Purchase Order Form Changes
Enter Purchase Order (PO): Header
The following changes have been made to the window:
- Allow creation of global contract agreements
- The View Document option has been added to the Inquire menu
- Maintain Award information when standard purchase order distributions are deleted
- Size of the Enter Purchase Order window has been increased to allow entry and display of more lines
- A new tab titled Encumbrance has been added to the Terms window.
- A new Unreserve option on the Tools menu was added to support the Unreserve funds at lower levels functionality
- View Sales Order option added to inquire menu. Opens the Order Management window to show the sales order that corresponds to the drop ship purchase order shipment.
- Cancel option added to the tools menu. Allows canceling the purchase order from the Entry window.
- Terms window: New field added, Transportation Arranged
- Terms window: Acceptance required check box has been changed from a check-box to a pop-list.
Enter Purchase Order (PO): Lines
The following changes have been made to the window:
- Allow price change on received and/or invoiced purchase order lines/shipments based on retroactive price update profile.
- Pricing call is made to Oracle Advanced Pricing if the purchase order references a contract agreement to derive the price from price lists
- Added new hidden field to store base unit price. The price before the advanced pricing call is made.
- Added Recalculate Price option to Tools menu. For standard purchase order lines that reference a source document, if price is manually changed from the source document price, Recalculate price option can be used to reset the price
- In Lines block, the need-by date and the promised date fields are now enabled for entering timestamps. Also, if the dates were being entered without the time component, then the time would default from the profile PO: Default Need-by Time
- Automatic Document Sourcing is enabled for Enter Purchase Order window
- Cancel option added to the Tools menu. Allows canceling the purchase order line from the entry window.
- Display Configuration ID from backing requisitions.
Enter Purchase Order: Shipments and Distributions
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The following changes have been made to the window:
- Cancel option added to the Tools menu. Allows canceling the purchase order shipment from the entry window. This is not available from the distributions window.
- The Shipments window has a new Drop Ship tab. This tab shows information (ex. Sales Order Number, Line Number, Status, Customer Name, Customer Contact) about the sales order that is tied to the drop ship purchase order shipment.
- For standard purchase orders, the ship-to organization LOV has been expanded to support center-led procurement scenarios. Ship-to organizations outside the current set of books may now be selected if they have valid Inventory transaction flows set up.
- Distributions linked to online requisitions now display the Requesting Org where the demand originated because it is now possible for requisitions and purchase orders to be created in different operating units.
- The following four new fields have been added to the distributions window for the center-led procurement project. Two new accounts have been introduced for the center-led procurement project for the situation where two different operating units (OU), possibly in different SOBs, are involved in the accouting transactions.
- Destination Charge Account : Charge account of the destination OU (DOU), when the DOU is different from the purchasing OU (POU) and a Transaction flow exists between the DOU and POU.
- Destination Variance Account : Variance account of the destination OU (DOU), when the DOU is different from the purchasing OU (POU) and a Transaction Flow exists between the DOU and POU.
- Destination Charge Account description: Description for the destination charge account.
- Destination Variance Account description: Description for destination variance account.
