6.3.1 View Purchase Order

This topic provides systematic instructions to view a list of purchase orders based on the corporate party’s role as a buyer or supplier.

On selection of Buyer view, you can view all the purchase orders as of current date where the corporate party’s role is that of a buyer in the program. On selection of Supplier view, you can view all the purchase orders as of current date where the party’s role is that of a supplier in the program.

User must have valid corporate login credentials.

To view purchase orders:

1. From the Dashboard, click the Toggle Menu, then click Receivables/Payables, then Purchase Order Management, and then View Purchase Orders.
   The Select Role pop-up window appears.

   Figure 6-17 Select Role pop-up window

   
   

   
   Description of "Figure 6-17 Select Role pop-up window"

   
   

   Table 6-11 Select Role pop-up window - Field Description

   Field Name	Description
   Select Role	Select the role of the corporate party to view the required purchase orders. The options are: Buyer Supplier

2. In the Select Role pop-up window, select either the Buyer or the Supplier option.
3. Click Proceed to view the existing purchase orders or, click Cancel to cancel the transaction..
   The View Purchase Order screen appears.

   Figure 6-18 View Purchase Order Search Result - Buyer Role

   
   

   
   Description of "Figure 6-18 View Purchase Order Search Result - Buyer Role"

   
   

   Figure 6-19 View Purchase Order Search Result- Supplier Role

   
   

   
   Description of "Figure 6-19 View Purchase Order Search Result- Supplier Role"

   
   

   Table 6-12 View Purchase Order - Field Description

   Field Name	Description
   Party Name	Select the party name from the dropdown list to view the applicable list of purchase orders. By default, the primary party/gcif of the logged-in user is selected. Note: Only accessible parties are displayed to the user. Based on the party selection, the list of purchase orders is displayed.
   Switch View	Indicates the options to view the purchase orders based on the logged-in corporate party’s role. The options are: Buyer Supplier
   Filter	Click this icon to filter the purchase orders based on certain criteria. For more information, refer the Filter (overlay window for View Purchase Orders) section below.
   Download	Click this linkto download the list of finances in CSV or PDF format.
   Manage Columns	Click this link to personalize the columns i.e., rearrange/remove columns in the search result grid. The Manage Columns overlay window appears. For more information, refer the Manage Columns (overlay window for View Purchase Orders) section below.
   Search Filter	Click this link to personalize the columns i.e., rearrange/remove columns in the search result grid. The Manage Columns overlay window appears. For more information, refer the Manage Columns (overlay window for View Purchase Orders) section below.
   List of Purchase Orders	A list of purchase orders appears on this section. Note: By default, the list displays the purchase orders with the due dates greater than or lesser than the Current Business Date by 3 months.
   No. of Record(s)	Displays the total number of purchase orders listed by default or after a filter criteria is applied.
   Customer Purchase Order Number	Displays the reference number of the purchase order as fetched from the Host. This is a hyperlink which when clicked displays the details of the purchase order. For more information, refer the View Purchase Order Details section below.
   Purchase Order Date	Displays the date of the purchase order as fetched from the Host.
   Associated Party	User can search the receivables/payables by providing the associated party. The drop-down lists all the on-boarded associated parties and the list of on-boarded associated party is categorized by: Anchor Buyer Anchor Supplier Counter Party Buyer Counter Party Supplier
   Shipment Date	Displays the shipment date, as fetched from the Host.
   Purchase Order Amount	Displays the purchase order amount, as fetched from the Host.
   Available Amount	Displays the balance available amount of the Final purchase order amount post linkage of an Invoice.
   Status	Displays the status of the purchase order.
   Associated Party Name	Indicates an option to search for purchase order(s) based on the counter party associated with the purchase order(s).
   Finance Status	Displays the status of any finance availed against the purchase order. This value can be one of the following: Financed Partially Financed

View Purchase Order - Filter (overlay window)

This overlay window appears when you click in the View Purchase Order screen.

