Entering Purchase Order Lines
Use the Lines tabbed region in the Purchase Orders window to create purchase order lines.
When you save your work, Purchasing creates shipments and distributions if sufficient valid default information is available. Use the Purchase Order Shipments window to review, edit, and create multiple shipment lines for each purchase order line. See: Entering Purchase Order Shipments.
To enter a purchase order line:
Select the Lines tabbed region in the Purchase Orders window.
Enter the purchase line Number for the purchase order line. If you start a new purchase order line, Purchasing displays the next sequential line number available. You can accept this number or enter any line number that does not already exist. This number is used for all tabbed regions in the Purchase Orders window.
Enter the line Type for the item. When you create your purchase order line, you enter a line type as part of your item information. When you enter a line type, Purchasing automatically copies the corresponding defaults. You can change the line type after you have saved your work, if the change is in the same line type class, but Purchasing won't automatically copy the new defaults. If you change the line type before you save your work, Purchasing automatically copies the new defaults if the new line type is in a different line type class.
You can enter predefined items for your purchase order line only when you specify a quantity based line type. If Bills of Material and Work in Process are installed and you have defined an outside processing line type, you can enter that type here to purchase outside processing. See: Defining Default Options. See: Defining Line Types.
To enter lines for services, you can specify a line type that has its basis as amount. If Oracle Services Procurement is implemented, services lines with a rate based line type can be entered or fixed price based line type can be created from the Supplier Item Catalog. See: Defining Line Types. See: Overview of the Supplier Item Catalog.
Enter the Item you want to purchase. If you enter an item, Purchasing displays the purchasing category, item description, unit of measure, and unit price associated with the item. To create a purchase order line for a one-time item, simply skip the item number field and enter a purchasing category and an item description. If you are purchasing outside processing, you can enter only outside processing items. See: Defining Items.
If you enter an item that is under automatic sourcing control the unit price will be displayed and reference information included from the most current agreement available to Oracle Purchasing. See: Overview of Automatic Sourcing
Note that you cannot enter an outside processing item in a global agreement, regardless of the item's defining organization.
Enter the Revision number for the item on the purchase order line. See: Defining Item Revisions. See: Inventory Attribute Group.
Enter the purchasing Category of the item you want to purchase. If you choose an item, Purchasing displays the purchasing category for the item. You cannot change the purchasing category if you choose an item. See: Defining Categories.
Enter the Description of the item. If you choose an item, Purchasing displays its description. You can change the item description only if you set up the item attributes to let you do so. The full item description for the current line is displayed beneath the Lines tabbed region.
Enter the total Quantity you are ordering on the purchase order line.
Enter the UOM of the item. 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 appears here. When you choose an item number, its unit of measure overrides the line type default. You can change the UOM until the item has been received, billed, or encumbered. If the line is sourced to a quotation or global agreement, you cannot change the UOM after the line has been saved.
Enter the unit Price for the item. If you choose an item, the default price is the list price for the item. Otherwise, the default price is from the line type. The Amount field displays the unit price multiplied by the quantity.
If you entered an item that is under automatic sourcing control the unit price will be displayed from the most current agreement available to Oracle Purchasing. See: Overview of Automatic Sourcing
Note: If you manually override the defaulted price, Oracle Purchasing does not recalculate the price when pricing related changes are made to the purchase order.
Enter the Promised date and time that the supplier promised delivery of the items.
Multiple distributions, Promised date, and Need-By date display as "multiple" at the line level.
Enter the Need By date and time when the requester needs the item.
If you are using Master Scheduling/MRP, you must provide either a need-by date or a promised-by date for shipments that correspond to purchase order lines with Master Scheduling/MRP planned items. A need-by date is also required for Inventory planned items. See: Overview of Implementing Planning Recommendations.
Multiple distributions, Promised date, and Need-By date display as "multiple" at the line level.
Optionally enter the Supplier's Item number for this item.
Select Reserved to reserve funds for the line.
If the Oracle Process Manufacturing (OPM) application is installed and implemented, you are a process manufacturing user, and the selected purchasing organization is a process organization, then the process fields are enabled. The three process fields are Secondary UOM, Secondary Quantity, and Grade. See: Entering OPM Line Information for complete details.
To recalculate prices:
If you have manually changed the price and then you have changed price related attributes of a line (for example: ship to organization or need-by date), you can have Oracle Purchasing recalculate the price by selecting Recalculate Price from the Tools menu.
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