Add or Modify Purchase Order Change Order Line
Explanation
This activity is used to modify or delete existing lines, or add new lines in a purchase order change order.
Prerequisites
- To add a line from a purchase requisition to a Planned purchase order change order, the purchase requisition
line needs to be in the Released or Authorized status.
- To be able to delete lines the change order line status needs to be New.
- To add a quotation line(s), originated from a purchase requisition to an existing purchase order change
order, the Convert Quotations to Purchase Orders option needs to be enabled in
Company> Supply Chain Information> Procurement.
System Effects
- If you modify an existing line, the line status is updated to Changed.
- If you add a line, it is saved in status New. If changes are made to lines in status New, the
line status will not be updated.
- If you add a line, the Destination Warehouse ID on the new line will automatically add line Site’s
default value if a Default Remote Warehouse for Purchasing Flows is defined in
Site > Shipment Management.
- For lines that should be added via purchase requisitions, the corresponding purchase requisition line must
have been released, and the lines requiring authorization must have been authorized.
- If you delete a line that was added via a purchase requisition, the purchase requisition line will be
re-opened and can be processed again.
- If you delete/cancel a line that was added via a quotation, originating from a purchase requisition, the
quotation and the purchase requisition line will be re-opened and can be processed again.
- If you delete a line with Purchase Method Exchange, connected exchange components should be
deleted first. If a customer order is created, it should be before Pick List created for the customer order
line.
- If you add exchange components to the line, Purchase Method will change to Exchange Order
and If you remove exchange components from the line, Purchase Method will change to Regular. If
Purchase Method is Exchange Order, New Price/Curr,New Price Incl
Tax/Curr, Core Deposit Net/Curr and Core Deposit Net/Base will
retrieve from Supplies for Purchase Part condition code pricing.
- If the Use Price Incl Tax option is enabled in the purchase order, the New Price/Curr and
New Additional Cost Net/Curr fields are non editable and the new price is calculated based on the new
price including tax value and the connected tax codes. The new additional cost amount is calculated based on the
connected tax codes and the new additional cost gross amount. The New Price Incl Tax/Curr and New
Additional Cost Gross/Curr fields are editable.
- If the Use Price Incl Tax option is not enabled in the purchase order, the New Price Incl
Tax/Curr and New Additional Cost Gross/Curr fields are non editable and the new price including tax is
calculated based on the new price value and the connected tax codes. The new additional cost gross amount is
calculated based on the connected tax codes and the new additional cost net amount. The New Price /Curr
and New Additional Cost /Curr fields are editable.
- If new lines are added from a purchase requisition to a purchase order change order, the setting of the
Use Price Incl Tax option of the purchase requisition line is considered.
- The Project Connections command will be disabled when the Enforce Use of Purchase Order Change
Orders option is enabled on the Sites/Sales tab and on the
Procurement tab, and any changes to the project connections need to be done through the
purchase order line.
- The user can add a Part Line where Emissions Data is retrieved from the supplier for
purchase part. The user can also manually add or modify Emissions Data or add or modify
Emissions Data retrieved from the supplier for purchase part when adding a no-part line. To
retrieve data from the supplier for purchase part, the part intended for use must have defined emissions
data.