PO request and matching - Revision history

Nele.scherrens: /* Matching */

2018-06-22T13:37:32Z

‎Matching

Nele.scherrens at 13:12, 22 June 2018

2018-06-22T13:12:43Z

Nele.scherrens: /* Available action buttons */

2018-06-22T12:56:54Z

‎Available action buttons

Nele.scherrens: Created page with "{{warning|This is only available for EIS and VIS users!}}
There are 3 types of users available for performing the PO request: * '''PO requestors''': creators of PO reques..."

2018-06-22T12:54:11Z

Created page with "{{warning|This is only available for EIS and VIS users!}} There are 3 types of users available for performing the PO request: * '''PO requestors''': creators of PO reques..."

New page

{{warning|This is only available for EIS and VIS users!}} 
There are 3 types of users available for performing the PO request:
* '''PO requestors''': creators of PO requests
* '''PO approvers''': in charge of approving the PO requests, sent by the PO requestors
* '''PO post-control users''': in charge of checking the PO requests after they were approved by the PO approvers
 
==Document type==
See "[[Validating_invoices#Selecting_the_appropriate_document_type|Select a document type]]" for how to choose the PO request document type.

 {{warning|If you don't see this document type, please contact us to provide you with it}}<br//>

===Available header fields===
* '''Supplier''': the supplier for which the PO request is intended
* '''Supplier contact''': the name of the contact for the supplier
* '''Supplier mail address''': the e-mail address for the contact for the supplier
* '''Payment term''': the payment term which should be used for this PO request
* '''Currency''': the currency which should be used for this PO request
* '''Net amount''': the calculated net amount of the request (quantity x unit price). '''This field is read-only and cannot be edited'''
* '''PO category''': the category for the PO request. Possible values are:
** ''Goods of sales''
** ''MRO''
* '''PO nr.''': the number of the PO
* '''Description''': enter a value for this if you want to add a description to the PO request
* '''Your reference''': your own reference number
* '''Est delivery date''': the estimated delivery date of the goods
* '''PO status''': the current status of the PO. Possible values are:
** ''Open''
** ''Partial''
** ''Complete''
** ''Cancelled''
* '''Receipt status''': the status of the receipt. Possible values are:
** ''Open''
** ''Partial''
** ''Complete''
** ''Cancelled''
 
===Available posting line fields===
* '''Quantity''': the number of item you want to order
* '''Item code''': the code for the item you want to order
* '''Item description''': the description of the item you want to order
* '''Unit price''': the price for one unit of the items you want to order
* '''Unit of measure''': the measuring unit for the items
* '''Line net amount''': the calculated line net amount (quantity x unit price). '''This field is read-only and cannot be edited'''
* '''Account''': the account that needs to be used for this line
* '''Cost place''': the cost place that needs to be used for this line
* '''Cost sort''': the cost sort that needs to be used for this line
* '''Cost unit''': the cost unit that needs to be used for this line
* '''Remark''': enter a value here if you want to add a remark for this line
 
===Available technical fields===
'''None of these fields can be edited.'''
* '''Company''': the company for which the PO request is created
* '''ID''': the ID of the PO request inside the 1Archive system
* '''Workflow status''': the current technical status of the PO request
* '''Assignments''': the users who are currently assigned to this PO request
* '''Incoming date''': the date when the PO request entered the system
* '''PO delivery date''': '''This field is currently not in use'''
* '''PO requestor''': the user who created the PO request
* '''PO request date''': the date on which the PO was sent into the approval flow
* '''Purchaser''': the user who printed/e-mailed the PO request
* '''PO purchase date''': the date on which the PO was printed/e-mailed
* '''Receiptor''': '''This field is currently not in use'''
* '''PO receipt date''': '''This field is currently not in use'''
 
===Available action buttons===
====For all users====
* [[image:back.png|link=]] '''"Close"''': close the current opened document
 {{warning|If there are unsaved changes, these will be lost!}} 
* [[image:save.png|link=]] '''"Save"''': save the changes you made in the document
 
====For PO requestors====
* [[image:remove.png|link=]] "Cancel document": cancel the current PO request
* [[image:wf_manualflow.png|link=]] "Manual flow" define the flow manually for the document. For more information see [[Approval_manual#Manual_flow|"''Approval manual''"]]
* [[image:send.png|link=]] '''"Auto flow"''': send a document in the automatic flow. For more information see [[Approval_manual#Auto_flow|"''Approval manual''"]]
 
====For PO approvers====
* [[image:yes.png|link=]] '''"Approve"''': approve the PO request after reviewing the entered data
* [[image:rejected.png|link=]] '''"Reject"''': reject the PO request after reviewing the entered data and send it back to the requestor
* [[image:forward.png|link=]] '''"Forward"''': forward the PO request to another approver
* [[image:informative.png|link=]] '''"Informative"''': send the PO request informative to another user
* [[image:sidestep.png|link=]] '''"Side-step"''': send the PO request in a side-step to another approver. For more information see [[Approval_manual#Side-step|"''Approval manual''"]]
* [[image:park.png|link=]] '''"Park"''': set the PO request on hold
 
