In this demonstration you will create an order for hardware installation required for a new IT project. The order expense is to be shared between multiple project tasks.
Steps:
Navigate to the Purchasing Overview page. In the Orders region use the Create icon to begin creating your order.
Click Create.
Step 1In the Create Order window you choose an appropriate document style for ordering hardware services.
Select Fixed Price Services.
Step 2Enter or select a Supplier and Supplier Site.
Click Create.
Step 3This is the purchase order page. Note that most of the order attributes are already filled in based on your choice of supplier and supplier site.
Complete the line information.
Enter the desired information into the Description field. Enter "Hardware Installation".
Step 4Enter the desired information into the Price field. Enter "120.00".
Step 5You will now add project details to this line.
Click the Edit icon for the line to go to the line details page.
Step 6Fill in the Project detalils for this order.
Step 7Click OK to return to your order.
Step 8You will now split the distribution to allocate costs to a multiple task expenditure organization comibnation under the project that you specified at the line level.
Click or select the Split action.
Step 9Adjust the Ordered fields to accomodate the split
Enter "60.00".
Step 10You will now assign a different expenditure organization to the new distribution.
Click or select the Edit action.
Step 11Change the Expenditure Organization.
Enter "AD2 Vision A&D Final Assy Plant 2".
Step 12Click OK to return to your order.
Step 13For preview purposes, you could open a PDF version of the order.
You would simply click View PDF.
Step 14You have completed the purchase order.
Click the Submit button.
Step 15The purchase order is submitted for approval.
This completes this demonstration.