PO Types

Creating a purchase order type allows you to define values are included in the Type drop-down menu when creating a purchase order. To add a PO type:

1. In the Purchase Order Type field, enter a value to describe the type of purchase order.

   For example, you might create a Standard PO or an Approval Required PO.

2. Click ADD.

Once you have created a PO type, you can further define the purchase order type or edit it. To edit a PO type:

1. In the PO Type field, select the purchase order type to edit.

2. To change the name of the purchase order type, enter a value in the Rename field.

   All historical information will reflect the new value.

3. In the Default PO Type field, select Yes to specify that this is the default type of PO to create. This value applies for both purchase orders created by a user and purchase orders created when a buyer creates a PO from approved purchase requisition items. Only one PO type can be the default PO type.

4. To change the display order, enter a value in the Tab Order field.

   The Tab Order indicates the position, in menus, where this value will be listed. Lower numbered values are displayed toward the top of the list. Values will the same tab order will be sorted alphabetically.

5. In the External Payment Processing field, select Yes to indicate that POs of this type will be integrated with an external JDE system.

6. To change the status, select a value from the Status field.

   Purchase order types with a status of Inactive are not displayed to users. However, inactivating a purchase order type does not affect the existing purchase orders that utilize it.

7. In the Single Warehouse field, select Yes to indicate that a single warehouse must be specified for the entire purchase order.

8. In the PO Approval Required field, indicate whether this type of purchase order is required to go through the approvals process.

   If set to Yes, a user cannot receive items or invoice items from this purchase order unless the purchase order has been gone through the purchase order approval process. To set up the purchase order approval process, you must configure the appropriate PO Status values.

   Note:

   Modify this value for new PO Types only. Do not modify it for existing purchase order types since doing so may prevent a user from receiving/invoicing items that were added prior to configuring this functionality. If you need to update existing items for compatibility with the PO Approvals functionality, contact your super administrator.

9. In the Single Property field, select Yes to indicate that a single property must be specified for the entire purchase order.

   If this value is set to Yes, a default property must be specified when creating a PO of this type and it cannot be edited. Only PR items with a matching property can be added to a PO of this type.

10. Click UPDATE.

PO types that have not been used can be deleted from the system. PO types that have been used cannot be deleted, but they can be inactivated to prevent users from accessing them.

To delete a PO type:

1. In the Purchase Order Type field, select the purchase order type to delete.

2. Click Delete.