Procedure for purchase order gate

Outline

This conducts release (approval) for purchase order data with error items detected in purchase order checking. When you turn on the "Purchase order gate required" checkbox in [Logistics parameter], the release must be performed even if all items are normal. Released purchase order data can also be cancelled.

1. Screen Display Method

1. Select [Purchase Control] → [Purchase Order] → [Update]
2. Select [Purchase Order Gate ] from the menu.
   → The [Purchase order gate] screen will be displayed.

2. Display of Release Information

→To Menu Reference

1. Select "Release" for "Process type". When canceling release, select "Cancel release".
2. Enter the searching conditions (Entry date, payee and so on) for the data to be processed.
3. Click on the "Refer (X)" button.
   The data to be processed will be listed and displayed on the [Execute release] of spreadsheet.

3. Execute Release

The relevant checking items (1 - 4) for purchase order data without errors is shown by "".
The relevant checking item for purchase order data with errors is shown by "".

1. Switch the "Object of execution" check box on for the data to be processed. Click on the "Set all (H)" button, and it can be switched on for all.
   For release processing, data without the "Release" button in [Compulsory release] displayed can be selected as the object of execution.
2. For release, select the checking item for which an error was recorded using the pull down menu and enter the "Comment code" or manually enter the approval comment in the "Comment name".
3. When confirming purchase order data detail, click on the "Detail (D)" button after selecting the row to be confirmed and the [Refer purchase order data] screen will be displayed.
4. Click on the "Start (A)" button.
   Processing will be conducted for data with the "Object of execution" button check box switched on.
   → For release processing, data with an approval comment attached will be released. When there is an error in the data, the "Release" button will be displayed in [Compulsory release].
   → For cancel release, the release of the target data is cancelled.
5. It is also possible to carry out compulsory release without editing data which recorded an error in purchase order checking.
   Click on the "Release" button for the row for which compulsory release will be conducted. For rows that recorded errors in checking items 1 -3 (Amt checking, Qty checking and Required item checking), the "Release" button will be displayed before conducting the release processing in procedure 3.
   → Release processing will be conducted for data with the "Release" button clicked.