Description of the illustration view-purchase-order_filter-overlay-window.png

Table 6-13 View Purchase Order - Field Description

Field Name	Description
Customer Purchase Order Number	Indicates an option to filter for purchase orders using the customer’s own reference number.
Associated Party Name	Indicates an option to filter for purchase order(s) based on the counter party associated with the purchase order(s).
Program Name	Indicates an option to filter purchase orders associated with a particular program. This field is visible only if the Oracle Banking Supply Chain Finance application is implemented by the bank.
Purchase Order Date From - To	Indicates the option to search for purchase orders that have been raised within a specific date range. You can select the dates by clicking the icon in the From and To fields.
Request Shipment Date From - To	Indicates the option to filter for purchase orders that are shipped within a specific date range. You can select the dates by clicking the icon in the From and To fields.
Purchase Order Available Amount From - To	Indicates the option to filter purchase order available amount with amounts in a specific range. You can select the required currency from the Currency list, and enter the amount range in the From and To fields.
Purchase Order Amount From - To	Indicates the option to filter purchase orders with amounts in a specific range. You can select the required currency from the Currency list, and enter the amount range in the From and To fields.
Purchase Order Status	Indicates an option to search for purchase orders based on their status. The options are: Raised Cancelled Accepted Financed (Available only if the Oracle Banking Supply Chain Finance application is implemented by the bank) Partially Financed (Available only if the Oracle Banking Supply Chain Finance application is implemented by the bank) Rejected
Finance Status	Indicates an option to filter purchase orders based on their finance status. (Available only if the Oracle Banking Supply Chain Finance application is implemented by the bank) The options are: Financed Partially Financed

4. Enter the filter criteria, and click Filter. The purchase orders list appears based on the entered search criteria. Or, do one of the following:
   • Click Clear to reset the search parameters.
   • Click the Create New Purchase Order link to create a purchase order on the go and view it instantly.
5. Click Manage Columns to reorder or modify or save column preferences in View Purchase Order screen.

   Figure 6-20 View Purchase Order - Manage Columns

   
   

   
   Description of "Figure 6-20 View Purchase Order - Manage Columns"

   
   
   1. Click Apply to apply the modified columns preferences.
   2. Click Reset to reset the columns preferences.
6. Click Download and select the file format to download the Credit Note list. At present the CSV format is supported.
7. Click the Customer Purchase Order Number link of a specific purchase order, to view its details.

View Purchase Order Details

This screen appears if you click the Customer Purchase Order Number link from the View Purchase Order search results. It displays the details of the selected purchase order.

Figure 6-21 View Purchase Order Details – for Buyer role

Description of "Figure 6-21 View Purchase Order Details – for Buyer role"

Figure 6-22 View Purchase Order Details – for Supplier role

Description of "Figure 6-22 View Purchase Order Details – for Supplier role"

Table 6-14 View Purchase Order Details – Field Description

Field Name	Description
Party Name	Displays the name and ID of the logged-in corporate party.
Purchase Order Reference Number <Status>	Displays the unique reference number of the purchase order with respect to the Supply Chain Finance application. Also displays the current status of the purchase order.
Customer Purchase Order Number	Displays the reference number present on the purchase order document.
Purchase Order Amount	Displays the purchase order amount.
Purchase Order Date	Displays the date on which the purchase order has been created.
Program Name	Displays the name of the program associated with the purchase order. This field is visible only if the Oracle Banking Supply Chain Finance application is implemented by the bank.
Payment Terms	Displays the payment terms that have been agreed.
Pre-Acceptance	If the logged-in party is a buyer, then this field displays the following: ‘Yes’ if the purchase order is to be deemed as accepted upon being raised. ‘No’ if the purchase order must be explicitly accepted by the supplier. If the logged-in party is a supplier, this field displays ‘Yes’ by default.
Acceptance Date	Displays the date on which the purchase order has been accepted.
Shipment Date	Displays the date on which the purchased commodity is shipped.
Shipment Address	Displays the shipment address.
Comments	Displays any applicable comments.
Buyer Details / Supplier Details	This section displays the details of the associated party, whether buyer or supplier.
Buyer Name / Supplier Name	Displays the name of the associated party.
Buyer Id / Supplier Id	Displays the ID of the associated party.
Buyer Address / Supplier Address	Displays the address of the associated party.
Amount Details	The particulars are displayed along with the respective amounts.
Purchase Order Amount	Displays the purchase order amount.
Discount Amount Percentage	Displays the applicable discount amount and percentage.
Tax Amount Percentage	Displays the applicable tax amount and percentage.
Miscellaneous Charges	Displays the miscellaneous charges. This field appears only if charges are applied on the purchase order.
Final Purchase Order Amount	Displays the net purchase order amount after application of discount and tax.
Acceptance Amount	Displays the amount that has been accepted by the supplier. This field appears only for purchase orders that have been accepted.
Available Amount	Displays the balance available amount of the Final purchase order amount post linkage of an Invoice.

