Grouped Purchase Order Document Header Data (Quick Guide) 

Use

We would like to draw your attention to the functions and options named below, which are available in change mode. (There is a reduced set of functions available in display mode).

Features

·         with the quick info text Create

You can create grouped purchase order documents (GPOD) manually.

The system does not perform an OTB check for GPODs created manually until a purchase order is generated from the GPOD.

·        Search logic when entering a vendor

Even if you do not know the vendor (ID), you can search for it by entering part of the search term. The system searches for matches in the name of the vendor.

·        Document changes and status change

If you change a negatively checked GPOD in such a way that its OTB check status changes to green (that is the OTB check ended positively), the system generates a purchase order as soon as you save and the display automatically switches to the purchase order.

·         with the quick info text OTB Procurement: Doc. Changes

You can go straight to the document changes in OTB Procurement for a selected grouped purchase order document with a negative OTB check result, shortening the navigation via the worklist in the OTB Procurement Workbench.

·         with the quick info text Put All Items Back

You can remove all items with a reference to the document list from the document in one step at header level. The system flags the items in the grouped purchase order document for deletion and returns them to the order list. The deletion indicator cannot be reversed.

This function is not available for GPODs that were created manually. It is only possible to remove items in the GPOD, not in the purchase order.

·         with the quick info text Generate Purchase Order

You can generate a purchase order from the GPOD at header level. When you do this, the system performs an OTB check. If there is insufficient budget, purchase order generation fails and the document is given the (red) OTB check status OTB Check Negative.

If the purchase order was generated successfully, the entry disappears from the GPOD header data.

·         with the quick info text Additional Functions

You can branch to other functions with reference to the selected purchase order document, for example, to the additionals monitor or to the conditions.

For more information about the Additionals Monitor, see Additionals: Additionals Monitor.