Overview
Guidelines on processing steps for Direct Purchases tab, from which Direct Purchases can be created and existing ones can be managed/removed.
Direct Purchasing tab
The tab is visible when the field Direct Purchasing Feature Active is checked (SO Control Order Processing Tab).
This tab lists any Purchase Order Lines created for Stock/Kit SO Lines on this Sales Order. It also permits adding new Purchase Order Lines, for those firmed Stock/Kit SO Lines with Products that are not set to Auto-Create PO Lines, and therefore do not already have a related Purchase Order Line that covers the Qty Ordered on the related firmed Sales Order Line. (For details on auto Purchase Order Line creation from Sales Order Lines see Direct Purchasing.)
The fields displayed on this tab from the related Purchase Order Line are Item Number, Vendor, Purchase Order Line, PO Quantity, Qty Received, PO Price, Due Date, and whether or not it is a Drop-Ship PO Line.
Processing
- Add and Save Sales Order line for a Kit Product, Stock Product, or a Configured Product that is checked as Stock this Time at the Sales Order Line level, can be accessed by clicking on the Additional button and Sales Order Line Inventory Settings Tab.
- Firm Sales Order Line.
- If the Auto Create Purchase Order Line on the Product Master > Direct Purchasing Tab is set to true, upon firming of the Sales Order Line, a Purchase Order will be created automatically.
NOTE The Quantity on the Purchase Order Line can be increased by increasing the
Qty Ordered on the associated Sales Order Line even if the Line status is firmed. The Purchase Order Line Quantity can be modified until it is received.
- Else if Auto Create Purchase Order Line is set to false, then the user can follow the below steps to manually create the Purchase Order.
- Navigate to SO header > Advanced > Direct Purchases tab and click the New button. A Direct Purchase Entry pop-up window will open
- Sales Order Line drop-down will display qualifying Sales Order Lines that are firmed. Select one of them. Qualifying Sales Order Lines are Kit, Stock, and Configured set as Stock this Time.
- Choose the PO Item for which the Purchase Order Line will be created. If the Sales Order Line references a Kit Product, the Item Number drop-down will list all the available Inventory components that comprise this Kit, which can be viewed on the Sales Order Line Component Button > Demand tab, and are fetched from the Product's Inventory Product Component.
NOTE that the Item must have a related Purchase Item, which is not automatically created for Items with source
Manufactured.
- Select a Vendor from available Item Vendor Master records for selected Item and Vendor.
- Select an existing Purchase Order (for selected Vendor), or choose to Create new PO.
- Select the PO Qty. Partial Qty. Purchase Order Line may be created, but the total can not surpass the Quantity Ordered for the Sales Order Line.
- Select a PO Price, the default value will be fetched from the Item Vendor Master record.
- Specify a Due Date for the Purchase Order Line and whether it is a Drop-Ship from Customer Addresses.
- Save.
TIP There is a setting available for stock Products that will prevent the Allocation & Issue steps of the Sales Order Line if the PO Receipt has not been completed. This field is
Prevent Alloc & Pick Before PO Receipt and can be toggled on the
Product Master Inventory Tab. For existing Sales Order Lines, it is possible to override the Product Master settings on
Sales Order Line Inventory Settings Tab.
It is possible to remove Purchase Order Lines that have not yet been Submitted to Vendor (For details on Purchase Orders see Purchase Order Header Information).
- To remove an existing Purchase Order Line linked to the Sales Order Header, on the Direct Purchase tab select the box on column Sel for the Purchase Order Line to be removed.
- A new button Remove should appear.
- When the button is clicked, the user is asked to confirm the removal of this Purchase Order Line. This will effectively delete the Purchase Order Line.
NOTE For Purchase Order Lines that have been Submitted to Vendor, the link between the Sales Order Line and Purchase Order Line can be broken following the above guidelines for Purchase Order Line removal, but the Purchase Order Line would not be deleted. In this case, the user could close-short the Purchase Order Line. For details see Purchase Order Line Revisions Info.
SEE ALSO
Sales Order Header Creation and Management
Sales Order Edit Page
Sales Order Line - Creation and Management
Sales Order Line Inventory Settings Tab
Purchase Order Line
Direct Purchasing
Item Vendor Master
