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.
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From the Planning Detail form, select the planned
orders you want to firm.
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Click the Firm button.
The system displays the Planning Detail Firm PO form.
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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.
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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.
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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.
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On the Planning Detail Firm PO form,
click OK. The system firms the planned
orders into the purchase order.