Creating the proposed purchase order line item

Use the Proposed PO Creation page to create the proposed purchase order (PPO) line item details.

To create the PPO line item:

  1. Select Demand > Proposed POs > Create Proposed POs. The Proposed PO page is displayed.
  2. Click Edit corresponding to the line item in the Line Item Detail section. The Line Item Detail page is displayed.
  3. 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.
    Proposed PO Number
    The PPO number associated with the requirement.
    Proposed PO Date
    The date when the PPO is created.
    Note:  By default, this field is set to the system date.
    Buyer Contact
    The name of the user (planner) associated with the PPO.
    Deliver To
    The name of the location to which the parts are delivered.
  4. Specify this information in the Line Item Detail section:
    Line Number
    Number to identify the line item of the PPO.
    Customer Part
    The customer defined code of the part.
    Required Date
    The date on which the part is required.
    Quantity
    The number of parts required.
    Supplier Part
    The code of the part.
    Unit Price
    The price for each unit of the part.
    Unit of Measure
    Unit to measure the quantity of parts (Ex: each, liter, kg, and so on.)
  5. Specify this information on the Schedule tab:
    Note: An alert is displayed when the sum of scheduled quantities is not equal to the line quantity. This functionality is enabled only if Schedule Quantities sum should be equal to Line Quantity checkbox is selected on the Customer Profiles page.
    Required Date
    Date on which the customer requires the parts.
    Quantity
    The quantity of the part required.
    Backorder
    Indicates if a backorder is created for the corresponding PO line or schedule.
    Resupply
    Indicates if Resupply is created for the corresponding PO line/schedule.
    Unit Price
    The price of the part per specified unit of measure.
    Reference Number
    The number to identify the schedule.
    Note:  This number is auto-generated or is specified manually based on the parameters set on the Customer Profiles page.

    On this tab, you can:

    • Add a new schedule line using Add option.
    • Replicate the requirements of a specific schedule line using Copy option.
    • Delete a schedule line using Delete option.
  6. Click the Notes tab to add or modify information related to the PPO. You can attach PPO related files in the Customer Attached files section.
  7. Click the Allowances and Charges tab to specify this information:
    Type
    The type of the amount for the PO schedule line. Possible values:
    • Allowance
    • Charge
    Amount
    The allowance or charge related to the PPO line item.
    Description
    The description of the allowance or charge.

    On this tab, you can:

    • Add a new Allowance and Charges line using Add option.
    • Replicate a specific Allowance and Charges line using Copy option.
    • Delete an Allowance and Charges line using Delete option.
  8. Click Save. The PPO will be sent to the supplier for approval.