Planned Purchase Order Hub

Planned Purchase Order Hub is an M3 Experience Designer application that helps buyers and material planners manage planned purchase orders (PO). It consolidates planning data, supplier alternatives, and inventory insights to support better decision-making and reduce the time spent navigating multiple M3 programs. Users can create, edit, delete, and release planned purchase orders directly from the application, and access the related information when needed. Conditional styling is available in the application, and its integration with H5 enables users to quickly access related actions.

User story

A buyer or a material planner needs a single consolidated application to efficiently manage planned PO, enabling access to planning data, supplier alternatives, and inventory insights all in one place. The application streamlines decision-making and reduces the time spent navigating multiple M3 programs.

M3 Business Engine configuration

These M3 Business Engine (BE) configurations are required for the Planned Purchase Order Hub application to function properly:

You must have planned PO set up in 'Planned Purchase Order. Open' (PPS170) to display information in the application.
You must set the agreement type to 1 when creating a planned PO, and set 'Item' (ITNO) as the primary control object in 'Purchase Agreement Selection Field. Open' (CRS746) to display prices in the application.

See specific configuration per component in Components

Application authorization

You must have authorization to use the required M3 BE functions and API transactions before accessing and running the M3 Experience Designer application. This table shows the functions and transactions used by the Planned Purchase Order Hub application:


Function or API	Transaction	Information Category	View
LISTMI	ListDataAsCSV	M3_LIST_MPOPLP	M3_01_01
LISTMI	ListDataAsCSV	M3_LIST_MPAGRP	M3_01_01
LISTMI	ListDataAsCSV	M3_LIST_MITBAL	M3_02_01
LISTMI	ListDataAsCSV	M3_LIST_MPURST	M3_01_01
MMS080MI	LstMtPlByItmWhs
MMS200MI	GetItmWhsBal
MMS200MI	GetItmWhsBasic
MMS200MI	SearchItem
PPS115MI	LstAltSupplier
PPS170MI	CrtPOP
PPS170MI	RelPOP
PPS170MI	UpdPlannedPO
PPS170MI	DelPlannedPO
PPS170MI	GetPlannedPO
PPS170MI	SearchPOP

Planned Purchase Order Hub application components and functions

Application Header

The application header contains the 'Purchase Order Hub' button, which opens to the Purchase Order Hub application when you click it.

Planned Purchase Orders

The Planned Purchase Order Hub application starts with the Planned Purchase Orders data grid displaying the planned purchase orders connected to the user. You can create, edit, delete, release, and search for a planned order.

'Overview'

The 'Overview' tab contains forms, a data grid and a chart:

Order Details: This form displays fields, such as 'Reference type', 'Requested delivery date', 'Planning date', and 'Release date'. The form is loaded with data when you select a planned PO.
Prices: This form displays price information. In this form, the data grid displays purchase prices connected to a planned PO. This data grid is filled with data when you select a planned PO.
Status Breakdown: This chart shows the number of planned orders per status and is populated when you select a planned PO.

'Planning Information'

The 'Planning Information' tab contains one data grid and one form. The Material Plan data grid displays the material plan for the item on the selected planned order, and the Planning Data form shows planning information, such as 'Allocated quantity', 'On-hand approve', 'Safety stock', and 'Lead time'. Both are filled with data when you select a planned PO.

'All Warehouses'

The 'All Warehouses' tab contains two data grids. The Stock Balance All Warehouses data grid displays the stock balance in all warehouses for the item on the selected planned order and enables the user to create a distribution order. This data grid is loaded with data when you select a planned PO. The Material Plan Selected Warehouse data grid displays the material plan for the selected warehouse and item. This data grid is filled with data when you select a warehouse.

'Suppliers'

The 'Suppliers' tab contains one form and two data grids.

Current Supplier Details: Displays supplier information and is populated with data when you select a planned PO.
Alternative Suppliers: Enables the user to change the supplier on the planned purchase order, as well as connect items to the supplier. This data grid is loaded with data when you select a planned PO.
History: Shows historical data connected to the alternative supplier. This data grid is updated with data when you select a supplier.

