Drilling Into Purchase Order Details

Use Purchase Order Scheduling to receive purchase orders and drill further into the purchase order with which you are working to change specific attributes, such as the unit of measure.

From the Purchase Order Entry Schedule screen, you can do the following:

To select a substitute product:

From the Purch menu, select Purchase Order Entry to display the Purchase Order Entry screen.
Display the purchase order for which you want to use a substitute product instead of the one displayed.
Use the Sched hot key to display the Schedule screen.
Place the cursor on the line item for which you want to use a substitute product.
Use the Substitute hot key.

Note: The Substitute hot key activates only if a substitute product is available.

Select the product you want to use.
Press Esc to save your changes and return to the purchase order.
Press Esc to save your changes and exit the purchase order.

To view the sales order to which the purchase order is tagged:

From the Purch menu, select Purchase Order Entry to display the Purchase Order Entry screen.
Display the purchase order to which a tag is attached that you want to view.
Use the Sched hot key to display the Detail Scheduling screen.
In the Location/Vendor field, look for the Tagged to: information for the item, and place the cursor on that line.
Use the View Tag hot key to view the sales order in view-only mode.
Press Esc to return to the purchase order.

To change the unit of measure:

From the Purch menu, select Purchase Order Entry to display the Purchase Order Entry screen.
Display the purchase order for which you want to change a product's unit of measure.
Use the Sched hot key to display the Schedule screen.
Place the cursor on the line item for which you want to change the UOM.
Use the Um Chg hot key.
Select the UOM you want to use.

The Qtys Per field highlights in red and updates with the new UOM.

Press Esc to save your changes and return to the purchase order.
Press Esc to save your changes and exit the purchase order.

To enter a serial number:

From the Purch menu, select Purchase Order Entry to display the Purchase Order Entry screen.
Display the purchase order for which you want to add a product's serial number.
Use the Sched hot key to display the Schedule screen.
Place the cursor on the line item for which you want to add a serial number.
Use the Ser# Entry hot key.
Enter the serial number for that product.
Press Esc to save your update and return to the purchase order.
Press Esc to save your changes and exit the purchase order.

To view purchasing information at the product level:

From the Purch menu, select Purchase Order Entry to display the Purchase Order Entry screen.
Display the purchase order for which you want to view purchasing information.
Use the Sched hot key to display the Schedule screen.
Place the cursor on the line item for which you want to view the purchasing information.
Use the Purch hot key to display the Purchasing Info screen with the following information:

Field	Description
PN	Product number listed on the order.
Desc	Full description of the product.
Buy Line	Buy line in which the product exists.
Ship Br	Branch from which the product shipped.
Last Line Buy	Date of the last line buy for this product.
Order Cycle Days	Days in the order cycle for the product.
Average Lead Time	Days in the lead time for the product.
Next Est Purchase Dt	Date the system estimates the next purchase will be for the product.
Plenty Date	Date the system expects to have enough on hand to meet demand.

Press Esc to return to the Schedule screen.
Press Esc to exit the purchase order.