Negotiating the Proposed Purchase Order

Use the Proposed PO page to negotiate the Proposed Purchase Order (PPO) terms specified by the supplier.

  1. Select Demand > Proposed POs > Proposed PO Management.
  2. Specify the search criteria.
  3. Click Continue. The Proposed PO Management List page is displayed.
  4. Click Edit corresponding to the Proposed PO Number. The Proposed PO page is displayed.
    Note: You can modify only the PPOs with the status of Approval Required and Supplier Rejected.
  5. Review this information in the Proposed PO Header section:
    Facility
    The name of the location from where the demand for the parts is raised.
    Ship To
    The location at which the parts are received.
    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.
  6. 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 finalized.
    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.
  7. Click on the Notes tab to review or modify the new note line.
    Note: 
    • You can add a new note line, using the Add New Note Line option.
    • This option is displayed only if a note line is not added to the PPO and the Disable Add New Note Line check box is cleared on the Customer Profile page
  8. 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.
  9. Click on the History tab to view the 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.
  10. Modify this information corresponding to the line item in the Line Item Detail section:
    Note: The line item is highlighted if the supplier 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 supplier recommends a change in the date on which the part is required, when negotiating the PPO.
    Quantity
    The quantity of the part required.
    Note:  This field is highlighted if the supplier recommends a change in the quantity of the part required, when negotiating the PPO.
    Ship To
    The location to which the parts are shipped for a specific line.
    Unit Price
    The price per unit of measure for the part.
    Note:  This field is highlighted if the supplier recommends a change in the part price, when negotiating the PPO.
    Extended Price
    The total price of the line item. Extended Price = Unit Price X Ordered Quantity/ Pricing U of M
    Disc. Amount
    The total discount amount applicable to the extended price of a PO line. This is the amount specified in Infor LN and defaulted in SE.
    Note: The discount amount is displayed only for a PO line. However, this discount is not applicable when the PO line is divided between the schedules.
    Net Amount
    The total amount of a PO line. This is the amount specified in Infor LN and defaulted in SE. Net Amount = Extended Price – Discount Amount.
  11. Click Edit corresponding to the line item. The Line Item Detail page is displayed.
    You can use these options:
    • Accept: Accepts the supplier proposed changes to the selected line item(s).
    • Reject: Rejects the supplier proposed changes to the selected line item(s).
    • Accept All: Accepts the supplier proposed changes for all the line items.
    • Reject All: Rejects the supplier proposed changes for all the line items.
  12. Click Publish. You can use the Save option to save the modifications to the line item.
    Note: 
    • You can attach files, using the Attach File option.
    • You can delete the attached files, using the Delete option.