Create a direct purchase order
A direct purchase order is an order you enter from the direct-order route rather than from the inquiry or offer stages. It belongs to the purchasing flow, where the page identifies the work with the MRQ, PO, and Received stage indicators.
| If you need to… | Go to |
|---|---|
| Prepare the purchasing workspace | Purchase job procurement chain |
| Enter the main information and product rows | Enter the main information and products |
| Complete order-specific fields | Complete the order details |
| Save the order | Save the direct purchase order |
| Continue with approval, activation, receipt, or amendment | Purchase job orders |
Before you start
Prepare the information and access needed to enter the direct purchase order.
| Prepare | Why it matters |
|---|---|
| The purchaser | Purchaser is required on the form. |
| The product type | Product Type is required on the form. |
| A package title | Package Title is required on the form. |
| The products and quantities for the order | The product area starts with No data until product rows are available. |
| An editable direct-order context | The main fields require the page and subscription conditions to allow the form. |
The order panel has additional fields whose required status depends on your company configuration. Prepare the order information that applies to your work before you enter that panel.
Open the direct purchase-order form
Open the form to create a new direct purchase order.
Prerequisites
- You know the direct-order entry route.
- You have the purchaser, product type, package title, and product information ready.
Steps
- Select + Direct P.O..
- Confirm that the direct purchase-order form is open.
Result: The direct purchase-order form is open.
Understand the direct-order form
The direct-order form combines header information, a product grid, stage indicators, and save controls on one page.
The header contains Branch, Purchaser, Product Type, and Package Title. The required marker appears on Purchaser, Product Type, and Package Title. Branch is shown without a required marker.
The product grid has these rendered columns:
| Group | Columns |
|---|---|
| Product identity | Category, Group |
| Requested quantity | MRQ Qty., MRQ type, Qty, Unit |
| Dates and references | Required Receiving Date, Job no., MRQ |
| Vendor-list and progress | V.L., Is limited V.L., Stage |
The product area can show No data. The page also shows the MRQ, PO, and Received
stage indicators, together with Save and Save and Close.
Enter the main information and products
Enter the header information first, then prepare the product rows that belong in the direct purchase order.
Prerequisites
- The direct purchase-order form is open.
- You have the purchaser, product type, package title, and product information ready.
Steps
- In Purchaser, select the purchaser for the order.
- In Product Type, select the product type for the order.
- In Package Title, enter the title for the package.
- Review Branch.
- Review the Products area.
- In the product grid, review Unit for each product row.
- In the product grid, review Stage for each product row. The options are
UNVERIFIED.
Result: The header information is entered and the product area is ready for the order rows.
Complete the order details
The order details describe delivery, payment, status, costs, and item-level values for the order. The order panel is available only under its page, subscription, editability, order-stage, and saved-order conditions.
| Field | Entry rule |
|---|---|
| PO No. | Complete it where your company configuration requires it. |
| Delivery Time | Complete it where your company configuration requires it. |
| Delivery Term | Complete it where your company configuration requires it. |
| Forecasted Receiving Date | Enter a date that is not earlier than the order date. |
| Payment Method | Complete it where your company configuration requires it. |
| Payment Period | Complete it where your company configuration requires it. |
| Status | Review the order status. The options are UNVERIFIED. |
| Forecasted Logistics Costs | Enter a non-negative value. |
| Logistics Costs | Enter a non-negative value. |
| Rate to | Enter a non-negative rate when the local-currency-rate control is available. |
The option values for Delivery Time, Delivery Term, Payment Method, Payment Period, Status, Unit, and Stage depend on the lists available when the relevant control is shown. The Product Type list also depends on the values available when the form is open.
Prerequisites
- The order panel is available for the direct-order state.
- You know the delivery, payment, status, and cost information for the order.
Steps
- In PO No., enter the purchase-order number when the field is required.
- In Delivery Time, enter the delivery period and select its available time value.
- In Delivery Term, select the available delivery term.
- In Forecasted Receiving Date, enter a date on or after the order date.
- In Payment Method, select the available payment method.
- In Payment Period, enter the payment period and select its available time value.
- In Status, review the available status.
- In Forecasted Logistics Costs, enter a non-negative value.
- In Logistics Costs, enter a non-negative value.
- In Rate to, enter a non-negative rate when the control is available.
Result: The available order details contain the delivery, payment, status, and cost values for the direct purchase order.
Save the direct purchase order
Use Save or Save and Close after entering the information required by the form. The page validates the order before saving.
Prerequisites
- The required header information is complete.
- The available product and order details are complete.
Steps
-
Choose how to submit the order.
If you want to… Select remain on the page Save close the form Save and Close
Result: The form validates the direct purchase order before the save operation continues.
Resolve validation and error messages
Use the message shown on the form to correct the related information, then return to Save.
| Message | What to do |
|---|---|
Check PO mandatory field(s) | Complete the required purchase-order fields. |
Please insert at least one PO | Add a purchase-order entry before saving. |
Check mandatory field(s) | Complete the required fields marked on the form. |
Please insert at least one product | Add a product to the product area. |
Order must have at least one item | Add at least one order item. |
Please enter action for each milstone | Enter an action for every payment milestone. |
Invalid input. The value must be greater than 0 and cannot exceed 999,999.00 | Enter a quantity greater than 0 and no greater than 999,999. |
Invalid input. Please enter a non-negative value | Replace the value with zero or a positive value. |
Invalid input. The tax rate must be between 0 and 100 | Enter a tax rate from 0 through 100. |
An error occurred while processing your request | Review the entered information and retry the action. |
Forbidden characters detected. Please remove them and try again. | Remove the forbidden characters and retry the action. |
Package products cannot be empty | Add a product to the package before saving. |
Result: The form contains values that satisfy the validation message shown for the failed action.
Continue with the saved purchase order
A saved purchase order continues into the purchase-order workflow. Later work includes approval, activation, receipt, amendment, and other actions for an existing order.
Select Purchase job orders for those state-dependent actions.
Result: The order is ready for the next purchase-order workflow step.
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