Managing information on order requests

In the Purchase Order application, you can manage order requests that originated in another application to add or change insufficient information. This procedure shows you how to manage order requests with insufficient information to create purchase orders.

Before the Purchase Order application can create purchase orders from order requests that originate in other applications, you must define vendor and unit cost values for the items being ordered.

Procedure flow: Managing information on order requests

To manage information on order requests

Access Purchase Order Worksheet (PO23.1).
Select the procurement group or company that has order requests you want to manage.

To select options that sort order requests by document, originating application, or operating company, select from the options in the Filter and List Items section. Consider the following options.


Use	To
Filter button	Select filters that indicate which interface records display.
Sort By field	Select the order in which you want the interface records to display.

Note: If the order request does not contain company, vendor, and buyer information the purchase order will not be released.

Select the Inquire form action.
To manage the purchase order header information (Currency, Shipping, Issue, User, Intrastat, or Miscellaneous), click the Header button.
To enter values that default on all or most non-inventory lines of the purchase order, click the Defaults button.

Edit line information on an order request. Consider the following.


Use	To
Line Action	The available line actions are Select, Change, Cancel, Combine, and Event. The line action of Event requires you to have Strategic Sourcing implemented. Strategic Sourcing users can select the Event line action to create an event interface record, instead of creating a purchase order. For more information, see the Strategic Sourcing User Guide.
More button	Edit details on Line Options. You can adjust the following types of information: Details from Source, Detail, Tax, Dropship, User and Intrastat.
Line detail tabs	Edit line information for the following types of information: Detail, Purchasing, Source, Account/Activity, Asset, and Commodity.

Select the Change form action to add changes.
Select the Release form action to release the purchase order.