Working with PO Interface Records (WPOI)
Purpose: Use the Work with PO Interface Records screen to review, change, or delete PO interface records. Once you correct any errors, you can select Submit or use the Rerun PO Interface Table Edit (RPOI) menu option to validate the information and create CWSerenade purchase orders. See the PO Upload Process for processing details.
Work with PO Interface Records Screen
How to display this screen: Enter WPOI in the Fast path field at the top of any menu or select Work with PO Interface Records from a menu.
Field |
Description |
PO# |
The CWSerenade purchase order number assigned to this PO Interface Header record. Numeric, 7 positions; Optional. |
STS (Purchase order interface record status) |
Indicates the status of the PO interface record. Valid values are: O = Open. The PO interface record does not contain errors. E = Error. The PO interface record contains errors. Alphanumeric, 1 position; Display-only. |
Reference# (Purchase order interface record reference number) |
A unique number assigned to each PO interface record. The reference number links the PO interface records together: • PO Header Interface Table (IXPHDP) • PO Header Interface Message Table (IXPHMP) • PO Detail Interface Table (IXPDTP) • PO Detail Interface Message Table (IXPDMP) In order to create a CWSerenade purchase order, you must assign the same reference number to a PO header interface record and a PO detail interface record. Numeric, 15 positions; Optional. |
Due date |
The date this purchase order is due. Numeric, 6 positions (MMDDYY format); Optional. |
Vendor # |
A code that identifies the vendor or supplier of an item. Numeric, 7 positions; Optional. |
Screen Option |
Procedure |
Change a PO interface record |
Select Change for a PO interface record to advance to the Change PO Header Interface Screen. |
Delete a PO interface record |
Select Delete for a PO interface record to delete it. Note: When you delete a PO header interface record, the system also deletes the associated PO header interface messages, PO detail interface records, and PO detail interface messages. |
Display a PO interface record |
Select Display for a PO interface record to advance to the Display Purchase Order Detail Interface Screen. |
Work with PO interface detail records |
Select Details for a PO interface record to advance to the First PO Interface - Maintain Detail Screen. |
Change a PO interface header message |
Select Message for a PO interface record to advance to the Change PO Header Interface Screen. |
Submit PO Upload Process |
Select Submit. See PO Upload Process for more information on the edits the system performs to create or maintain a CWSerenade purchase order. |
Change PO Header Interface Screen
Purpose: Use this screen to correct any errors that may exist on the PO header interface record. When you select OK on this screen, the system highlights the fields that are in error so that you can correct them.
How to display this screen: On the Work with PO Interface Records Screen, select Change for a PO interface record.
Field |
Description |
PO number |
The CWSerenade purchase order number assigned to this PO Interface Header record. Numeric, 7 positions; display-only. |
Reference # |
A unique number assigned to each PO interface record. The reference number links the PO interface records together: • PO Header Interface Table (IXPHDP) • PO Header Interface Message Table (IXPHMP) • PO Detail Interface Table (IXPDTP) • PO Detail Interface Message Table (IXPDMP) In order to create a CWSerenade purchase order, you must specify the same reference number for a PO header interface record and a PO detail interface record. Numeric, 15 positions; display-only. |
PO header status |
Indicates the status of the PO header interface record. Valid values are: O = Open. The PO header interface record does not contain errors. E = Error. The PO header interface record contains errors. Alphanumeric, 1 position; display-only. |
The date that the purchase order should be flagged for cancellation. This date must be greater than the current date. Numeric, 6 positions (MMDDYY format); optional. |
|
Confirming PO |
Determines whether this is a confirming purchase order. If this is a confirming purchase order, during PO print, you can print confirming purchase orders and the purchase order will indicate that it is a confirming document. Valid values are: Selected = This is a confirming purchase order. Unselected (default) = This is not a confirming purchase order. |
Due date |
The date when the item is due from the vendor. Numeric, 6 positions (MMDDYY format); required. |
Entry date |
The date the purchase order was entered. Numeric, 6 positions (MMDDYY format); required. |
Negotiate price |
Determines whether the system pulled prices for each item entered. Valid values are: Selected = You must enter a price for each item. Unselected (default) = The system automatically pulled a price for each item. Prices are pulled from: • Vendor/Item Price Break table • Vendor/Item table • Item table |
Promise date |
The date after which the item can be committed to customers. Numeric, 6 positions (MMDDYY format); optional. |
Placed with |
The name of the person at the vendor site with whom the purchase order was placed. Alphanumeric, 30 positions; optional. |
