Purchase Orders

Purchase Orders (PO) should be used for all adding of inventory items (rather than adding stock) for proper inventory control.

Create PO from an order

When building your service or install order, you will use the Material Allocation window to allocate stock in your warehouses for your service or install order. If there is no stock in your warehouses to allocate to the order, you can easily create a purchase order directly from the service or install order.

Allocate Stock to the Order - (check to see if you need to place a PO)

1. In the service or install order, click Actions > Inventory Allocation.
2. In the Material Allocation window, locate any material with the Item Status of Has Jit Items (1 in image below).
3. Click Select (2 in image below).
4. In the Select Inventory Item window, if there is no stock available you will need to place a purchase order.

Click Material Allocation to learn more about the Material Allocation window.

Place a Purchase Order from the Service or Install Order

1. In the service or install order, click Actions > Create PO for JIT-only Items.
2. A purchase order is generated for all material with the Item Status of Has Jit Items. The vendor on the purchase order is the default vendor the the material.

Error Creating Purchase Order

If you receive an error after clicking Actions > Create PO for JIT-Only Items, then you don't have a vendor selected on the material you are placing the PO for.

Select the vendor for each material you are placing a PO for:

1. In the service or install order, select the Materials tab (or the Order Items tab)

2. Double click on the material you are placing a PO for.

3. Locate the Vendor field. If you don't see the vendor field, click Show Details and the vendor field will display.

4. Select the vendor and click OK. Now you can click Actions > Create PO for JIT-Only Items.

Jump to the Purchase Order

1. Click the Purchase Order tab.
2. Double click on the PO you want to open and SME will jump to the PO.

*NOTE*

-If more than one material you are placing a PO for is going to the same vendor, then the material will be on one purchase order for the vendor.

-Once the PO is created, you can change the vendor by going directly to the Purchase Order.

- 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

1. Go to Purchase Orders in Inventory Module.

2. Click New and select the vendor. The vendor information will populate the Vendor tab on Details and Settings.

3. Fill out the rest of the fields on Details and Settings tab.

• PO # - This number will be auto-populated by SME.
• Reference # - this field will be populated with the PO#. You can edit this field as necessary.
• Date – Date you created the PO
• Due Date – Select the date the parts are due in. You can sort by this field in the search window to manage your purchase orders.
• Customer – Click Customer to add the customer name to the PO. You can sort by this field in the search window.
• Taken By – The SME user that created the PO.
• Requested By – You can select the SME user that requested the PO.
• Approved By – Select the SME user that approved the PO.
• PO Status – You can customize this field to reflect the milestones each PO goes through (e.g. ready for approval, approved, sent to vendor, received). You can sort by this field in the search window.

4. Click Actions and select Add Items from Service, Add Items from Install or Add Items from Invoice.

5. The Search window will open with all Service, Install or Invoices.

6. Double click on an order and the materials on the order will display.

7. Double click on the material you want to add to the purchase order.

8. Select the PO Items tab. Notice the material selected listed here.

9. Repeat steps 4-7 to add additional materials on order to the PO.

10. Click Shipping Notes to add shipping notes to the PO.

11. Click Save.

To print or email the PO

1. Click Print/ Email.
2. To print, select Standard Purchase Order.
3. To email, select Email Standard Purchase Order.

Create PO from the inventory item

Create a purchase order from the inventory item will generate a PO for the default vendor assigned to the inventory item. (Enter the default vendor in the vendor field on the Ordering Information tab of the inventory item.)

1. Go to the Inventory item you need to place a PO for.
2. Click Actions > New Purchase Order.
3. SME will jump to a new Purchase with the default vendor for the material in the Vendor tab.
4. Click the PO Items tab.
5. Click New.
6. In the Add Items to Order window, click next to the Item Name field. (circled in image below).

7. Select the material from the inventory list.
8. Click OK.
9. Enter any shipping instructions in Shipping Notes.

10. Save the Purchase Order.

To print the PO

1. Click Print/ Email.
2. To print, select Standard Purchase Order.
3. To email, select Email Standard Purchase Order.

Create PO for parts below minimum level

On each inventory item, you can set a minimum on hand amount. You can then search your inventory items and compare available and minimum on hand amounts or you can create a PO for your vendor and let SME find items below minimum levels.

1. Go to Purchase Orders in Inventory Module.
2. Click New and select the vendor. The vendor information will populate the Vendor tab on Details and Settings. Fill out the rest of the fields on Details and Settings tab as needed.
3. Click Actions > Add from Minimum Level Inventory.
4. The inventory items below minimum levels will display. Double click on the items to add them to the PO.
5. Click Shipping Notes to add shipping notes to the PO.
6. Click Save.

You can also automatically create all PO's requiring min levels. Note that this method creates all PO for parts below minimum level inventory. It will make the order based on the default vendors for the inventory. Note also, that if you have other un-received PO's it will create a new PO since the parts are still below the min until open POs are received and go into stock.

1. Go to Utilities module and click Utilities.
2. Click Inventory.
3. Click Create Minimum Level Purchase Orders.
4. Click Run It.

The PO’s will be generated for you.

To print or email the PO:

1. Click Print/ Email.
2. To print, select Standard Purchase Order.
3. To email, select Email Standard Purchase Order.

Receiving parts on a PO

1. Go to the Purchase Order.
2. Select the PO Items tab.
3. Select the item on the tab and click Receive Item.
4. 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.

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.

Step 1 : Delete the stock lot you received

1. Go to the Inventory module > Inventory
2. Click Search > Search Active Items and select the material you need to edit.
3. Go to the Material Details tab.
4. Select the stock lot you need to get out of SME. You can sort by date to find the one you added most recently.
5. Click Delete on the Material Details tab.

Step 2 : Add the material back to the Purchase Order

1. Go to the Purchase Order.
2. If the PO is closed, you can click Actions > Re-open PO.
3. Click the PO Items tab
4. Click New and add the material to the PO again.