P.O. Worksheet
Purchase Order Menu -> Inventory
Re-Ordering -> P.O. Worksheet
The P.O. Worksheet can first be generated in Inventory Re-Order Report using the re-order
requirements per product, or it can be created here manually.
The worksheet may be created or reviewed here by Agent and the
product details by Vendor may be added, changed or deleted.
It can then be re-printed to reflect these adjustments from
Print P.O. Worksheet. When completed,
P.O.'s may be generated from Generate P.O.
From Worksheet.
Sales parts or Rental equipment with the "Special Order" flag set
in the Re-Order Information window of Sales Inventory or Rental
Inventory, will be excluded from this re-order worksheet.
Note: The security by division feature as determined by Divisional Restricted Views does NOT apply
to the P.O. re-order worksheet utilities.
The prompts to access the P.O. Worksheet are:
-
- LOCATION
- Enter the location for of the Worksheet or select it from the
drop-down box.
AGENT
- Enter an active Agent code or select it from the drop-down list
as setup in Purchasing Agent Codes.
Only active Purchasing Agents can be assigned to a P.O.
.
If a worksheet has been generated from Inventory Re-Order Report, a record for each of
the Vendors for this Agent is displayed. Records can be added
deleted or changed.
The fields are:
- SEQ
- A sequence number is assigned to each Vendor record.
VENDOR#
- Enter a Vendor number, or select one from the Vendor Search window.
Any Vendor numbers per the Re-Order report also display.
NAME
- The Vendor name displays.
DETAILS
- A window is provided to access the product details for this
Vendor.
Existing product details may be changed or deleted, and additional
product records can be added.
The products are listed in Vendor Product description order.
In Add mode, this window opens automatically after the Ship Via
information is entered.
- PRODUCT#
- The products for this Vendor display per the Re-Order
Report.
A Product number may be added, or select one from the window using
product lookup by Product#, Vendor, or select a Group.
Non-Bulk Rental Validation:
If a non-bulk rental
product is added to the PO Worksheet, the following restrictions
apply:
- Quantity on Hand must be zero
- Quantity on Tag must be zero
- Import/Worksheet Quantity = 1
- No quantity on another P.O.
- No quantity on another P.O. Worksheet
DESCRIPTION
- The product description displays.
QUANTITY
- The suggested re-order quantity displays, per the Re-Order
Report. If a P.O. is generated this quantity will be ordered. This
quantity may be over-typed as required.
If the product is re-ordered by location, this remains 0 (zero)
until the location order quantities are entered at the end of the
record. The re-order total then displays correctly here and cannot
be over-typed.
PRICE
- The price displayed is the cost per unit, per the Inventory
Re-Order Report. This price may be over-typed as required.
When new products are added to the list, the re-order pricing
setup in Alternate Vendor Purchasing is
respected.
Refer to Purchase Orders for more
information on re-order pricing.
DELIVERY DATE
- This delivery date is calculated as the Re-Order Report date,
plus the Lead time as entered for this Supplier in Vendor Information, in the Additional Information
window.
VENDOR PRODUCT#
- The Vendor product number displays.
TYPE
- This field is optional and can be used to identify the reason
for this order.
Type W if this P.O. is to fill a Work Order.
Type S if this P.O. is to fill a Sales Order.
Type O to indicate Other.
Leave the Type blank for stock.
CATEGORY
- If the Type entered is W (Work Order) or S (Sales Order), enter
the Work Order number or Sales Order number.
VENDOR PRODUCT DESCRIPTION
- The Supplier's product description displays, and may be
over-typed as required. This description prints on the P.O., but it
is Our product description that prints on the worksheet, to match
the Re-Order Report.
RE-ORDER BY LOCATION WINDOW
- If the product is NOT ordered by location this window does not
appear.
If the product is ordered by location the window appears. Enter
each relevant location and the quantity to be re-ordered for that
location. The total quantity will be saved in the Quantity field on
the previous screen.
Press <F9> or click the EXP/CON button to view
the quantity statistics for each location as of the time the
Re-order Report was generated.
Finished?
- Click ACCEPT to accept the details and exit the window.
NOTES
- In Change mode, a window is provided to view Notes for P.O.
Multiple lines of notes may be entered.
In Add mode, this window opens automatically after the product
details window is completed.
- SEQ#
- Each line of the Notes is assigned a sequence number.
- NOTE
- Enter comments for this P.O.
- PRINT
- Type Y (YES) to print these comments on each P.O. for this
Vendor.
Type N (NO) to save these notes with the P.O. but not to print them
on the P.O.
ORDER DATE
- The Order Date displayed, is the date of the Re-order
report.
ORDER TOTAL
- The total value of the suggested re-order products
displays.
TERMS
- The Terms default from the Vendor record in Vendor Information. These may be over-typed as
required.
SHIP VIA
- The method of shipping defaults from the Vendor record in
Vendor Information, and may be over-typed
as required, or select a Ship Via code from the drop-down
list.
FREE SHIPPING LIMIT
- The minimum dollar amount that must be ordered on a P.O. from
this supplier in order to be eligible for free shipping is
displayed as defined in the Additional Information window in
the Vendor Information.
This is information only to compare against the Order
Total.
When all adjustments are completed, the worksheet can be
re-printed from Print P.O. Worksheet.
The P.O.'s may then be generated from Generate
P.O. From Worksheet.
ACTIONS:
Additional actions provided by buttons on the P.O. Worksheet
screen include:
- Print the Worksheet:
When adjustments are completed, select the associated Purchasing
Agent and click the REPORT button to reprint the
worksheet for products by vendor selection, as outlined in Print P.O. Worksheet.
-
Import Product List into the Worksheet:
Click the IMPORT button to select a list of products
in a "tab-delimited" txt file from the Select a
File to Upload to import into the Worksheet.
Products must exist in SRM and no PO Worksheet can exist for the
Purchasing Agent/Location.
The Location, Purchasing Agent, Vendor#, Ship Via, Product#, Type
and Category are all validated on import.
Only the first line of notes are saved per Vendor for the PO
Worksheet by Purchasing Agent/Location.
-
Generate a Template for the Product Import:
Click the TEMPLATE button to create an empty
spreadsheet template that can be used to enter the product
information to be imported into the P.O. Worksheet and then save it
to a "tab-delimited" txt file in preparation for the import.
Topic Keyword: POWH01