Generating a Direct PO Step by Step

Generating a Direct PO Step-by-Step

Before generating a direct PO, make sure you have the vendor number, ship-to code, ship-via code, FOB code, and payment terms code.

From the Purchasing module:

To enter the PO header:

1.	Type PH1 in the NEXT FUNCTION field and press ENTER to access the PO Header Information (PH1) screen.
2.	Type your buying entity (XXBG) in the BUY ENTITY field. Note: Use the BG suffix only if goods are being purchased.
3.	Type the paying entity (XXPT) in the PAY ENTITY field.
4.	Type the vendor number in the VENDOR NO field.
5.	Type the vendor's group number in the VENDOR GROUP NO field. Note: Alternatively, the vendor short name may be entered instead of the vendor number and group number.
6.	Type your buyer ID in the BUYER ID field.
7.	Type an X (or any other character) in the DISPLAY DEFAULTS field.
8.	Type the ship-to code in the SHIP-TO CODE field.
9.	Type the ship-via code in the SHIP-VIA CODE field.
10.	Type the FOB code in the FOB CODE field.
11.	Type the payment terms in the PAYMENT TERMS field.
12.	Press ENTER to validate data and display default information. Note: If additional header information must be entered, type an X (or any other character) in the CONT TO PH2 field and press ENTER to access the PO Header Information (PH2) screen

To enter a PO line:

13.	Press ENTER to access the PO Line Information (PL1) screen.
14.	Type ISN in the NEXT FUNCTION field and press ENTER to access the Item Short Name Lookup (ISN) screen.
15.	Type the item's short name followed by an @ in the SHORT NAME field and press ENTER.
16.	Type R in the ACT column next to the item you wish to purchase and press ENTER to return to the PL1 screen with the item information.
17.	Type the vendor's item number in the VEND ITM NO field
18.	Type the quantity being purchased in the QUANTITY UOP field.
19.	Type the price per unit in the UNIT PRICE field.
20.	Type the price type in the PRICE TYPE field. SSM Sole source maintenance purchase STC State term contract purchase CYC Purchase of recycled goods, other than via term contract RTC Purchase of recycled goods, via term contract.
21.	Type the unit of purchase in the UOP field.
22.	Type the tax/vat code in the TAX/VAT CODE field.
23.	Type the date you require the item in the REQUIRED DTE field.
24.	Type the date you wish to follow up on this item in the FOLL-UP DT field.
25.	Type your company number in the GL COMPANY field.
26.	Type the account number in the GL ACCOUNT field.
27.	Type the center number in the GL CENTER field.
28.	Type X (or any other character) in the DSP DEFAULTS field and press ENTER to display default information.
29.	Press ENTER again to complete the line.

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To enter PO comments:

30.	Type PCM in the NEXT FUNCTION field and press ENTER to access the PO Header and Lines Comments (PCM) screen.
31.	Type A in the A/B/C/D column to add the comment to the purchase order.
32.	Type 0001 in the PO LINE column. This indicates that the comment is specific to the first PO line. To apply comments to the entire PO leave the PO LINE field blank.
33.	Type 010 in the SEQ NO column. Note: This number 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).
34.	Type any additional information about the item or purchase in the COMMENTS/SPECIFICATIONS column.
35.	Type Y (yes) in the PRINT LINE column to tell the system to print the comments on the PO. If the comments are for internal use and do not apply to the vendor, type N (no).
36.	Press ENTER to process the information.