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changes.mady.by.user Former user

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changes.mady.by.user Andres Toledo

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Overview


Excerpt

Purchase Orders can be created using the Vendor Availability and K2K products.

 

Creating PO's from Vendor Availability


How does this option work?

As soon as you start creating creating Prebooks from Vendor Availability, the  the system will automatically place those items into an existing Purchase Order or a new one, based on these rules:


  • The system allows you to delete a line item from a Prebook that has been added to a Purchase Order as long as the PO is not approved or confirmed by farm, in other words, the PO status cannot be "A" or "CF".
  • If the line item is removed from the Prebook and the PO status is "PA" (Pending Approval), the line item will be removed from the PO as well and the system will return the item to the Vendor Availability.
    • If the PO is cancelled or deleted in the PO Summary or Confirm PO tabs, the system will return the line item to the Vendor Availability.
    1. The system will add the product line to an existing PO as long as it matches the vendor name, ship date and the PO's current status is "PA" (Pending Approval).
    2. The system will create a new PO if there are no matches for the criteria described above; in addition, the PO will be created with "PA" status.Image Removed
    Info
    titleDeleting items from Prebooks and POs
    1. This option is only for solid boxes.
    2. The system allows modifying the unit cost of products coming from VA but not K2K unit cost.

    Instructions

    To add products from VA follow the steps below

    Ui steps
    sizesmall


    Ui step

    Go to Purchase Orders > Click on Add PO > Select "standalone POs" > Enter the "General Order Information" and click on the Add Vendor Availability Items link.


    Ui step

    Once you do so, the system will display a pop-up window called Vendor Availability. The user will have all products available to be purchased that belong to VA or K2K. You can use the filters to find the product to be added.


    Ui step

    To add the product enter the information into the blank fields with the keyboard and hitting the enter key at the end to finish adding the product or by clicking on the Add link within the Actions column. The system will automatically convert the units into boxes using the default product packs that are set based on the vendor. Additionally, the system will suggest the number of available boxes based on the product packs previously set.


    Ui step

    Once the line is added, the system will take the user back to the Vendor Availability screen. You can close the VA window when you are finished adding the VA PO items to go back to the Stand Alone purchasing screen. The VA items, to standout, will have a blue "V" icon prefix before the product name. 




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    cqllabel in ( "vendor-availability" , "purchase-orders" , "k2k-for-sales" )
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    (lightbulb) Roles enabled to perform this action: Admin, Sales Manager, Procurement Manager, Procurement User.


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