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Procedure documentationProcessing Items in the PO Worklist

 

The supplier can use queries in the purchase order worklist to edit, confirm, and reject purchase order items.

The customer can use queries in the purchase order worklist to display purchase order items rejected by the supplier, and to manually approve purchase order item confirmations which are not in line with the request data of the item.

Procedure

Confirming Items with a Maximum of One Request Schedule Line and One Confirmation Schedule Line

In the default queries, process items directly on the worklist screen.

Confirming Items with Multiple Schedule Lines (Supplier)

  1. In the default queries, click the hyperlink in the Requested:Confirmed column of an item.

    The pop-up window displays all requested schedule lines for the item and any existing confirmation schedule lines of type Confirmed. The pop-up also shows some data from the purchase order item, such as product and price. If a purchase order is a subcontract order, the pop-up displays component data. To view the subcontracting components of request schedule lines and confirmation schedule lines at the same time select multiple schedule lines. If a purchase order item is subject to an approval process, then the approval status field is displayed on item level.

  2. Confirm the data by creating confirmation schedule lines.

  3. If relevant, confirm subcontracting components for each schedule line.

    Note Note

    You can confirm schedule lines without confirming the subcontracting components. In this case, you can confirm the subcontracting components later, by using the Change Confirmations query.

    End of the note.

  4. Choose the Confirm pushbutton.

  5. Publish the items in the worklist.

The approval status field, and the ability to display and confirm component data, is only available if you have activated the Supply Network Collaboration 1 (SCM_SNC_GEN_1) business function.

Rejecting Items (Supplier)

  1. To reject an item, select the Reject checkbox.

  2. Publish the item.

Confirming Data as Requested (Supplier)

  1. To confirm all the data for an item as it appears in the request schedule line or lines, select the Confirm As Requested checkbox.

    If an item contains subcontracting components, the requested subcontracting components will also be confirmed.

  2. Publish the item.

Manually Approving Purchase Order Item Confirmations (Customer)

The customer can accept or reject confirmation data of purchase order items whose confirmation schedule line deviates from their request schedule line.

Displaying Notes (Supplier and Customer)

To display notes for purchase order items, click the hyperlink in the Notes column. The number of notes for the PO header, the specific PO item, the schedule lines of the PO item, and for any components is displayed in the Notes column.

More Information

File Transfer

You can use the file transfer application to download a Comma Separated Values (CSV) file that contains data from the Process Due Confirmations query of the Purchase Order Worklist web screen. You can process the data that you download offline, and upload your modifications back into the system. For more information, see File Transfer.