types of purchase orders: product or non-product document does not contain any us export controlled...

This document does not contain any US export controlled technical data. Tuesday, February 27, 2018 SP-PO-PNP Types of Purchase Orders /9

UTC Aerospace Systems Proprietary – ECCN: EAR99

Title

Types of Purchase

Orders: Product or Non-Product

Document Number SP-PO-PNP

Author Nicholas Wynne Version 2.1

Publish Date September 29, 2016

Last Revised Date 2/27/2018

Standard Work

Instruction

Types of Purchase Orders:

Product or Non-Product

UTC AEROSPACE SYSTEMS PROPRIETARY "The information contained in this presentation is UTC Aerospace Systems Proprietary Information and is disclosed in confidence. This presentation and its attachments contain information subject to the Export Administration Regulation of the United States. This presentation and the technology and technical data contained herein were exported from the United States in accordance with the Export Administration Regulations. Diversion contrary to U.S. law is prohibited". ECCN: EAR99



Table of Contents

1. PURPOSE .............................................................................................................. 3

1.1. Pre-requisites .......................................................................................................................... 3

2. DOCUMENT CONTROL ........................................................................................ 3

3. PROCESS .............................................................................................................. 3

3.1. Navigate to PO Overview ........................................................................................................ 3 3.2. View existing order types ........................................................................................................ 5

Exporting Data ....................................................................................................................................... 5 3.3. Order Types in Supplier Portal ................................................................................................ 6

4. ADDITIONAL TIPS AND TRICKS .......................................................................... 8

4.1. Change order of columns in search results ............................................................................. 8



1. PURPOSE

The purpose of this standard work is to illustrate determining if purchases orders are “Product” or “Non Product,” and whether they require a confirmation or an ASN. This distinction is essential in following the correct process for your types of orders. Some orders require both a confirmation and an ASN, others only a confirmation, still others only an ASN, and finally some neither.

1.1. Pre-requisites

User has “Purchasing Order Processing” permissions. You can check your permission status by clicking on the profile option on the Supplier Portal landing page.

2. DOCUMENT CONTROL

Version Number

Date Author Reviewed By Change Description

New 9-29-16 Nick Wynne Initial

1 12-2-16 DeHanza Kwong Refresh content

1.1 6-15-17 DeHanza Kwong Add NP PO types

1.2 8-30-17 DeHanza Kwong Updated to reflect App upgrade

1.3 2/9/2018 Nick Wynne Format Update

2 2/15/18 Pauline Schmidt Updated PO

2.1 2/27/2018 Nick Wynne Correct Order Table

3. PROCESS

3.1. Navigate to PO Overview

Login to the Supplier Portal and access the landing page. If you have trouble logging in, please visit the standard work “Supplier Portal: Basic Navigation and Glossary.”

To enter the Purchase Order (PO) area, select the “PO Collaboration” link under the left-hand side of the “Quick Links” tab located at the top of the page.

https://global.utas.utc.com/sites/SCM_eSolutions/SupplierPortal/Supplier%20Portal%20Training%20Library/SP-OV-NAV%20Basic%20Navigation.docx



Note: You can also click the “PO Collaboration” link under the “Quick Links” list in the body of the page.

The “Purchase Order - Overview” screen will appear.



3.2. View existing order types

Click “Go” to run a search for all of your purchase orders.

Once the screen has reloaded, the results of your purchase order search will display.

Note: The “Order Type C.” column, will display the type of orders that have been issued to your vendor code(s). If this column is not near the first few columns to the left of the screen, please refer to the section Change order of columns in search results.

Exporting Data

You can export this data to view within Excel by choosing the “Export” tab above the list of information. Then, click on “Export to Microsoft Excel.”



The report will now download and you can save it to your computer. Below is an example of what a typical report may look like in Excel.

3.3. Order Types in Supplier Portal

You may see abbreviations or descriptive names for order types in the “Order Type C.” column of information or while discussing POs with others. Please see the table below for a glossary of the current list of these terms.

Name of Order Type

Abbreviation of Order

Type

Product or Non-

Product?

Confirmation Needed?

ASN required? Full Description

Customer Owned Matl

ZCOM Product No No Customer owned material; occurs when a customer furnishes a product.

Long term agreements

ZLTA Product Yes Yes Long term agreements - drives delivery schedules

Repair Purchase Order

ZMRO Product No US Plants: Yes

Others: No Purchase orders used for repairs

Non Product PO

ZNPO Non-

Product No No

Nonmaterial purchase orders

Sub-Contracting PO

ZOP Product Yes Yes

Sub-contracting purchase orders; used when working with vender parts to make products



Prelim Eng PO

ZPDV Product No No

Preliminary engineering purchase order, also known a New Product Introduction Purchase Order (NPI PO); Parts used when designing new products

Standard PO

ZPO Product Yes Yes Standard Purchase Order; For regular parts and “Spot Buys”

Liable Rwk PO

ZRWG Product Yes Yes Liable Rework Purchase Order; used with a UTAS Liable return to vendor

Rework Purch Order

ZRWK Product Yes Yes Rework Purchase Order; used with a Vendor Liable return to vendor

Customer Direct Ship

Z3DS Product Yes Yes

Customer Direct Ship (Specific to certain BUs - use requires special set up in SAP)

Long Term Agreement

ZKNB

Product Yes Yes

Long Term Agreement KANBAN process for Product materials. Contract line items use a designated cost object (Specific to certain BUs - requires special set up in SAP)

Non Product PO

ZCAP Non-

Product No No

Non Product PO using Capital WBS

NP PO with a WBS element account type

ZPRJ Non-

Product No No

NP PO with a WBS element account type and may have project based approval hierarchies

NP Tooling PO

ZPTO

Non-Product

No No

NP Tooling PO - Purch Req is auto generated from SAP tool order and PO is created from this requisition. Cost object is H (Tool Order)

Release to a WK Value Contract

ZREL Non-

Product No No

Release to a WK Value Contract w approved req

Temporary outside processing

ZTOP

Product Yes No

Temporary outside processing - generated based on production work orders allowing parts to return to UTAS processing when complete



Preliminary engineering orders

ZPDV

Product No No

Preliminary engineering orders, known as New Product Introduction (NPI PO) for parts in design phase; Also used for Work Transfer in some BUs

Purchase orders specific to Customer

ZMRO

Product No US Plants: Yes

Others: No

Purchase orders specific to Customer Service/Aftermarket - used for repairs to items

3rd Party drop ship PO

ZPSO

Product Yes No

3rd Party drop ship PO - can be manually created or auto generated by SAP entered drop ship sales orders (auto process is BU specific - requires SAP setup for use)

NP PO issued

EC

Non-Product

No No NP PO issued by IT Procurement group

4. ADDITIONAL TIPS AND TRICKS

4.1. Change order of columns in search results

On the “Purchase Order - Overview” screen, select the gear icon in the right hand corner of the page.

Find “Order Type C.” in the displayed columns list and move it to the top by clicking the double up arrow. Finally, click OK to save your changes.

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