Vendor document type setting profiles - Purchase order

Users can access the form by navigating to EDI > Setup > Document types.

• To create a new record, select document type Vendor purchase order.
• Select the New button in the Settings profiles FastTab.
• Specify the Settings profile id and Description of the profile.
• Select the Settings profile id hyperlink or the Setup button to update profile details.

Field	Description	Options/Example
Purchase order
Package size – inner/outer	Specify if the inner or outer pack quantity is sent on the purchase order	• Inner • Outer
Form note	Header note to send on all purchase orders to the vendor	• Default - uses Form notes from Procurement and sourcing > Purchase order • EDI note - EDI note becomes available • Blank - blank header note is sent
EDI note	Memo field	Greyed out if Form note is not set to EDI note
Acknowledgement
Acknowledgement required	Specify if the order should receive a purchase order acknowledgement from the Vendor. Affects PO status and POA status.	• Yes - Purchase order status is updated to In external review (similar to Vendor collaboration) when sending the purchase order to the Vendor (via clicking Confirm/Confirmation on PO), until an Header - Accept POA is received back from the Vendor OR updated Purchase order values match to vendor’s Purchase order acknowledgement. The Acknowledgement status on the purchase order header is set to Acknowledgement pending. • No - Purchase order status is set to Confirmed and the Acknowledgement status on the purchase order header is blank. Also see following summary.

Where used

The Setting profile can be assigned on the Outgoing documents FastTab to document type Vendor purchase order for the Vendor Trading partner at EDI > Setup > Trading partners.

Data entity

• EDI settings - Vendor documents purchase order