Adding a delivery to a purchase order

When the vendor notifies you that they've received your order and are preparing your shipment, you can add the estimated delivery information to your purchase order.

  1. Load the purchase order you want into the Purchase Order InfoViewer.
  2. Click the Line Items tab.
  3. In the Line Items tree, browse to the line item that the delivery is for.
  4. Click Add above the Deliveries grid.
  5. Select Draft in the Delivery Status list.
    The Draft delivery status indicates that the vendor is preparing your shipment and has given your agency an estimated delivery date and shipping cost. When the vendor ships the parts, you can use the Purchase Order InfoViewer to activate the delivery. If the delivery has already shipped, select the Active status.
  6. Specify the date by which the line item part is required in the Needed field.
  7. Specify the estimated delivery date in the Promised field.
  8. Specify the number of parts in the delivery in the Delivery Qty field.
  9. If the items are taxable, select the Taxable check box and specify the tax rate in the Estimated Tax Rate field.
  10. Specify the estimated cost for shipping the delivery items in the Estimated Shipping Cost field.
    Infor Operations and Regulations will calculate the total cost for the delivery based on the unit cost for the line item, the number of items, the tax, and the shipping cost.
  11. Specify the contact information for the person receiving the delivery in the Contact fields.
  12. Click Save.
    Infor Operations and Regulations shows a message telling you that the delivery has been successfully added to the line item.
  13. Click Close to close the message.
    Infor Operations and Regulations closes the message and the Add New Delivery dialog box and shows the new delivery in the Deliveries grid and Line Items tree.