Modify Purchase Order

Through this activity, you can modify the purchase order for a project directly. You can specify the folder details, the payment and the reason code for modifying the order document. The line level details of the item can be specified. You can the order document with Purchase Request and WBS ID.

Select the “Modify Purchase Order” link from the bottom of the page.

The “Modify Purchase Order” page appears.

The system displays the following details in the “Project Details” group box.

Project Code	A unique code identifying the project.
Project Name	The name of the project.
Project Status	Indicates the project status.

The system displays the following details in the “Document Details” group box.

Doc. Type	Indicates the document type selected from the previous page.
Doc. No	A unique number identifying the document.
Status	Indicates the document status.
Doc. Date	The date on which the purchase oder document was created.
Amendment No.	A unique number identifying the document amendment

Select the following from the “Document Details” group box:

Folder

Use the drop-down list box to select the folder. The combo is loaded with “Admin”, “Desirable”, “Essential” and “Vital”. The system displays “Blank” by default on launch of the page.

The system displays the following details in the “Document Details” group box.

Supplier Code	A unique code identifying the supplier.
Supplier Name	The name of the supplier.
Basic Value	The basic value of the order document.

Select the following from the “Document Details” group box:

Receipt At

Use the drop-down list box to select the organization unit in which the purchase order has to be modified. The combo is loaded with the OUs based on the component interaction between PR and GR. The system displays the “Login OU” by default on launch of the page.

The system displays the following details in the “Document Details” group box.

Currency	The currency used in the order document.
Type	The document type. The document type can be “General” or “Dropship”.
Accounting Unit	Accounting Unit also referred as a financial book where all the entries pertained to the purchase of the goods are maintained.

Select the following from the “Document Details” group box:

AC Usage	Use the drop-down list box to select the account in which the amount that has been received must be posted. The combo is loaded with the values mapped to the Transaction – Purchase Order and Transaction Type – PO.
CC Usage	Use the drop-down list box to select the cost center to which the payment account is mapped.

Enter the following from the “Document Details” group box:

Remarks	Any remarks pertaining to the modification of purchase order.
Reason Code	A unique code identifying the reason for modifying the purchase order document. Mandatory for short closing the document.

The system displays the following details in the “Document Details” group box.

Reason Description

The detailed description of the reason.

Select the following from the “Document Details” group box:

Map With

Use the drop-down list box to select the option to map with either Work Breakdown Structure ID or Purchase Request. The system displays “WBS ID” by default on launch of the page.

Enter the following details in the multiline:

PR No.	A unique number identifying the purchase request.
PR Line No	A unique number identifying the purchase request line level details.

Note: The controls PR No and PR Line No are visible when the Map With combo is selected as “Purchase Request”

Enter the following details in the multiline:

WBS ID

A unique code identifying the work breakdown structure of the project.

The system displays the following details in the multiline.

Task Code	A unique code identifying the task.
Task Description	The detailed description of the task.
Work Area	The work area in which the project took place.
Task Group	Indicates the task group to which the project is mapped.
Start Date	The date on which the project was started.
End Date	The project completion date.

The system displays the following details in the multiline.

Line No

A unique number identifying the item line.

Enter the following details in the multiline:

Item Code	A unique code identifying the item.
Variant	A unique code identifying the item variant.
Quantity	Indicates the item quantity.

The system displays the following details in the multiline.

Usage UOM

The unit of measurement of the item usage.

Enter the following details in the multiline:

Rate	The item rate.
Need Date	The date on which the item is required.
Warehouse	Indicates the warehouse at which the item is stored. Mandatory when the Type is “General”.

Note: Warehouse details should not be specified when the “Type” is “Dropship”

Enter the following details in the multiline:

Comments

Any comments regarding the order document.

The system displays the following details in the multiline.

Balance Qty	The balance quantity available in the warehouse.
Available Stock	The total stock available in the warehouse.
WBS ID	A unique code identifying the work breakdown structure of the project

Click the “Save” pushbutton.

The system retrieves the Item, Variant, Usage, UOM, Rate, Need Date, Balance Quantity, Available Stock and WBS ID details.

Click the “Modify” pushbutton to modify the purchase order details.
Click the “Short Close” pushbutton.

The system increases the Balance Material Quantity of all the WBS IDs in the Purchase Order and updates the status as “Short Closed”.

Note: Only Under Amendment and Open status of the Purchase Order can be short closed.

Click the “Delete” pushbutton.

The system increases the Balance Material Quantity of all the WBS IDs in the PO.

Note: Only “Draft” and “Fresh” documents can be deleted.

To proceed, carry out the following

Select the “Attach Notes” link at the bottom of the page to attach the notes details for the project.
Select the “Specify Checklist” link at the bottom of the page to specify the checklist details for the project.
Select the “Terms and Conditions” link at the bottom of the page to specify the checklist details for the project.
Select the “Schedule and Distribution” link at the bottom of the page to view the projects schedule and distribution details.
Select the “Specify TCD” link at the bottom of the page to specify the taxes, charges and discount details.
Select the “PR-PO Coverage” link at the bottom of the page to view purchase request and purchase order coverage details.
Select the “PO-SO Coverage” link at the bottom of the page to view the purchase order and sale order coverage details.
Select the “Retention PO” link at the bottom of the page to view the purchase order retention details.
Select the “TCAL Summary” link at the bottom of the page to view the projects tax calculation summary.
Select the “View PO” link at the bottom of the page to view purchase order details.
Select the “Amend PO” link at the bottom of the page to amend purchase order.
Select the “Approve PO” link at the bottom of the page to approve purchase order.