Steps in the screenshots correspond to the numbers in the headings.
Buyers should not change any Purchase Order if they have NOT communicated the change with the Vendor PRIOR to the change. Some vendors, like Grainger, will not accept changes and/or cancellations at any part of the process. This is because their orders go directly to fulfillment and most likely the order has already been shipped by the time the Buyer tries to cancel the order.
You will be able to see if the vendor will/will not accept electronic changes by looking at their Supplier record.
1. From the main menu, go to Inventory > Purchasing > Supplier.
2. Enter the Supplier ID and hit Enter or the green magnifying glass.
3. If the Supplier will accept changes, there will be a checkmark in the box next to "EDI Process Changes."
If the supplier record has the checkbox, and the buyer is requesting changes after the 855 has been accepted, the buyer will cancel the line (using the cancel checkbox). This will trigger the Change Order Process.
4. The PO header status is marked Posted and the EDI Workflow status is Vendor Accepted.
5. At the Line Level, the Status and EDI Line Status are Posted and Vendor Accepted.
6. For a single line PO, click the Cancel checkbox in the parts line and hit SAVE in the header or use the CTRL + S shortcut.
If you are working on a multiple line PO, the process is the same.
7. The EDI Line Status goes to Changes Requested with a Status of Proposed.
8. Process the Change Order. Change the Approval Status from Pending to Submitted and Save (Ctrl + S).
9. This will kick off an escalation. Click on the Escalations tab.
10. Change the Approval Status from Pending to Approved and Save.
11. Click Post in the Header.
12. The header status is in Canceled and the EDI Workflow is Vendor Accepted.
13. The line status goes to Canceled with the EDI line status going to Changes Accepted.
14. If you expand the chevron on the line right now you would see under Changes Requested the Cancel check box is marked.
If you want to confirm that everything has processed correctly, click on the events.
15. An event tracks that the line has been canceled.
16. An event tracks that ATS Requested the Cancellation.
17. And finally, the PO in SAP is updated.
In this case, the PO is canceled in SAP, as it was originally generated when the 855 came over.
0 Comments
Add your comment