Transfer TMR items to a PO

Transfer all or selected Technical Material Requisition (TMR) items to a new Purchase Order (PO) or an existing PO. Ensure all the materials in the TMR are released for purchase.

You can also select multiple TMRs and use the All Items functionality to transfer all the items from the selected TMRs to a single PO in one transfer.

1. Navigate to the s50017 Buyers Queue screen.

2. In the Current Buyer control block, perform one of the following:

   • From the Authorised Buyer dropdown, select the ID of the required buyer.

   • From the Buyers Group dropdown, select the ID of the required buyers group.

   Note: To display all the TMRs related to the selected buyer or the buyers group, select the Only Related checkbox.

3. To refresh the screen, select the F5 key.

4. Select the TMR tab, in the TMR grid, select one or more rows.

5. On the s50017 menu, in the Transfer to PO group, perform one of the following:

   • To transfer all the items from the selected TMRs, select All Items.

   • To transfer only selected TMR items, perform the following:

     1. Select the Technical Material Requisition Position tab.

     2. In the Positions grid, select the required items.

     3. In the Transfer to PO group, select Selected Items.

   The d0016 Transfer to PO dialog appears. The Create New PO checkbox is selected by default.

6. Perform one of the following:

   • To transfer the TMR items to a new PO, ensure the Create new PO checkbox is selected.

   • To transfer the TMR items to an existing PO, perform the following:

     4. Clear the Create new PO checkbox.

     5. From the PO to amend dropdown, select a relevant PO.

7. In the Transfer Options section, select any of the following as required:

   • Purchase Agreement: If you are creating a new PO, select a relevant Purchase Agreement (PA) to relate to the new PO. The PO positions are updated with the cost information from the matching PA positions.

   • Include Documents: To include documents delivered along with the TMR item.

   • Include Attachments (File and Link): To include files and links attached to the TMR header and position.

   • Include Additional Cost: To include additional costs listed in the request for quote follow-up.

   • Retain Position Numbers: To retain the TMR position number as the PO position number.

8. Select Transfer.

   The TMR items are transferred to the PO and appear in the s50018 Purchase Order screen.