Purchase Order Hub

Purchase Order Hub is an M3 Experience Designer Application that enables managing and monitoring purchase orders efficiently. Buyers and supply planners can view, edit, and confirm purchase orders in one application instead of navigating multiple M3 programs. The application supports several actions, such as printing, advising, and canceling orders. It also integrates with H5 for essential tasks such as order creation and printing.

User story

A supply planner or purchaser needs a unified application to efficiently manage and monitor purchase orders, avoiding navigation through multiple M3 programs and streamlining daily tasks.

M3 Business Engine configuration

M3 Business Engine (BE) configurations are required for the Purchase Order Hub application to function properly. You must have orders set up in the 'Purchase Order. Open' (PPS200) to display data in the application.

See specific configurations 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 Purchase Order Hub application:
Function or API Transaction Information Category View
CRS620MI LstAddresses
CRS620MI GetAddress
CRS620MI GetBasicData
LISTMI ListDataAsCSV M3_LIST_MPHEAD M3_01_01
LISTMI ListDataAsCSV M3_LIST_MITBAL M3_02_01
MMS080MI LstMtPlByItmWhs
MMS200MI GetItmWhsBasic
MWS150MI SelSupplyChain
PPS001MI AdviseAll
PPS001MI AdviseLine
PPS001MI FinishMark
PPS001MI ConfirmAll
PPS001MI ConfirmLine
PPS200MI AddLine
PPS200MI LstLine
PPS200MI UpdLine
PPS200MI UpdHead
PPS200MI GetHead
PPS215MI LstPOCharges
PPS330MI ListPOTrans

Purchase Order Hub application components and functions

Application Header

The Application Header contains these buttons:
  • 'Planned Purchase Order': Click to open the Plan Purchase Order Hub application.
  • 'Supplier Overview': Click to open the Supplier Overview application.

Purchase Order Header

The Purchase Order Hub application starts with a Purchase Order Header data grid displaying the purchase orders. Purchase orders must be in the status range of 15 to 70 to be shown on the list. In this data grid, you can search, create, copy, confirm, change, advise, print, and cancel orders.

Purchase Order Lines

The Purchase Order Lines data grid displays order lines and is populated with data when you select an order. You can add, change, confirm, advise, and cancel lines.

'Purchase Order Header'

The 'Purchase Order Header' tab contains the forms of Purchase Order Header and Supplier information. These data grids are populated with data when you select an order.

'Purchase Order Transactions'

The 'Purchase Order Transactions' tab contains a data grid that displays transactions for a selected order. It is populated with data when you select an order.

'Charges'

The 'Charges' tab contains a data grid that displays charges for the order lines. This data grid is populated with data when you select an order.

'Supply Chain'

The 'Supply Chain' tab contains a data grid that displays supply chain information. This data grid is populated with data when you select an order.

'Planning Information'

The 'Planning Information' tab includes a form and three data grids:
  • Planning Parameters: This form displays fields, such as 'Item number', 'Buyer', 'Supplier', and 'Planning method'. The form is populated with data when you select an order line.
  • Material Plan: This data grid shows fields, such as 'Planning date', 'Alternative planning date', 'Order category', and 'Status'. The Material Plan data grid is filled with data when you select an order line.
  • Stock Balance All Warehouses: This data grid displays fields, such as 'Warehouse', 'Description', and 'Allocated quantity'. The data grid is populated with data when you select an order line.
  • Material Plan Selected Warehouse: This data grid shows fields, such as 'Planning date', 'Alternative planning date', 'Order category', and 'Action message'. This data grid is filled with data when you select warehouse.

Components

This table shows the components in the 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 two buttons: one opens the Planned Purchase Order Hub application, and the other opens the Supplier Overview application.
Purchase Order Header form Component ID: Form_POHead

Purpose: Displays purchase order header information

M3BE data used: 'Purchase Order. Open' (PPS200)

Data services used: Get_POInformation

Comment: n/a
Supplier Information form Component ID: Form_Supplier

Purpose: Displays supplier details and contact information

M3BE data used: 'Supplier. Open' (CRS620) and 'Supplier. Connect Address' (CRS622)

Data services used: Get_Supplier

Comment: n/a
Purchase Order Transactions data grid Component ID: DataGrid_POTransactions

Purpose: Displays the list of purchase order transactions

M3BE data used: 'Purchase Order. Display Line Trans' (PPS330)

