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Automation Experience Technology Connectivity Flexibility Support

PURCHASE ORDER

b) P/O - Your Purchase Order will automatically generate the next temp number in your system, that holds your information until you click on Accept

• Order Class - Req’d field, F1 opens <poocm> • Status - Status of the order

• Ex: OE = Order Entry etc.• Date Wanted - Date you want the order• Cancel Date - Date to cancel PO if not received.• Date Ordered - Current date auto populates, F1

opens a calendar• Entered By - User entering order defaults into

this fieldc) Follow Up

• Follow Up Code - F1 opens <pofloh> • Follow Up Date - Date to follow up with vendor

on the status of order, if not received in.• Date Expected - Date of expected delivery of

orderd) Notes - Notes can be entered at time of POE, per

order or line item

1. PURCHASE ORDER ENTRY [ Purchasing/ Purchase Order Processing/ Purchase Order Entry] <poe> Information on your Purchase Order Entry screen will auto populate or be filled in by the information enteredduring Vendor set up in <vemm>. The defaulted fields in Purchase Order Entry can be overridden

a) Header• Vendor Field - Enter Vendor Code or F1 to

search, click enter to pull in the information.• Ship Via Code - F1 to open <sysvm> • Ship Via Acct - Open field, can enter Customer

Ship Acct Number• Terms Code - Required field, F1 opens <sytcm>• Warehouse - Required field, F1 opens <wam>

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PURCHASE ORDER

c) Middle Tabs• Accept - After completing order click Accept,

temporary purchase order number will change to permanent purchase order number

• Delete - Deletes whole orderd) Bottom Tabs

• Add - Add line item.• Insert - Insert a line item between 2 items• Delete - Delete order line• Inquiry - Opens <wainq> • Pricing - Price records for item• Item Notes - To add a note to the item• Exp Date - Line expected dates and quantity• More Menu

• Save Options - To save screen options that you have created for your log in

e) Enable Edit - Which this checked, the cost and other line item fields may be modified

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2. LINES- Items to be purchased from vendor

a) Line - Click on the Add Icon at the bottom, to add line items• Item Number - Enter Item number, or F1 to open search

Select item and double click, then enter key, pulls in the information

• Description - Description of Item numberb) Item Tab

• Item• On Ord - Quantity of items on all open PO’s• Wh - Warehouse item is located.• Disc Pct - Default discount for line item, able to

add or override• b/o - Quantity on backorder

• Cost Per - Cost per u/m of item

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PURCHASE ORDER

3. TOTALS

a) Total Add On’s /Additional Charges - F1 in this field, will open <poacm> and select any additional charge type, click enter key and enter amount on the right

b) P.O. $ Total - Total amount due, including shipping, discounts and tax

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PURCHASE ORDER

1. Purchase Order From Order Entry• Click on Create PO• Bottom part of screen turns into; Create or Edit

Purchase Orders for this Order or lines• Ex: Screen Shot #2

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2. Options - Select your optiona) Exit - Exit the PO screenb) Create PO for all items - Create Purchase

Order for all itemsc) Create PO Selected Items - Highlight the items

you want on POd) Link Existing PO - If there is already a PO for

this item , then Link to Existing PO may be used. If all quantities are Linked to another Order, choose ADD and an additional linked line may be added to the PO. Upon Receiving, the linked items will allocate to this order

e) View PO - View PO with selected item on it

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PURCHASE ORDER

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3. Confirm information is correct and click on Create PO’s, this will open the Purchase Order Screen and link the PO to your sales order

4. Complete the Purchase Order and Accept. • After accepting the PO, you will be

automatically taken back to sales order screen to finish your order

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c) Order Class <oeocm> - Highlight Order Class, type of order.• D - Direct Shipments• W - From Warehouse• X –Vendor Returns

d) Only B/O - if you want to search orders with backorders.e) Vendor - Unique Vendor ID

• Vendor name• P.O number - Purchase Order #• Record type - Is an identifier of what type of record it is.

• O - Order• R - Receipts• I - Invoices• Q - Quotes

• Record Sequence - The number of the sequence of the document

• Invoice date - Date invoicedf) Bottom Tabs

• View PO - Viewable screen opens <poii>• Print - To reprint, or resend a document• Audit - Able to view the stages and or changes that has been

done to a purchase order and by which user• Image - Able to link image

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PURCHASE ORDER LOOKUP AND INQUIRY [ Purchasing/ Purchase Order Processing/ Purchase Order Lookup and Inquiry] <poinq> To view, print, or resend document. The following options determine which records are selected for viewing.

a) Open Status - Search within the status of the order• Open - Open Orders• Closed - Orders that are completed

b) Record Type - Types of orders you want to search within.• Orders• Receipts• Invoices• Quotes

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Purchase Order Suggested Buy [ Purchasing / Purchase Order Processing/ Purchase Order Suggested Buy ] <posb>

1. Selections 1 • This would be used to set the criteria of

what would be seen in the review

2. Selections 2• There are a variety of ways to run

the report• The default report settings use

replenishment criteria for suggesting the purchase of any item that has quantities which fall below a preset Minimum or EOQ level or an item that is back ordered in Sales

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3. Review• This will bring up the resulting list of items that

need to be purchaseda. Vendor

• This is the default vendor for the itemb. Item

• These are the items needed from the highlighted vendor

c. Status• This is the display of the item details• Ord Qty – This field may be modified• Unit Cost – This field may be modified• Qty’s Tab – Viewable quantity information• Usage Tab – Viewable Usage information• Orders Tab – Viewable open orders• P.O.’s Tab – Viewable open purchase orders• Report Tab – Ability to print a report of screen• Replen Tab – Current replenishment information

and the ability to update the replenishment information for the warehouse record

• Trans Tab – Viewable quantity adjustment information

• Create PO – Ability to create a purchase order or quote to vendor

• Select – Ability to add additional items to POSB screen

• Accept – Ability to save or delete the current report

4. Multiple tabs of information including Replenishment settings and a place to print a Report

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Date post:	25-Jul-2020
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