Complex PO
‘Complex PO’ Template enables users to transform project tasks, milestones and progress payments into complex purchase orders with lines and pay items that represent the required tracking and ability to control your payment processing.
Note: This functionality is available in Release 12 only and requires the following patch to be applied:
Functionality to import complex PO's through PDOI is released in Procurement rollup Patch 13984450:R12.PRC_PF.B or higher. For all information on the most current rollup patch please see Note 1468883.1.
From the Purchase Order Wizard ribbon, click ‘Select Template’ and in the ‘Generate template’ form choose the Mode of 'Complex PO' from the dropdown options:
Click the 'Create New' button to create the 'Complex PO' Template and click ‘OK’ to close the form:
Double-click in a cell in either Header, Line Information, Pay Items or Distribution Information to invoke the form for the applicable section. Complete the necessary information in each section.
Click the ‘Upload’ icon and select ‘Upload Selected’ to load the data in Oracle.
Note:
1. Lumpsum, Milestone and Rate are available Pay Types.
2. Pay type ‘Advance’ is not implemented in the current version of PO Wizard.
Header
The ‘Header’ form appears as follows:
Enter the details directly into the form and/or select from the list of values provided (if applicable).
Example of Header information:
Lines
The ‘Lines’ form appears as follows:
Example of Line information:
Pay Items
The ‘Pay Items’ form appears as follows:
Enter the details directly into the form and/or select from the list of values provided (if applicable).
Example of Pay Items information:
Distributions
The ‘Distributions’ form appears as follows:
Enter the details directly into the form and/or select from the list of values provided (if applicable).
Example of Distribution information:
Refer to section: