Modifying the Proposed Purchase Order line item

Use the Line Item Detail page to modify the Proposed Purchase Order (PPO) line item details.

  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.
  5. Click Edit corresponding to the line item in the Line Item Detail section. The Line Item Detail page is displayed.
  6. Review this information in the Proposed PO Information section:
    Supplier
    The name of the supplier responsible for supplying the part.
    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.
    Delivery Name
    The name of the location to which the parts are delivered.
    Proposed PO Number
    The PPO number associated with the requirement.
    Proposed PO Date
    The date when the PPO is created. The default value is the system date.
    PO Number
    The purchase order number associated with the requirement.
    Buyer Contact
    The name of the user (planner) associated with the PPO.
  7. Review this information in the Part Information section:
    Customer Part
    The code of the part. This value is defaulted from the Part Number field on the Part Information page.
    Supplier Part
    The supplier defined code of the part.
    Description
    The description of the part.
    Model ID/Year
    The code that indicates the year when the part is used.
    Eng. Level (Engineering Level)
    The code that indicates the required version of the part.
  8. Modify this information on the Pricing Information tab:
    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 delivered, 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 for the part required, when negotiating the PPO.
    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.

    Review this information:

    Pricing U of M
    The Unit of Measure (U of M) to determine the pricing for the ordered quantity of the part.
    Tax Exempt
    The tax exemption status of the PPO line item.
    Ext. Price
    The total price of the line item.

    Extended Price = Unit Price X Ordered Quantity

  9. Modify this information on the Schedule tab:
    Required Date
    The due date for the parts. This date can be the date when the parts must be shipped or the date when the parts must be delivered.
    Note:  This field is highlighted if the supplier recommends a change in the delivery date of the part corresponding to the schedule 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 corresponding to the schedule when negotiating the PPO.
    Unit Price
    The price of the part for each specified unit of measure.
    Note:  This field is highlighted if the supplier recommends a change in the price of the part corresponding to the schedule when negotiating the PPO.
    Ship To
    The location to which the parts are shipped for a specific schedule.
    Backorder
    Indicates if a backorder is created for the corresponding PO line or schedule.
    Resupply
    Indicates whether a Resupply order is created for the corresponding PO line/schedule.

    Review this information:

    Reference Number
    The number to identify the schedule.
  10. Add or modify the notes and the files attached to the line item on the Notes tab.
  11. Review this information on the Allowances and Charges tab:
    Type
    The type of the amount. Possible values:
    • Allowance
    • Charge
    Amount
    The allowance or charge related to the PPO line item.
    Description
    The description of the allowance or charge.
  12. Review this information on the History tab:
    Date
    The date on which the line item is modified.
    Action
    The activity performed on the line item.
    User
    The name of the user who modified the line item.
    Reference Number
    The number to identify the line item schedule.
    Quantity
    The quantity of the part required.
    Price
    The price of the part for each specified unit of measure.
    Required Date
    The due date for the parts. This can be the date when the parts must be shipped or the date when the parts must be delivered.
    Comments
    The additional information related to the activity performed on the line item.
  13. Click Save. The Proposed PO page is displayed.