Purchase Order Types (Buying Channels)

Jacey Parker

Modified on: Thu, 29 Sep, 2022 at 10:32 AM

STEP	Task / Activity Instructions
Material Purchase Order (Line item type – Material) Do not create a service sheet(s). Only invoice(s) must be created. Quantity of each line item cannot be exceeded, but a lower quantity can be entered.
01	Reference section 6.0 Locating a PO for the previous steps.
02	Deselect items not needed to invoice by CLICKING on the green radio button.
03	Change the Quantity to the correct amount by ENTERING a number into the Qty/Unit field.
04	Click the Next button to review the full invoice and then click the Submit button.

Limit Purchase Order (Line item type - Service) Only one header line with the total PO value shows on this screen. Before an invoice can be created, a service sheet(s) must be created and approved. Items must be selected from the Catalog. Multiple invoices and service sheets can be submitted on a Limit PO without exceeding the total value of the PO.
01	REVIEW the service lines and deselect the lines not needed to submit by CLICKING on the green radio button.
02	Update the Quantity to match the submittal amount.
03	Select the Add box and click on Add contract/catalog items to go to the Catalog.
04	Search for items to add, update the quantity and then click on the Add to cart button.
05	Click on the cart icon to view all the line items, quantity and price.
06	Click the Review Cart button to review/edit the line items, quantity and account assignment, if necessary.
07	Click the Done button in the top right corner. Click the Next button and then click on the Submit button.

Standard Service Purchase Order (Line item type - Service) Items, quantity and price will be separated. Multiple invoices/service sheets can be submitted on a Standard Service PO not to exceed the total value quantity of the line item. Quantity of each line item cannot be exceeded, but a lower quantity can be entered. Non-Catalog items cannot be added to a Standard PO.
01	Deselect items not needed to invoice by CLICKING on the green radio button.
02	UPDATE the quantity to the correct amount.
03	Click the Next button to review the full invoice and then click the Submit button once complete.

Hybrid Purchase Order (Line item type - Service) Combination of both Limit PO and a Standard PO. When the user clicks on the Details link, the expected value is visible under the Other Information section. Before an invoice can be created, a service sheet(s) must be created and approved. Items, quantity and price will be separated. Items not in the PO must be selected from the Catalog. Multiple invoices and service sheets can be submitted on a Hybrid PO. Quantity of each service line item cannot be exceeded, but a lower quantity can be entered for service line items built into the PO (not pulled from Catalog). The total value of the items chosen from the catalog cannot exceed the expected value of the PO.
01	REVIEW the service lines and deselect the lines not needed to submit by CLICKING on the green radio button.
02	Update the quantity to match the submittal.
03	Select the Add box and click on Add contract/catalog items to go to the Catalog.
04	Search for items to add, update the quantity and click on Add to cart.
05	Click on the cart icon to view all the line items, quantity and price.
06	Click the Review Cart button to review/edit the line items, quantity and account assignment, if necessary.
07	On the Create Service Sheet: Edit Items screen, Click the Done button on the top right corner.
08	Click the Next button and then click on the Submit button.