Components

This table shows the components in the Planned Purchase Order Hub application with their corresponding details:


Component	Details
Application header	Component ID: appHeader Purpose: Displays the main application header with navigation and title M3BE data used: n/a Data services used: n/a Comment: Contains a button that opens the Purchase Order Hub application
Planned Purchase Orders data grid	Component ID: DataGrid_PlannedPO Purpose: Manages a list of planned purchase orders M3BE data used: 'Planned Purchase Order. Open' (PPS170) Data services used: List_PlannedPurchaseOrders, Delete_PlannedPO, and Update_PlannedPOP_Status Comment: You must activate the MPOPLP table for search in the M3 Function Search Administration.
Material Plan data grid	Component ID: DataGrid_MaterialPlan Purpose: Shows material plan details for proposals M3BE data used: 'Material Plan. Open' (MMS080) Data services used: List_MaterialPlan Comment: n/a
Stock Balance All Warehouses data grid	Component ID: DataGrid_StockBalanceAll Purpose: Displays stock balances across all warehouses M3BE data used: 'Balance Identity. Display' (MMS060) Data services used: List_StockBalanceAllWarehouses Comment: n/a
Material Plan Selected Warehouse data grid	Component ID: DataGrid_MaterialplanAllWarehouses Purpose: Displays material plan data for a selected warehouse. M3BE data used: 'Material Plan. Open' (MMS080) Data services used: List_MaterialPlanAllWarehouses Comment: n/a
Alternative Suppliers data grid	Component ID: DataGrid_AvailableSuppliers Purpose: Lists available suppliers for selected items. M3BE data used: 'Supplier. Display Alternate' (PPS115) Data services used: List_AlternativeSuppliers Comment: n/a
History data grid	Component ID: DataGrid_AltSupplierDetails Purpose: Displays history and details of alternative suppliers M3BE data used: 'Purchase Statistics. Display' (PPS450) Data services used: List_AlternativeSupplierStatistics Comment: You must activate the MPURST table for search in the M3 Function Search Administration.
Price form	Component ID: Form_POItemPrice Purpose: Displays purchase order item pricing M3BE data used: 'Planned Purchase Order. Open' (PPS170) Data services used: Get_PlannedPO Comment: n/a
Prices data grid	Component ID: DataGrid_Prices Purpose: Displays price listings related to planned purchase orders M3BE data used: 'Purchase Agreement. Enter Prices' (PPS102) Data services used: List_POAgreementPrices Comment: Requires the agreement type to be set to 1 on the planned PO. Set 'Item' (ITNO) to be the primary control object in 'Purchase Agreement Selection Field. Open' (CRS746). You must activate the MPAGRP table for search in the M3 Function Search Administration.
Planning Data form	Component ID: Form_PlanningData Purpose: Displays planning data related to planned orders M3BE data used: 'Item. Connect Warehouse' (MMS002) Data services used: Get_PlanningData Comment: It uses AFLM=1.
Current Supplier form	Component ID: Form_CurrentSupplier Purpose: Shows details for the current supplier M3BE data used: 'Planned Purchase Order. Open' (PPS170) Data services used: Get_SupplierInformation Comment: n/a
Order Details form 1	Component ID: Form_OrderDetails1 Purpose: Displays order details for selected planned purchase orders M3BE data used: 'Planned Purchase Order. Open' (PPS170) Data services used: Get_PlannedPO Comment: n/a
Order Details form 2	Component ID: Form_OrderDetails2 Purpose: Displays order details, including references and priorities M3BE data used: 'Planned Purchase Order. Open' (PPS170) Data services used: Get_PlannedPO Comment: n/a
Status Breakdown chart	Component ID: Chart_Status Purpose: Displays the number of planned orders per status M3BE data used: 'Planned Purchase Order. Open' (PPS170) Data services used: List_PlannedPurchaseOrders Comment: You must activate the MPOPLP table for search in the M3 Function Search Administration.

