Use the More tabbed region in the Purchase Orders window to enter miscellaneous information for purchase order lines. Select Firm to firm the shipment to indicate to Master Scheduling/MRP or your manufacturing application that it should not reschedule this release shipment. For foreign currency blanket purchase agreements, the automatic release process uses the rate on the agreement as the default rate for the release and translates the functional unit price on the requisition into the foreign currency price. When you enter a line type, Purchasing automatically copies the corresponding defaults. See: Entering and Viewing Purchase Order Acceptances. If you use encumbrance accounting, you can use the planned purchase order to reserve funds for long term agreements. Planned purchase order releases 6. You can also communicate purchase orders to the supplier at the time you approve them. See: Entering Purchase Order Details Information. In Purchasing, you see a procurement card number on a procurement card requisition line in the AutoCreate Documents window (as a hidden field), and in the Purchase Orders, Releases, and Purchase Order Headers windows (if PO: Use P-Cards in Purchasing is set to Yes). If the Destination Type is Expense, you can enter a default charge account, which overrides any account supplied by the Account Generator. You should be able to: Review all of your purchases with your suppliers to negotiate better discounts, Create purchase orders simply by entering a supplier and item details, Create standard purchase orders and blanket releases from both on-line and paper requisitions, Quickly and effectively manage procurement in a global business environment using global agreements that can be shared across the entire enterprise, Create accurate and detailed accounting information so that you charge purchases to the appropriate departments, Check your funds availability while creating purchase orders, Review the status and history of your purchase orders at any time for all the information you need, Communicate purchase orders to suppliers flexibly using a number of options, Inform your suppliers of your shipment schedule requirements, Record supplier acceptances of your purchase orders. If you select a contract, the catalogs reference the Global Contract Purchase Agreement when the catalog site differs from the site of the local CPA. See: Entering Daily Rates, Oracle General Ledger User's Guide. Enter the Quantity (Amount, if using Oracle Services Procurement) of the purchase order shipment that you want to charge to the Accounting Flexfield. In the Communicate window select the method that you would like to use to communicate this purchase order to the supplier. If you allow price override, enter the Price Limit. To navigate to the Purchase Order Lines results window: In the Find Purchase Orders window, select Lines in the Results region and select the Find button to open the Purchase Order Lines folder window. Before you can approve a purchase order, you must provide a site. Purchasing notifies you in the Notifications Summary window of the orders for which the suppliers have not responded by the acceptance due date. If you enter a new shipment line, Purchasing displays the next sequential line number available. Once the purchase order is approved, you can change the supplier site only if the PO: Change Supplier Site profile option is set to Yes. Purchasing displays the actual price for the shipment from the purchase order line price for the item. See: Profile Options in Purchasing. Select Cumulative Pricing if you want Purchasing to choose the price break by adding the current release shipment quantity to the total quantity already released against the purchase agreement line. For each shipment, Purchasing displays the Status and the quantity Ordered, Received, Cancelled, and Billed. The Account Generator must be able to supply the accounts. If you decrease this quantity, Purchasing automatically defaults the quantity ordered of the next line to the total quantity that you have not yet placed on a shipment line. See: Using the Requisition Headers Summary Window. Purchasing automatically closes shipments for receiving and invoicing based on controls that you specify in the Purchasing Options window. You can also do this with requisitions. Depending on the function security assigned to your responsibility, you have varying levels of access to information. You can define additional currency rate types in the Daily Conversion Rate Types window, and you can enter User or one of your additional types as the default. You can encumber a blanket purchase agreement by checking the Encumber box. The three process fields are Secondary UOM, Secondary Quantity, and Grade. Oracle Purchasing allows requisitions, purchase orders, quotations, and receipts etc to be processed and integrated with modules such as General Ledger, Inventory, Order Management etc. Reject - Purchasing does not permit receipts outside the selected number of days early or late. Select Reserved to reserve funds for the line. Alternatively, you should also be able to create your purchase order simply by providing an amount if you are ordering a service that you cannot break down by price and quantity, Create purchase orders that leverage flexible pricing structures or implement complex pricing from