To enter purchase orders for direct items via Oracle Purchasing:You can create purchase orders for direct items within Purchasing.
You must manually create requisitions or purchase orders for work orders that require multiple direct items.
To enter purchase orders for direct items via Oracle Purchasing:Navigate to the Purchase Orders window.
If you did not choose automatic purchase order generation in the purchasing options (Numbering tab), enter a unique PO (purchase order) number. Otherwise, the number generates when you save your work. See: Defining Purchasing Options, Oracle Purchasing User's Guide. The Rev (revision) appears to the right of the number.
Select Standard Purchase Order from the Type list of values. You can modify the document type names in the Document Types window (See: Defining Document Types, Oracle Purchasing User's Guide).
Optionally select a Supplier. A supplier must be provided for approval.
Select the supplier Site. A site must be provided for approval. After the purchase order is approved, you can change the supplier site if the PO: Change Supplier Site profile option is set to Yes (See: Purchasing Profile Options).
Optionally select a Contact. This is the name of the contact at the supplier site.
Optionally enter the Ship-To and Bill-To locations for the purchase order. If you entered a supplier site, the location values you assigned to the supplier or supplier site default into these fields. See: Purchase Order Defaulting Rules
If the Enforce Buyer Name option in the Purchasing Options is set to yes, your name appears as the Buyer. Otherwise, you can enter the name of any buyer. See: Defining Control Options
Enter a Description for the purchase order. This description does not print on the purchase order, and is for internal use. If you want to add unlimited notes, use the attachments feature (See: Attaching Notes to Purchasing Documents
Select the Lines tab. For new purchase order lines, Purchasing displays the next sequential line Num (number) available. You can accept this number or enter any line number that does not already exist. This number is used for all tabs in this window.
Select the a Goods or Services line Type. Purchasing automatically copies the corresponding defaults, based on the selected line type. See: Defining Line Types, Oracle Purchasing User's Guide.
Optionally select an Item to purchase. Items that are defined in Inventory, with the Stockable check box cleared, are available. See: Inventory Attribute Group.
Select the purchasing Category of the item you want to purchase. See: Defining Categories, Oracle Inventory User's Guide.
Enter the Description of the item. This description should be meaningful, because it is used to procure the item. If this item is not inventoried, this how an internal person understands what item you are attempting to procure.
Enter the Quantity you are purchasing.
Select a UOM. The unit of measure qualifies the quantity you enter on the purchase order line. When you choose a line type, its default unit of measure populates this field. If you previously chose an item, its default unit of measure overwrites the line type default. You can change the UOM until the item is received, billed, or encumbered.
Enter the unit Price for the item.
Choose Shipments to enter multiple shipments for standard and planned purchase order lines, and to edit shipments Purchasing automatically created for you (See: Entering Purchase Order Shipments).
Select the More tab.
Select the Accrue at Receipt check box to indicate that the items on this purchase order line accrue at receipt.
Choose Distributions to enter distribution information for purchase order shipments, or to view distributions that Purchasing automatically created for you. You can enter multiple distributions per shipment line, and enter information regarding paper requisitions (See: Entering Purchase Order Distributions).
Choose Outside Services to associate this purchase order with a maintenance Work Order.
Select a maintenance Work Order from the Job list of values. After a Work Order is selected, any eAM project and task information associated with the Work Order copies to the corresponding Project and Task fields within the Project tab in the requisitions or purchase order Distributions window.
Select an Operation Sequence. The purchased material is associated with this operation on the current Work Order. Purchasing displays the operation Code and the Department.
Choose Done.
Save your work.
The purchase order needs to be approved (See: Creating Process Definitions in Oracle Workflow Builder). After the purchase order is approved, it will appear on the eAM Work Order, and is viewed in Purchasing.
