Add specific line items to the purchase order. You can add both cataloged and non-cataloged parts, and you can add items from an existing requisition.
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If the installation parameter POCURR is set to NO, Datastream 7i copies the currency of the purchase order header to all purchase order lines. |
Follow these steps to add part details to purchase orders.
Open the Purchase orders form (PMPORD).
Query for the purchase order for which to add part details.
Click the Parts tab. Datastream 7i displays the Parts page.
Line—Enter a line number. The default line numbering is 1, 2, 3, etc.
Type—Click to select the type of materials to order [direct materials (PD) or stocked store items (PS)].
Requisition/line—Click to select an existing requisition line item to add to the purchase order. Datastream 7i displays the Requisition line form. Query for the requisition to attach, and then click Attach to order. Datastream 7i copies the requisition data to the purchase order and saves the data. Click OK. Datastream 7i returns to the Purchase orders form.
If you are ordering a catalog item or adding an existing requisition item, Datastream 7i completes most of the remaining fields.
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If the installation parameter POCURR is set to NO, Datastream 7i displays only requisitions with the same currency of the purchase order header. |
Part—Choose one of the following options:
Add an existing part—Click to select the part code for a catalog part.
Add a new part—Click New part. Datastream 7i generates a new part code, preceded by N to designate a new part.
Add a part tracked by asset—By asset is automatically selected if this item is an asset. If your organization recognizes new assets when creating purchase orders, enter a unique asset identification code on the Purchased part/asset definition form(PDOBJS).
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If the part requires inspection, Datastream 7i automatically selects Inspection when you select the part. If Inspection is not selected and you want the part to be inspected upon arrival, you can manually select Inspection. |
Reference—Enter the identifying code or number assigned to the item by the supplier.
Work order—Enter the work order number if you are ordering this item for a work order activity.
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Datastream 7i limits the association of work orders with a purchase order depending on the project associated with the work order and whether the user has permission to submit purchase orders for the project. If the selected work order is associated with a project/budget, Datastream 7i automatically populates Project/budget with the associated project and budget code. Only authorized users for the project on the work order can purchase materials for the project associated with the selected work order. |
UOP quantity—Enter the number of parts needed to order.
Unit price—Enter the price of a single part.
Datastream 7i displays the total Value for the order line, calculated without the discount and listed according to contract.
Tax code 1 and Tax code 2—Click to select any additional taxes to apply to the order line as necessary. Datastream 7i adds the additional tax charges to the total for the invoice line and displays the updated totals in Total tax amount and Total extra charges.
Datastream 7i automatically updates Total tax amount based on the tax codes selected for Tax code 1 and Tax code 2. However, you can manually change the total displayed for Total tax amount as necessary.
Freeze rate—Select to freeze the exchange rate throughout the purchase order approval process. If you do not select Freeze rate, Datastream 7i updates the exchange rate when you approve the purchase order.
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Double-click in Unit price or Value to view price, currency, and exchange rate information. To add comments to the purchase order, click Comments. Datastream 7i displays the Comments dialog box. The Comments dialog box retains the permissions defined for the tab from which it is invoked. |
Choose File | Save from the menu bar. Datastream 7i saves the information to the database.