Planned PO
For Planned PO first we’ll create a PO
with type as Planned Purchase Order, then we’ll create a releases against it.
Navigate to Purchase Orders > Purchase Orders & give details as shown
below
Note that the price of Item did not changed based upon the
quantity ordered
Click on Shipments tab & give any one of Promised Date
or Need-By Date
Now click on Terms Tab & give details as shown below
Note that Amount Limit has to be greater than or equal to
Amount Agreed. But in our PO form there is no field as amount agreed. So this
point is not valid over here.
Now Approve the PO.
Next step is to create releases.
In order for a release to be approved following conditions
should be fulfilled
1.) The
sum total of all the release quantity should not be greater than ordered
quantity
2.) Sum
total of release amount should be less than agreement amount limit.
3.) Each
release amount should be greater than minimum release amount at line level
& also header level
4.) We
can create PO only within effective dates of planned PO
In order to create releases, Navigate to Purchase Orders
> Releases & give details as shown below
Save the record & approve it
These details can be checked in PO
in Agreement Tab
Now if we want to overwrite the price while creating
Releases, we can go to Price Reference tab of PO
& check Allow Price override checkbox
The item cost can be modified only till the value we give in
Price limit field of PO .
Create another Release to check this. Give details as shown
below
Save & approve the record
