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.