PLANNED ORDER TO PURCHASE ORDER PO DETAILS

CONFIRMED Buye Planned Confirmed Paym Landed

Project PO PO Address Ship to DISCOU Item Header Footer
Sr. PLANNED Item code BP Code Qty UOM Rate HSN code r Delivery Delivery ent cost if Attachment
No type series code warehouse NT Text text text
ORDERS code date date terms any
Delivery
PDF/JPG/
date to be
1 000111267 CP1001093 31391699DG07945 NOR CA1 1DR020867 1DR022651 CAR11R 1 set 55000 10 82079090 6884 20/08/2020 21/08/2020 90 1% Important note MAKE Excel/word
maintaine
file
d
2
3
Maintain HSN in item general for all types of orders
Go to the item general
Maintain HSN in grouping data column of item general
LINK THE ITEM IN HSN CODE BY ITEM BY ALL TYPES OF
ORDERS
Go to HSN BY item session
 maintain item code in HSN BY ITEM session

insert

Add HSN

GSG

add itemcode
iitemco
de
MAINTAIN BP AND TRANSFER PLANNED ORDERS TO
PURCHASE ORDERCONFIRMED PLANNED ORDERS TO PU
TRANSFER
GO TO PLANNED ORDERS SESSION
 Maintain BP code in the planned orders

Select the planned orders

Insert plan
order no
 GO TO PURCHASE
Maintain Bp code in the purchase tab

PUT
BP
CODE
CODE

VE &EXIT
 Alternatively we can add BP in the other way

GO TO
PLANNED
PO
PUT BP CODE IN LINE
 GO TRANSFER ORDER
PLANNIN
GO TO ACTION
Transfer the planned orders to po
Click purchase icon and put BP code
Select supplier column to put supplier code
Select the range of planned orders from and to
Put purchase order type and series
Put option of text, error report in option tab
Transfer the planned orders
Select device DISPLAY
After run we will get purchase order
Maintain purchase order upto release to warehouse receipt
Select the purchase order no.
Maintain po header
Go to purchase reference details to maintain buyer code
To maintain buyer code in general tab
To maintain rate and discount in po lines
Go to line and maintain planned receipt date
Maintain planned receipt date in shipping tab
After shipping date, recalcute and save
 Maintain planned receipt date in header for all items in one
way and save

3
Recalculate and synchronize the receipt data for all lines
 Maintain text in po header

3
Po given for workflow approval
First go to purchase order reference
Go to configuration field
Submit the workflow
After approval the purchase order, it should print to
Release for Ware house receipt
Print the purchase order
Given the device as Display
Po print out will come
Check the status of po line
To go to reference with line no
Status will show for awaiting for ware house receipt
 PURCHASE ORDER ADVICE, PURCHASE REQUISITION, SPEEDFLOW INDENTS TO PURCHASE ORDER DETAILS
PURCHASE
ORDER
Buye Confirmed Paym Landed
ADVICE NO / Project PO PO Address Ship to DISCOU Delivery Item Header Footer
Sr Item code BP Code Qty UOM Rate HSN code r Delivery ent cost if Attachment
PURCHASE No type series code warehouse NT date Text text text
code date terms any
REQUISITIO
N NO
1 PA1011849 46181605SD00055 NOR CA1 1DR004988 1DR005510 CAR11R 20 Each 550 5 73181500 6884 20/08/2020 21/08/2020 90 250 ImportantDelivery
note dateMAKE
to be maintained
PDF/JPG/ Excel/wor
2 CB1
3
 FIRST MAINTAIN HSN CODE IN ITEM GENERAL

LINK THE HSN CODE IN HSN BY ITEM SESSION

AFTER THAT WE HAVE TO GO FOLLOWING STEPS

PURCHASE ORDERS FROM PURCHASE ORDER ADVICE & SPEED FLOW

INDENT TO PURCHASE ORDER
SESSION TO GO TO PURCHASE ORDER ADVICE FROM WAREHOUSING
GO TO WAREHOUSING
GO TO INVENTORY PLANNING & ANALYSIS
GO TO PURCHASE ORDER ADVICE SESSION
PURCHASE ORDER SESSION
SELECT OR PUT PURCHASE ORDER ADVICE NO
CONFIRM PURCHASE ORDER ADVICE AND SELECT BP
COLUMN
SELECT THE BP CODE
GO TO ACTION FOR TRANSFER THE PO ADVICE TO PO

