Links from Purchase Orders to Sales Orders
Links from Sales Orders to Purchase Orders
Adaptable POGo methodology/functionality
- Search and select the Sales Order(s) to be fulfilled.
- Select the Items to be put on Purchase Orders(backorders).
- Adjustment of To Order quantity.
- Generate Purchase Orders.
1. Search and select the Sales Order(s) to be fulfilled
Purchasing > Purchase Order Generator by Order > Search
Use the filters to focus your search. If you need to search by Order Priority, set the filter on the Advanced Search tab. Remember, you can memorize searches. See Memorized Search on Lists
The system will return a list of Sales Orders which require stock. The two columns to note are Date, the date the order was entered, and Required Date, the date the customer stipulated for delivery.
Use the checkbox on the left-hand side of each order to select the Order. When you select a Sales Order the POGo will begin building a display of what quantity of each Item ‘to order’ in the following structure.
|Item Code||The SKU|
|Supplier||The default preferred Supplier for this Item.|
|Site||The selected site to which the results in this row relate.|
|Qty||The quantity of this Item required to fulfill all of the selected Sales Orders.|
|Qty (NA)||The quantity on Sales Orders that are not allocated.|
|Qty on PO||The quantity of this Item on current Purchase Orders that have not been received.|
|Item MOQ||The minimum order quantity for this Item. This is manually entered on the preferred supplier table against the respective Item.|
|Cost1||The Item cost, either inherited from the Unit cost on the Item, or from the preferred Supplier table on the Item. This can be preset on the Purchase Order configuration.|
|Amount1||The sum of the ‘Qty to Order’ and the Cost (above).|
|MOV||This is not directly used in the POGo’s calculations. The minimum order value. It just indicates a threshold and is for reference. This is manually set in the ‘Ordering’ section on the ‘Profile’ tab of the Supplier master. The value is in the Supplier’s trading currency.|
|MOQ||This is not directly used in the POGo’s calculations. The minimum order quantity. This is NOT the Item MOQ. It just indicates a threshold and is for reference. Use it if your supplier stipulates an overall number of pieces regardless of SKU. This setting is manually set in the ‘Ordering’ section on the ‘Profile’ tab of the Supplier master. The value is in the Supplier’s trading currency.|
|Qty to Order||When the Purchase Orders are generated, this value is used to stipulate the quantity of Items to order. You can edit and adjust this field. Displays the result of the POGo’s calculation (see below).|
The search action returns the To Order quantities. These values are derived from:
Qty (NA): Quantity (Not Allocated), the shortage on selected Sales Orders
Qty on POs: Quantity on Purchase Orders
Quantity of Items required to restore the Reorder Level to the preset balance.
Quantity of Items required to meet the Item MOQ.
2. Adjustment of Qty to Order
Notice the search result returns the list of Items grouped by Supplier with a Totals rows which display the sums of the Amount(s) and the Qty to Order.
If the MOV and MOQ fields on the Supplier master contain a value, it will be displayed in this row: Adjustment of To Order quantity.
Agree with or adjust (edit)the Qty to Order per Item.
3. Generate Purchase Orders
Use the checkbox in the left-hand column of each row to select the Items for which you need to generate Purchase Orders.
Click the Action Generate POs. The system will return the Created Purchase Orders List.
The Site on the created Purchase Orders will inherit from the Site set on your search. This will be where the Purchase Orders will be available for receiving.