Data services used: List_POTransactions

Comment: n/a
Line Charges data grid Component ID: DataGrid_POLineCharges

Purpose: Displays charges related to purchase order lines

M3BE data used: 'Purchase Order. Connect Charges' (PPS215)

Data services used: List_POCharges

Comment: n/a
Purchase Order Header data grid Component ID: DataGrid_POHead

Purpose: Displays purchase orders in a list

M3BE data used: 'Purchase Order. Open' (PPS200)

Data services used: List_POHead

Comment: You must activate the MPHEAD table for search in the M3 Function Search Administration.
Purchase Order Lines data grid Component ID: DataGrid_POLines

Purpose: Displays purchase order lines

M3BE data used: 'Purchase Order. Open Lines' (PPS201)

Data services used: List_POLines

Comment: n/a
Supply Chain data grid Component ID: DataGrid_SupplyChain

Purpose: Displays supply chain information

M3BE data used: 'Active Supply Chain. Display' (MWS150)

Data services used: List_SupplyChain

Comment: n/a
Material Plan data grid Component ID: DataGrid_Materialplan

Purpose: Shows material planning data

M3BE data used: 'Material Plan. Open' (MMS080)

Data services used: List_MaterialPlan

Comment: n/a
Stock Balance All Warehouses data grid Component ID: DataGrid_StockBalance

Purpose: Displays the stock balance for all warehouses information

M3BE data used: 'Balance Identity. Display' (MMS060)

Data services used: List_Stockbalance

Comment: n/a
Material Plan Selected Warehouse data grid Component ID: DataGrid_MaterialPlanSelectedWhs

Purpose: Shows the material plan for the selected warehouse

M3BE data used: 'Material Plan. Open' (MMS080)

Data services used: List_MaterialPlan_SelectedWhs

Comment: n/a
Planning Parameters form Component ID: Form_PlanningParameters

Purpose: Displays planning parameters for items on the orders

M3BE data used: 'Item. Connect Warehouse' (MMS002)

Data services used: Get_PlanningData

Comment: n/a

Links and bookmarks

This table shows the links and bookmarks along with their purposes:
Link ID Type Purpose
Link_CopyPO M3 Automation Opens 'Purchase Order. Open' (PPS200) with preset purchase order number to copy a purchase order
Link_CreatePO M3 Automation Opens 'Purchase Order. Open' (PPS200) and allows the user to create a new purchase order
Link_PlannedPOHub M3 Bookmark Opens the Planned Purchase Order Hub application with the selected supplier as the starting point
Link_PrintPODocument M3 Automation Opens 'Purchase Order. Print Document' (PPS600) to print a purchase order document with various purchase order fields set
Link_SupplierOverview M3 Bookmark Opens the Supplier Overview application with the selected supplier as starting point

Dialogs

This table shows the dialog ID and API programs with their purposes:
Dialog ID API program Purpose
Dialog_UpdatePOLine PPS200MI/AddLine A dialog for changing a purchase order line.
Dialog_AdvisePO PPS001MI/AdviseAll A dialog to advise on the entire purchase order.
Dialog_AdvisePOLine PPS001MI/AdviseLine A dialog to advise a specific purchase order line.
Dialog_ConfirmAll PPS001MI/ConfirmAll A dialog to confirm the entire purchase order.
Dialog_CancelPO PPS001MI/FinishMark A dialog to cancel the entire purchase order.
Dialog_CancelLine PPS001MI/FinishMark A dialog to cancel a specific purchase order line.
Dialog_AddPOLine PPS200MI/AddLine A dialog to add a new purchase order line.
Dialog_ConfirmLine PPS001MI/ConfirmLine A dialog to confirm a specific purchase order line.
Dialog_ChangePOHeader PPS200MI/UpdHead A dialog to change the purchase order header details.

Conditional styles

This table shows the conditional styles of the components in the Purchase Order Hub application:
Purchase Order Header form Condition name Target field Condition Styling
Purchase Order Header form Condition_LateReqDate IADWDT IADWDT earlier than today and IAPUSL<50 Background color: #FBE7E8– light red

Text color: #C31014– red

Icon: error

Icon color: #C31014– red
Supplier Information form Condition_HF2M43 STAT STAT=20 Background color: #EBF9F1– light green

Text color: #1C7F49– green
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