Table of Contents

Description:

PO lines on the Purchase Order Lines in Review page can be deferred.

• If a packaged PO line is deferred, it is removed from the PO, but the remaining lines remain packaged. If it is the only PO line in the PO, the PO is deleted.
• Once a PO line is removed from deferment, it reenters the ordering stream where it left off:
  • If it was in review and the issues that put it in review have not been corrected, it returns to review
  • If it was previously packaged or if it was in review and everything needing review has been fixed, it will go straight to packaging

To defer a PO line currently in review:

• From the PO lines in review page in task list
  • Click on the actions ellipsis 
  • Select, “Defer”
    • Choose a date to be reminded and a reason for the deferral from the drop down values
    • Add a note if desired (this note appears in the notes tab of the PO Line and is not identified in any way as a deferral note, so any kind of note can be added here)
    • Click on, “Defer”
    OR;
• From the “edit” view of a PO line in review:
  • Click on, “Defer,” at the top of the Purchase order lines details page, Summary tab
    • Choose a date to be reminded and a reason for the deferral from the drop down values
    • Add a note if desired (this note appears in the notes tab of the PO Line and is not identified in any way as a deferral note, so any kind of note can be added here)
    • Click on, “Defer”

Reviewing Deferred PO Lines

• When a PO line is first deferred, it shows up in the “Unassigned” tab of the “Review Deferred” list ( Acquisitions-->Review Deferred)
• Once the reminder date comes up, the PO Line is automatically assigned to the person who deferred it. (unless it has been assigned to someone else, either manually or by way of them touching the PO line 

• On the reminder date, a link to this list is also available in the tasks list as Order Lines – deferred – assigned to you. When you use this link, the list auto-filters to, “Reminder date today.” This only appears in the task list on the actual day that it comes up, although it continues to be available through Acquisitions-->Review Deferred.
  
  

Editing/Reactivating/Packaging Deferred PO Lines:

• To get to the list of Deferred PO Lines, either select it from the tasks list or go to Acquisitions-->Review Deferred
• Select one of the following action options
  • Edit: 
    • In addition to the usual fields that you can edit in the PO Line, there are two additional fields in the PO Line details section: "Referral reminder," and "Referring reason"
    • Changing the "referral reminder" to a future date will make it appear in the task list (again) on the chosen date
    • You may also change the "referring reason" if appropriate
  • Reactivate
    • If all red alerts have been taken care of, the order will be sent to autopackaging
    • If there are still alerts that need to be addressed, the order will be sent to review
  • Order now
    • Reactivation and ordering (packaging) can be done in a single step by updating all the information in the PO Line and clicking on "Order Now"
  • Cancel
  • Delete 

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