Creating the proposed purchase order line item

  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.
  3. Click Save.
  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. Review this information in the header section:
    Line Number
    The line number of the PPO.
    Customer Part
    The code of the customer defined part.
    Supplier Part
    The code of the supplier defined part.
    Required Date
    The date on which the part is required.
    Quantity
    The number of parts required.
    Unit of Measure
    The unit of measurement for the part.
    Ship To
    The location at which parts must be received.
    Unit Price
    The price for each unit of the part.
    Pricing U of M
    The Unit of Measure (U of M) for the ordered quantity of the part.
    Extended Price
    The total price of the line item.

    Extended Price = Unit Price X Ordered Quantity

    Discount
    The discount applicable to the proposed PO line item.
    Net Amount
    The amount applicable to the proposed PO line item after the allowance and charges are applied.
    FOB
    The unique identification code for Free on Board.
    Note: This option is displayed only if the Indirect Spend check box is selected on the Customer Implementation page.
    CostCenter
    The Cost center of the facility for which the purchase order line is configured.
    Note: This option is displayed only if the Indirect Spend check box is selected on the Customer Implementation page.
    Account Code
    The unique code of the supplier account.
    Note: This option is displayed only if the Indirect Spend check box is selected on the Customer Implementation page.
    Item Origin
    The source from which the item was added to the cart.
    Note: This option is displayed only if the Indirect Spend check box is selected on the Customer Implementation page.
    Catalog Item
    The proposed PO line item selected from the catalog.
    Note: This option is displayed only if the Indirect Spend check box is selected on the Customer Implementation page.
    Category Code
    The code of the category defined for the item.
    Note: This option is displayed only if the Indirect Spend check box is selected on the Customer Implementation page.
    Category Description
    The description of the Category Code.
    Note: This option is displayed only if the Indirect Spend check box is selected on the Customer Implementation page.
    Project Code
    The project code of the facility linked to the item. This code can be used for budgeting and project tracking.
    Note: This option is displayed only if the Indirect Spend check box is selected on the Customer Implementation page.
    Project Element
    The code of the project element.
    Note: This option is displayed only if the Indirect Spend check box is selected on the Customer Implementation page.
    Project Sub Element
    The code of the project sub element.
    Note: This option is displayed only if the Indirect Spend check box is selected on the Customer Implementation page.
  6. Click Save.
  7. Click Add to create a schedule on the Schedules tab. The Schedules window is displayed.
    Note: 
    • This option is enabled only when the Proposed PO Header line information is saved.
    • If the sum of scheduled quantities is not equal to the line quantity, the Sum of Schedule Quantities 3 should be less or equal to Line Item Quantity message is displayed. This message is enabled only if Schedule Quantities sum should be equal to Line Quantity check box is selected on the Customer Profiles page.
  8. Specify this information on the Schedules window:
    Required Date
    The date on which parts are required.
    Quantity
    The quantity of the part required.
    Unit Price
    The price of the part per each unit of measure.
    Reference Number
    The number to identify the schedule.
    Note: This number is generated automatically if the Auto Increment Schedule Ref. No. check box is selected on the Customer Profiles page. Else, you must specify the number manually.
  9. Click Save.
  10. Click Add on the Note tab.
  11. Specify the additional information in the Add Notes field.
    Note: You can specify the information within 1000 characters.
  12. Click Submit.
  13. Specify this information on the Allowances and Charges tab:
    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.
  14. Click Save.
    Note: You can view the previous actions for a proposed purchase order line item on the History tab.
  15. Click Save.