1. Using Procurement
  2. How You Create Special Handling Purchase Orders

How You Create Special Handling Purchase Orders

Create purchase orders requiring special handling by your suppliers. You can capture handling details in special handling descriptive flexfields on the document header and lines. You can create special handling orders from special handling requisitions or create standalone special handling orders.

For example, create bill-only documents that include details such as the physician's name and the item's lot and serial number.

When you generate an order from a special handling requisition, any details you capture on the requisition will be copied to the order.

Note: You can require buyer review, override B2B communication, and automatically create receipts for your special handling orders.

Here are some of the considerations for creating special handling purchase orders:

  • You can't delete special handling types after you create them in the Manage Special Handling Types task. Disable the special handling type so that requesters and buyers no longer see the type as a choice when creating documents.
  • The context associated with the special handling type can't be changed after creating the type. When you create a special handling document, the context will default onto the document and control which segments you see. You won't be able to see or change the context itself on the document.
  • The Bill Only special handling type and associated contexts are seeded. You can use them as is or configure them.
  • Any changes to the Special Handling Attributes for Headers or Special Handling Attributes for Lines flexfields are shared between Self Service Procurement and Purchasing. New and changed contexts and segments will show up in both applications.
  • You can't create special handling orders using styles that have consignment terms, configuration ordering, outside processing, or complex work enabled.
  • If Automatically Create Receipt is enabled for the special handling type:
    • You can't create lines with items that are lot or serial controlled.
    • Receipt routing will be read-only and set to Direct Delivery.
    • The destination type must be Expense.
  • When you use the Create Requisitions and Purchase Orders Requiring Special Handling feature, the Override B2B Communication setting will be available on purchase orders without needing to opt in to the 23B feature Override B2B Communication of Purchase Orders. You will still need the corresponding privilege to change the value.
  • If B2B messages are set up for the document and the supplier site, the application will enable Override B2B Communication on special handling orders if the Override B2B communication for special handling orders setting on the supplier site is enabled.
  • You can't duplicate special handling orders or lines.
  • A special handling type is available as a header-level approval attribute for writing rules.
  • Special handling type and code are available in the Purchase Order data model. You can configure your PDF template with the data model fields to send special handling details to your supplier.
  • The Bill Only special handling type is associated with the Bill Only Context for Headers and Bill Only Context for Lines.
    • The Bill Only Context for Headers context includes these context-sensitive segments:
      • Physician Name
      • Date of Service
      • Reference Number
    • The Bill Only Context for Lines context includes these context-sensitive segments:
      • Lot
      • Serial Number