Purchase Planning Side Bar

Use the Purchase Planning Side Bar to display additional purchasing information while in the Purchase Planning Request Entry (POE130) program. This provides information about purchasing habits for the specified vendor and information about items in the line item section to facilitate efficient purchasing choices.

Click Show/Hide to toggle the Side Bar display off and on. Select a view from the drop box. For views with drag and drop functionality, click and drag one or multiple lines at a time to the line item section. Click Reload to refresh the contents displayed in the Side Bar area list box.Scrolling and go to page options are available in the lower right corner of the list box.

You can use the Side Bar for research and review after you specify an item. Limiting, scrolling and double click actions, when available, are also enabled during line entry. Drag and Drop during line entry is not allowed.

Refer to this table for the available Purchase Planning Side Bar views:

View Description Drag / Drop available Functionality
C-PO companion items Displays all top-level PO companion items for all items currently on the purchase order. Parent items are also listed. This is item-specific and contents change with items ordered. X Double click a line to launch the Item Inquiry (ICI610) Warehouse view for the item selected.
S-standard buy Displays the standard buy lines for the vendor. This is vendor-specific and does not change with item selection. X Double click a line to launch Standard Buy Entry (POE250). The side bar list box is updated and redisplayed when you exit Standard Buy Entry.
W-Warehouse quantities Displays the warehouse quantities for that selected line. All warehouse’s quantities for a selected item on the order are displayed. This is item-specific and contents change with items ordered in Purchase Order Entry.   There is no further action in this view.
N-Notes Displays notes based on vendor and item. This is vendor-specific and item-specific. The contents related to the vendor will not change, but content may change with item selection in Purchase Order Entry.   Select a note and double-click to launch the Note Entry (SME710) for the line and type (vendor or Document (header); Line or Item (line).
s-Substitute Items Displays substitute items for the selected item. The item description, quantity and buying UM are also displayed. X Double click a substitute item to launch the Change Substitute Item Quantity window for the selected substitute item.
L-Long Term Surplus Displays items with long term surplus in the Receiving Warehouse. Alternate warehouses with long term surplus are included if the Use Surplus check box is selected in PO Static Control F/M and are valid for PO in Warehouse F/M (ICF970). If the vendor has purchased this item in the past, the indicator column displays “Y” and the quantity. Negative values (returns) are changed to positive. This is vendor-specific and does not change with item selection. X Double click a line to display the Change Long Term Surplus Quantity window to change the order quantity. Click Refresh to reset all quantities and values to their initial amounts.
p-Open Purchases Displays the selected item’s current open purchase orders for that single item. This is item-specific and contents change with item selection.   Double click a line to launch the PO Document Inquiry (POI620) for the line selected.

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