Purchase Orders

Use this form to formally request items or services. Once the request is made and approved, the purchase order can be used to authorize payment and ensure that the correct items are received.

You can create both regular purchase orders and blanket orders on this form. To create a blanket order, select Blanket in the Type field. To create a regular purchase order, select Regular in the Type field.

When you create a purchase order, the system sets the item prices on the Purchase Order Lines and Purchase Order Blanket Lines forms using the vendor/item contract pricing method from the Vendors form.

The status of the purchase order must be Ordered to be able to change the updateable fields on the Purchase Orders form.

If you select the Contains Tax Free Matl check box on this form, you can only add lines that contain tax-free imported materials.

In the grid on the left side of the form, transactions are sorted by purchase order number in descending order.

When you delete a purchase order header, all associated line/releases and Notes for that line are also deleted.

Deleting a purchase order with a status of Ordered or Complete requires that the Order Qty, Qty Received, and Qty Rejected fields equal zero. If they do not equal zero, a message explains that the line may not be deleted and you will be returned to the form.

The Allocate Landed Costs activity is accessible from the Actions menu. You can also display lists of receipts, GRNs, and PO requisitions from the Actions menu.

Note: You cannot delete a PO that has any change orders with a status of Open or Final.

Use the Multi-Lingual Purchase Orders function to print purchase orders in a foreign language.

If changes are made to the vendor, quantity, or U/M values for a purchase order that is part of a Builder PO, the Master Buy Agreement (if applicable) for that PO may be invalidated. If you change the vendor for a purchase order, the purchase is removed from the Builder PO. Once a Builder PO is printed, the Vendor field cannot be changed.

Use the Address tab to indicate where shipments are to be sent.

When you select Warehouse from the Drop Ship To field, the system prompts for the warehouse in which to fill the purchase order.
When you select Drop Ship To from the Drop Ship To field, the system prompts for the drop ship to number associated with the desired address.
When you select Customer from the Drop Ship To field, the system prompts for the associated customer number and the ship to sequence number for the desired address.

In the Tax Info tab, some fields are used by the European Union (EU). If the Activate EU Reporting field on the General Parameters form is not selected, some of these fields are disabled.

The Allocate Landed Costs activity is accessible from the Actions menu.

For a blanket purchase order with the Include Tax in Cost check box selected, when you allocate landed cost using the Percentage method, the system will use tax codes that are in the purchase order and first purchase order release to determine the unit material cost without tax. If each purchase order release has a different tax code, you may need to override landed costs that were allocated.