Purchase Orders#

A PO authorises a supplier to deliver a specific quantity of parts at agreed prices and dates. Lines can have multiple delivery schedules; receipts happen through the Receiving flow.

Structure#

• POMAIN — header: supplier, currency, payment terms, ship-to, status.
• POITEM — one line per part / service. Carries quantity, unit price, and account default.
• POITSCHD — schedule rows if a line is delivered in multiple shipments.
• PODMR — a Discrepant Material Report opened when a receipt is short, over, or fails inspection.

Lifecycle#

1. Draft — created from an MRP action, a supplier RFQ result, or manually.
2. Approved / Issued — sent to the supplier; releases may be cut against a blanket PO.
3. Partially received — one or more lines have receipts; open quantity remaining.
4. Fully received — closes automatically or on user action.
5. Cancelled — if no receipts have occurred; historical if some have.

The lifecycle helpers live in MnxEFModel/Helper/Purchase Order/. PurchaseOrderHelper / POMainHelper cover header operations; PoItemHelper and PoitSchdHelper cover line and schedule mutations.

Receipts#

Receiving against a PO is documented in Receiving. Key helpers on the PO side:

• PORecDtlHelper — PO receive detail (link between a receipt and a PO line).
• PORecLocHelper / PoRecLocIpKeyHelper — where the receipt lands (warehouse / location) resolved via IP-key context.
• PoRecRelGLHelper — GL entries generated by the receipt (received-not-invoiced accrual).
• PORecLotHelper / PorecserHelper — lot / serial capture at receive time.

DMR — Discrepant Material Report#

When a receipt is out of spec (short, over, damaged, wrong part) a DMR is opened via PoDMRHelper (with header model DmrHeaderModel and detail DmrDetailHelper / ApDmDetlHelper). The DMR tracks the disposition — return-to-vendor, use-as-is with discount, or scrap — and drives any AP debit memo generated as a result.

Business rules#

• Cannot over-receive without the PO’s “allow over-receipt” flag.
• Cancelling a PO line with open receipts is blocked — close short instead.
• Changing supplier or currency on a PO with any activity is blocked.
• Payment terms and tax on the PO drive AP-side defaults but can be overridden on the invoice.
• Received-not-invoiced accrual (PoRecRelGLHelper) posts at receipt time; it is reversed and re-posted at invoice time.

Where it lives#