1. Processing and Posting the Purchase Order
11 Articles
- 1.1 How do I bundle Requisitions for the Same Supplier?
- 1.2 As a Buyer, how do I create a site-specific search for requisitions to release?
- 1.3 How do I attach a document to the Purchase Order?
- 1.4 How do I run the Purchase Order Report?
- 1.5 Is there an easy way to set up my screen to see all the events at once?
- 1.6 How does the system calculate Past Due (as listed in the PO header)?
- 1.7 I have a GNS PO where the ST# on the PO header is different than the PO line. What happened?
- 1.8 I am trying to post the PO and I am getting an error message: Please review Part line 1. Each line must contain a Valid Customer Promised Date prior to posting a purchase order.
- 1.9 What is the Supplier Group and how does it affect the PO?
- 1.10 If I am working with the MX Buyer Screen, and I have a PO for a non-EDI Vendor, can I change the address to an alternate address after posting?
2. Troubleshooting the Posted PO
8 Articles
- 2.1 How can I tell if the Customer Want by Date has been changed by the Site?
- 2.2 I have a Parts PO that is in Received Full Status that needs to be opened back up. How do I change that?
- 2.3 How do I reverse out a GNS Receipt?
- 2.4 Site is saying they can't receive the PO and needs to close it out. How do I fix it?
- 2.5 I have a PO that has been canceled. How can I add to it?
- 2.6 In checking the Events Tab, I got a Failure Message that the PO was NOT created in SAP. It looks fine in EFP. What do I do?
- 2.7 As a Purchasing Supervisor, how do I change a Goods and Services PO from Received Full to Received Partial?
- 2.8 How do I cancel a duplicate line on a PO?
3. Creating a New Part in the System
10 Articles
- 3.1 What do I need to know about the Part Record?
- 3.2 What happens after the Tech enters a NEW PART request in the Portal? (Buyer creates part in MDS)
- 3.3 As a buyer, what are the steps to enter a singular new part using the MDS Explorer Interface.
- 3.4 How do the search filters work when creating a new part in the MDS Explorer Interface?
- 3.5 When would I see a Replacement Part Number?
- 3.6 What do I need to know about Alternate Part Numbers?
- 3.7 Using the Part Group Screen
- 3.8 How do Supplier Part Numbers work?
- 3.9 How do I follow-up on an Emergency PO New Part request?
- 3.10 What is the Sourcing Role used for?
6. EDI
35 Articles
- 6.1 What is EDI?
- 6.2 Is there a listing of the EDI Transaction numbers?
- 6.3 How do I know if the Vendor accepts EDI Transactions?
- 6.4 What happens when the Buyer hits POST when sending a PO to an EDI Processing Vendor?
- 6.5 How is PO Bundling affected by EDI?
- 6.6 What happens when an EDI Vendor ACCEPTS all lines of the initial 850 PO?
- 6.7 How can I set up a search to see POs that were Vendor Rejected by EDI Vendors?
- 6.8 What happens when an EDI vendor rejects all of the PO lines after the initial 850 document?
- 6.9 When should I expect to see an 860?
- 6.10 How can I set up a search to see EDI POs that are Awaiting Changes?
7. Purchasing Reports
9 Articles
- 7.1 How do I get to the Reporting Server?
- 7.2 Client Report Screen
- 7.3 ATS Report Viewer Guide
- 7.4 How do I request an email subscription to a report?
- 7.5 When would I run the Open Req _ PO Report?
- 7.6 When would I run the Monthly Purchasing Total Report?
- 7.7 How do I run the Purchase Order Detail Report?
- 7.8 How do I run the Purchase Order Report?
- 7.9 If an alternate address is used, will it show on the PO Report?
8. Using the eCommerce Store
15 Articles
- 8.1 | How do I "Masquerade" as a Customer to place an order in eCommerce?
- 8.2 | QRG: How do I "Masquerade" as a Customer to place an order in eCommerce?
- 8.3 | How do I place a New Product order for a customer in eCommerce while Masquerading?
- 8.4 | QRG: How do I place a New Product order for a customer in eCommerce while Masquerading?
- 8.5 | How do I place a Non-Priced Repair Order for a customer in eCommerce while Masquerading?
- 8.6 | QRG: How do I place a Repair Order for a customer in eCommerce while Masquerading?
- 8.7 | What if I can't see one of my customers in the eCommerce dashboard?
- 8.8 | How do I see the status of an order I placed while masquerading as a Customer?
- 8.9 | Can I change a Ship To Address for a Customer in eCommerce?
- 8.10 | What if payment by Purchase Order is not an option for one of my Customers in Checkout?