Edit PO

Edit details.

Edit Details

Show

Show official report.

Update Quotation Number

An update of Quotation number can be given.

Approve

Approve purchase order. Any approval level will be checked. PO slides from “open” folder to “approved” folder.

Approve & Send

Only available if company decides to have no “approved” folder. Approving and sending PO to supplier in one step.

Back to RQ

As long as PO has not been edited and no RfQ is available you can undo creation of PO. Related RQ will be set as “approved” and will slide from “closed” folder back to “approved” folder. PO will be deleted.

Back to RfQ

As long as PO has not been edited and no RfQ is available you can undo creation of PO. Related RfQ will be set as “approved” and will slide from “closed” folder back to “approved” folder. PO will be deleted. A reason for undo has to be given.

Reject

Reject purchase order. PO will remain in system in folder “rejected”.

Delete

Delete purchase order. Please note: PO and all relevant documents (attachments, history, eventually created RfQs, requisition etc.) will be deleted completely from system and will no longer be available.

Set as Standing Order

Set the PO to the standing order list.

Copy from standing order

Distribute

Only available for POs (currently). Allows to copy PO to other/same ship. If no equivalent spare part is found on the destination site, all ship specific spare parts will be copied as free line item.

Switch Items to existing RQ

Only available for PO (not for SO).  Switch selected items to existing requisition for same site. You can either copy or move items.

Switch Items

Split PO

Split selected items to new sub purchase order.

Switch Items to existing PO

Only available for PO (not for SO).  Switch selected items to existing purchase order for same site. You can either copy or move items.

Switch Items

Rate Supplier

You can rate supplier assigned to PO directly from purchase module.

Show History

Access to the whole history of the selected purchase document including all  associated documents (for instance, if you want to see the history of a purchase order, you have access to the history of the associated requisition too).

The history is divided into several tabs for a better overview.

Create Data Transfer (without attachments)

Generates an unscheduled immediate data transfer without available attachments.

Create Data Transfer (with attachments)

Generates an unscheduled immediate data transfer with available attachments.

Attachments -> Attach

Add documents to requisition.

Add Documents

Attachments -> Show/Delete

Show all assigned documents with possibility to delete attachments.

Show/Delete Documents

Add Remark to History

Add remark manual to history of selected document.

Link to Dry Dock Job Card

You can link requisition to selected dry dock job card. Requisition will remain in open status – only a link between job card and requisition will be stored. Link information is available in requisitions HTML overview.

Remove Link to Dry Dock Job Card

Remove link between dry dock job card and requisition.

Follow up / Pin to User Activities  -> Follow up

Follow up for PO can be given.

Follow up / Pin to User Activities  -> Clear Follow up

Follow up for PO can be deleted.

Rearrange Position

Hold until sending

Check POs for merging