3
GO TO TRANSFER PURCHASE ORDER ADVICE
MENTION PURCHASE ORDER TYPE, SERIES, TEXT
SELECT DEVICE AS DISPLAY
 GET PO NO AFTER TRANSFERRING

AFTER GETTING PO NO MAINTAIN THE PO WITH RATE AND

OTHER FACTORS
PURCHASE ORDERS FROM PURCHASE REQUISITION TO PURCHASE
ORDER

Purchase order flow from purchase requisition to purchase

order
First go to processes
Go to common query and purchase requisitions
Go to purchase requisitions and purchase requisitions field
will show
To check the status of purchase requisition approval
TO SELECT PURCHASE REQUISITION FOR PO PREPARATION
CLICK THE PURCHASE REQUISITION TAB
PURCHASE REQUISITION HEADER WILL APPEAR AND
SELECT THE LINE TO TRANSFER THE PO
GO TO ACTION AND PREPARE CONVERSION COLUMN
PREPARE CONVERSION PAGE WILL APPEAR
SELECT THE LINE AND CLICK THE TAB
MAINTAIN THE BP CODE IN THE LINE
PUT THE BP CODE FOR PURCHASE ORDER TO MAKE
SAVE AND EXIT THE PAGE
SAVE AND EXIT FROM PREPARE CONVERSION PAGE
NOW COME TO THE HEADER PAGE OF PURCHASE
REQUISITION
GO TO ACTION AND CONVERT THE PO REQUISITION
CONVERSION PAGE WILL APPEAR
PUT THE ORDER SERIES AND ORDER TYPE OF PURCHASE
WE HAVE OPTION TO DELETE THE REQUISITION AFTER
CONVERSION
GO TO CONVERT THE REQUISITION
DISPLAY THE PAGE
WE WILL GET PURCHASE ORDER OF THE PURCHASE
REQUISITION
 COST ITEM CODE TO PURCHASE ORDER
ITEM
CODE
COST ITEM Buye Confirmed Paym Landed
WITH PO PO Address Ship to DISCOU Delivery Item Header Footer
Sr DIRECT Item code BP Code Qty UOM Rate SAC CODE r Delivery ent cost if Attachment
PROJECT / type series code warehouse NT date Text text text
ENTRY code date terms any
WITHOUT
PROJECT
1 CP1000690 46181605SD00055 NOR CA1 1DR012637 1DR015258 CAR11R 20 Each 310 0 9983 6884 23/08/20 25/08/2020 90 50 ImportantDelivery
note dateMAKE
to be maintained
PDF/JPG/ Excel/word file
2 W/O PROJECT
46181605SD00055 NOR CA1 1DR012637 1DR015258 CAR11R 20 Each 310 5 9983 6884 23/08/20 25/08/2020 90 100 ImportantDelivery
note dateMAKE
to be maintained
3
COST TYPE ORDER FIRST GO TO MASTER DATA
GO TO ITEM GENERAL AND PUT COST TYPE ITEM IN
ITEMS COLUMN
GO TO ITEM GENERAL IN
GO TO GROUPING DATA TAB
PUT SAC CODE FOR THE ITEM IN COMMODITY CODE TAB
 GO TO PURCHASE ORDER SESSION DIRECTLY

