PR17_Purchase Order - Carry Out Sourcing to Create Draft PO



The Pennsylvania State UniversitySIMBA Hands-On Guide Alternative Format TITLE \* MERGEFORMAT PR17_Purchase Order - Carry Out Sourcing to Create Draft PO? 2020 The Pennsylvania State University? Copyright 2020 Labyrinth Solutions, Inc. All rights reserved. Labyrinth Solutions, Inc., the LSI logo, and CampusOneTM are trademarks of Labyrinth Consulting, Inc. SAP, R/3, SAP NetWeaver, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects S.A. in the United States and in other countries. Business Objects is an SAP company.PR17_Purchase Order - Carry Out Sourcing to Create Draft PO?Overview?Transaction Description:This transaction enables manual purchase order creation using carry out sourcing. This task ends at the point that a draft purchase order exists.?Scenario Description:Shopping carts are assigned to a Buyer and have completed all approvals. The Buyer uses the Carry out Sourcing function to take action on assigned shopping carts and create draft purchase orders.?Penn State?Purpose:This transaction is used by Buyers in Purchasing to manually create draft purchase orders from approved shopping carts. Carry Out Sourcing is used when a Shopping Cart does not qualify for automatic PO creation.Process Steps?1.?The Procurement button is clicked.2.?The Purchasing button is double-clicked.3.?The Carry out Sourcing button is clicked.When carrying out a sourcing search, if the search parameters are known (for example, a specific shopping cart number, purchasing group, product category, date range, etc.), the buyer may enter them prior to clicking the Search button at the end of the search criteria.4.?The Search button is clicked.Note: All line items of a shopping cart are presented as discrete lines in Carry Out Sourcing. The buyer may need to select multiple lines in order to source the entire shopping cart. The ‘Ctrl’ click (to select multiple lines), ‘Shift’ click (to select a range of lines between first and last click), or searching for the specific shopping cart and using the Select All button are all valid options for selecting multiple lines in Carry Out Sourcing.5.?The Line Selection button is clicked.6.?The Next button is clicked.In Step 2 the buyer should verify that there is a Source of Supply for all shopping cart lines displayed on the screen prior to performing any other actions.?This can be done by viewing and confirming a supplier name and number exist in the corresponding columns. If no supplier is present, the buyer can enter a supplier number into the line (in the Supplier Number column) in order to indicate a source of supply.7.?The Create Draft dropdown is clicked.8.?The Purchase Order menu item is clicked.The screen has advanced to Step 3 automatically.9.?The Transaction Type dropdown is clicked.PSU Buyers should choose either ECPO: Purchase Order or ZFRT: Freight Purchase Order.? ARL Buyers should choose either ZARL: ARL Purchase Order or ZFRT: Freight Purchase Order.10.?The ECPO: Purchase Order menu item is clicked.11.?The Edit Selected Drafts button is clicked.The Change Purchase Order window opens automatically. At this point a draft purchase order exists that can be saved or completed and ordered.Disclaimer?Alternative Format Statement This publication is available in alternative media upon request.??Statement of Non-Discrimination The University is committed to equal access to programs, facilities, admission, and employment for all persons. It is the policy of the University to maintain an environment free of harassment and free of discrimination against any person because of age, race, color, ancestry, national origin, religion, creed, service in uniformed services (as defined in state and federal law), veteran status, sex, sexual orientation, marital or family status, pregnancy, pregnancy-related conditions, physical or mental disability, gender, perceived gender, gender identity, genetic information, or political ideas. Discriminatory conduct and harassment, as well as sexual misconduct and relationship violence, violates the dignity of individuals, impedes the realization of the University’s educational mission, and will not be tolerated. Direct all inquiries regarding the nondiscrimination policy to Affirmative Action Office, The Pennsylvania State University, 328 Boucke Building, University Park, PA 16802-5901; Email: aao@psu.edu; Tel: 814-863-0471. ................
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