Contents

List of Figures

List of Tables

Title and Copyright Information

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Preface

• Audience
• Documentation Accessibility
• Customer Support
• Review Patch Documentation
• Improved Process for Oracle Retail Documentation Corrections
• Oracle Retail Documentation on the Oracle Technology Network
• Conventions

1 Overview

• Purchase Orders
  • Automatically Generated Purchase Orders
  • Manually Creating a Purchase Order

2 Create a Purchase Order

• Define/Enter a Purchase Order
  • Order or Import Order
  • Shipping Information
  • Partners
  • Comments
  • Order - More Actions Menu
  • Editing an Exchange Rate
  • Order Dates
  • Supplier Details
  • Required Documents
    • Adding Required Documents to a Purchase Order
    • Deleting Required Documents from a Purchase Order
    • Viewing Required Documents of a Purchase Order
  • Letter of Credit
    • Viewing Letter of Credit Information
  • Ordering Prepacks
    • Adding a Prepack to the Purchase Order
    • Creating a Prepack Template
• Manage Order Contexts
• Add Details
  • Detail
  • Add Items and Locations
    • Adding Items to a Purchase Order
    • Editing Items on a new Purchase Order
    • Deleting All Items from a new Purchase Order
    • Distributing a Purchase Order
    • Order Distribution Advanced Filter
  • Distribute by Diff
    • Distributing Items by Individual Diff
    • Distributing Items with Diff Matrix
  • Distribute by Location
    • Distributing Items by Location
    • Distributing Items by Store Grade
• Review Purchase Orders
  • Order Details
    • Order Header
    • Items
    • Locations
    • Allocation
    • Editing Items on an Existing Purchase Order
    • Editing Locations
  • View Pack Components on an Order
    • Order Pack Details Header
    • Pack Components
    • Viewing Components of a Pack
  • Diff Summary
  • Update Cost
  • Update Expenses
    • Order Expense Header
    • Order Expense Table
    • Viewing Order Expenses
    • Adding Expense
    • Editing Expense
  • Update HTS Classifications
    • Order HTS Header
    • HTS
    • Details
    • Assessments
    • Viewing HTS
    • Adding HTS
    • Deleting HTS
    • Adding Assessment
    • Editing Assessment
    • Deleting Assessment
• Order Summary
  • Order Summary Header
  • Locations
  • Items
  • Viewing an Order Summary by Location
  • Recalculate Order Totals
• Approve a Purchase Order
  • Submitting a Purchase Order for Approval
  • Approving a Purchase Order

3 Create Specialty Purchase Orders

• Create a Contract Order
• Create an Order for Contracted Items
• Create a DSD Order
• Create a Pre-Issued Order
  • Pre-Issued Order Numbers
    • Generation Schedule Table
    • Creating a Schedule for Pre-Issue Order Numbers
    • Generating Order Numbers
• Create a Customer Order
  • Customer Details
    • Customer Header
    • Billing Information
    • Delivery Information
    • Other Information
    • Maintaining Customer Details

4 Manage Purchase Orders

• Searching for an Order
  • Searching for an Order Through the Basic Search Criteria
  • Searching for an Order Through Advanced Search Criteria
• Viewing a Purchase Order
• Results
• Delete a Purchase Order
• Cancel All Items on a Purchase Order
• Reinstate All Items of a Purchase Order
• Order Revisions
  • Order Date Changes
  • Cost and Quantity Changes
  • Viewing an Order Revision
  • Accepting a Revision Order
• Split an Order
• Appointments
  • Viewing Appointments
  • Searching for an Appointment
    • Searching for an Appointment Through the Basic Search Criteria
    • Searching for an Appointment Through the Advanced Search Criteria
  • Results
  • Details
• Order Shipments
• Work Orders for Purchase Orders
  • Work Orders for Order No. Table
  • Item/Locations Table
  • Work In Progress Codes Table
  • Creating Work Orders
  • Managing Work Orders
  • Deleting a Work Order
  • Deleting an Item/Locations Combination
  • Adding a WIP Code
  • Viewing Work Orders
  • Deleting a WIP Code
• Deal Summary
  • Order Discounts
• View Replenishment Orders
  • Inventory Management
    • Maintaining Order Inventory Information for a PO at the Order, Item, or Location Level
    • Maintaining Scaling Constraints
    • Maintaining Minimum Constraints
    • Maintain Truck Splitting Constraints
    • Order Due Status
    • Maintaining Supplier Pooling
    • Recalculating Quantities
    • Viewing Order Inventory Management Information
• Redistribute Items on a Purchase Order
• Manage Open To Buy Budgets

5 Upload/Download Orders from a Spreadsheet

• Download from Staging
• Upload from Staging
• Download from the Application
• Upload from a File
• View Issues

6 Contract Overview

• Contract Types

7 Create a Contract

• Contract
  • Contract Header
  • Totals
  • Items
  • Details
  • Comments
  • Contract - More Actions Menu
• Adding the Total Cost to Type C and D Contracts
• Add Items, Costs, and Locations
  • Add Items to a Contract
  • Distributing Items of a Contract
  • Verifying or Editing the Cost of the Items
  • Editing Unit Costs of Items on a Contract
    • Editing the Unit Cost of Single Items on a Contract
    • Mass Update Cost
  • Contract Distribution
    • Contract Distribution Header
    • Distribute By
    • Item Table
    • Contract Distribution Advanced Filter
    • Distributing Items by Location
    • Distributing Items by Ready Date
    • Distributing by Diff
• Review and Approve a Contract
  • Recalculating and Completing the Contract
  • Parent/Diff Summary
    • Parent/Diff Summary Header
    • View By
    • Parent/Diff Summary Table
    • Viewing a Parent/Diff Summary
  • Dates
  • Contract Approval Process
  • Submitting a Contract for Approval
  • Approving a Contract

8 Manage Contracts

• Searching for a Contract
  • Searching for a Contract Through the Basic Search Criteria
  • Searching for a Contract Through Advanced Search Criteria
• Results
• Update a Contract
  • Editing a Contract
  • Copying a Contract
  • Editing the Distribution Quantity on a Contract
• View Contract Cost History
  • Searching the Cost of Items by Contract
    • Searching for the Cost of Items by Contract Through the Basic Search Criteria
    • Searching for the Cost of Items by Contract Through Advanced Search Criteria
  • Results
• View Purchase Orders for Contract
  • Contract Order List Header
  • Order Table
  • Viewing or Editing the Contract Order List
  • Changing the Status of a Purchase Order
• Complete a Contract
• Cancel a Contract
  • Reinstate a Cancelled Contract
• Unapprove a Contract
• Manage Supplier Availability