Use the Purchase Order Headers results folder window to:
View purchase order header information.
Drill down to view purchase order line, shipment, and distribution information.
Access the Purchase Orders and Releases windows for entry and update of documents.
Access other windows from the Tools and Inquire menus.
To navigate to the Purchase Order Headers results window:
In the Find Purchase Orders window, select Headers in the Results region and select the Find button to open the Purchase Order Headers folder window.
Note: You can search for information using the Description field, which is not case sensitive.
To drill down to view purchase order line information:
Select the Lines button to drill down to the Purchase Order Lines results folder window. You can also select View Lines on the Tools menu to open this window. See: Using the Purchase Order Lines Summary Window.
To enter a new release:
Select the New Release button to open the Releases window. If the current record is a blanket purchase agreement or a planned purchase order, then you can create a release against it.
Important: Depending on how the Function Security is set for your user responsibility, you may not have access to the New Release button. (With Function Security, a system administrator can limit people's access to this function.)
To enter a new purchase order:
Select the New PO button to open the Purchase Orders window. See: Entering Purchase Order Headers.
Important: Depending on how the Function Security is set for your user responsibility, you may not have access to the New PO button. (With Function Security, a system administrator can limit people's access to this function.)
To open the Purchase Orders or Releases window for the current order:
Select the Open button to open the Purchase Orders window and query the purchase order on the current line. If the current order is for a blanket or scheduled release, Purchasing opens the Releases window and queries the current order. Your options in this window depend on the status of the order and your approval and security options. See: Entering Purchase Order Headers
Important: Depending on how the Function Security is set for your user responsibility, you may not have access to the Open button. For example the Open button will be enabled for global agreements only if they were created in your operating unit and if you have Manage Global Agreements function security. (With Function Security, a system administrator can limit people's access to this function.)
To view acceptances:
Select Acceptances on the Tools menu to open the Enter Acceptances window. See: Entering and Viewing Purchase Order Acceptances.
To enter purchase order control information:
Select Control on the Tools menu to open the Control Document window. See: Controlling Documents.
To enter purchase order preferences:
Select Preferences on the Tools menu to open the Purchase Order Preferences window. See: Entering Purchase Order Preferences.
To copy a purchase order:
Select the document you want to copy and then select Copy Document from the Tools menu. See: Copying Purchase Orders.
To renegotiate blanket agreements in Oracle Sourcing:
Select the blanket purchase agreement you wish to renegotiate in the Purchase Order Headers window and then select either Create Auction or Create Sourcing RFQ from the Tools menu. See the Oracle Sourcing online help for more details.
To respond to supplier changes to a purchase order:
If you have selected a purchasing document for which there are pending changes from the supplier, then select Respond to Changes on the Tools menu.
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. See: Viewing Purchase Order Changes.
To communicate the purchase order to the supplier:
Select an approved purchase order and then select Communicate from the Tools menu.
In the Communicate window select the method that you would like to use to communicate this purchase order to the supplier.
Enter the Fax number or Email address as needed.
Click OK to send the purchase order.
You can also communicate purchase orders to the supplier at the time you approve them. See: Submitting a Document for Approval. See: Communicating Purchase Orders to Suppliers.
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. You can also navigate to this window by selecting View Lines on the Inquire menu in the Purchase Order Headers results folder window.
To drill down to view purchase order shipment information:
Select View Shipments on the Inquire menu to open the Purchase Order Shipments results folder window. See: Using the Purchase Order Shipments Summary Window.
To drill down to view purchase order distributions information:
Select View Distributions on the Inquire menu to open the Purchase Order Distributions results folder window. See: Using the Purchase Order Distributions Summary Window.
To view action history:
Select View Action History on the Inquire menu to open the Action History window. See: Viewing Action History.
To view invoices:
Select Invoices on the Inquire menu to view invoice information: See: Invoice Overview (Payables).
To view receipts:
Select View Receipts on the Inquire menu to open the Find Receiving Transactions window. See: Finding Receiving Transactions (Summary).
To view requisitions:
Select View Requisitions on the Inquire menu to open the Requisition Summary window. See: Using the Requisition Headers Summary Window.
To view approval status in Workflow:
Select View Approval through Workflow on the Inquire menu to open the Workflow approval process view window.
To view project contract information:
If Oracle Project Contracts is implemented, you can select View Project Contract Information on the Inquire menu to open the Project Information window.
To view contract terms:
If Oracle Procurement Contracts is implemented, you can select View Contract Terms on the Inquire menu to open the Contract Terms window.
To view the formatted purchase order:
Select View Document on the Inquire menu to see the purchase order in the format that will be communicated to the supplier. You can also view the purchase order in the supplier site language.
To view procurement card information:
In the Purchase Order Headers summary window, which is a folder window, display the hidden field P-Card Number. See: Procurement Card Purchase Orders and Releases.