Creating a Standard PO: Using Method 1 of the Req-to-PO Process Step-by-Step

After sourcing the first requisition line on the Buyer Work Sheet (BWS) screen:

To create the PO header:
 

1. Type PH1 in the ACT field next to the appropriate sourced requisition line and press ENTER to access the PO Header Information (PH1) screen.
2. Type your paying entity (XXPT) in the PAY ENTITY field.
3. Type the service code in the SERVICE field.  
    G          goods and services with a unit price per quantity  
    S          flat fee services 
4.  Type an X (or any other character) in the DISPLAY DEFAULTS field to display any default information. 
5. Type the ship-via code in the SHIP-VIA field. 
6. Type the freight code in the FOB CODE field. 
7. Type the payment terms in the PAYMENT TERMS field. 
8. Press ENTER to validate data and display default information. The system displays the following message: ALL FIELDS ARE CORRECT. 
9.  Press ENTER again to access to the PO Line Information (PL1) screen. 
 
To create the first PO line:
 
10. Type the tax/vat code in the TAX/VAT CODE field. 
11. Type the promise date in the PROMISE DATE field. 
12. Type the date you want to follow-up in the FOLL-UP DT field. 
13. Type an X (or any other character) in the DSP DEFAULTS field and press ENTER to display default information. The system displays the following message: ALL FIELDS ARE CORRECT. 
14. Verify the displayed defaults, especially the price. Enter the correct price as necessary. 
15. Press ENTER again to save the information to the system and to be automatically returned to the  screen. 
To create a PO line for additional requisition lines:
 
16. Type PL1 in the ACT field next to the appropriate requisition line and press ENTER. 
17. Repeat steps 10 - 16 until all requisition lines for the vendor on the current PO have been converted to PO lines. 
18. Type PCM in the NEXT FUNCTION field and press ENTER to access the PO Header and Line Comments (PCM) screen to add a comment to the purchase order. 
19. Type A in the A/B/C/D column. 
20. Type the appropriate line number in the PO LINE column.  

Note:  For example, type 0001 for line 1, 0002 for line 2, or leave blank if the comment applies to the PO 
          header. 
21. Type 010 in the SEQ NO. field.  

Note:  The number in the SEQ. NO. field ranges from 1 to 999 and indicates the sequence in which the 
          comments will appear on the PO. By using the following sequence, 010, 020, 030, you can insert an 
          intermediate comment later (e.g. 015).
22. Type your comments in the COMMENTS/ SPECIFICATIONS field.
23. Type Y in the PRINT column to print the comment on the PO. 
24.  Press ENTER to add the comments to the PO. 
25. Type PSC in the NEXT FUNCTION field and press ENTER to access the PO Status Control (PSC) screen. 
26. Press ENTER to display the status of the PO. 
27. Type 5 in the SELECT NEW PO STATUS field and press ENTER to set the PO to print in a batch. 
28. Record the PO number and the date that it was printed using the model from the Purchase Order Log.  

Note:  The Purchase Order Log is used to record the date a PO was created or changed, its number and 
          the last date that it was printed or changed. Use this log as a means of keeping track of the POs 
          you've set to print.  

You can also set a PO to print using the PO Header Status Selection (PHS) screen. The PHS should be used when you are setting multiple POs to print. On PHS, type 5 in the PO STATUS column of each PO you are setting to print. 
 
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