In Store Acme click >Purchasing >Enter / Edit Purchase Order -Select your Purchase Order and EDIT. Then click on the Detail Tab
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If you are working in Central Acme see Edit Purchase Order Detail at Central instead of this topic.
PO Date -Defaults to today, you may change it if you wish.
Sort Order -Sort the display of items by Data Entry Order, Item Number, Vendor Part Number or Description. This is especially useful if you are working with a paper document and wish to compare it to the items you've added to the Purchase Order.
Subtotal -The total extended cost of all items on this order.
Choose optional controls to make adding items easier:
Limit To Vendor Items -Limits the pick list of item numbers to items already set up for this vendor. Un-check this if you wish to associate new items with the Vendor as you add the items to the Purchase Order. See Add Vendor Item During Purchasing
Enter Using -Purchasing UOM or Stocking UOM. You can make the selection on a per item basis if needed. Always enter Quantity and Cost using same Unit of Measure. Units of Measure Used in Purchasing
Auto-set Qty -Choose one of four suggestion types Acme should use to set Order Quantity when you are adding items to the order.
1.Reorder Pt. / Tgt. Stk. Qty. (aka Target Stock Quantity) -if the item is on other orders (Suggested or Submitted) those orders will reduce this.
2.Std. Order Qty.
3.Vend. Min. Qty.
4.OFF - Zero Order Qty.
The first two also take into account the vendor's minimum order but this can be ignored.
When "Reorder Pt. / Tgt. Stk. Qty." is selected, Acme calculates a Suggested Order Quantity as the difference between the current On Hand and the Reorder Point or Target Stocking Quantity, whichever is greater; this is then converted to an even multiple of the purchasing UOM.
You may wish to copy (CTRL+C) the item number before removing, so you can paste it (CTRL-V) when adding. |
Add Items to Purchase Order
There are a number of ways to add items to purchase orders:
Add Item -List. -Scan the item's bar coded Item Number or PLU, or type in Item Description.
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Add Item -Find Button -Use with Super Find (item description), Item Number, PLU, Vendor Part Number. -TIP: Bar code scanner works with PLU.
Order Qty. -Enter the quantity you'd like to order.
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Cost -Populated with vendor "default" cost. You may over-write it if desired. If Vendor Default Cost is 0.00 and a PO is received with a non-zero cost the Vendor Default Cost will be updated.
Cost should reflect the unit of measure you are using. If you are entering quantities in cases, enter case costs. If you are entering quantities in each, enter cost each.
On Order -The total quantity on Order from any vendor(s). Includes Suggested and Submitted Orders. Does not include Worksheets.
Next Steps
Submit the Purchase Order -This locks the PO from further editing* and flags the PO so it can be received. You must Submit Purchase Order before you can Receive Purchase Order.
*Submitted PO's can not be edited, except by user with specific privilege. You are usually better off entering a second PO for add on items.
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If the Submit button is inactive the order has already been submitted OR you are in edit mode and need to click the EDIT or SAVE button. You can also not submit an order that your location did not create.
