Creating a Proposed Purchase Order

  1. Select Demand > Proposed POs > Create Proposed POs. The Proposed PO Creation page is displayed.
  2. Specify this information in the Proposed PO Header 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 on which the PPO is created.
    Delivery Name
    The name of the location to which the parts must be delivered.
    Buyer Contact
    The name of the user (planner) associated with the PPO.
    Release Number
    The release number associated with the purchase order (PO) published.
    Order Number
    The order number for the PPO.
    Generation Date
    The date when the PPO is generated.
    Tax ID
    The tax code assigned by the tax authority.
    Email
    The email ID of the user specified in the Buyer Contact.
    Phone Number
    The telephone number of the user specified in the Buyer Contact.
    Method of Payment
    The payment terms for transportation charges.
    State Tax
    The percentage of the invoice amount that is charged as tax.
    Note: This percentage is determined by the tax authority of the state.
    Terms Discount
    The discount percentage applicable to the invoice.
    Net
    The amount applicable to the proposed PO after the allowance and charges are applied.
    City Tax
    The percentage of the invoice amount that is charged as tax.
    Note: This percentage is determined by the tax authority of the city.
    Country Tax
    The percentage of the invoice amount that is charged as tax, as determined by the tax authority of the country.
    Currency
    The currency in which the proposed purchase order is generated.
    Tax Exempt ID
    The tax exempt code assigned by the tax authority.
    Note: This field is enabled only if the Tax Exempt check box is selected.
    Tax Exempt
    Indicates the tax exemption status of the PO.
    Terms Disc. Days
    The number of days up to which the discount for a term, is applicable to the invoice.
    Supplier Acceptance Generates Discrete PO
    Select this check box to convert the PPO to a Discrete PO when requirements are accepted by the supplier.
    Requester
    The name of the user who requested for items listed in the purchase order.
    Note: This option is displayed only if the Indirect Spend check box is selected on the Customer Implementation page.
    Requester Email
    The email address of the requester.
    Note: This option is displayed only if the Indirect Spend check box is selected on the Customer Implementation page.
    Created By
    The name of the user who created the purchase order.
    Note: This option is displayed only if the Indirect Spend check box is selected on the Customer Implementation page.
    Created By Email ID
    The email address of the user who created the purchase order.
    Note: This option is displayed only if the Indirect Spend check box is selected on the Customer Implementation page.
    Ship Via
    The code of the carrier that transports the shipment.
    Note: This option is displayed only if the Indirect Spend check box is selected on the Customer Implementation page.
    Requisition
    The code associated with the requisition.
    Note: This option is displayed only if the Indirect Spend check box is selected on the Customer Implementation page.
  3. Click Save. See: Creating the proposed purchase order line item
  4. Click Add to create a proposed purchase order line on the Line Item Detail tab.
    Note: This option is enabled only when the Proposed PO Header information is saved.
  5. Click Add on the Note tab.
    Note: This option is enabled only when the Proposed PO Header information is saved.
  6. Specify the additional information in the Add Notes field.
    Note: You can specify the information within 1000 characters.
  7. Click Submit.
  8. Click Add on the Allowances and Charges tab. The Allowances and Charges window is displayed.
  9. Specify this information:
    Type
    The type of the amount. Possible values:
    • Allowance
    • Charge
    Description
    The description of the allowance or charge.
    Amount
    The allowance or charge related to the PPO.
  10. Click Save.
    Note: You can view the previous actions performed on the proposed purchase order, on the History tab.
  11. Click Publish. The PPO is published.
    Note: You can add the line items to shopping car using the Add to Cart option.
    • This option is displayed only if the items are added from catalog.
    • This option is displayed only if the Indirect Spend check box is selected on the Customer Implementation page.