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po generation screen

Andrew Black

Created on December 5, 2023

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Transcript

Call-ahead note

If the ship-to location requires advance notice from the shipper to schedule delivery, enter the number of hours of advance notice required in this field, which will cause a note to appear in the deliver to area of the PO. Note will not print if field is left blank.

Manual request note

If you require manuals from the vendor, enter the number of copies desired. This will cause a note to print at the end of the PO specifying that manuals be shipped to your office, marked for the related project by name and number. This note will not print if the field is left blank.

Vendor

This field is used to override the vendor that was assigned when the project was initially set up in the system. It requires the SAP vendor number, which you can search for if necessary. (only for labor & fab with no model numbers)

The job number and job name will appear at the top of the screen for reference.

Ship to

This location will be listed on the PO. This field defaults to the SAP ship-to number that was.

Special mark for data

If the ship-to location requires special marking, aside from our project number and name, such as a customer’s PO number, type that information here and it will be noted on the PO in the deliver to area-Job Name

Delivery date

The date that you want the product(s) delivered to the ship-to address specified. This is NOT a ship date - it’s when you need the goods delivered.

Shop drawing request

If you require shop drawings from the vendor, enter the number of copies desired. This will cause a note to print at the end of the PO specifying that shop drawings be sent to your office, addressed to the proj- ect manager and marked for the related project by name and number. This not will not print if the field is left blank.

Special Notes

If there are special notes you want to add that aren’t included elsewhere, they can be entered in the four fields listed here. Each field is 32 characters long; they will be appended to each other when the PO is generated.

Vendor Summary

This is a listing of all of the vendors currently in the system for the project. It includes their SAP vendor number, total of their merchandise on the project, PO number (if one has been issued), PO status and an indicator (PO +) that shows if there are multiple PO’s issued for this vendor. Vendor Name and Vendor Number are from the SAP vendor database. The Net Cost is the total of all items recorded for the vendor. The PO number field shows PO number if an order has been created for the vendor. PO Status:Red - No PO’s have been issued for this vendor Yellow - A PO or PO’s have been issued for some, but not all, line items for this vendor. Green - A PO or PO’s have been issued for all items for this vendorPO + - An indicator in this column shows that there are multiple PO’s issued for this vendor

Organizational data and Maintenance data

Data provided by SAP from the project definition. Display only - cannot be edited here.

Freight Terms and Ship Condition:

The following are valid freight codes and related ship condition codes for contract PO’s:

PF - Prepaid Factory Freight Program FF - Factory Freight Program VC - Vendor Choice PP - Prepaid 2- Boelter Truck VC - Vendor Choice VT - Vendor Truck PPC - Prepay and add 3 - UPS Ground 4 - Air/FedEx Express 12 - FedEx Ground 15 - UPS Next Day Air 16 - UPS Second Day Air VC - Vendor Choice

PC3 - Prepay, Charge 3rd Party (Retrans Logistics) 1 - Common Carrier 3 - UPS Ground WC - Will Call WC - Pick up at the dock (Glendale)Z01 - Carry Yourself WV - Will Call Vendor

Contact Information

Contact Name and Phone are taken from the ship-to or customer in the ‘Ship To’ field. If there are multiple contacts available, you will be prompted to select and can use the ‘Change’ button to select among them as needed. A ‘Contact Information Not Found’ message here means contact info needs to be entered. (See page 16.) The Project manager and Project coordinator data are recorded when the project is initially set up. They are displayed here for information only and can’t be edited from this screen. If either of them is incorrect please contact Tom Richmond in contract admin. Note that the coordinator is listed by SAP user ID. Full name, phone number, fax number and email address will print on the PO.