Purchase orders

Purchase backorders

After a final receipt, the original purchase order line's Encumbrance transaction is reversed for the total line amount. If a backorder line is created, an Encumbrance transaction is booked for the backorder line amount. The original order line's BAD is copied to the backorder line.

If the Combine Open Backorders check box is selected in the Purchase Order Types (tdpur0194m000) session, an existing open backorder line can be updated with a new backorder quantity.

If this is the case:

  1. The existing back order line becomes unapproved
  2. You must manually update the linked BAD with the additional quantity
  3. The budget is checked
  4. If no budget exception is applicable, the back order line is approved again
  5. The budget is checked
Note: For potential backorders, the budget is not checked or updated.

Copied purchase orders

The following apply to a copied purchase order line:

  • If the line is copied from an actual purchase order line, the linked BAD is also copied.
  • If the line is copied from a purchase history line, the BAD cannot be copied.
  • If the new line's quantity differs from the quantity on the original order line, the BAD is not automatically updated. You must manually update the linked BAD.

You can copy purchase order lines in the Copy Purchase Order (tdpur4201s000) session.

Purchase return orders

For a Return Inventory purchase order line:

  • No budget check is executed for the return order line, only a budget balance update.
  • If the return order line is linked to an original purchase order line or to an original purchase order receipt, the BAD of the original order line is copied to the return order line.
  • When the purchase receipt is confirmed, the Encumbrance balance is decreased with the quantity of the return order line and the Receipt Expense balance is increased. Therefore, a BAD must be copied or generated for the return order line.

For a Return Rejects purchase order line, if the Payable to Supplier check box is selected in the Inventory Handling Parameters (whinh0100m000) session, the above actions are also applicable. However, if the Payable to Supplier check box is cleared, the budget balance is not updated when rejected goods are returned. The receipt expense is reversed at the moment of rejection.

Purchase additional costs

If lines with additional costs must be added to a purchase order, these additional cost lines are generated during the approval of the purchase order. The budget check and update for these additional cost lines is always executed at line entry. If the budget check fails, the Budget Exception check box is selected and the Approved check box is cleared for the line.

If the purchase order is modified after approval, the additional costs can be recalculated. Dependent on the (Re)calculate Additional Costs field in the Purchase Order Parameters (tdpur0100m400) session, additional costs are recalculated automatically, interactively, or not. When additional costs are recalculated, first the existing additional cost lines are deleted. Next, new cost lines are retrieved and added to the purchase order. For the newly added cost lines, the budget check is executed.

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