Creating Purchase Orders with the Quick Sourcer
If purchase order integration is activated, you must create a purchase order for a work order before releasing it. You must use the link on the work order page to initiate the purchase order creation.
Note: You cannot release a work order without creating and dispatching the purchase order first.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
PV_RUN_REQSORC_1 |
Enter parameters for the AutoSelect Requisitions process. |
|
|
PV_RUN_REQSORC_2 |
Enter parameters for the PO Calculations process and the Create Purchase Order process. |
Use the Quick Sourcer - Autosource Parameters page (PV_RUN_REQSORC_1) to enter parameters for the AutoSelect Requisitions process.
Navigation:
Click the Quick Source link on the Work Order - Cost page.
The values for the parameters are filled in automatically if you run the process from the link on the work order page.
Field or Control |
Description |
|---|---|
Request Type |
Displays Purch Ord as the requisition type by default. |
Item ID Required |
Displays a check box that is deselected, because work orders do not have an item ID. |
From Business Unit and To Business Unit |
Displays the work order business unit by default. |
Work Order ID |
Displays the work order ID by default. |
Supplier |
Displays the work order supplier by default. |
From Requisition ID and To Requisition ID |
Displays the work order requisition ID by default, if the work order is linked to a requisition. |
Use the Quick Sourcer - Purchase Order Values page (PV_RUN_REQSORC_2) to enter parameters for the PO Calculations process and the Create Purchase Order process.
Navigation:
Click the Purchase Order Values link on the Quick Sourcer - Autosource Parameters page.
Field or Control |
Description |
|---|---|
Buyer |
Displays the buyer defined on the procurement user defaults. |
Consolidation Method |
Determines whether purchase orders are consolidated by business unit, supplier, and buyer (select B) or by business unit and supplier only (select V) The consolidation method applies only to staged rows that are identified for consolidation. |
Pre-Approve Supplier |
Select to approve the supplier that the PO_POCALC process selects automatically. You can run the PO Calculations process and the Create PO process as a unit, without having to approve the suppliers. Appears selected by default. For services the supplier is the supplier from the work order. |
Build PO's as Approved |
Select to create POs with an Approved status when you run the Create PO process. If you select this option, the process examines auto approval criteria set at the business unit level. Appears selected by default. |
Expedite Staged POs |
Select to source all requisitions that are located in the staging table. Appears selected by default. |
Hold from Further Processing |
Select to place the resultant purchase orders on hold and prevent further processing. |
Calculate PO Line Numbers |
Select to ignore staged entry line numbers when the Create PO process creates new purchase orders and assigns sequential line numbers, beginning with 1. If you do not select this option, the performance is faster, but you might have purchase orders with nonsequential line numbers that do not begin with 1. Appears selected by default. |
Allow Dispatch When Approved |
Select to make the resultant purchase orders eligible for dispatch. Appears selected by default. |