Purchasing

This section contains enhancements in Financials and Supply Management.

Add UNPSC to Add On Charge

Add Commodity Code to Add On Charge setup to use for third party tax calculations.

To prepare for forthcoming functionality, the Commodity Code is available on the Add On Charge setup page for third party tax calculations.

Not applicable at this time. For now the field is available to the add on charge setup, and additional changes are coming to use this field for third party tax calculations.

JR-3487586

UX - Buyer PO Totals

Uplift Purchase Order Total tab to conform to the SoHo 4 UX standards.

  • Purchase Order
    • Changed the type of DerivedNumberOfLines from InternationalAmount to Numeric
  • Purchase Order-UI
    • Moved Number of Lines at the top of the form
    • Changed font size from header4 to header3 (Purchase Order, Number of Lines, Other Vendor, Accrued Tax and Total)
    • Aligned Subtotal with other field
  1. Create a Purchase Order and Line.
  2. Select the Purchase Order Total tab and verify field changes.

JR-3511963

UX - Buyer Purchase Request tab Action Buttons

Uplift Purchase Request List to conform to the SoHo 4 UX standards.

  • Arranged called-out actions in the Purchase Request List.
  • Renamed Select All to Advance Selection and renamed Add to Purchase Order to Append To Purchase Order.
  • Select For Purchase Order is now visible and can be performed when the selected purchase order is false.
  • Added a condition that may grayed-out to the called-out action – CreatePurchaseOrder and AppendToPurchaseOrder and can only be valid to when the selected purchase order is set to true.
  • Moved the Unselect All My Records action inside of the ellipses.
  1. Create a Requisition.
  2. Create a Requisition Line and set Create Purchase Order to true.
  3. Release the requisition.
  4. Sign in as Buyer and select Manage Purchase Requests. Select the Purchase Request tab.
  5. Select a record and perform Select For Purchase Order.
  6. Verify that Create Purchase Order and Append to Purchase Order are not available to use (grayed-out).
  7. Reselect the selected record.
  8. Create a Purchase Order and verify that Append to Purchase Order can be used and Select For Purchase Order is not available to use (grayed-out).
  9. Click the ellipsis and verify that the Unselect All my Records action is inside of it.

JR-3460667