, the system creates the PO with no vendor assigned.
  6. On the Planning Detail Firm PO form, click OK. The system firms the planned orders into the purchase order.
Related topics