Control Tower v22.0.0 - Operations Guide
Create PO |
Scroll |
Menu Navigation: Purchase Order > Create P.O.
Go to Purchase Order > Create P.O.
The system displays the Create P.O. screen.
Fill the mandatory fields.
Field Description:
Field Name |
Authorization |
Description |
Customer |
Mandatory |
Enter the customer’s company name. (If a user from the customer company raises the PO, customer name appears by default). (Or) Enter search parameters in the respective field, the relevant list of values will be displayed to select the required customer company. (Based on Client Criteria added in Company Relation, customers flow into this field). |
Transaction Type |
Optional |
Select a value using a drop-down list which contains all transaction types. |
Origin Location |
Mandatory |
Enter the Origin Location (or) Enter search parameters in the respective field, the relevant list of values will be displayed to select a required Origin Location. |
Destination Location |
Mandatory |
Enter the location name (or) Enter search parameters in the respective field, the relevant list of values will be displayed to select a required Destination Location. |
Supplier |
Optional |
Select the supplier from the drop-down list which contains all the supplier companies which are mapped to selected customers. |
Consignee |
Optional |
Select the shipper from the drop-down list which contains all the consignee companies which are mapped to selected customers. |
MOT (Mode of Transport) |
Mandatory |
Select the MOT from the drop-down list which contains all MOT types.
|
Template Name
|
Optional |
Select the P.O.Template from P.O.Template section or Enter search parameters in the respective field, the relevant list of values will be displayed to select a required Template. |
There are three options with the relevant buttons to create Purchase Order.
▪Create Based On
▪Create Purchase Order
▪P.O.Template
Click [Create Based On].
The system displays a screen that shows P.O. (Only Non-Cancelled Purchase Orders) only if there is a matching workflow profile. Otherwise, the system displays “Roll Back Error” message.
The system displays 20 latest (sorted descending based on creation date) PO transactions, based on the entered criteria. Again, there are two options to navigate to the next page.
▪Click [Continue without Selection] to navigate to the normal Create P.O dynamic screen.
(Or)
▪Click on a PO from the list.
The system displays a screen to create the P.O. The system duplicates the values of the selected transaction, but the user can overwrite the information entered in the Create P.O screen.
Option 2: Create Purchase Order
Click [Create Purchase Order].
The system displays the screen to create the P.O.
Some of the field data appear based on the search parameters filled in the Create PO dynamic screen.
When P.O.Template is selected from the P.O.Template section,
Click [Ok] to proceed with the creation of PO, a Create PO screen appears.
Note: PO_Template_Screen_Fields_Action system parameter is modified to include two more fields Origin Location and Destination Location to mandate or make optional in P.O. Template screen.
Some of the field data appears based on the search parameters filled in the Create PO dynamic screen. This screen has sub-frames that require the entry of additional information needed to complete the PO.
Mandatory fields in the sub-frames are highlighted*.
