Editing Purchase Orders
Jump to navigation
Jump to search
Warning: You are not logged in. Your IP address will be publicly visible if you make any edits. If you log in or create an account, your edits will be attributed to your username, along with other benefits.
The edit can be undone. Please check the comparison below to verify that this is what you want to do, and then save the changes below to finish undoing the edit.
Latest revision | Your text | ||
Line 16: | Line 16: | ||
<br>Review the [[Material Allocation]] section for more information about allocating stock. | <br>Review the [[Material Allocation]] section for more information about allocating stock. | ||
+ | == Need to Order (Force JIT) == | ||
+ | If you add material to an order and you don’t want SME to attempt to allocate existing stock to the order, you can check Need to Order (Force JIT) on the Item Details tab. With this checked, no stock will be allocated for this material and you will need to place a PO for the material. | ||
+ | <br>[[File:NeedToOrder_ForceJIT.png]] | ||
+ | |||
+ | <br>You can set individual inventory items to always Force JIT so you don’t have to check it when adding the item to orders. | ||
+ | Go to the inventory item and check Force JIT (image below) | ||
+ | <br>[[File:ForceJITByDefault.png]] | ||
== Order Item Tab - Color Coding Material == | == Order Item Tab - Color Coding Material == | ||
On the Order Items tab the inventory items will have colors associated with their Link Status | On the Order Items tab the inventory items will have colors associated with their Link Status | ||
<br>'''Yellow Items''' | <br>'''Yellow Items''' | ||
− | <br>- Has JIT | + | <br>- Serialized - Has JIT & Allocated |
+ | <br>- Non-Serialized - Has JIT | ||
<br>'''Gray Items''' | <br>'''Gray Items''' | ||
− | <br>- Allocated | + | <br>- Non-Serialized - Allocated |
+ | <br>- Items that are on a PO (Has Ordered Items) | ||
<br>'''White Items''' | <br>'''White Items''' | ||
<br>- Reserved Items | <br>- Reserved Items | ||
− | + | <br>[[File:MaterialColorCoding.png]] | |
− | <br>[[File: | ||
== Create PO for Selected Items == | == Create PO for Selected Items == | ||
Line 111: | Line 119: | ||
<br>- When you receive the items on the PO, the stock will be automatically reserved for the service or install order the PO was created from. | <br>- When you receive the items on the PO, the stock will be automatically reserved for the service or install order the PO was created from. | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
== Create PO in Inventory Module == | == Create PO in Inventory Module == | ||
Line 155: | Line 156: | ||
# To print, select Standard Purchase Order. | # To print, select Standard Purchase Order. | ||
# To email, select Email Standard Purchase Order. | # To email, select Email Standard Purchase Order. | ||
+ | |||
== Create PO from the inventory item == | == Create PO from the inventory item == | ||
Line 188: | Line 190: | ||
# Select the item on the tab and click '''Receive Item'''. | # Select the item on the tab and click '''Receive Item'''. | ||
# On the '''Receive PO Items''' window: | # On the '''Receive PO Items''' window: | ||
− | + | * If serialized, enter the serial number on the Receive Stock tab and click '''Add'''. Select the warehouse the parts are going to. Click '''OK'''. | |
− | + | * If non-serialized, enter the '''Receive Quantity''' on the Receive Stock tab. Select the warehouse the parts are going to. Click '''OK'''. | |
− | + | <br>5. Continue receiving items. When the last item is received, you will be prompted to close the PO. | |
+ | |||
− | |||
− | |||
− | |||
− | + | == What to do if you receive the wrong parts on a PO == | |
+ | If you receive parts on a PO that you shouldn’t have received, you will have to delete the stock you added to SME and then add the part back to the PO. | ||
− | < | + | <span style="color:orange"> Step 1 </span>: Delete the stock lot you received |
− | + | # Go to the '''Inventory''' module > '''Inventory | |
− | + | # Click '''Search > Search Active''' Items and select the material you need to edit. | |
− | # | + | # Go to the '''Material Details''' tab. |
