Negotiating the proposed purchase order
Use the Proposed PO page to negotiate the Proposed Purchase Order (PPO). You can modify the line item details such as the required date, unit price and the schedule.
- Select Demand > Proposed POs > Proposed PO Management. The Proposed PO Management List page is displayed.
- Click Edit corresponding to the Proposed PO Number. The Proposed PO page is displayed.
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Review this information in Proposed PO Header section:
- Facility
- The name of the location from where the demand for the parts is raised.
- Ship To
- The location to which the parts are shipped.
- Proposed PO Number
- The PPO number associated with the requirement.
- Proposed PO Date
- The date on which the PPO is created.
- Deliver To
- The name of the location to which the parts are delivered.
- PO Number
- The PO number associated with the requirement.
- Buyer Contact
- The name of the user (customer) associated with the PPO.
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Review this information on the
Proposed PO Information tab:
- Release Number
- The release number associated with the PO.
- Generation Date
- The date on which the PPO is created.
- Contact Email
- The e-mail address of the user specified in the Buyer Contact field.
- Contact Phone Number
- The phone number of the user specified in the Buyer Contact field.
- Method of Payment
- The payment terms for the charges associated with the PO.
- Terms of Sale
- The terms and conditions associated with the PO.
- Currency
- The currency that is used to express amounts related to the PO.
- Automatically Approve upon Full Supplier Acceptance
- Indicates whether the Discrete PO is automatically generated from the PPO after the PPO is accepted.
- Order Number
- The number used to track the PPO.
- Tax ID
- The tax code assigned by the tax authority, such as the state or a county.
- Tax Exempt
- The tax exemption status of the PO.
- Tax Exempt ID
- The tax exempt code assigned by the tax authority, such as the state or a county.
- State Tax (%)
- The percentage of the PO invoice amount that is charged as tax. This percentage is determined by the tax authority of the state.
- City Tax (%)
- The percentage of the invoice amount that is charged as tax. This percentage is determined by the tax authority of the city.
- Country Tax (%)
- The percentage of the invoice amount that is charged as tax. This percentage is determined by the tax authority of the country.
- Click on the Notes tab to review the customer attached files.
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Click on the
Allowances and Charges tab
to review this information:
- Type
- The type of the amount. Possible values:
- Allowance
- Charge
- Amount
- The allowance or charge related to the PPO.
- Description
- The description of the allowance or charge.
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Click on the
History tab to view these
actions performed on the PPO:
- Date
- The date on which the Action is performed on the PPO.
- Action
- The type of action performed on the PPO.
- User
- The name of the user responsible for the action.
- Comments
- The additional information related to the action.
Note: You can click + corresponding to the Date to view the actions performed on each line item. -
Modify this information corresponding to the line item in the Line
Item Detail section:
Note: The line item is highlighted if the customer recommends a change in the value of these fields.
- Required Date
- The date on which the part is required at the
Ship To location.
Note: This field is highlighted if the customer recommends a change in the date on which the part is required.
- Quantity
- The quantity of the part
required.
Note: This field is highlighted if the customer recommends a change in the quantity of the part required.
- Unit Price
- The price per unit of measure for the part.
Note: This field is highlighted if the customer recommends a change in the part price.
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Click
Edit corresponding to the
line item. The
Line Item Detail page is displayed.
You can use these options:
- Accept: Accepts the customer proposed changes to the selected line item(s).
- Reject: Rejects the customer proposed changes to the selected line item(s).
- Accept All: Accepts the customer proposed changes for all the line items.
- Reject All: Rejects the customer proposed changes for all the line items.
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Click
Publish.
Note: You can use the Save option to save the modifications to the line item.