8. Click the Additional Purchase Order Details tab to view the additional purchase order details.
   The View Purchase Order – Additional Purchase Order Details screen appears.
   

   
   Description of the illustration view-purchase-order-details_additional-purchase-order-details.png

   
   

   Table 6-15 View Purchase Order – Additional Purchase Order Details - Field Description

   Field Name	Description
   Payment Mode	Displays the mode of the payment.
   Account Number	Displays the account number.
   Account Name	Displays the name of the account.
   Bank Code	Displays the bank code.
   Bank Name	Displays the bank name.
   Branch Name	Displays the name of the branch.
   Shipment Details	This section displays the Shipment Details.
   Shipment Address Line 1 to 3	Displays the address lines of the shipment address.
   City	Displays the city of the shipment address.
   Country	Displays the country of the shipment address.
   Zip Code	Displays the pin code of the shipment address.
   Phone Number	Displays the phone number of the shipment address.
   Tax Id	Displays the unique tax ID of the purchase order.
   Reason for Export	Displays the reason for exporting the shipment.
   Country of Origin	Displays the country of origin of the shipment.
   Payment Terms	Displays the relevant terms of sale.
   Filler 1 to 6	Displays the Filler Label Fields. The bank can configure these fields on Day 0, based on their requirement.

9. Click the History tab.

   This History tab will be visible to show the changes in invoice lifecycle, along with any comments added during each event in the process.

   The View Purchase Order – History screen appears.
   

   
   Description of the illustration view-purchase-order-details_history.png

   
   

   Table 6-16 View Purchase Order – History - Field Description

   Field Name	Description
   Date	Displays the date of the invoice order.
   Action	Displays the action, which needs to be performed.
   Action Owner	Displays action owner.
   Comments	Displays comments provided by the user during processing the transaction.

10. Click the Commodity Details tab to view the commodity details.
    The View Purchase Order – Commodity Details screen appears.
    

    
    Description of the illustration view-purchase-order-details_commodity-details.png

    
    

    Table 6-17 View Purchase Order – Commodity Details - Field Description

    Field Name	Description
    Name	Displays the name of the commodity.
    Code	Displays the code of the commodity.
    Quantity	Displays the quantity of commodity.
    Cost Per Unit	Displays the cost per unit of the commodity.
    Gross Amount	Displays the total amount of the commodity. This is the product of quantity and cost per unit.
    Discount	Displays the discount amount and percentage offered on the commodity.
    Tax	Displays the tax amount and percentage charged on the commodity.
    Net Amount	Displays the net amount for the commodity. Net Amount = Gross Amount – Discount + Tax.

11. Click the Linked Invoices details.

    This tab appears if purchase orders are linked against the invoice during invoice creation.

    The View Purchase Order – Linked Invoices screen appears.
    

    
    Description of the illustration view-purchase-order-details_linked-invoices.png

    
    

    Table 6-18 View Purchase Order – Linked Invoices - Field Description

    Field Name	Description
    Customer Invoice Number	Displays the customer’s reference number of the invoice. This is a hyperlink, which when clicked displays the details of the invoice. For more information, refer the View Invoice Details section
    Invoice Date	Displays the date of creation of the invoice.
    Invoice Amount	Displays the invoice amount in invoice currency.
    Utilized Amount for Purchase OrderExchange Rate	Displays the purchase order amount utilized for invoice in purchase order currency. It also displays the exchange rate between invoice currency and purchase order currency. The exchange rate is displayed only if the invoice and purchase order are of different currencies.
    Invoice Status	Displays the status of the invoice.