− | # | + | # Select the stock lot you need to get out of SME. You can sort by date to find the one you added most recently. |
− | + | # Click '''Delete''' on the Material Details tab. | |
− | |||
− | |||
− | |||
− | # | ||
− | |||
− | # | ||
− | = | + | [[File:DeleteButton_materialDetails.png]] |
− | If | + | |
− | + | ||
+ | <span style="color:orange"> Step 2 </span>: Add the material back to the Purchase Order | ||
+ | |||
+ | # Go to the Purchase Order. | ||
+ | # If the PO is closed, you can click Actions > Re-open PO. | ||
+ | # Click the '''PO Items''' tab | ||
+ | # Click '''New''' and add the material to the PO again. | ||
− | |||
== How do I delete a PO that has been fully received? == | == How do I delete a PO that has been fully received? == | ||
Line 239: | Line 239: | ||
<br>Make sure your warehouses have an address by going to''' Setup''' module > '''company''' > '''Lists''' > '''Warehouses'''. Select the warehouse and click Edit at the bottom. Enter the address in the window that opens (image below). | <br>Make sure your warehouses have an address by going to''' Setup''' module > '''company''' > '''Lists''' > '''Warehouses'''. Select the warehouse and click Edit at the bottom. Enter the address in the window that opens (image below). | ||
<br>[[File:DefaultLocationAddress.png]] | <br>[[File:DefaultLocationAddress.png]] | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
== Next PO Number == | == Next PO Number == | ||
Line 264: | Line 257: | ||
== Create Purchase Order for Parts Below Minimum Level == | == Create Purchase Order for Parts Below Minimum Level == | ||
− | |||
− | |||
− | |||
<h3>Create a Min Level Inventory Search View</h3> | <h3>Create a Min Level Inventory Search View</h3> | ||
Line 317: | Line 307: | ||
== Create Purchase Order for Parts Below Minimum using Utilities== | == Create Purchase Order for Parts Below Minimum using Utilities== | ||
− | If you are tracking stock in multiple warehouse locations including truck warehouses, you can assign each warehouse location a minimum level. There | + | If you are tracking stock in multiple warehouse locations including truck warehouses, you can assign each warehouse location a minimum level. There is a utility in SME that will look at all the warehouse minimum levels for each warehouse and create Purchase Orders if stock is below the minimum level. Each warehouse location will need to have a minimum level on it and each item should have a reorder quantity. |
<h3>Assign minimum level to each warehouse for inventory items</h3> | <h3>Assign minimum level to each warehouse for inventory items</h3> | ||
Line 331: | Line 321: | ||
<br>If you are adding a new stock location to the inventory item, make sure to select the location in the '''Warehouse''' drop down field. (image below) | <br>If you are adding a new stock location to the inventory item, make sure to select the location in the '''Warehouse''' drop down field. (image below) | ||
− | <br>-- Locate the '''Add Qty''' field. If you | + | <br>-- Locate the '''Add Qty''' field. If you need to add stock to that warehouse, you can enter it in the field. If you aren’t adding stock to that warehouse, make sure you put 0 in the Add Qty field. |
− | <br>-- Click | + | <br>-- Click OK |
<br>[[File:AddingNEwStockLocation.png]] | <br>[[File:AddingNEwStockLocation.png]] | ||
− | <br>-- | + | <br>--Edit the stock location to open the Inventory Stock Editor again. |
<br>-- Enter the minimum level for that warehouse in the '''Min. Level''' field. | <br>-- Enter the minimum level for that warehouse in the '''Min. Level''' field. | ||
<br>-- Click''' OK'''. | <br>-- Click''' OK'''. | ||
Line 368: | Line 358: | ||
<br>'''**NOTE**''' when you run the utility, it is not checking to see if there is quantity on PO for that item. If you ran the utility again before you received the item already on a PO, another PO will be generated. | <br>'''**NOTE**''' when you run the utility, it is not checking to see if there is quantity on PO for that item. If you ran the utility again before you received the item already on a PO, another PO will be generated. | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− |