Recurring PO |
Determines whether you are entering a template for a recurring purchase order. Valid values are: Selected = The system assigns an R (recurring) status to the order. Any items and quantities on this order are not placed “on-order.” Orders with an R status are used in the Recurring PO generation program. Unselected (default) = This is not a recurring purchase order. |
Tax status |
The tax exempt number for the purchase order. Alphanumeric, 15 positions; optional. |
Vendor reference # |
The vendor's reference number for printing on the purchase order. Alphanumeric, 15 positions; optional. |
Shipping instrc (Shipping instructions) |
One line of shipping information to print on the purchase order. Alphanumeric, 20 positions; optional. |
PO type |
Indicates whether this purchase order is an initial buy or a recurring purchase order. Valid values are: I (default) = This purchase order is an initial buy. R = This purchase order is a recurring purchase order. Alphanumeric, 1 position; required. |
Buyer |
A code to identify a buyer. The buyer description is to the right of this field. The system validates the buyer code against the Buyer table; see Working with Buyers (WBUY). Alphanumeric, 3 positions; required. |
Offer |
The code for the offer (catalog) you will use to sell the merchandise to your customers. Required if the Offer Required Entry on Purchase Orders (A36) system control value is selected. The system validates the offer code against the Offer table. Alphanumeric, 3 positions; required if SCV A36 is selected. |
Warehouse |
A code to identify the warehouse. The warehouse description is to the right of this field. The system validates the warehouse code against the Warehouse table. Numeric, 3 positions; required. |
Vendor # |
A code to identify the vendor or supplier of an item. The vendor number is to the right of this field. The system validates the vendor code against the Vendor table; see Working with Vendors (WVEN). Numeric, 7 positions; required. |
Ship via |
A code that identifies the shipper to deliver the merchandise. The ship via code is validated against the PO Ship Via table. Required if the Require Ship Via on Purchase Order Header (E96) system control value is selected. The system validates the ship via code against the PO Ship Via table; see Working with Purchase Order Ship Via (WPSV). Numeric, 2 positions; required if SCV E96 is selected. |
PO user field 1 |
Informational only. Alphanumeric, 10 positions; optional. |
PO user field 2 |
Informational only. Alphanumeric, 10 positions; optional. |
PO user field 3 |
Informational only. Alphanumeric, 10 positions; optional. |
PO user field 4 |
Informational only. Alphanumeric, 10 positions; optional. |
Instructions:
1. Enter any changes you wish to make and select OK. The system validates your entries and highlights any fields that you need to correct. Correct any errors.
2. You advance to the First PO Interface - Maintain Detail Screen, where you can work with the detail records associated with the header record you just changed.
Screen Option |
Procedure |
Review PO header interface messages |
Select Message to advance to the Change PO Header Interface Messages Screen. |
Display Purchase Order Header Interface Screen
To display: Select Display for a header record at the Work with PO Interface Records Screen to advance to the Display Purchase Order Header Interface screen. You cannot change any information on this screen. See Change PO Header Interface Screen for field descriptions.
Change PO Header Interface Messages Screen
Purpose: Use this screen to review and change purchase order header interface messages.
How to display this screen:
• select Message for a header record on the Work with PO Interface Records Screen.
• select Message on the Change PO Header Interface Screen.
Field |
Description |
PO number |
The CWSerenade purchase order number assigned to this PO Interface Header Message record. Numeric, 7 positions; display-only. |
Reference # |
A unique number assigned to each PO interface record. The reference number links the PO interface records together: • PO Header Interface Table (IXPHDP) • PO Header Interface Message Table (IXPHMP) • PO Detail Interface Table (IXPDTP) • PO Detail Interface Message Table (IXPDMP) In order to create a CWSerenade purchase order, you must specify the same reference number for a PO header interface record and a PO detail interface record. Numeric, 15 positions; display-only. |
Status |
Indicates the status of the PO interface record. Valid values are: O = Open. The PO interface record does not contain errors. E = Error. The PO interface record contains errors. Alphanumeric, 1 position; display-only. |
Message |
The message text for this PO header interface record. Alphanumeric, six 60 position lines; optional. |
Indicates whether this message text will print, and the form on which it will print. Valid values are: blank = Do not print. B = Print on both the Purchase Order and the PO Receiving Worksheet (POR0167, POR0167BC) or PO Receiving Worksheet (POR0740, POR0740BC). P = Print on the purchase order only. W = Print on the receiver's worksheet only. Alphanumeric, 1 position; optional. |
Completing this screen: You advance to the First PO Interface - Maintain Detail Screen.
