#
Overview Approved POs
| Function | Description | Further Information |
|---|---|---|
| Edit PO | Edit details. | Edit Details |
| Show | Show official report without sending. | |
| Send | Send Purchase Order to supplier. After sending values will be booked into budget. | Send Document |
| 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. | |
| 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. | |
| 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. | |
| Remove Link to Dry Dock Job Card | Remove link between dry dock job card and PO. | |
| Link to Dry Dock Job Card | You can link PO to selected dry dock job card. PO will remain in open status – only a link between job card and PO will be stored. Link information is available in PO html overview. | |
| 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 | Position number of spare parts will be changed to numbering in sort order. | |
| Check POs for merging | All on hold POs will be checked for merging with other POs. |
#
Send Document
You can either send document
- to printer
- per E-Mail
- to Queue