Generate P.O. From Worksheet
Purchase Order Menu -> Inventory
Re-Ordering -> Generate P.O. From Worksheet
Purchase Orders can now be generated, per the product order
information confirmed and adjusted in P.O.
Worksheet. Product quantities on P.O. will be updated, and
location quantities on P.O. for products re-ordered by location
will be updated.
The Clerk code assigned to the new Purchase
Orders defaults from the operator currently signed into SRM
when the P.O.s were created.
The parameter Generate P.O. By Location From Worksheet in
the Company Inventory Parameters can be used
to control whether inventory re-order quantities are ordered at the
location level for inventory flagged as Re-Order By Location
by creating Purchase Orders for each location, or whether the total
quantity is ordered on a P.O. from the operator's location.
Note: The worksheet could be generated from either the Inventory Re-Order Report or from the Slow Moving Inventory Report.
The prompts are:
-
- LOCATION
- Enter the location for of the Worksheet or select it from the
drop-down box.
This becomes the Purchase Order Location, and the Division comes
from the operator.
PURCHASING 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.
FROM VENDOR #
- Leave this field blank to include all Vendors for this Agent,
or enter a starting Vendor #, or select one from the drop-down
list.
TO VENDOR #
- Leave this field blank to include all Vendors for this Agent,
or enter an ending Vendor #, or select one from the drop-down
list.
PRINT OR FAX
- Select one of the following output options:
- Select Print o generate a queue of P.O.s to be printed
to a selected printer.
- Select Fax to generate a queue of P.O.s to be faxed
directly to the suppliers.
EMAIL
- This field is only enabled when the Use Contact Document
Emailing feature is activated in the Company
Email Configuration and the Print option has been
selected instead of Fax.
Uncheck this box to print the document instead of emailing
it.
Check this box to email the selected Purchase Orders to the
appropriate contacts flagged in the Contact
Information for the vendor.
- If a P.O. is emailed it will not be printed as well.
- Any P.O.that does not have an eligible Contact flagged to
receive a P.O. will not be emailed and will be printed
instead.
- If a single P.O. is to be generated the Compose Email pop-up is triggered that can be
customized, or the operator can Cancel out to print the invoice
instead of emailing.
- If a range of P.O.s are to be generated, before the email run
is executed the total number of Purchase Orders that are flagged to
be emailed is displayed and confirmation is required to help
prevent a mass email run from being sent in error.
Finished?
- A printer can be confirmed or re-selected from the Printer
option located on the menu bar at the top of the screen.
Click the ACCEPT button to generate the Purchase Orders, or
CANCEL to abort.
On accepting, the worksheet will be cleared for these Vendors, for
this Agent.
- PRODUCTS NOT ADDED TO P.O. DUE TO STOP P.O. FLAG
- If a Rental or Sales product is included on the Re-Order
Worksheet as it is below the minimum, a Purchase Order will not be
created if the Stop P.O.s flag has been set in the Make/Model and Re-Order Information (Rental
Assets) or the Inventory Re-Order
Information (Sales Products) window.
An Information Log is generated to
list such products with the associated P.O.
PURCHASE ORDERS ABOUT TO BE PRINTED
- If the option to Print and/or Email the P.O.s was
selected, a screen appears to view the Purchase Order queue with
the option to drill down to the P.O. details, as outlined in
Purchase Orders About To Be Printed.
BULK EMAIL WARNING
- If a range of documents are to be emailed the total number to
be emailed is displayed and confirmation is required, to help
prevent a mass email run from being sent in error.
FAX PURCHASE ORDERS
- If the option to Fax the P.O.s directly was selected, a
screen appears to confirm the Purchase Orders and Vendor fax
numbers are complete and correct before faxing, as outlined in
Fax Purchase Orders.
Any Purchase Orders that should not be faxed can be deleted from
this queue.
PRINT FORMAT OPTION:
- If Customer Forms has been activated
and setup for this division with the flag to Prompt Format On
Reprint, the option to generate the document in the Standard
format, or to use the Crystal or Jasper forms is provided.
Document Reprint Log:
When multiple orders are
emailed or printed a Document Reprint Log is
generated listing the documents with the actions and
recipients.
Topic Keyword: POWH20