Specifying information for purchase order request

Purchase order requests are available for style records. Users can control access to the Request for Purchase Order feature through Business Rules.

After defining the main information of your request and specifying the request type as Purchase Order, you must define additional information.

The Request Sub Type is automatically filled with the value ‘Purchase Order’. This is a system-defined generic lookup value but you can update this field by the user within the Request.

Request for Purchase Order has a different Item Mix with the ability to add lines from the Style’s SKU.

  1. To open a modal for the selection of the SKUs, click Add from SKU.
  2. To select SKUs inclusion options, click Include All or Exclude All.
    By default, nothing is selected.
  3. To individually select the SKUs to add to the Item Mix, click the Included column.
  4. Select an SKU and click Add.

    This option includes the selected SKU in the Item Mix, keep the Add function from SKU modal open, and deselect the added SKU.

  5. Optionally, to include the selected SKU in the Item Mix and close the Add function from SKU modal, click Add and Close.
  6. To define the Purchase Order item mix, specify the applicable details:
    Item Code
    Shows the ERP SKU number if available.
    Color Content
    Shows the Color Content from the Style Colorways. When manually adding items in the item mix, use Color Content to select a color.
    Color Name
    Shows the Color Name from the Style Colorways.
    Sizes
    Shows the Sizes from Style Sizes. When manually adding items in the item mix, use Sizes to select a size.
    Note: Characteristics are not yet part of the distinction of SKUs within Purchase Order - Item Mix.
    Quantity
    Specify quantity value. Decimal places are not allowed.
    UOM
    Shows the default values from the UOM in the Item Information header. You can edited the vaues for each item.
    Notes
    Specify notes to consider.
    Receive Date
    Specify the receive date.
    Ship Date
    Specify shipping date.
    User Defined 1
    Specify user-defined information.
    User Defined 2
    Specify user-defined information.
    Status
    Shows the status for each line in the item mix.
    Received Qty
    Specify the received quantity.
    Ship To
    Specify the address where the item is shipped.
    Size Range
    Automatically filled when Size Range is chosen from the Add from SKU modal. When you manually specify the item, Size Range is the default value from the Size Range in the Item Information.
  7. On the E-mail and E-mail Content tab, provide the sender and recipient information.
  8. Click Save.
    Click Save and Send to save the request and send it to a partner.