Requesting material certifications and test reports with incoming products is a common practice when entering Purchase Orders but have you ever wondered if this same process is available for Processing Purchase Orders also? The answer is 'Yes'; these same type of certificate requirements can be added to Processing Purchase Order (PPO) documents in similar fashion to Purchase Orders. The main differences between the two documents are detailed below:
When a certificate requirement is added to a PO:
Each line item on a PO can have it's own independent certificate requirements
The vendor is required to provide the documentation for the specified line item according to the information in the associated certificate requirement.
When a certificate requirement is added to a PPO:
Certificate requirements are set for the entire PPO
Each certificate requirement on the PPO has a PPO Requirement Option
The PPO Requirement Option determines if the associated certificate requirement applies to the material being sent\allocated to the PPO or is required from the Vendor upon receipt of the incoming product.
PPO certificate requirements are added at the ENTER & EDIT PROCESSING P.O. - Product Information screen and can be associated with either the BOM items being sent to the vendor or the final product being created on the PPO. By using the PPO Requirement Option settings explained below, you can determine how each required certificate type is applied:
PPO Requirement Option (possible entries)
Vendor Provides Cert - If this option is selected:
The requirement for the associated certificate type is applied only to the Product To Create
The certificate requirement is listed on the PPO for the vendor
User is prompted to scan the certificate during the receiving process for the PPO
If certificate is not scanned at time of receipt the product code and lot# will show up on the Lots Missing Certificates & Inspections report and cannot be allocated to customer orders with the associated certificate requirement, just like a PO.
Raw Material Certificate Required - If this option is selected:
The requirement for the associated certificate type is applied to all BOM items
The certificate requirement is not visible on the vendor PPO document
Lot #'s for the associated BOM product codes must have certificates uploaded into TBE to be allocated\sent on the PPO.
Lot #'s without the required certificate uploaded into TBE cannot be allocated.
If Raw Material Requires Certificate on PO - If this option is selected
The requirement for the associated certificate type is applied only to the BOM items that have the same cert type set up as a PO default in E&E Products.
The certificate requirement is not visible on the vendor PPO document
This option allows for some items in the BOM to require certs and not others (Designed for kits where not every BOM item requires a cert).
Same rules as Raw Material Certificate Required to allocate\send based on imported certificates in TBE, but only applied to items that have E&E Product default certificate requirements.
Note: If Raw Material Certificate Required or Raw Material Requires Certificate on PO are selected, the associated certificates are linked to the lot# created for the product code when it is received and can be viewed as follows:
Product Inquiry - Availability & Activity, Lot Tracking Detail, Select the lot# (if multiple in stock), Certificate of Analysis and Lot Traceable Certs