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, the inclusion options are not 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 clear 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 this information:
    Color Content
    This field shows the Color Content from the Style Colorways. When manually adding items in the item mix, use Color Content to select a color.
    Sizes
    This field 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 the quantity value as a whole number.
    UOM
    This field shows the default values from the UOM in the Item Information header. You can edit the values for each item.
    Supplier Purchase Price
    This field shows the purchase price for the selected color from the Style Costing. You can edit the values for each item mix line.
    Note: If no specific color-level costing is defined for a certain color, the Preferred Costing column of the supplier selected in request is used as the purchase price.
    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
    This field 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.
    Channel

    Select a one or multiple channels.

    This field is multi-select, with values sourced from the Generic Lookup table.

  7. Additionally, to add Style Pack and Prepack records, click the Add from Style Packs icon from the Item Mix Grid toolbar.
    See Style packs in request purchase order.
  8. On the E-mail and E-mail Content tab, provide the sender and recipient information.
  9. Click Save.
    Click Save and Send to save the request and send it to a partner.