Before you can work the worksheet, you need to have done one of these:
For an explanation of the columns displayed in a purchasing worksheet see Purchasing Overview
FILTER Button -Limit the rows shown in the grid to those of a single item or vendor. Total Extension (cost) is updated to reflect the filter.
Limiting to a single item is only useful if you are working in Central Acme and have ordered an item for more than one location, because Acme does not allow you to add an item to a worksheet more than once per location.
Select Worksheet Columns -Change the columns displayed as well as the order they are displayed in.
Auto-set Qty -Choose one of four settings Acme should use to set Order Quantity during Generate Worksheet or item recalculation.
1.Reorder Pt. / Tgt. Stk. Qty. (aka Target Stock Quantity)
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.
|
Ignore Vendor Min. Qty. -the suggested order quantity will not be inflated by vendor minimums. Useful when a vendor that normally imposes minimums decides to make exceptions.
Example 1: A vendor normally makes you order full cases, but they decide you can order smaller quantities, perhaps as part of special promotion.
Example 2: You set up a vendor expecting to order in cases but later decide its not worthwhile.
Recalculate This Item / Recalculate All Items -uses both Auto-Set Qty setting and Ignore Vendor Min Qty Y/N to adjust the order quantity.
Total Extension -Total Extended Cost of all the records shown. The filter affects the total. Use this to plan spending.
Manual Addition of Items to Worksheet
Add Item button-Manually add items to the worksheet.
Sticky Item No. -if you wish to order the item for more than one store. Only visible in a Central Acme.
Sticky Vendor No. -if you wish to add multiple items for a single vendor.
Use Preferred Vendor -if you want to use preferred vendor by default.
Edit Vendor Part Button -Allows user to change the Vendor Part Number. The change affects the item itself, not just the worksheet.
Use Purchasing UOM or Use Stocking UOM -You can enter quantities using the stocking or the purchasing unit of measure.
Next Step
Convert Worksheet to Purchase Orders
Generate Purchasing Worksheet
Enter/Edit Manual Purchase Order