First PO Interface - Maintain Detail Screen
Purpose: Use this screen to change, delete, and display PO detail interface records.
How to display this screen:
• Select Details for a header record on the Work with PO Interface Records Screen.
• Select OK or Exit on the Change PO Header Interface Messages Screen.
Field |
Description |
PO number |
The CWSerenade purchase order number assigned to this PO Detail Interface record. Numeric, 7 positions; display-only. |
Reference # |
A unique number assigned to each PO interface record. The reference number links the PO interface records together: • PO Header Interface Table (IXPHDP) • PO Header Interface Message Table (IXPHMP) • PO Detail Interface Table (IXPDTP) • PO Detail Interface Message Table (IXPDMP) In order to create a CWSerenade purchase order, you must specify the same reference number for a PO header interface record and a PO detail interface record. Numeric, 15 positions; display-only. |
PO header status |
Indicates the status of the PO header interface record. Valid values are: Open = The PO header interface record does not contain errors. Error = The PO header interface record contains errors. Alphanumeric, 1 position; display-only. |
Ln# (Purchase order line number) |
The purchase order line number. Up to 999 lines can exist on one purchase order. Numeric, 3 positions; display-only. |
Sts (Purchase order detail interface status) |
Indicates the status of the PO interface detail line. Valid values are: Open = The PO interface detail line does not contain errors. Error = The PO interface detail line contains errors. Alphanumeric, 1 position; display-only. |
Item |
An item ordered on the purchase order. The system displays only the first 5 positions of the item code. Alphanumeric, 12 positions; display-only. |
SKU |
The SKU for the ordered item. The system displays only the first 4 positions of the SKU code. Alphanumeric, 14 positions; display-only. |
UOM (Unit of measure) |
A code that represents the vendor's unit of measure for an item; see Working with Units of Measure (WUOM). Alphanumeric, 3 positions; display-only. |
Qty ord (Quantity ordered) |
The purchase order quantity ordered for an item. Numeric, 7 positions; display-only. |
Item description |
The description of the item on the purchase order. Alphanumeric, 40 positions; display-only. |
Screen Option |
Procedure |
Change a PO detail interface record |
Select Change for a detail record to advance to the First PO Interface - Maintain Detail Screen. |
Delete a PO detail interface record |
Select Delete for a PO detail interface record to delete it. |
Display a PO detail interface record |
Select Display for a detail record to advance to the Display Purchase Order Detail Interface Screen. |
Change a PO detail interface message |
Select Message for a detail record to advance to the Change PO Detail Interface Message Screen. |
Second PO Interface Maintain Detail Screen (Changing)
Purpose: Use this screen to review and change PO detail interface information. When you select OK on this screen, the system highlights the fields that are in error so that you can correct them.
How to display this screen: On the First PO Interface - Maintain Detail Screen, select Change for a detail record.