====For PO post-control users====
* [[image:remove.png|link=]] "Cancel document": cancel the current PO request. '''This is only available when the PO request was not yet printed/e-mailed'''
* [[image:deliveryMethod.png|link=]] "Mail PO to supplier": create the image of the PO request and send it with an e-mail to the supplier
* [[image:print.png|link=]] "Print PO": create the image of the PO request and print it out
* [[image:reception.png|link=]] "Purchase order reception": enter the reception for the PO request

← Older revision		Revision as of 13:37, 22 June 2018
Line 88:		Line 88:
	* [[image:reception.png\|link=]] '''"Purchase order reception"''': enter the reception for the PO request. '''This is only available when the PO request was already printed/e-mailed'''		* [[image:reception.png\|link=]] '''"Purchase order reception"''': enter the reception for the PO request. '''This is only available when the PO request was already printed/e-mailed'''

−	==~~Matching~~==	+	==Reception==
		+	When the PO request enters status "Ended" and is completely processed, it is possible to add receptions to it. This can be done by clicking the [[image:reception.png\|link=]] "Purchase order reception" button in the "My documents" section.
		+
		+	<br/>[[image:po_reception.png\|link=]]<br/>
		+	<br/>
		+	* '''Reception status''': enter the status for the reception. '''For now only "FULLY" is available'''
		+	* '''Reception date''': enter the date for the reception. Default value is the date of today
		+	* '''Reception comment''': enter a comment for the reception
		+	<br/>
		+	Receptions can be viewed by using the [[image:reception.png\|link=]] "Reception" tab in the document view.
		+
		+	<br/>[[image:reception_tab.png\|link=]]<br/>

@@ Line 5: / Line 5: @@
 * '''PO post-control users''': in charge of checking the PO requests after they were approved by the PO approvers
 <br/>
-==Document type==
+==PO request document type==
 See "[[Validating_invoices#Selecting_the_appropriate_document_type|Select a document type]]" for how to choose the PO request document type.
@@ Line 87: / Line 87: @@
 * [[image:print.png|link=]] '''"Print PO"''': create the image of the PO request and print it out
 * [[image:reception.png|link=]] '''"Purchase order reception"''': enter the reception for the PO request. '''This is only available when the PO request was already printed/e-mailed'''

@@ Line 70: / Line 70: @@
 <br/>
 ====For PO requestors====
-* [[image:remove.png|link=]] "Cancel document": cancel the current PO request
+* [[image:remove.png|link=]] '''"Cancel document"''': cancel the current PO request
-* [[image:wf_manualflow.png|link=]] "Manual flow" define the flow manually for the document. For more information see [[Approval_manual#Manual_flow|"''Approval manual''"]]
+* [[image:wf_manualflow.png|link=]] '''"Manual flow"''': define the flow manually for the document. For more information see [[Approval_manual#Manual_flow|"''Approval manual''"]]
 * [[image:send.png|link=]] '''"Auto flow"''': send a document in the automatic flow. For more information see [[Approval_manual#Auto_flow|"''Approval manual''"]]
 <br/>
@@ Line 83: / Line 83: @@
 <br/>
 ====For PO post-control users====
-* [[image:remove.png|link=]] "Cancel document": cancel the current PO request. '''This is only available when the PO request was not yet printed/e-mailed'''
+* [[image:remove.png|link=]] '''"Cancel document"''': cancel the current PO request. '''This is only available when the PO request was not yet printed/e-mailed'''
-* [[image:deliveryMethod.png|link=]] "Mail PO to supplier": create the image of the PO request and send it with an e-mail to the supplier
+* [[image:deliveryMethod.png|link=]] '''"Mail PO to supplier"''': create the image of the PO request and send it with an e-mail to the supplier
-* [[image:print.png|link=]] "Print PO": create the image of the PO request and print it out
+* [[image:print.png|link=]] '''"Print PO"''': create the image of the PO request and print it out
-* [[image:reception.png|link=]] "Purchase order reception": enter the reception for the PO request
+* [[image:reception.png|link=]] '''"Purchase order reception"''': enter the reception for the PO request. '''This is only available when the PO request was already printed/e-mailed'''

PO request and matching - Revision history

Nele.scherrens: /* Matching */

Nele.scherrens at 13:12, 22 June 2018

Nele.scherrens: /* Available action buttons */

Nele.scherrens: Created page with "{{warning|This is only available for EIS and VIS users!}} There are 3 types of users available for performing the PO request: * '''PO requestors''': creators of PO reques..."

Nele.scherrens: Created page with "{{warning|This is only available for EIS and VIS users!}}
There are 3 types of users available for performing the PO request: * '''PO requestors''': creators of PO reques..."