Control Tower v22.0.0 - Operations Guide
P.O. Dynamic Screen |
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There are three options to create a Purchase Order.
When the user selects any one option to create P.O, The system displays the following dynamic 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.
Some of the field data appear based on the search parameters filled in the Create P.O. 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*.
Steps to Access the Sub-Frames:
It has following sub-frames:
▪Click on the sub-frame, example: P.O. Parties
▪Click 
to add the new party.
Added parties are displayed in the row.
▪Click 
to re-arrange columns in the view of the list of parties.
Field Description
Field Name |
Authorization |
Description |
P.O. No |
Mandatory |
Enter the P.O number. |
MOT |
Optional |
By default, the values flow from Create P.O screen. The user can modify the MOT. |
Terms of Delivery |
Optional |
The user can select a value from the drop-down list which contains all the terms of delivery. |
Origin |
Mandatory |
By Default, the value flows from Create P.O screen. The user can modify the Destination location. PO_Create_Screen_Fields_Action system is modified to include two more fields Origin Location and Destination Location to mandate or make optional in P.O. screen. |
Origin Port |
Mandatory |
Enter the origin port location. (Or) By default, the values flow from Create P.O screen. The user can modify the Origin Port. |
Remarks |
Optional |
Enter remarks. |
Destination |
Mandatory |
By Default, the value flows from Create P.O screen. The user can modify the Destination location. PO_Create_Screen_Fields_Action system is modified to include two more fields Origin Location and Destination Location to mandate or make optional in P.O. screen. |
Authorized By |
Optional |
Enter the name of the user who has authorized the P.O. |
Buy Type |
Optional |
Enter the buy type. |
DC Address |
Optional |
Select the radio button Yes or No. |
Department Code |
Optional |
Enter the department code. |
No. Of Line Items |
Optional |
Enter the number of Line Items |
Payment Term ID |
Optional |
Select the Payment term Id from the drop-down list. |
Request ETA |
Optional |
Click the Calendar icon to select a date. |
Ship No Later |
Optional |
Click the calendar icon to select the earliest shipment date. |
Unit Type |
Optional |
Enter the no. of units. Select “Unit Type” from the drop-down list. |
Updated By ID |
Auto Assigned |
Default user name who confirms the P.O Item flows in this field. |
Weight |
Optional |
Select the weight of the items from the drop-down list. |
P.O. Ref |
Optional |
Enter P.O reference number if any. |
Transaction Type |
Optional |
Select a value from the drop-down list, which includes all transaction types.
|
Terms of Delivery Location |
Optional |
Enter the location name (Or) Click in the field to select a location. |
P.O. Template |
Optional |
It displays the Template |
Status |
Optional |
For new P.O the status appears as “Pending” and in read-only mode. If P.O is confirmed, the status changes to “Confirmed”. |
Destination Port |
Mandatory |
Enter destination port location (Or) By default, the values flow from “Create P.O” screen. The user can modify the Destination Port. |
Country of Origin |
Optional |
Enter the county name. |
Availability Date |
Optional |
Click the Calendar icon to select a date. |
Business Unit |
Optional |
Select the business unit from the drop-down list |
Date1 |
Optional |
Click the Calendar icon to select a date. |
Entity Remark 1 |
Optional |
Enter the remarks for the entity, if any. |
Packages Type |
Optional |
Select the type of package from the drop-down list. |
Pull Sample From Bulk |
Optional |
Select the radio button Yes or No. |
Requested ETD |
Optional |
Click Calendar icon to select a date. |
Total Packages |
Optional |
Enter the total number of packages. |
P.O. Updated |
Optional |
By Default, P.O modified date appears in read-only mode. |
Volume |
Optional |
Select the volume from the drop-down list. |
Flex Boolean1 |
Optional |
Select the radio button Yes or No. |
Flex Decimal1 |
Optional |
Enter the decimal range |
Flex Date1 |
Optional |
Click the Calendar icon to select a date. |
Flex Number1 |
Optional |
Enter the number range |
Sub frames: |
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P.O PARTIES |
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Select this subframe to view a list of P.O Parties. The user can also add more parties to P.O or modify the existing parties. |
P.O ITEM |
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Select this subframe to view/add/modify P.O items. (Note: While creating items, sometimes it is required to map the party and confirm for each item) |
P.O CONTAINER |
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Select this subframe to view / add / modify P.O Container. |
Response Buttons: |
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APPROVE |
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Click this button to move the PO to next step i.e. TO |
CANCEL |
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Click this button to cancel the PO |
DISPATCH-ANSWER |
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Click this button for auto creation of TO based on system function. i.e. there is no need to perform PO Dispatch task. |
DUPLICATE |
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Click this button to create a duplicate of PO |
EXIT |
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Click this button to exit the screen |
SAVE |
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Click this button to save the PO. Then it appears in the dashboard of the home page as one of the PO. |
Response buttons appear at the bottom based on the configuration setup done to perform the required workflow.
At the time of PO creation or a Process, the Value Based Exit logic in the system evaluates data entered in the configured fields and the user will be moved from the current process to next process based on matching of data on clicking upon [Exit Response].
If no rule is found then the system alerts the user with the message as "No Matching Exit Rule Found".
