Enter Purchase Order Header
Explanation
This activity is used to enter a new purchase order header. A purchase order
is built in two levels: an order header and one or more order lines. The first
step in creating a new purchase order is to set up the purchase order header.
The purchase order number is automatically assigned by the system when you
save the purchase order header. However, you can manually enter an order number
before saving the header. The system uses the order number prefix and number
specified in the Coordinator
Groups page to produce the order number.
When entering a purchase order for a new supplier that has not yet been entered,
you can perform a quick registration of the new supplier, using an existing
supplier as a template. When you do so, supplier information that is not company-specific
is automatically copied from the template supplier to the new supplier and additional
information is entered in the
Quick Supplier Registration
dialog.
Delivery information for the purchase order header can be viewed and altered
on the Purchase Order/Order Details tab.
Regarding supplier scheduling, it is required to enter a purchase order header.
It is used for the release of supplier schedule lines against the purchase order
where the Demand type of the schedule lines is equal to Delivery Authorized.
The purchase order is used to monitor progress of receipt and invoicing (which
might be automated) of parts for a schedule release.
Prerequisites
- You must have a coordinator record in the
Coordinators page.
- If you want to perform a quick registration of a new supplier, there
must be a template supplier to use when doing so. The Use as Template
option should be enabled for those suppliers who are to be used as templates,
either on the Purchase/General tab
in the Supplier page or in the
Suppliers page. A description must also
be entered for the template of each supplier.
- Normally, supply chain parameters should be defined for the supply chain
relation. For external suppliers, this can be done in the
Supplier to
Site Supply Chain Parameters page and for internal suppliers
this can be done in the
Site to Site
Supply Chain Parameters page.
- Optionally, if you want to control the automatic order number sequence,
the coordinator group connected to the coordinator must have default values
defined for the purchase order prefix and purchase order number in the
Coordinator Groups
page. Otherwise, a random order number is automatically assigned.
System Effects
- As result of this activity, a purchase order header will be entered
and set to the Planned status.
- If the supplier is entered through quick registration, a new supplier
record will be created. The New Quick Registered Supplier option
for this supplier will automatically be enabled on the
Purchase/General tab of the
Supplier page.
- With regards to supplier scheduling, the purchase order number will
be entered on the Agreement Orders
tab of the
Supplier Schedule Agreement Part page in IFS/Supplier Schedules.
- When manually entering a purchase order header, the system will retrieve
the ship-via code by first determining if a ship-via code has been specified
in the supply chain parameters (which would be specified in the supplier-to-site
relation for an external supplier or in the site-to-site relation for an
internal supplier). If no ship-via code has been specified in the supply
chain parameters, the system will use the ship-via code specified in the
supplier's record.
- If the Use Supplier Address For Tax option is disabled on supplier,
taxes will be retrieved from the company's delivery address.
- Defaul value for the tax liability will be retrieved from the supplier.
This value will be the default value on the order lines and charge lines.
- Tax calculation basis for the purchase order part line, no part line
and charge line is based on whether or not the Use Price Incl Tax
option is enabled on the Purchase Order/Order Details
tab.