PO Creation

This page lists PFOs that are ready for Purchase Order creation.

To read more about Pro-Forma Orders, see PFOs.

  1. Select POCreation PO Creation on the Side Menu (see Side Menu)

    OR

  2. Select Pro Forma orders ready for Purchase Order creation on your Dashboard (see Pending Items).

    The Pro-Forma Orders > Creation page opens:
    PFOCreationPage
    Pro-Forma Order No

    The order number for this document. Click on the Pro-Forma Order No to open the Pro-Forma Order.
    Location

    The location on the document header.
    Vendor

    The Vendor Code for the lines in this document. Hover over a Vendor Code to view the full Vendor Name, or click on a Vendor Code to open the details in the Vendor Information pop-up screen.

    Example

    VendorInformation
    Locked By

    The User who locked the PFO (applicable to locked PFOs only).
    PO Creator

    If a User created a PO from this document, then they are the PO Creator.

    PO Creators are in blue. Hover over a PO Creator to view the full Name, or click on a PO Creator to open the details in the User Information pop-up screen.

    Example

    UserInformation
    Date PO Created

    N/A as the PO has not been created yet.
    PO Number

    N/A as the PO has not been created yet.
    Pro-Forma Status

    The Pro-Forma Status is New on this page.

  3. Adjust the Search conditions.

    See Details

    1. Expand the filter conditions in the top section of the page to search for a specific Pro-Forma Order or to narrow your search.

      View filter conditions
      PFOCreationFilterConditions252

    2. Enter values in the edit boxes, or select from the search boxes. See the filter conditions, below.

      Filter conditions
      Company

      Select a Company.
      Pro-Forma Order No

      Type in the Pro-Forma Order No if known, or do a partial search using part of the number followed by %.
      Vendor

      Select a Vendor Code.
      Status

      Select one of the following status values from the drop-down list:

      • Any

      • Rejected

      • New

      • PO Created
      Assigned Locations Only

      If this check box is selected only documents for Locations assigned to the User in their User Profile will be displayed.
      Location Code

      Select a Location Code to filter from.
      PO Creator

      This field contains the name of the logged-in user and cannot be updated.
      Purchase Order No

      Enter the PO Number, if known. Only applicable for PO Created.
      Requisition No

      Limits results to PFOs originating from this requisition number.
      Requisition Name

      Limits results to PFOs originating from requisitions with this name.
      Part No

      Limits results to PFOs that include this part number.
      Part Description

      Limits results to PFOs that include parts with this name.
      Category Code

      Limits results to PFOs with a line that has that category code.
      Notes / Custom Data

      Search on Notes / Custom Data.
      Date Field

      Select Date Created, or Date Modified, or Date PO Created, then select a date range with From and To dates.

    PFOs that match the search conditions are listed in the grid.