G
PURCHASE ORDER SESSION
MANUAALY INSERT NEW PO SESSION
PUT BP CODE MANUALLY IN BP CODE COLUMN
PUT ORDER TYPE OF PURCHASE ORDER IN ORDER TYPE TAB
PUT PO ORDER TYPE SERIES
PO NO WILL BE GENERATE
GO TO REFERENCE AND PO DETAILS
GO TO GENERAL TAB
GO TO BUYER CODE TAB AND PUT BUYER CODE
SAVE AND EXIT FROM GENERAL TAB
INSERT NEW PO LINES
Insert item in item code column
Mandatory dimensions message will come put yes
Put quantity and rate in the line
PUT WAREHOUSE CODE IN THE WAREHOUSE LINE COLUMN
AS RAW MATERIAL WARE HOUSE CODE CAR11R
SAVE THE PURCHASE ORDER
FOR PROJECT LINK OF COST ITEM WE SELECT THE LINE AND
GO INSIDE THE LINE
GO TO GENERAL TAB
GO TO PROJECT TAB
PUT PROJECT NO. IN PROJECT TAB AND MANDATORY
MESSAGE SHOULD BE YES
GO TO RECEIVING TAB AND GO TO WAREHOUSE COLUMN
PUT CAR11R OF RM WAREHOUSE CODE
SAVE AND EXIT THE SESSION
IF ANY TEXT GO TEXT COLUMN
CHOOSE HEADER TEXT AND FOOTER TEXT WHATEVER WE
WANT
PUT THE TEXT IN TEXT PAGE
SAVE AND EXIT FROM TEXT PAGE
TO GIVE WORKFLOW FOR APPROVAL GO TO PO REF
AND PURCHASE ORDER DETAILS
GO TO CONFIGURABLE FIELD TAB AND SUBMIT WORKFLOW
SAVE AND EXIT FROM THE SESSION
AFTER APPROVED BY APPROVER, PRINT THE PO
GO TO PRINT
DISPLAY THE PRINT
PRINT WILL APPEAR
ORDER STATUS WILL BE INPROCESS FOR WARE HOUSE
RECEIPT
 PRODUCTION ORDER SUBCONTRACTING OPERATION TO PURCHASE ORDER
Ship to
Production Pre operation Sub con PO Address Buyer Planned Confirmed Payment Landed cost Header Footer
Sr Project No PO type BP Code warehous Qty UOM Rate DISCOUNT HSN code Item text Attachment
order No completed operation series code code Delivery date delivery date terms if any text text
e
1 DCA009285 220 225 CD4001127 SUB CX1 1DR003656 1DR004129 CAV168 1 Ech 5500 5 9988 6884 20/08/20 22/08/2020 90 250 Important noteURGENT URGENT PDF/JPG/ Excel/word file
2
3
SUBCONTRACTING PURCHASE ORDER PROCESS FLOW
GO TO MANUFACTURING SESSION
GO TO SHOP FLOOR CONTROL
PRODUCTION ORDER CONTROL ROLE
GO TO PRODUCTION ORDERS
PRODUCTION ORDERS SESSION WILL APPEAR
HAVE TO PUT SUBCONTRACTING PRODUCTION ORDER NO.
TO RAISE SUBCONTRACTING PO
FROM CLICK TO PRODUCTION ORDERS GO INSIDE THE
PRODUCTION ORDER OPERATIONS
CHECK THE SUBCONTRACTING OPERATION AND PRE
SUBCONTRACTING OPERATIONS
CHECK PREVIOUS OPERATION COMPLETED OR NOT
GO INSIDE THE OPERATION AND GO TO CAPACITY
SUBCONTRACTING TAB
CHECK THE PRE SUB ASSEMBLY CODE
GO TO SUBCONTRACTING OPERATION INSIDE
GO TO CAPACITY SUBCONTRACTING TAB
CHECK THE POST SUB ASSEMBLY IS ATTACHED OR NOT
SAVE AND EXIT
AFTER WE HAVE TO GO TO ITEM GENERALS SESSION TO
MAINTAIN HSN AND SAC CODE FOR SUB ASSEMBLY CODE,
FIRST GO TO DMDM-KU SESSION
GO TO ITEM RECORD CREATION PROCESS
IN ITEMS GENERAL GO TO PRE AND POST SUB ASSEMBLY
CODE
GO INSIDE THE ITEM CODE OF SUB ASSEMBLY
GO TO GROUPING DATA AND THEN COMMODITY CODE TAB
TO MAINTAIN HSN CODE IN COMMODITY CODE FIELD FOR
PRE ASSEMBLY CODE
TO MAINTAIN SAC CODE FOR POST ASSEMBLY CODE
IN COMMODITY CODE COLUMN
GO TO DMDM-KU ROLE AND ITEMS RECORD CREATION ROLE
FOR HSN BY ITEM SESSION
GO TO HSN BY ITEMS SESSION
TO LINK ITEM CODE OF PRE SUB ASSLY CODE IN THE
HSN BY ITEM SESSION
PUT HSN CODE IN TOP
Link the pre assembly item code in the HSN BY ITEM
AFTER LINK THE ITEM CODE SAVE AND EXIT
GO TO PRODUCTION ORDER AND GO TO ACTIONS TO START
SUBCONTRACT OPERATIONS AND GENERATE PURCHASE
DOCUMENT
GO TO SUBCONTRACTING AND THEN SUBCONTRACT
OPERATIONS
PUT SUBCONTRACTOR WORK CENTER, OPERATIONS,
PUT PRE ASSEMBLY AND POST ASSEMBLY CODE AND
SUBCONTRACT
PUT DISPLAY IN DEVICE COLUMN AND GET MESSAGE OF
OPERATIONS MOVED TO SUBCONTRACTOR WORK CENTER
AGAIN GO TO PRODUCTION ORDER COLUMN AND ACTION
GO TO SUBCONTRACTING AND THEN GENERATE
SUBCONTRACT PURCHASE DOCUMENTS
PUT SUBCONTRACTOR CODE , PRODUCTION ORDER CODE,
OPERATION CODE WITH THE OPTIONS
GENERATE THE DOCUMENT
PUT DISPLAY IN DEVICE COLUMN AND CONTINUE TO
GENERATE PO

