Steps in the screenshots correspond to the numbers in the headings.
There are two times that a vendor could reject lines: After the initial PO (850) was sent --for example if they didn't have the parts to fill the order. This is the scenario we will cover in this document.
The other scenario when the vendor could reject PO lines is this: ATS sent the PO (850), the Vendor accepted (855) and then ATS needs to make a change so an 860 is sent to the Vendor requesting the change. An example of this would be when the Part Need is canceled on the work order -- in that case, the buyer might reach out to the vendor to try to cancel. If the Vendor has already shipped the product, they would Reject our changes. This scenario will be handled in another document.
The basic process is relatively simple if all lines are rejected in the initial transaction.
1. ATS sends the PO out (850) - Status is Post Pending and EDI Status is Awaiting Vendor.
2. Once the 855 Transaction is received from the Vendor, the EDI Workflow Status is updated to Vendor Rejected.
3. The easiest place to see that the the vendor has rejected the 850 is in the events.
Because all lines have been rejected, the buyer needs to copy all lines to a new PO and Cancel this PO. At that point, s/he can continue to source and process the new PO as usual.
4. Scroll over to the far right for each line. You will again see that each line has a Vendor Rejected EDI Line Status and a Post Pending Status.
5. As we need to move the entire quantity from each line, we will click the Complete Copy Checkbox.
6. Click Copy.
7. A confirmation message appears. Click Yes.
8. Two messages will appear in the lower right corner. The first confirms success of the move, the second gives you the new PO number.
9. All Work Order and Task information will flow through to the new PO.
10. Once the new PO has been generated, each line will have a checkmark in the Cancel field.
11. Click Save or Control S.
12. The PO header is in Change Order status and the lines are in Proposed. You must go through the approval process to kick off the 860 confirmation of the cancellation back to the vendor.
13. Change the approval to submitted.
14. Approve the escalation.
15. Select Save and then click Post.
16. The PO Header and each line is Canceled. You can see this in the Events as well.
17. All of the lines have been transferred to the new PO. This PO can be sourced from any vendor (EDI or non-EDI).
Please Note: If this PO was using an Alternate Address instead of the default, the Alternate Address will be copied over to the new PO. This will ensure that the product is shipped to the proper plant/warehouse location.
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