Document Types in Purchasing
Blanket Purchase Agreements : Used for purchases that will be delivered according to an unknown schedule, or with negotiated prices. Releases are performed when a shipment is scheduled. Can be limited by Price, Quantity, and Effective Dates.Blank Releases are Issued against Blanket Purchases for an actual scheduled order,and is constrained by Price, Quantity, and Effective Dates.
Contract Purchase Orders : Created when terms and conditions pertaining to goods or services are agreed upon in a contract. Standard purchase orders are issued against the contracts and are constrained to these terms and conditions.In this PO material required
are not specified.
Planned Purchase Orders : Used when a long-term agreement to buy goods or services from a source is made, and tentative delivery schedules are known. Scheduled Releases Used with Planned Purchase Orders to create the actual orders.
Standard Purchase Orders : Used for one-time purchases when the goods or services along with the estimated costs are known.
Internal Requisitions : Used to create requisitions for internally sourced items from locations and organizations set up in EBS.
Purchase Requisitions : Used to create requisitions for externally sourced items. Requisitions need to be turned into Purchase Orders or Releases prior to purchase.
Requisition Status Changes
Status Meaning
Approved Requisition has been approved.
In Process Requisition has been submitted for approval and is still pending.
Incomplete Requisition has not yet been submitted for approval.
Pre-Approved Approver who has proper authority has forwarded requisition to another person for additional approvals.
Rejected Approver rejected the requisition.
Requires Reapproval Changes were made to an approved requisition, requiring it to be reapproved.
Reserved Budgetary Funds are reserved for the requisition.
Returned Approved requisition is returned to requestor by the buyer. Note
that requisitions in this status are still considered in MRP, as they
are approved. Canceling the requisition will remove it from MRP.
Purchasing Status Changes
Action Description
Cancel PO Cancels the entire PO, allowing no further actions on the order or any associated receipts.
Close Closes the purchase order so that it will no longer appear on reports.
Close for Invoicing Closes the order of invoicing only.
Close for Receiving Closes the order for receiving only.
Finally Close Once an order is Finally Closed, no additional transactions can happen to the order or any of its associated transactions. This can not be undone via any standard functionality in the applications, and it will lock up any pending or future transactions that are attempted against the order (such as matching it to an invoice or adjusting an invoice that is matched to it).
Freeze Prevents any future modifications to the order but allows receipts and invoices against it. This is removed by unfreezing the order.
Place on Hold Placing an order on hold will not only unapprove it, but will also prevent printing, receiving, invoicing, and reapproval until the hold is removed by selecting RELEASE HOLD. At this time, the order will require reapproval.
Open for Invoicing This is only available when the order or line is closed for invoicing; it allows it to be reopened.
Open for Receiving This is only available when the order or line is closed for receiving; it allows it to be reopened. As mentioned earlier, closed lines can still be received, so this is more about reporting than the actual receipt.
Blanket Purchase Agreements : Used for purchases that will be delivered according to an unknown schedule, or with negotiated prices. Releases are performed when a shipment is scheduled. Can be limited by Price, Quantity, and Effective Dates.Blank Releases are Issued against Blanket Purchases for an actual scheduled order,and is constrained by Price, Quantity, and Effective Dates.
Contract Purchase Orders : Created when terms and conditions pertaining to goods or services are agreed upon in a contract. Standard purchase orders are issued against the contracts and are constrained to these terms and conditions.In this PO material required
are not specified.
Planned Purchase Orders : Used when a long-term agreement to buy goods or services from a source is made, and tentative delivery schedules are known. Scheduled Releases Used with Planned Purchase Orders to create the actual orders.
Standard Purchase Orders : Used for one-time purchases when the goods or services along with the estimated costs are known.
Internal Requisitions : Used to create requisitions for internally sourced items from locations and organizations set up in EBS.
Purchase Requisitions : Used to create requisitions for externally sourced items. Requisitions need to be turned into Purchase Orders or Releases prior to purchase.
Requisition Status Changes
Status Meaning
Approved Requisition has been approved.
In Process Requisition has been submitted for approval and is still pending.
Incomplete Requisition has not yet been submitted for approval.
Pre-Approved Approver who has proper authority has forwarded requisition to another person for additional approvals.
Rejected Approver rejected the requisition.
Requires Reapproval Changes were made to an approved requisition, requiring it to be reapproved.
Reserved Budgetary Funds are reserved for the requisition.
Returned Approved requisition is returned to requestor by the buyer. Note
that requisitions in this status are still considered in MRP, as they
are approved. Canceling the requisition will remove it from MRP.
Purchasing Status Changes
Action Description
Cancel PO Cancels the entire PO, allowing no further actions on the order or any associated receipts.
Close Closes the purchase order so that it will no longer appear on reports.
Close for Invoicing Closes the order of invoicing only.
Close for Receiving Closes the order for receiving only.
Finally Close Once an order is Finally Closed, no additional transactions can happen to the order or any of its associated transactions. This can not be undone via any standard functionality in the applications, and it will lock up any pending or future transactions that are attempted against the order (such as matching it to an invoice or adjusting an invoice that is matched to it).
Freeze Prevents any future modifications to the order but allows receipts and invoices against it. This is removed by unfreezing the order.
Place on Hold Placing an order on hold will not only unapprove it, but will also prevent printing, receiving, invoicing, and reapproval until the hold is removed by selecting RELEASE HOLD. At this time, the order will require reapproval.
Open for Invoicing This is only available when the order or line is closed for invoicing; it allows it to be reopened.
Open for Receiving This is only available when the order or line is closed for receiving; it allows it to be reopened. As mentioned earlier, closed lines can still be received, so this is more about reporting than the actual receipt.
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