Overview
The Revisions button enables the user to revise the Quantity, Dates, Shipping Terms, and Shipping Addresses for a specific line in the Revisions pop-up window.
Navigation
Purchase Order Header > Purchase Order Line > Revisions button
Quantity Tab
Fields
Current PO Line column information: These are the current values for the Purchase Order line: quantity, unit of measure, unit of measure conversion factor, PO line amount, exchange rate, the original order quantity on the Purchase Order line, the quantity remaining (i.e. not yet received, in the purchasing unit of measure and also in the inventory unit of measure), as well as the quantity RTV (returned to Vendor).
Line Revision column information: These are the values of the current Purchase Order line revision. When changes are made to the PO line, the Line Revision column will display the changes that will be indicated on the Current PO Line column ONLY AFTER the changes have been saved and the vendor notified.
NOTE It is clear that the vendor has not been notified by the red button on top of the header that says Submit Change to Vendor. When that button is clicked, the Current and Line Revision fields will be equal once again. Until then, the Line Revision and New Value fields will be the same.
New Value column: This is the value that has the potential to be changed. The revision status is initialized as ‘released’ when changes are made and the OK button is clicked. If a change is desired, then one (or more) of the values can be reset and the user will click the [OK] button. A new Purchase Order line revision record will be created. If the user comes back into this screen, prior to implementing these latest changes, then the Line Revision information will show the prior values of this new Purchase Order revision line, and the user can make another change.
NOTE You can continue changing this same ‘released’ revision until such time as you want to implement the revisions.
The user can make the changes for the fields 'Quantity', 'UOM', 'UOM Conversion Factor', and 'UnitPrice'.
The implementation of the revisions will actually now change the Purchase Order Line values.
Implementing the changes means
1) Saving the record by clicking the Save on the Purchase Order, then
2) Submitting the change or changes to the Vendor by clicking the red Submit Change to Vendor button.
Vendor Comments Update: This is information that can contain the Vendor’s notes concerning the desired quantity changes. Adding comments will require the user to ‘Save’ the record once the Revisions window is closed, and submit those changes to the vendor.
Buyer Comments Update: This is information that can contain the Buyer’s notes concerning the desired quantity changes. Adding comments will require the user to ‘Save’ the record once the Revisions window is closed, and submit those changes to the vendor.
NOTE This information is accessible on the window below and will contain the Buyer’s comments pertaining to other changes on this revision as well
Dates & Indicators Tab
When the Buyer and Vendor are discussing changes, this is the screen that can record the 'revision information'.
Fields
Current PO Line information: See above
Line Revision information: See above
New Value information: See above
NOTE If the vendor requests that the date be changed, then the buyer will record the date in the vendor-requested receipt date. (Ideally, there is a vendor portal that allows them to change this date and record it in Chatter).
The Buyer may or may not decide to change the official Dock Date/Due Date of the Purchase Order Line.
NOTE The 'Subcontract BOM Effective Date' on the Purchase Order Line will be updated based on the 'Due Date' of the Purchase Order Line until the PO Line Component(s) are processed. If the PO Line Component(s) are processed, any change to the Due Date will not update the Effective Date.
Comments can be added reflecting communication between the Vendor and Buyer.
There is both a Buyer comment field and a Vendor comment field.
Vendor Comments Update: Free-form comments field. These comments will move to the ‘Vendor Comments Line Revision’ box when the OK button is clicked.
Buyer Comments Update: Free-form comments field. These comments will move to the ‘Buyer Comments Line Revision’ box when the OK button is clicked.
Shipping Terms Tab
When a Purchase Order line is added, it inherits the ship via, carrier, FOB, and Freight terms from the Purchase Order header.
Fields
Current PO Line information: See above
Line Revision information: See above
New Value information: See above
Ship Via: This is not set on the PO Line because the value is inherited from the Purchase Order header. It can be overridden at the line level, but it must be a valid Ship Via Type on the SHIP VIA TYPE record.
Carrier: This is not set on the PO Line because the value is inherited from the Purchase Order header. It can be overridden at the line level, but it must be a valid Carrier on the CARRIER record.
FOB: This is not set on the PO Line as it is assumed that the value for this field is inherited from the Purchase Order header. It can be overridden at the line level, but it must be a valid FOB on the SYFOB record.
Freight Terms: This is not set on the PO Line as it is assumed that the value for this field is inherited from the Purchase Order header. It can be overridden at the line level but it must be a valid Freight Term on the SYFREIGHTTERM record.
IMPORTANT For Service items the Ship via, Carrier, FOB, and Freight Terms fields are hidden and disabled. Updating the Purchase Order line value for this field is accomplished through the normal PO line revision process.
Vendor Comments Update: Free-form comments field. These comments will move to the ‘Vendor Comments Line Revision’ box when the ‘OK’ button is clicked.
Buyer Comments Update: Free-form comments field. These comments will move to the ‘Buyer Comments Line Revision’ box when the ‘OK’ button is clicked.
Shipping Address Tab
When a Purchase Order line is added, it inherits the 'Ship To' Address from the Purchase Order Header.
Fields
Current PO Line information: See above
Line Revision information: See above
New Value information: See above
Ship To Address: This is not set on the PO Line because it inherits the Purchase Order header value. If any of the values of the 'Ship To' Address are to be overridden, then a complete revision record with all of the new values will be created. Updating the line value for Ship To Address is accomplished through the normal PO line revision process.
NOTE The 'Ship To' Address information will only print at the PO Line level if that line has an override to the address on the PO Header. If no address override information has been entered, then the address information prints only at the header level.
Vendor Comments Update: Free-form comments field. These comments will move to the 'Vendor Comments Line Revision' box when the OK button is clicked
Buyer Comments Update: Free-form comments field. These comments will move to the 'Buyer Comments Line Revision' box when the OK button is clicked.
SEE ALSO
Purchasing Overview
Purchase Order Advanced Information
Purchase Order Header Addresses
