To run the Suggest P/O program:The Suggest Purchase Order (P/O) program uses order cycle information (PILs, demand, and vendor target) to propose purchase quantities for products on Suggest P/O reports. A summary of these reports displays in the Suggested P/O Queue.
The Suggest P/O program populates the Suggested P/O Queue with a report for each buy line that has a product below its order point. The program uses the order points, line points, and surplus points of those buy lines listed in the queue to suggest the short buy or emergency buy. To meet the vendor target, the system suggests buying products back to their line points and moves the line point, based on expanding or contracting order cycles, until the vendor target is met or exceeded.
|
Important: The PIL listed on this report will be different from the PIL indicated on the Primary Inventory Maintenance screen. This difference is because the PIL on the Suggested P/O program is calculated based on the order cycle. The PIL on the Primary Inventory Maintenance screen is real-time and is calculated based on all orders coming into the system and going out. |
The following signs may display on the Suggested P/O Report when using the View hot key to drill into details:
A plus sign (+) indicates that there is at least one warehouse in the network that has zero (0) on hand.
An asterisk ( * ) indicates there is at least one branch that has negative on hand.
A question mark (?) indicates there is one item on an overdue P/O.
Most buy lines contain many products and due to the large number, it is difficult to know which buy lines have products below their order points. Therefore, the Suggested P/O program is most commonly run for all buy lines at once. If you run the Suggested P/O program for one buy line and no products are below order point, the system displays the message: Report Not Found.
Also, when suggesting a purchase order that uses a secondary buy line for a product, the system uses the secondary buy line's procurement path and not the one set up for the product's primary buy line. Override hierarchies still apply.
Note: If your company uses secondary buy lines, the processing time for this report can be longer than usual.
When calculating the suggestions, the system rounds package quantities at the child branch level and adds the need to the parent branch's calculation, if the Divisibility flag is set to No at the parent branch level. This ensures that the system does not suggest broken carton quantities if the purchasing branch has the Divisibility flag set to No. For example, the parent branch has a the Buy Package quantity set at 100 and the Divisibility flag set to No. The child branch has the Divisibility flag set to Yes. The parent branch requires a quantity of 15. The child branch requires 9. Therefore, the total quantity needed is 24. The quantity is rounded to the package, 100, which fills the needs of both parent and child.
The Suggest P/O Program displays costs for items based on the time the report is run. For example, the cost could change when running the Suggest P/O program for many branches at once. The program can take one to two minutes if there are several branches to query. If a cost has been changed while the program is running, the summary report does not reflect the change, but the detail report displays the change.
To run the Suggest P/O program:From the Purch > Reports menu, select Suggest P/O to display the Suggest Purchase Order screen.
In the Buy Line field, do one of the following to run the program:
Leave the field blank to run suggested P/Os for all buy lines at once.
Enter a buy line ID to run the program for a single buy line.
Note: You must set a flag at the buy line level in Buy Line Maintenance to include a buy line in all buy lines. If you want to include the buy line, set the Suggest on All field to Yes.
Note: For super buy lines that do not have a procure group specified the suggested P/O report will first look to the individual product lines contained within the super buy line to determine procure group. If individual product lines do not contain a procure group the system uses a default group of DFLT.
In the Purchasing Branch field, enter one of the following to select the purchasing branch number. Only buying branches generate purchase orders.
For a single-branch warehouse, type branch 1 or all.
For central purchasing branches, enter the branch number for an authorized purchasing branch, as set up in Procurement Group Maintenance.
To run the program for all purchasing branches, enter all.
In the Print Indiv Branches field, indicate whether to print individual branch summaries on the report.
This field only applies to branches using central purchasing and lets the central purchasing agent review the Suggested P/Os from both a network summary and individual branch perspective.
In the Ignore 'Suggest on All' field, indicate if you want the system to ignore the buy line setting. This setting is active only when a specific buy line has been entered and the Purchasing Branch field is set to All.
Note: If you select all buy lines by leaving the Buy Line field blank, the system uses a setting of No in this field. You cannot change this setting.
See Also: