> Creating Purchase Order Headers

  If you are the originator of a purchase order, you might have an authorization limit. This limit defines the total maximum value of all the line items on a purchase order. The authorization limit may be set up at either the purchase order header level or the line item detail level. If the total exceeds your limit, you might need to have someone else (typically a manager) approve the amount.

Follow these steps to create purchase order headers.

  1. Open the Purchase orders form (PMPORD).

  2. Click the Record view tab. Datastream 7i displays the Record view page.

  3. Purchase order—Enter a description of the purchase order in the adjacent field. Datastream 7i assigns a purchase order number after you save the record.

  4. Organization—Click to select the organization to which the purchase order belongs if you use multi-organization security.

  5. Class—Click to select the class of the purchase order. The classes shown belong to the PORD entity.

  6. For store—Click to select a storeroom.

  7. Due date—Enter the expected arrival date for the items.

If the items are covered under a specific contract with a supplier, Datastream 7i obtains Contract information after you define order lines.

  1. Originator—Click to select the employee requesting the purchase order.

  2. Buyer—Click to select the buyer responsible for the purchase order.

  3. Delivery address—Click to select the delivery address for the purchase order.

  4. Supplier—Click to select a supplier.

Datastream 7i obtains the supplier’s default Currency and the current Exchange rate. Change the information, if necessary.

   Double-click in Order value to view price, currency, and exchange rate information.

  1. Default approver—Click to select the employee responsible for approving the purchase order.

  2. Choose File | Save from the menu bar. Datastream 7i saves the information to the database.