Setting up parameters for Proposed Purchase Order

  1. Select Setup > Customer Profiles.
  2. Click Add. The Customer Profile page is displayed.
    Note: You can modify the existing customer profile by using the Edit option corresponding to the facility.
  3. Select or review the facility for which the customer profile is created.
  4. Specify this information in the Proposed Purchase Order section.
    Current Proposed PO Number
    The next ID assigned when a Proposed PO (PPO) is created.
    Current PO Acknowledgment Number
    The number assigned when the next PO Acknowledgment is generated.
    Proposed PO Response Window
    The duration for the supplier to accept or reject the PPO.
    Proposed PO Modifiable Elements
    The users who can modify the PPO data such as the Part No, Unit Price, Ordered Quantity and the Required Date. Possible values:
    • No Suppliers: If this option is selected, the suppliers are restricted from modifying the PPO data. However, the users associated with the customer can modify the data.
    • All Users: If this option is selected, all the users associated with the supplier and customer can modify the selected fields on the PPO. You can click Element List to select the PPO fields that can be modified, on the Modifiable Proposed PO Elements Setting page that is displayed.
      Note: The Element List option is displayed only if this field is set to All Users.
    • Selected Suppliers...: If this option is selected, you can define the PPO fields that each supplier can modify the corresponding value on the PPO. You can click Supplier List to select the PPO fields for a supplier on the Modifiable Proposed PO Elements Setup For Suppliers page that is displayed.
      Note: 
    • The Supplier List option is displayed only if this field is set to Selected Suppliers....
    • If a PPO field is restricted from modification for a supplier:
      • The users associated with the supplier cannot modify the corresponding value on the PPO.
      • The users associated with the customer cannot modify the corresponding value on the PPOs created for all the suppliers associated with the customer.
    Buyer Auto Accept - PPO Tolerance
    If this check box is selected, the PPO auto accept functionality is enabled.
    Lower Tolerance (Delivery Date)
    The tolerance (in days) up to which the advance delivery of the part associated with the PPO is accepted.
    Upper Tolerance (Delivery Date)
    The tolerance (in days) up to which the delay in delivery of the part associated with the PPO is accepted.
    Lower Tolerance (Quantity)
    The tolerance (in percentage) up to which the shortage in the quantity of the part associated with the PPO is accepted.
    Upper Tolerance (Quantity)
    The tolerance (in percentage) up to which the additional quantity of the part associated with the PPO is accepted.
    Lower Tolerance (Price)
    The tolerance (in percentage) up to which the decrease in the price of the part associated with the PPO is accepted.
    Upper Tolerance (Price)
    The tolerance (in percentage) up to which the increase in the price of the part associated with the PPO is accepted.
    Auto Increment Schedule Ref. No.
    If this checkbox is selected, the reference number is incremented when schedule lines are created on the Proposed PO page.
    Schedule Quantities sum should be equal to Line Quantity
    If this checkbox is selected, the application displays an alert when the sum of schedule quantities is not equal to the line quantity on the Proposed PO/Proposed PO Management Detail page.
    Disable Add New Note Line
    If this check box is selected, the Add New Note Line option is disabled on the Proposed Purchase Order page.
    Note:  The Add New Note Line option is still enabled even after selecting the Disable Add New Note Line check box, only if no existing note line is added to the PPO. By default, this check box is cleared.