Place Direct Orders

Purchase Order

This page allows the user to create a purchase order and also cancel an already existing purchase order. For the selected organization unit and the quotation number, the user can specify the purchase order details such as PO number, PO date, currency used for transaction, remarks pertaining to payment and shipment; billing information such as address details to which the order is to be billed and item details such as the item code, quantity, rate and the address details to which these items are to be shipped. On creating the purchase order, the status gets updated to “Draft” and the system saves all the order details.

Select the “Place Direct Orders” link under the “Customer Portal“ business component.

The “Purchase Order” page appears.

Note: When this UI is launched from “Dealer Access” activity, then the customer code selected in the multiline in the “Dealer Access” page will be displayed along with customer name, company code and company name.

The system displays the following details in the header:

Customer Code	The code identifying the customer.
Customer Name	The name of the customer.
Company Code	The code identifying the company.
Company Name	The name of the company.

Select a relevant option from the drop-down:

Org. Unit

Use the drop-down list box to select the organization unit. The system populates the list box with all the OUs that are mapped to the “ Normal Sale Order” business component. The system displays the login OU by default on launch of the page.

The system displays the following details in the header:

Org. Name

The name of the organization unit. The system retrieves and displays the OU name from “Organization Setup” business component.

Enter the following details in the header:

Quotation No.	The code identifying the quotation number (Alphanumeric, 18) Mandatory. The system checks for the validity of the entered quotation number and also checks if it is mapped to the customer code of that OU.
	Help Facility available.
	Press<Enter> key.
	The system retrieves and displays the details of the line number, customer item code, item code, variant code, quantity and rate in the multiline.

The system displays the following details in the header:

Date

The date on which the quotation was raised.

Enter the following details in the “Purchase Order Details” group box:

PO No.	The code identifying the purchase order number (Alphanumeric, 20) Mandatory. The system checks for the validity of the purchase order number
	Press (Enter> key.
	Help Facility available.
	The system displays the status of the purchase order.
PO Date	The date on which the purchase order was raised (Date Format). The system displays the system date by default on launch of the page. The system ensures that PO date is not earlier than the system date.

The system displays the following details:

Status

The status of the purchase order.

Select a relevant option from the drop-down in the “Purchase Order Details” group box:

Currency

Use the drop-down list box to select the currency applicable for the Purchase Order. The system retrieves and displays the “Base Currency” from the “Organization Setup” business component.

Enter the following details in the “Purchase Order Details” group box:

Payment Remarks	Any remarks pertaining to the payment (Alphanumeric, 40).
Shipping Remarks	Any remarks pertaining to the shipment (Alphanumeric, 40).

Select a relevant option from the drop-down in the “Billing Information” group box:

Bill To Address Id.

Use the drop-down list box to select the address id to which the items are to be billed. The system populates the list box with customer address id from the “Customer Portal” business component.

Note: For the selected ship to address id, the system displays the address details in the multiline.

The system displays the following details in the “Billing Information” group box:

Address Line1	The first line of the address of the customer.
Address Line2	The second line of the address of the customer, if any.
Address Line3	The third line of the address of the customer, if any.
City	The name of the city.
State	The name of the state.
Country	The code of the country.

Enter the following details in the “Line Details” multiline:

Customer Item Code	The code used by the customer to identify the items (Alphanumeric, 32). Mandatory.
	Press <Enter> key.
	Help facility available.
Item Code	The code identifying the item (Alphanumeric, 32) Mandatory.
	Press <Enter> key.
	Help facility available.
Variant Code	The code identifying the variant of the item (Alphanumeric,8).
Item Variant Desc.	The description of the item variant (Alphanumeric, 255) Mandatory.
UOM	The unit of measurement of the item (Alphanumeric, 15) Mandatory.
Qty.	The quantity of the item ordered (Integer). The system ensures that this field is not left blank if item code is specified and also ensures the value is positive.
Rate	The rate of the item (Integer). The system ensures that this field is not left blank if item code is specified

Note: The Total Item Price is the product of Cost and Quantity.

Need Date

The date by which the items are required (Date Format). The system ensures that this date is not earlier than the PO date.

Select a relevant option from the drop-down in the multiline:

Ship To Address Id.

Use the drop-down list box to select the address id to which the items are to be shipped. The system populates the list box with valid customer address id from the “Customer” business component.

The system displays the following details in the multiline:

Line No.	The line number of the item.
Total Item Price	The price of the total item (Integer).
Address1	The first line of the address of the customer.
Address2	The second line of the address of the customer, if any.
Address3	The third line of the address of the customer, if any.
City	The name of the city.
State	The name of the state.
Country	The code of the country.

Click the “Maintain Purchase Order” pushbutton to create a purchase order.

The system sets the status to “Draft” and saves the PO number along with the associated details.

Click the “Cancel Purchase Order” pushbutton to cancel a selected purchase order.

The system updates the status from “Draft” to “Cancelled”.

Enter the following detail:

Attach File

The name or the path of the attached file.

Click the “Browse” pushbutton to browse for the files that is to be attached.

The system displays the following details in the “Data History” group box:

Created By	The login id of the user who created the purchase order.
Created Date	The date on which the purchase order was created.
Last Modified By	The login id of the user who last modified the purchase order.
Last Modified Date	The date on which the purchase order was last modified.

To proceed, carry out the following:

Select “Attach Notes” link at the bottom of the page to specify notes for the purchase order.
Select “View File” link at the bottom of the page to view the attached file.