Assigning purchase order lines

  1. Select Manage Purchase Orders.
  2. Select an unreleased purchase order record.
  3. On the Lines tab, click Create.
  4. Select the distribution method.
  5. On the Detail tab, specify this information:
    Item
    Select the item number.
    Quantity
    Specify the order quantity in unit of measure terms.
    Entered Buy UOM
    Specify the unit of measurement based from Vendor Agreements, Vendor Items, Item Master, or Item Location.
    Description
    Provide a description.
    Item Type
    Select the line item type.
    Entered Unit Cost
    Specify a unit cost.
    Vendor Item
    Select a vendor item, valid manufacturer code, division, and number.
    Early Delivery Date
    Select the early delivery date.
    Late Delivery Date
    Select the late delivery date.
    Ship To Location
    Select a stocking location within the company.
    Contract
    Select a contract.
    PO Ship Date
    Select the ship date.
    Note: This field enables purchase orders to have both the early delivery date and the date shipped from the vendor.
  6. In the Tax section, specify this information:
    Taxable
    Select whether the item is Taxable or Exempt.
    Tax Code
    Select a code representing a specific tax information.
    Tax Usage Code
    Select the tax usage code for the vendor.
    Taxable Unit Cost
    If the line is flagged as Taxable, then the line unit cost is the default to this field. The user can modify the cost if appropriate.
  7. In the Pricing section, select when the price is defined. Values are Cost Required, No Charge, or Vendor Determined.
  8. In the Miscellaneous Details section, specify this information:
    Bill Code
    Select a billing code.
  9. On the Options tab, specify this information:
    Delivery Dates
    Select the early and late delivery dates.
    Inspection
    Select that check box if an inspection is required.
    MSDS Requested
    Select this check box if MSDS is requested.
    Certification
    Select this check box if certification is required for the line item.
    Exclude From Add On Charge Spread
    Select this check box to exclude the line item from the add on cost spread methods.
  10. In the Codes, class section, specify this information:
    Commodity Code
    Select a commodity code to assign to the item.
    Manufacturer Information
    Specify the account of the manufacturer.
    Manufacturer Number
    Specify the identifier that the manufacturer has assigned to an item.
    Purchasing Class, Major
    Select the major purchasing class.
    Minor
    Select the minor purchasing class.
    UNSPSC Code
    Select the segment, family, class, and commodity UNSPSC codes.
  11. In the Comment Code section, select a comment code.
  12. In the Tolerance section, specify this information:
    Overshipment Tolerance Percentage
    Specify the quantity overshipment tolerance percentage.
    Overshipment Tolerance Option
    Select an overshipment tolerance option. Values are Default To Next Level, Use Overshipment Tolerance, or Disable Overshipment Message.
    Undershipment Tolerance Percentage
    Specify the quantity undershipment tolerance percentage.
    Undershipment Tolerance Option
    Select an undershipment tolerance option. Values are Default To Next Level, Use Undershipment Tolerance, or Cancel All Backorders.
    Ignore Lead Time Calculation
    Select this check box if you do not want to update last lead-time value at the item location for inventory and non-stock items that are linked to an inventory location.
  13. In the Global section, specify this information:
    ICN Code
    Select an ICNcode.
    Supplementary Quantity
    Specify the quantity for Intrastat supplementary declarations.
    Line Type
    Select a line type.
  14. Click Save.