When you copy a purchase order, the application creates a new purchase order. The PO lines are displayed so that you can edit them. The dates and authorization status are reset. You can change the PO tab fields for the correct Ordered Quantity, UOM, Unit Cost and Expected Delivery Date. You can select or unselect the Update Vendor Cost field. On the other tabs, you can also edit fields just as if you were creating a new PO.
On the Purchase Order Lines section, the Next Estimated Receipt Unit Cost does not copy over from the old PO. If you want to use the Next Estimated Receipt Unit Cost as the PO Unit Cost, you need to update the item vendor UOM. (The path is: Inventory > Item Catalog > Item Vendor(s) > enter item > Vendor UOM Edit. See Updating Item Records for details.)
With copied POs for non-file or non-stock items, you also must create backorders for the items. This step is important so that the items on the PO can be issued when they arrive.
If the organization or any of the items on the original purchase order is taxable, the application verifies the tax status for the copied PO, and applies the current tax rate.
To access organization, department, or asset location data, the organization, department, or asset location must be included in your data profile.
The "Purchasing" role object setting Create allows users to copy purchase orders.
From
the Materials Management main Contents, select Purchasing > Purchase Orders (by PO) or Purchase Orders (by Create Date).
The list of POs ordered by PO number or by create date (as you selected) appears.
Note: You can assign the new PO a number in the To PO No field, or leave the field blank to let the system assign the PO number.
Click Submit. The Purchase Order panel appears with the purchase order lines.
The system returns to the Purchase Order list.
You can also create and copy purchase orders from the vendors contents.
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