Oracle Advanced Pricing. For scheduled releases only, enter the Source (the planned purchase order distribution you want to release). Depending on the setup in Oracle E-Business Tax, only certain recovery rates may be allowed. To navigate to the Purchase Order Distributions results window: In the Find Purchase Orders window, select Distributions in the Results region and select the Find button to open the Purchase Order Distributions folder window. Three-Way Matching: Purchase order, receipt, and invoice quantities must match within tolerance before the corresponding invoice can be paid. Procurement card purchase orders and releases can be created only from requisition lines in iProcurement. See: Controlling Documents. When you save your work, Purchasing creates distributions if sufficient valid default information is available and if there are no existing distributions. To see the revision history for a purchase order: Select Change History from the Tools menu to view the revisions to the archived purchase order you selected in the Purchase Order Headers window. To view blanket purchase agreement information: Select the Agreement button to view blanket agreement information for the release. However, procurement card items do not accrue upon receipt. Automatic Release/Review automatically converts approved requisition lines to blanket releases. See: Attaching Notes to Purchasing Documents. You can determine how often Purchasing creates releases by using the Submit Requests window to set the Create Releases process to run automatically at any frequency you desire. A procurement card purchase order is created from a iProcurement requisition that used a corporate credit card for the purchase. Purchasing displays the Expiration Date from the Terms and Conditions region as the default, but you can change this date. To drill down to view purchase order line information: Select the Lines button to drill down to the Purchase Order Lines results folder window. This value must be greater than 0. Purchasing displays the resource UOM and Quantity. You can communicate purchase orders to the supplier at the time you approve them. See: Viewing Tax Information. Select Supply Agreement if you want Oracle Supplier Scheduling to communicate releases against this blanket purchase agreement to suppliers. Note that you cannot enter an outside processing item in a global agreement, regardless of the item's defining organization. To enter distribution detail information: The Online check box indicates whether this distribution is part of an on-line requisition. Procurement card shipment lines are automatically closed after approval if you use the Two-Way match approval level. If you entered a supplier and supplier site, the Ship To and Bill To defaults reflect the locations you assigned to the supplier or supplier site. The full item description for the current line is displayed beneath the Lines tabbed region. Customizing the Presentation of Data in a Folder, Oracle Applications User's Guide. You can also change the accounting distributions on each release and the system will reverse the encumbrance for the planned purchase order and create a new encumbrance for the release. Since invoices for procurement card purchase orders are created through credit card transaction files that are imported from the credit card issuer into Payables, note the following: Procurement card purchase orders are not available for invoice matching in Payables. Override the tax Recovery Rate for taxable items. Select View Invoices on the Inquire menu to view invoice information: See: Invoice Overview, Oracle Payables User's Guide. Choose Receipt to enable Payment on Receipt. See the section Drop Shipments and the section Drop-Ship Order Flow in the Oracle Order Management User's Guide. Click Manage Contract Documents to add or maintain documents supporting the contract information for this purchase order. Procurement cards can be used for items with a Destination Type of Expense, for documents that do not contain a Project number, and for standard purchase orders or releases only. Select Check Funds on the Tools menu. You can pick any location that does not have an organization or any location whose organization matches the ship-to organization. You can later issue standard purchase orders referencing your contracts, and you can encumber these purchase orders if you use encumbrance accounting. Once the eSignatures have been entered you must check Signatures Complete. Check View Releases to include releases with the related blanket purchase agreement. The List of Values displays all valid receiving organizations. See: Defining Accrual Options. You can also select View Lines on the Tools menu to open this window. Note: If the appropriate approver modifies an encumbered requisition, Purchasing unreserves the requisition automatically. You can place purchase orders that you reference frequently in the Oracle Applications Navigator. Changes to the sales order in Order Management are automatically reflected on the documents in Oracle Purchasing. For planned purchase orders, blanket purchase agreements, and contract purchase agreements, enter the Amount Limit (for the total of all releases) and the Minimum Release Amount that can be released against this purchase order. 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