Transfer TMR changes to an existing PO

Transfer the changes made in a Technical Material Requisition (TMR) position to a Purchase Order (PO) to ensure the PO reflects the latest approved modifications done for the TMR position. You can accept, ignore, or reject the changes as required.

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 a row.

5. On the s50017 menu, in the Transfer to PO group, select TMR Changes to Existing PO.

   The w006 Transfer TMR changes to PO wizard appears.

6. In the Select PO to Update page, select the PO you want to update, and then select Next.

   The Accept TMR Changes Into PO page appears.

   Note: To ignore the TMR changes that are not accepted or rejected for the selected PO, select Ignore TMR Changes on PO.

7. In the grid, select a row.

8. Select one of the following:

   • New Position: To split the TMR position into two or more positions.

   • Remove Position: To delete the created split position.

   • Accept all: To transfer the changes from all the TMR positions to the selected PO.

   • Accept: To transfer the changes from the selected TMR position to the selected PO.

   • Ignore: To ignore the changes from the selected TMR position.

     Note: To transfer the changes of ignored positions to a PO, you can reopen the TMR item and issue it again. For more information, see Reopen a TMR.

   • Reject: To reject the changes from the selected TMR position.

9. In the Transfer Options section, perform any of the following as required:

   • To transfer the changes in documents delivered along with the TMR position, select Include Documents.

   • To transfer the changes in fields and links attached to the TMR position, select Include Attachments.

   • To transfer the changes in the additional costs related to the TMR position, select Include Additional Cost.

   • To retain the TMR position number as the PO position number, select Retain TMR position.

   • To transfer the changes in the dates related to the TMR position, select Apply any TMR Date Changes on PO.

   • To select a relevant Purchase Agreement (PA) to relate to the selected PO, from the Purchase Agreement dropdown, select the ID of the required PA.

     The PO positions are updated with the cost information from the matching PA positions.

10. Select Next.

    The Change summary page appears.

11. View all the changes accepted into the PO and then select Finish.

    The changes from the TMR are transfered to the PO.