CUSTOMER PO

Users can create a Customer Purchase Order with reference to the Purchase Order generated by the Customer.

Create a new Customer PO

1. Navigate to Home > Sourcing > Customer PO

2. Mouse-over Actions and select New Customer PO.

   

3. In the New Customer PO dialog box, enter the details. To specify the PO as a color based PO, select the Color Base Ordering check-box and then click on Save.

   

       

If the Color Base Ordering check-box is not selected, then the PO will be SKU based by default.

4. The following state is displayed depending on the stage of the PO. User can edit this field

• Draft: This is displayed by default when a Customer PO is created.

• Ready: When the PO is ready to be issued

• Abandon: When abandoned, the State displays Abandon. User can go back to the Draft status by clicking the Back to Draft option.

• Issued: When the PO is issued. Once issued, user cannot delete the Purchase Order.

• Closed: To close the Customer PO.

To view all the Customer Purchase Order, navigate to Home > Sourcing > Customer PO > Customer Orders tab.

The following attributes are displayed in the default view:

• Customer PO: The unique alphanumeric code for the Purchase Order.

• Order Date: Click anywhere within the cell and select an order date.

• Target Date: Click anywhere within the cell and select a target date for confirmation of the order.

• Confirmed Date: Click anywhere within the cell and select the order confirmation date.

• Total Supplier PO Value: The total value is delivered from the Order value for a shipment. The shipment details and the Shipment Order details are specified on the Sourcing > Shipment tab and Shipment Oder tab respectively.

• Remarks: Enter brief remarks, if any, pertaining to the Customer PO.

• Comments: enter comments, if any, for the PO.

• State: Click on the cell and select a suitable state for the PO. The three states available for selection are Draft (default state at the time of creating a Customer PO), Ready (available only when one or more Orders have been created for a PO) and Abandoned (state in which the PO can no longer be used).

         

To return a Customer PO to a Draft state from the Abandoned state, click on the Customer

PO. On the Properties tab, click on the Back to Draft icon. The selected Customer

PO will be returned to the Draft state.

• Actions: Icon to edit, delete, copy etc. will be displayed in this column. The Delete icon does not appear for an issued Customer PO.

Pre-Requisite: Define Customers