This module contains all your order for fabrics, components and imported products. They are addressed to your suppliers.
Three types of PO are supported by the system:
Purchase order for components.
Purchase order for fabrics.
Purchase order for buy products (import).
Type: This indicates if the purchase order contains products, fabrics or components. You cannot change this value after the purchaser order creation.
Number: This is a unique purchase order identifier.
Supplier: This is the supplier for your purchase order contents.
Season: The season for your purchase order.
Division: The division for your purchase order.
Status: Indicate if the purchase order is on hold, confirmed or cancelled.
Alerter enabled: Indicate if the purchase order should raise alerts or not.
Description: An internal description for your purchase order.
Date: The effective date.
Delivery date: The expected or calculated delivery date.
Cancellation date: The purchase order cancellation date.
Terms: The terms that applies to the purchase order.
Shipment: The shipment method for the purchase order.
Tax group: The taxes that apply to the purchase order.
Printed note: A note that will be printed with the purchase order.
Made by: The name of the user that created the purchase order.
Currency: The currency of the purchase order. An item must possess a buying price in the right currency to be allowed into a purchase order.
Comments: Comments attached to a purchase order.
Wildcards are enabled on the number and supplier company code.
This function allows you to create manually a new purchase order. If you create a purchase order manually, you will not be able to enter required items for components and products.
If you want to add them, you should use the analysis instead.
The purchase order analysis allows you to create multiple holded purchase orders with a few clicks. To use this feature, you must activate the auto-numbering on purchase orders.
Enter your criteria to trigger the analysis. Once triggered, the analysis results will appear in a list that you can modify.
It is strongly suggested to limit your analysis to a few results. Bigger analysis takes longer to load and to manipulate.
You cannot select an item to include in your analysis if there is no supplier identified for this item. You can, however, use the edit supplier feature to enter or change manually an item supplier.
By default, the suppliers are identified in your components, fabrics or product labors. In the product labors, the first active supplier is selected unless you searched for a supplier in your analysis. In this case, the default supplier will be your criteria, even if another supplier is defined in the product labors.
You can change the quantities for a specific fabric, component or product overbuy line. Use this feature to make overbuys. You can also modify the quantities once the purchase order is generated.
When you have checked the items you want to generate, and unselected the items you want to exclude, use the generate button to create the purchase orders.
You can, depending on the analysis type (fabrics, components or products), select the item sort in your generated purchase orders, and the item price information.
Normally, one purchase order is generated for each supplier, but you can also generate one purchase order for all the different products.
The expected delivery date will be automatically calculated based on the purchase order content and the default calendar.
This function allows you to change the basic purchase order information. The items can be changed only in the view.
Note that you cannot change the currency or the purchase order type.
You can also ask for a delivery date calculation using the default calendar.
Use this function to delete an unused purchase order. If you cannot delete a purchase order, cancel and inactivate it using the change status and edit features.
To manipulate the inventories, a purchase order must be confirmed. You can change the status on one or more purchase orders (from the search results).
A purchase order identified as on hold is being modified or is awaiting a confirmation. You can change the purchase order contents under this status.
A confirmed purchase order is when the document is sent to the supplier. You cannot change the purchase order contents once it is confirmed. Items in the purchase order are identified as ordered or as work in progress (WIP) until they are received.
You issue receptions on confirmed purchase orders. Once all the receptions are done, the purchase order is closed.
You have, on demand, the possibility to recalculate the delivery date for the selected purchase orders. The calculation will be based on the default calendar.
You can cancel a purchase if the items are not already received. All inventories are cancelled as if the purchase order never existed.
Use this function to print one or more purchase orders. You can, optionally, print 10 purchase orders in one file for faster printing.
You can export product purchase order(s) bar code information in up to 3 formats (if they are selected in the preferences).
You can optionally add quantities to the bar codes.
You can also export a column header.
128B Bar code for purchase order numbers: Export one Purchase order bar code per selected product purchase order, unless specified otherwise.
128B Bar code for products: Export the product bar code information in a 128B format.
Universal Product Code (UPC): Export the products bar code information in a UPC format. Optionally, you can export readable information.
International EAN-13 code: This option allows you to export a EAN-13 bar code. Products that do not possess EAN-13 code will have a new code assigned. Optionally, you can export the readable information. Company prefix number is entered in the administration menu. If the format is not available from the administration menu, this item will not appear.
This report displays the expected receptions.
This report displays a purchase order summary for the types and summary number that are common.
This function allows modification on a selection or on all the purchase orders.
The purchase order visualisation allows you a quick look at the purchase order. This is also where you manipulate the items quantities, reception, or modify notes attached to this purchase order.
The different purchase order visualisations:
Components
Fabrics
Products (Buy)
This section describes the comportment for component purchase orders.
This feature allows you, on an item selection, to issue a new reception.
The issued reception can be complete or partial with quantities other than the issued quantities.
This feature cancels the component reception in confirmed purchase orders.
This feature allows you to add overbuys in holded purchase orders.
The component must possess a valid buying price in the purchase order currency and a valid color in the purchase order season and division.
This feature allows you to change the item description, price and quantities for holded purchase order.
This feature allows you to remove an item from holded purchase order.
You can add, remove or change a note or file attached to a component purchase order.
This section describes the comportment for fabric purchase orders.
This feature allows you, on an item selection, to issue a new reception.
The issued reception can be complete or partial with quantities other than the issued quantities.
This feature cancels the fabric reception in confirmed purchase orders.
This feature allows you to add overbuy in holded purchase orders.
The fabric must possess a valid buying price in the purchase order currency and a valid color in the purchase order season and division.
This feature allows you to change the item description, price and quantities for holded purchase order.
This feature allows you to remove an item from holded purchase order.
You can add, remove or change a note or file attached to a fabric purchase order.
This section describes the comportment for product purchase orders.
The item summary displays the product colors, price and quantities without the customer reservation breakdown.
This feature allows you to receive items included in a summary and close the detailled items.
This feature allows you to cancel the reception of the detail items in the selected summary where you can still cancel the reception.
This feature adds a new summary line into holded purchase orders.
You can add an initial new product overbuy with custom pricing.
Note that if you system supports product versioning, you must enter a stand-alone or master product code. All available versions will then be loaded for your choosing.
Use this feature to change a summary line description, price or line number in holded purchase orders.
Use this feature to remove a summary line that includes only overbuys.
On a summary line selection, the item detail displays all the customer reservations and overbuys. You can change the quantities visualisation by using the drop down list in the detail header. With this option, you can view issued, received, rejected, back order, required and returned to required quantities.
This feature issues a partial or complete reception, with values that aren’t necessary the original issued values. If the warehouse is enabled, you can specify the bin where to receive the quantities.
This feature cancels the complete or partial reception of the selected detail line. If the quantities are no longer in inventory, this function is not available.
This feature adds an overbuy in an holded purchase order. Items required by a customer can only be added using the analysis function.
This feature allows you to modify the issued quantities or the warehouse in an holded purchase order.
You cannot increase the quantities over the required quantities, for a customer required item detail.
When you issue fewer quantities than is required, the balance is returned to required for an future purchase order.
Use this feature to remove an overbuy detail line.
You can add, remove or change a note or file attached to a product purchase order.
This feature allows you to complete the reception on one, or many confirmed purchase orders (from the search results) and identify them as closed.
It will complete the reception of all items, if they have no reception or if they have back ordered quantities.
Closed item receptions will not be affected.