12. Click the Finances details.

    This tab appears if the purchase order is financed.

    The View Purchase Order – Finances screen appears.
    

    
    Description of the illustration view-purchase-order-details_finances.png

    
    

    Table 6-19 View Purchase Order – Finances - Field Description

    Field Name	Description
    Finance Reference Number	Displays the finance reference number of the linked finance. This is a hyperlink, which when clicked displays the details of the linked finance.
    Finance Date	Displays the disbursement date(value date) of the finance.
    Maturity Date	Displays the maturity date of the finance.
    Interest Rate	Displays the net interest rate of the finance.
    Finance Amount	Displays the disbursement amount of the finance.
    Outstanding Amount	Displays the outstanding amount of the finance.
    Status	Displays the status of the finance.

13. You can perform the following actions on the View Purchase Order details screen as a Buyer:
    • Preview the purchase order (in an overlay window) and download a copy, by clicking the Preview & Download Purchase Order link.
    • Edit a purchase order, by clicking the Edit link.
    • Cancel a purchase order by clicking the Cancel Purchase Order link. This is applicable only for purchase orders that are in RAISED status.
14. You can perform the following actions on the View Purchase Order details screen as a Supplier:
    • Preview the purchase order (in an overlay window) and download a copy, by clicking the Preview & Download Purchase Order link.
    • Accept or reject a raised purchase order, by clicking Accept or Reject. This is applicable only for purchase orders that are in RAISED status.
15. In the View Purchase Order details screen, click Preview & Download Purchase Order.
    The Purchase Order overlay window appears. The fields displayed here are the ones entered during the creation of the purchase order.

    Figure 6-23 Purchase Order Preview

    
    

    
    Description of "Figure 6-23 Purchase Order Preview"

    
    

    Table 6-20 Purchase Order Preview - Field Description

    Field Name	Description
    Party Name	Displays the name and address of the buyer.
    Purchase Order Reference Number	Displays the customer’s reference number for the purchase order.
    To	Displays the name and address of the supplier.
    Purchase Order Date	Displays the date of creation of the purchase order.
    Payment Term	Displays any agreed terms of the purchase order.
    Program Name	Displays the name of the program linked to the purchase order. This field is visible only if the Oracle Banking Supply Chain Finance application is implemented by the bank.
    Shipment Date	Displays the date of shipment of the purchased goods.
    Shipping Address	Displays the address for the shipment.
    Commodity Details	This section displays the commodity details.
    Name	Displays the name of the commodity.
    Code	Displays the code of the commodity.
    Quantity	Displays the quantity of the commodity being purchased.
    Total Weight	Displays the total weight of the commodity being purchased.
    Cost / unit	Displays the cost per unit of the commodity.
    Gross Amount	Displays the total amount of the commodity being purchased, along with the currency. This value is automatically calculated as follows:- Gross Amount = Quantity * Cost per unit
    Discount	Displays the discount amount applicable on the commodity.
    Tax	Displays the tax amount applicable on the commodity.
    Net Amount	Displays the amount after considering the discount and tax amounts. This value is automatically calculated as follows:- Net Amount = Gross Amount – Discount + Tax
    Gross Purchase Order Amount	Displays the sum of the gross amounts of all the commodities being purchased.
    Total Discount Value (@ %-Average of commodity discount)	Displays the sum of the discounts offered on all the commodities being purchased. Also displays the average discount.
    Total Tax Value (@ %-Average of commodity tax)	Displays the sum of the taxes applicable on all the commodities being purchased. Also displays the average tax.
    Net Purchase Order Amount	Displays the sum of the net amounts of all the commodities being purchased. This value is also calculated as follows:- Net Purchase Order Amount = Gross Purchase Order Amount - Total Discount Value + Total Tax Value

16. Click Download to download the purchase order details in PDF format. Or, click to close the window.