This chapter contains the following topics:
You can revise a purchase order after you have entered it into the system if a change has occurred since you entered the order. For example, if you need to fill a purchase order quickly, you can manually update the status code so that it bypasses some of the normal purchasing procedures. If you want to delay an order, or if the supplier cannot get the items to you by the promised date, you can revise the requested or promised dates. Also, you can review the inventory and create a purchase order for items that you want to reorder.
This section provides an overview of status code updates and discusses how to:
Set processing options for PO Speed Status Update (P43025).
Update status codes.
The system processes detail lines through the purchase order processing cycle based on the last and next status codes that have been assigned to each line. After a detail line completes a step in the processing cycle, the system updates the status codes.
You can manually update the next status code for detail lines to bypass a particular step, if necessary.
You cannot update detail lines to a closed status unless you use the Order Entry program (P4310).
Processing options enable you to specify the default processing for programs and reports.
Enter a value from user-defined code (UDC) 00/DT that identifies the type of document. This code also indicates the origin of the transaction. The system has reserved document type codes for vouchers, invoices, receipts, and time sheets, which create automatic offset entries during the post program. (These entries are not self-balancing when you originally enter them.) These document types are defined by the system and should not be changed:
P: Accounts Payable documents.
R: Accounts Receivable documents.
T: Payroll documents.
I: Inventory documents.
O: Purchase Order Processing documents.
J: General Accounting/Joint Interest Billing documents.
S: Sales Order Processing documents.
Enter a value from UDC 40/AT that specifies the last step in the processing cycle that this order line has successfully completed.
Enter a value from UDC 40/AT that indicates the next step in the order flow of the line type.
Enter a value from UDC 40/AT that indicates the next step in the order flow of the line type.
Enter 1 to protect the update next status code.
Specify the version of purchase order entry to be used by the system.
This section provides an overview of purchase date revisions and discusses how to set processing options for Purchasing Date Revisions (P43100).
The requested date or promised date for an order might change after you have entered the order in the system. You can follow manual procedures and simultaneously revise these dates for multiple orders.
After you change a requested or promised date, the system records the new date in the F4311 table. If you have already taken receipt of items, the dates in the F43121 table are not affected.
Processing options enable you to specify the default processing for programs and reports.
This processing option enables you to enter default information that the system uses for processing.
Specify a value from UDC 40/AT indicating the next step in the order flow of the line type.
This processing option specifies whether the system activates self-service functionality.
Specify whether the system generates an email message to either the buyer (if the system finds a buyer number) or the originator (if the system does not find a buyer number) when a supplier changes a promised delivery date by using the internet. When the promised delivery date is approved by the buyer or originator, the system updates either the promised date and the next status code (if you set the override next status code) or only the promised date on the purchase order. Values are:
Blank: Do not send email.
1: Send email to the buyer or the originator for approval.