Purchase order entry

Related topics

The system provides several options to simplify the procedure. These include:

• Enter a purchase order manually.
• Copy an existing purchase order. You use this function when you, for example, repeatedly order the same items from the same supplier.
• Create order lines using normal line entry, where you register order lines one at a time, or use Fast entry where you can quickly add/maintain several order lines at the same time.
• Create a purchase order from a requisition. See Create a purchase order from one purchase requisition.
• Create a purchase order from a supplier quotation. See Create a purchase order from a supplier quotation.
• Create a purchase order for items managed by inventory contracts. All purchase related activities are triggered by a CMI process. See About consuming goods from Contract Managed Inventory (CMI).
• Copy items from a purchase suggestion. With this function you can optimize your stock according to your need. After ordering a list of items to purchase, you can copy these items into a purchase order.
• Enter order lines for items that belong to an item matrix. Rather than registering order lines one by one for items that belong to an item matrix during order line entry, the item matrix panel, which holds the matrix items, can be accessed. The available quantity is displayed for each matrix item. You simply enter the applicable quantities for the items required from this one panel and click OK to register the lines in one go. See Add/Change purchase order lines for items in an item matrix.
• Enter order lines using an item assortment. You can use this function to quickly register order lines by viewing all items in the assortment and choosing those applicable.

As you work your way through the different stages in the purchase order cycle, the system automatically assigns status codes for both order lines and order header. You can easily view this information via the Purchase order enquiry.

The status codes are:

Enquiries and printouts

• Purchase order enquiry to view all orders entered into the system. Tip: Enter your Handler id to view the status of your orders. If you enter both your Handler id and Status, you can view just your orders with a particular status.
• Warehouse balance enquiry to view the stock on hand for the warehouse in which the goods will be stored as well as the available, on hand and on order quantities for items that belong to an item matrix.
• Time axis enquiry to view:
• the actual stock on hand for the item and warehouse used on the order
• the total item quantity currently under quality control
• the sum of what is outstanding from suppliers
• the available item quantity
• the reception date, item quantity and available quantity, per order (for those both inside and outside the planning time)
• Purchase order printout
• Time axis printout

Related topics

• Manually enter a purchase order
• Add/Change purchase order lines for items in an item matrix
• Change a purchase order
• Copy a purchase order
• Copy a purchase suggestion into a purchase order
• Retrieve an item assortment to a purchase order
• Enter a purchase order with batches
• Enter a purchase order with serial numbers
• Delete a purchase order line or entire purchase order
• Define landed costs on a purchase order line
• About DC1 Contract Managed Inventory (CMI)
• About item matrix handling
• About purchase requisitions
• About supplier quotations and price catalogues