Links and bookmarks

This table shows the links and bookmarks along with their purposes:


Link ID	Type	Purpose
Link_AltSupplierOpen	M3 Bookmark	Opens 'Supplier. Connect Item' (PPS040) to let the user connect an item to an alternative supplier
Link_CreateDOprop	M3 Automation	Creates a planned distribution order
Link_MaterialPlanOpen	M3 Bookmark	Opens 'Material Plan. Open' (MMS080) to let the user view material plan details
Link_POHub	M3 Bookmark	Opens the Purchase Order Hub application

Dialogs

This table shows the dialog ID and API programs with their purposes:


Dialog ID	API program	Purpose
SimpleDialog_ChangePlannedPO	PPS170MI/UpdPOP	A dialog for modifying planned purchase order details.
SimpleDialog_ReleasePerBuyer	PPS170MI/RelPOP	A dialog to release planned purchase orders per buyer.
SimpleDialog_CreatePlannedPO	PPS170MI/CrtPOP	A dialog to create a new planned purchase order.
SimpleDialog_ChangePlannedPOSUNO	PPS170MI/UpdPOP	A dialog to change the supplier for a planned purchase order.

Conditional styles

This table shows the conditional styles of the components in the Planned Purchase Order Hub application:


Component	Condition name	Target field	Condition	Styling
Planned Purchase Orders data grid	Condition_POMSG1	POMSG1	POMSG1=E	Background color: #FBE7E8– light red Text color: #C31014– red Text override: Price missing Icon: error Icon color: #C31014– red
Planned Purchase Orders data grid	Condition_POMSG1	POMSG1	POMSG1ME	Background color: #FBE7E8– light red Text color: #C31014– red Text override: CO credit stop Icon: error Icon color: #C31014– red
Planned Purchase Orders data grid	Condition_POMSG1	POACTP	POACTP contains A	Text color: #C0064D4 – blue Icon: info Icon color: #C0064D4 – blue
Planned Purchase Orders data grid	Condition_POMSG1	POACTP	POACTP=B7	Text color: #DA1217– red Icon: delete Icon color: #DA1217– red
Planned Purchase Orders data grid	Condition_POMSG1	POACTP	POACTP contains B and POACTP!=B7	Text color: #CD6200– orange Icon: search-results Icon color: #CD6200– orange
Planned Purchase Orders data grid	Condition_POMSG1	POACTP	POACTP contains C	Text color: #DA1217– red Icon: clock Icon color: #DA1217– red
Planned Purchase Orders data grid	Condition_POMSG1	POMSG1	POMSG1=A	Background color: #FBE7E8– light red Text color: #C31014– red Text override: Supplier not defined Icon: error Icon color: #C31014– red
Planned Purchase Orders data grid	Condition_POMSG1	POMSG1	POMSG1=F	Background color: #FBE7E8– light red Text color: #C31014– red Text override: Authorization is required Icon: error Icon color: #C31014– red
Planned Purchase Orders data grid	Condition_POMSG1	POMSG1	POMSG1=98	Background color: #FEF2E5– light orange Text color: #BB5500– orange Text override: Standard cost is zero Icon: alert Icon color: #BB5500– orange
Planned Purchase Orders data grid	Condition_POMSG1	POMSG1	POMSG1=15	Background color: #FEF2E5– light orange Text color: #BB5500– orange Text override: Not divisible by order multiple Icon: alert Icon color: #BB5500– orange
Planned Purchase Orders data grid	Condition_POMSG1	POMSG1	POMSG1=30	Background color: #FEF2E5– light orange Text color: #BB5500– orange Text override: Less than min order quantity Icon: alert Icon color: #BB5500– orange