Field |
Description |
PO number |
The CWSerenade purchase order number assigned to this PO detail interface record. Numeric, 7 positions; display-only. |
Reference # |
A unique number assigned to each PO interface record. The reference number links the PO interface records together: • PO Header Interface Table (IXPHDP) • PO Header Interface Message Table (IXPHMP) • PO Detail Interface Table (IXPDTP) • PO Detail Interface Message Table (IXPDMP) In order to create a CWSerenade purchase order, you must specify the same reference number for a PO header interface record and a PO detail interface record. Numeric, 15 positions; display-only. |
Status |
Indicates the status of the PO interface detail line. Valid values are: O = Open. The PO interface detail line does not contain errors. E = Error. The PO interface detail line contains errors. Alphanumeric, 1 position; display-only. |
Line # |
The purchase order line number you are currently changing. Numeric, 3 positions; display-only. |
Due date |
The date on which the item is due from the vendor. Numeric, 6 positions (MMDDYY format); required. |
Order qty (Order quantity) |
The quantity ordered for the item you are changing. Numeric, 7 positions; required. |
Price |
The price for this item. The item price represents the Cost field in Purchase Order Entry. Numeric, 11 positions with a 4-place decimal; required. |
Promise date |
The date after which the item can be committed to customers. Numeric, 6 positions (MMDDYY format); optional. |
Entry date |
The date the purchase order was entered. Numeric, 6 positions (MMDDYY format); required. |
Item number |
The item defined on the purchase order detail line that you are currently changing. The system validates the item number against the Item table. Alphanumeric, 12 positions; required. |
SKU |
The SKU for the item on the purchase order detail line that you are currently changing. Required if the item contains SKUs. The system validates the SKU codes against the SKU table. Alphanumeric, 14 positions; required if the item contains SKUs. |
Unit of measure |
A code that represents the vendor's unit of measure for the item on the purchase order detail line that you are currently changing. The system validates the unit of measure code against the Unit of Measure table; see Working with Units of Measure (WUOM). Alphanumeric, 3 positions; required. |
Vendor number |
A code to identify the vendor or supplier of an item. The vendor number is to the right of this field. An error message indicates if the vendor number on this detail line does not match the vendor number defined on the associated purchase order header interface record: PO Header Vendor # is 101 and PO Detail Vendor is 2. The system validates vendor numbers against the Vendor table; see Working with Vendors (WVEN). Numeric, 7 positions; required. |
Warehouse |
A code to identify the warehouse. The warehouse description is to the right of this field. Warehouse codes are defined in and validated against the Warehouse table. Numeric, 3 positions; required. |
Ship via |
A code that identifies the shipper to deliver the merchandise. From Default Purchase Order Ship Via for Purchase Order Interface (F85) system control value. Required if the Require Ship Via on Purchase Order Header (E96) system control value is selected. The system validates the ship via code against the PO Ship Via table; see Working with Purchase Order Ship Via (WPSV). Numeric, 2 positions; required. |
Completing this screen: The system highlights any fields that are in error. Enter any changes you wish to make. You return to the First PO Interface - Maintain Detail Screen once all of the errors have been corrected. The record status changes from E (error) to O (open).
Screen Option |
Procedure |
Change a PO detail interface message |
Select Message to advance to the Change PO Detail Interface Message Screen. |
Display Purchase Order Detail Interface Screen
To display: Select Display for a detail record at First PO Interface - Maintain Detail Screen to advance to the Display Purchase Order Detail Interface screen. You cannot change any information on this screen. See Second PO Interface Maintain Detail Screen (Changing) for field descriptions.
Change PO Detail Interface Message Screen
Purpose: Use this screen to change an existing message for a PO interface detail line.
How to display this screen:
• select Message for a detail line on the First PO Interface - Maintain Detail Screen.
• select Message on the Second PO Interface Maintain Detail Screen (Changing).
Field |
Description |
PO number |
The CWSerenade purchase order number assigned to this PO Detail Interface message. Numeric, 7 positions; display-only. |
Reference # |
A unique number assigned to each PO interface record. The reference number links the PO interface records together: • PO Header Interface Table (IXPHDP) • PO Header Interface Message Table (IXPHMP) • PO Detail Interface Table (IXPDTP) • PO Detail Interface Message Table (IXPDMP) In order to create a CWSerenade purchase order, you must specify the same reference number for a PO header interface record and a PO detail interface record. Numeric, 15 positions; display-only. |
PO header status |
Indicates the status of the PO header interface record. Valid values are: O = Open. The PO header interface record does not contain errors. E = Error. The PO header interface record contains errors. Alphanumeric, 1 position; display-only. |
Message |
The message text for this PO detail interface record. Alphanumeric, three 60 position lines; optional. |
Indicates whether this message text will print, and the form on which it will print. Valid values are: blank = Do not print. B = Print on both the Purchase Order and the PO Receiving Worksheet (POR0167, POR0167BC). P = Print on the purchase order only. W = Print on the receiver's worksheet only. Alphanumeric, 1 position; optional. |
