Steps in the screenshots correspond to the numbers in the headings.
As a company, ATS has determined that if the original 850 EDI PO document went out requesting "Part A", and the vendor sends back an 855 PO Vendor Acknowledgment requesting to replace "Part A" with replacement "Part B", we will NOT accept those changes.
Below is an example of how to walk through that process.
1. From the main menu, go to Inventory > Purchasing > Purchase Order.
2. Enter the PO number in the search field.
3. Click the green magnifying glass to bring up the record.
4. The record loads.
5. The PO Status in the header is Post Pending.
6. The EDI Workflow in the header is Awaiting Changes.
7. You will see the same statuses at the line level.
8. You can tell that the 855 has been returned by the vendor because the Acknowledgment Date is populated.
9. The changes can be seen by clicking on the red chevron at the line level.
10. Any changes that have been requested by the VENDOR will show in the Changes Received section.
11. If the vendor has suggested a replacement part, it will be listed in this section.
As you will not be accepting the vendor replacement, you want to copy the line to another PO.
12. Click the Complete Copy checkbox.
13. Click the Copy button.
14. A confirmation message appears. Click Yes.
15. Two notifications show in the bottom right corner. One shows that the transaction is complete, and the other shows the New PO number.
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.
16. The PO Header is now in Change Order Status.
17. The EDI Workflow is Changes Processed.
18. At the line level, the Status is Proposed and EDI Line Status is Changes Processed. You can also see the line is marked with the Canceled Checkbox.
19. Go through the Change Order process. Change the Approval Status from Pending to Submitted and SAVE.
20. Approve the escalation.
21. Click SAVE.
22. Click Post.
23. The PO Status goes to Canceled.
24. The EDI Workflow goes to Changes Processed.
25. Check the Events Tab.
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