Planned Purchase Orders data grid	Condition_POMSG1	POMSG1	POMSG1=40	Background color: #FEF2E5– light orange Text color: #BB5500– orange Text override: Greater than max order quantity Icon: alert Icon color: #BB5500– orange
Planned Purchase Orders data grid	Condition_PORELD	PORELD	PORELD earlier than today	Text color: #DA1217– red Text weight: bold
Planned Purchase Orders data grid	Condition_POMSG1	POMSG1	POMSG1=95	Background color: #FEF2E5– light orange Text color: #BB5500– orange Text override: Del date missing in ship calendar Icon: alert Icon color: #BB5500– orange
Planned Purchase Orders data grid	Condition_POMSG1	POMSG1	POMSG1=50	Background color: #FEF2E5– light orange Text color: #BB5500– orange Text override: Greater than max agreement qty Icon: alert Icon color: #BB5500– orange
Planned Purchase Orders data grid	Condition_POMSG1	POMSG1	POMSG1=55	Background color: #FEF2E5– light orange Text color: #BB5500– orange Text override: Greater than replenishment quantity Icon: alert Icon color: #BB5500– orange
Planned Purchase Orders data grid	Condition_POMSG1	POMSG1	POMSG1=B	Background color: #FEF2E5– light orange Text color: #BB5500– orange Text override: Item or supplier is missing Icon: alert Icon color: #BB5500– orange
Planned Purchase Orders data grid	Condition_PORELD	PORELD	PORELD=today	Text color: #CD6200– orange Text weight: bold
Planned Purchase Orders data grid	Condition_OpenPO	POSUNO	PUSUNO!=blank	Icon: launch Icon color: #0066D4– blue Hyperlink opens Supplier Overview application.
Planned Purchase Orders data grid	Condition_POPSTS	POPSTS	POPSTS=00	Background color: #FBE7E8– light red Text color: #C31014– red
Planned Purchase Orders data grid	Condition_POPSTS	POPSTS	POPSTS=60	Background color: #EBF9F1– light green Text color: #1C7F49– green Icon: apply-rule Icon color: #1C7F49– green
Planned Purchase Orders data grid	Condition_POPSTS	POPSTS	POPSTS=05	Background color: #FEF2E5– light orange Text color: #BB5500– orange
Prices data grid	Condition_HKTAEP	AJMAPR	AJMAPR =1	Background color: #CBEFDC– light green Text color: #156138– green Apply on whole row
Material Plan data grid	Condition_JX9PNB	ACTP	ACTP!=blank	Icon: launch Icon color: #0066D4– blue Hyperlink 'Action Message. Open per Item' (RPS002)
Material Plan data grid	Condition_F8YQNU	PLDT	PLDT earlier than today	Text color: #DA1217– red Text weight: bold
Material Plan data grid	Condition_YNBRQJ	PQOH	PQOH=<0	Background color: #FBE7E8– light red Text color: #C31014– red
Stock Balance All Warehouses data grid	Condition_XBNVOC	MBSTQT	MBSTQT=0	Icon: alert Icon color: #BB5500
Material Plan Selected Warehouse data grid	Condition_VQ5OPF	ACTP	ACTP!=blank	Icon: launch Icon color: #0066D4– blue Hyperlink 'Action Message. Open per Item' (RPS002)
Material Plan Selected Warehouse data grid	Condition_EK7E48	PLDT	PLDT earlier than today	Text color: #DA1217– red Text weight: bold
Material Plan Selected Warehouse data grid	Condition_F9XOKQ	PQOH	PQOH=<0	Background color: #FBE7E8– light red Text color: #C31014– red
Alternative Suppliers data grid	Condition_AH6D5B	PAST	PAST=10	Icon: partially-supported Icon color: #CD6200– orange
Alternative Suppliers data grid	Condition_AH6D5B	PAST	PAST=20	Icon: apply-rule Icon color: #1F9254– green
Alternative Suppliers data grid	Condition_AH6D5B	PAST	PAST=90	Icon: apply-rule Icon color: #DA1217– red
Alternative Suppliers data grid	Condition_AH6D5B	PAST	PAST=40	Icon: apply-rule Icon color: #1F9254– green