Purchase Order List Items (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

·        After copying fast entry rows, the system displays the purchase order list item numbers with the prefix $ for items that have not yet been saved.

·        Search logic when entering the vendor and article

Even if you do not know the vendor (ID) or the article (number), you can search for them by entering part of the search term. The system searches for matches in the name of the vendor or the short text for the article.

·         with the quick info text Delete Item(s)/Reverse Del.

You can delete items that were created manually and items that have not been saved. The deletion cannot be reversed.

For items that have already been saved, the system either sets or removes the deletion indicator.

·        Order Date Status (only available at item level)

Colored icons for the current order date status mean that you immediately tell whether:

¡        (yellow) the latest possible order date on this day (current date) was achieved

¡        (red) this date is in the past

¡        (green) it is in the future

·         with the quick info text Group Items

You can generate either a grouped purchase order document (GPOD) or a purchase order from the saved order list items.

Before the system generates either of these, it first opens a preview with the result of the grouping process. You can select items in the grouping result and remove them using the cut function. As soon as you choose the generation function in the preview, the system generates documents for all items displayed. It creates one document for all items with the same grouping number.

¡        GPODs generated from the order list do not undergo an OTB check. When a purchase order is created or generated, however, an OTB check is always performed. See also Open-To-Buy (OTB).

¡        If the system cannot create a purchase order from the order list because the OTB check fails (as there is insufficient budget available), it generates a negatively checked GPOD instead.

·         with the quick info text Copy Article List

You can select an article list from the hierarchy, and select and copy articles from this list. You must then add the rest of the order information, such as quantity and site. For more information, see Article List.

·         with the quick info text Execute Contract Determination

You can tell the system to determine existing contracts on the basis of data, such as, vendor, article, site, and latest order date. If several contracts match the criteria, you can select one from a dialog box. Also see Contract Use and Contract Budget.

·         with the quick info text Additional Functions

You can branch to other functions with reference to the selected item, including:

¡        Variant matrix (of a generic article)

¡        Article data

Here you enter the core master data for an article. For more information, see Articles: Core Master Record Processing.