Creating a PO by Copying a PO Concept

Creating a PO by Copying a PO

Creating a PO by Copying a PO Step 1 Begin by navigating to the Purchase Order page. Click the Purchasing menu.

Creating a PO by Copying a PO Step 2 Click the Purchase Orders menu.

Creating a PO by Copying a PO Step 3 Click the Add/Update POs menu.

Creating a PO by Copying a PO Step 4 Click the Add button.

Creating a PO by Copying a PO Step 5 Use the Purchase Order page to enter or change PO information online.

Creating a PO by Copying a PO Step 6 Click the Copy From list.

Creating a PO by Copying a PO Step 7 Select Purchase Order to access the Copy Purchase Order from Purchase Order page, where you can copy the purchase order from an existing purchase order. Click the Purchase Order list item.

Creating a PO by Copying a PO Step 8 Use the Copy Purchase Order from Purchase Order page to select criteria to search for an existing PO and select the desired PO for copy.

Creating a PO by Copying a PO Step 9 Enter relative information like purchase order ID, supplier ID, and buyer information from the purchase order that you want to copy. The copy function only enables you to copy from one purchase order. If you attempt to copy more than one purchase order, the most recently copied purchase order overrides the previous purchase order information. Plus, the procurement card information is not copied over to the new purchase order. The system will redetermine the valid procurement card or supplier card to be used on the new purchase order by looking at the supplier and location or the buyer.

Creating a PO by Copying a PO Step 10 You can copy a canceled purchase order or a purchase order that has canceled lines to a new purchase order. If you copy a canceled purchase order all the lines from the canceled purchase order are copied over to the new purchase order and the status of the lines is made active. If you copy a purchase order that has one or more lines canceled, only the active lines from the existing purchase order are copied to the new purchase order. Click the Canceled field value in the Status field to copy a canceled purchase order.

Creating a PO by Copying a PO Step 11 If you are using the vendor rebate agreement functionality, when a purchase order is created from another purchase order, the vendor rebate agreement will be assigned based on the purchase order date of the new purchase order and is not copied from the source purchase order lines. If you are copying a purchase order that is associated with a People. Soft Maintenance Management work order, the work order information will not be copied to the new purchase order.

Creating a PO by Copying a PO Step 12 Use the PO ID field to enter the identification number of the PO that you want to use to create another PO.

Creating a PO by Copying a PO Step 13 Enter the desired information into the PO ID field. Enter "0000000245".

Creating a PO by Copying a PO Step 14 Click the Search button.

Creating a PO by Copying a PO Step 15 Notice that the details of the PO ID 0000000245 are displayed. You now need to select this PO ID to create a PO. Click the Select option.

Creating a PO by Copying a PO Step 16 Click the OK button.

Creating a PO by Copying a PO Step 17 The Purchase Order page reappears, displaying details of the selected PO.

Creating a PO by Copying a PO Step 18 The PO Date field automatically defaults to the current system date. You can override the purchase order date. This appears on the purchase order and is the date used for price calculation if the price date is defined as the purchase order date.

Creating a PO by Copying a PO Step 19 Click the PO Defaults link.

Creating a PO by Copying a PO Step 20 Use the Purchase Order Defaults page to override the defaults set at the business unit, buyer, or supplier level and set defaults when none exist.

Creating a PO by Copying a PO Step 21 If you select the Default option, the new default value that you enter on this page is assigned to the given field if no other value is assigned from prior defaults. If you select the Override option, the new value that you enter on this page overrides any value that is assigned from prior defaults. Only non-blank values are assigned.

Creating a PO by Copying a PO Step 22 The Due Date field displays the default due date. The due date for each schedule has the default value of the purchase order date, plus the number of lead-time days defined for the item (or item category if an ad hoc item). You can override the due date by using the Purchase Order Defaults page. If the default option is Override, the system uses the override value, and the lead time calculation is ignored. If the default option is Default, the system calculates the due date based on the purchase order date plus the number of lead time days. When an item changes, the due date is updated to reflect the lead time days associated with the new item. If the category for an ad hoc changes, the due date is also updated to reflect the lead time days associated with the item category. If the Purchase Order

Creating a PO by Copying a PO Step 23 Click in the Due Date field.

Creating a PO by Copying a PO Step 24 Enter the desired information into the Due Date field. Enter "05/20/2013".

Creating a PO by Copying a PO Step 25 Click the OK button.

Creating a PO by Copying a PO Step 26 If you make changes or add values to the defaults on the previous page, when you exit the page, you are prompted with the Retrofit field changes to "all" existing PO lines/schedules/distributions. . . page.

Creating a PO by Copying a PO Step 27 This page enables you to retrofit the default field value changes to lines, schedules, and distributions on a purchase order without having to apply them to each area. You can make the changes once and apply as many of them as you want to the transaction.

Creating a PO by Copying a PO Step 28 Select the Apply option to apply the default field value change to the distribution line that appears in the Distrib Line field. For example, if you select Apply for distribution line 3, the change will be applied to each distribution line 3 that appears on the purchase order. If the Distrib Line field is blank, this means that the default field value change does not apply at the distribution level. In this case, select the Apply option to carry the default field value change to the line or schedule level instead.

Creating a PO by Copying a PO Step 29 The Distrib Line column displays the distribution line affected by the field value change. If this field is blank, this means that the default field value change does not apply at the distribution level.

Creating a PO by Copying a PO Step 30 Select the Apply to All Distribs option to apply the default field value change to all existing distribution lines on the transaction, regardless of the distribution line value that appears. A distribution percentage value (DISTRIB_PCT) is specific to an individual distribution line. Therefore, the Apply to All Distribs option is unavailable for this field value change.

Creating a PO by Copying a PO Step 31 Click the Select All link.

Creating a PO by Copying a PO Step 32 Click the OK button.

Creating a PO by Copying a PO Step 33 Click the vertical scrollbar.

Creating a PO by Copying a PO Step 34 Click the Save button.

Creating a PO by Copying a PO Step 35 Notice that the PO ID is assigned automatically.

Creating a PO by Copying a PO Step 36 You have successfully copied information from an existing PO to create a new PO. You can create a new purchase order by copying an existing contract, requisition, or PO. End of Procedure.