+
GET PURCHASE ORDER
GO TO PURCHASE ORDER SESSION TO MAINTAIN PO LINES
PUT PURCHASE ORDER NO IN ORDER COLUMN
AFTER OPENING PURCHASE ORDER SCREEN, MAINTAIN
PURCHASE ORDER DETAILS
GO TO REFERENCE
GO TO PURCHASE ORDER DETAILS
GO TO GENERAL TAB
PUT BUYER CODE IN THE BUYER CODE COLUMN AND
SAVE AND EXIT FROM SCREEN
MAINTAIN PURCHASE ORDER RATE IN THE PURCHASE ORDER
LINE
MAINTAIN PURCHASE ORDER DELIVERY DATE IN
PLANNED RECEIPT DATA COLUMN AND SAVE
RECALCULATE AND SYNCHRONIZATION THE PO
To put text if any, go to text column , select header text,
footer text
Create text column
Put text message in the text column
After put the text save and exit
After put the text, submit work flow for po approval
First go to reference
Go to purchase order details
Go to the configurable tab
Go to submit workflow column and submit workflow put tick
Save and exit from configurable fields
After approval po by approver, go to print purchase order
session
In the print purchase order session, put po no and print
Display the device column
First we will material supply line of purchase order
That is supply order no for outward challan preparation
Purchase order print with all details of price, discount, tax
with text
If we want to check the supply order in material supply lines,
go to purchase order session, put po no
Inside the po, we can go to material supply lines
In right side of the material supply lines, we can check supply
Stores will prepare the 57f4 challan on the basis of supply
order generation of po
 ITEM SUBCONTRACTING PLANNED ORDERS TO PURCHASE ORDER
Ship to
PLANNED PART PO Address Buyer Planned Confirmed Payment Landed cost Header Footer
Sr PROJECT NO ITEM CODE PO type BP Code warehous Qty UOM Rate DISCOUNT HSN code Item text Attachment
ORDER NO DESCRIPTION series code code Delivery date delivery date terms if any text text
e
1 DCA009285 CP1000980 73181000IS02103 MltMch C CP1000980_COMP_MACH
SUB CX1 1DR003656 1DR004129 CAV150 1 Ech 5500 2 9988 6884 20/08/20 23/08/2020 90 500 Important note
URGENT URGENT PDF/JPG/ Excel/word file
2
3

AND

We have to add the details of BOM which have to be linked with subcontractor in WAREHOUSE ITEM SESSION
BOM Net SUBCON
Com Positio DESCRIP Scrap SUPPLY SUBCONTRCTO
Main Item item code item description BOM Qty Item CHILD Quantit TRACTOR From
pany n TION Quantity SYSTEM R
ITEM y WARE
1800 CP1000980 73181000IS02103MltMch C CP1000980_COMP_MACH
1 ECH 10 1 CP1000980 31100091DG01364
LWR CAST IS FG300
1 ECH
CNC 2007Kg 0 CAV148 ORDER CONTROL
GTD SYSTEM SINGLE
Assent
1800 CP1000980 73181000IS02103MltMch C CP1000980_COMP_MACH
1 ECH 20 1 CP1000980 31100091DG01365
LWR TR INS IS M16
1 ECH
CNC 80Kg CI 0 CAV148 ORDER CONTROL
GTD SYSTEM SINGLE
Assent
1800 CP1000980 73181000IS02103MltMch C CP1000980_COMP_MACH
1 ECH 30 1 CP1000980 31100091DG01366
LWR TR INS IS M16
1 ECH
CNC 95Kg CI 0 CAV148 ORDER CONTROL
SMARTSYSTEM
FOUNDRY
BATCH
Assent
(RAW MATERIAL SUPPLIER TO SUBCONTRACTOR )

Note:- This process similar to above process if needed we will share the process steps in detail.