Procuring Multiple Products

Use the Order Entry Procure Items screen to procure items needed immediately from emergency supply sources when the customer can't wait for a backorder. If a product has a backorder status of P, it is available at another branch or from a vendor and you can use this screen to order it.

When you use a branch transfer to procure items, the system commits the inventory and includes the procurement lead time. Tagged procurements are dynamically associated with specific purchase orders, so that you can associate freight to follow and other pricing changes with the procurements.

To procure multiple products:

Create or open a sales order and display the order's Status screen.
Use the Procure hot key to display the Order Entry Procure Items screen.
In the Item Type field, indicate whether to show all items or non-stock items only.
In the Ship Status field, indicate whether to view all items, only those items currently unavailable, or only those items past their required date.
In the Ship Date field, indicate whether to display items on all order generations or only the selected generation.
Press Enter to display a list of items that match your selection criteria.
Do one of the following to order the requested items:

To...	Do this...
order items individually	In the Procure Qty field for each item, enter the amount of the item to order.
order items individually and select a different shipping method	Use the Procure Item hot key to display the Order Entry Procurement screen. Enter the desired procurement quantities and ship vias for each product.
select all products for procurement	Use the Procure All hot key to populate all Procure Qty fields with the values in the Open Qty fields.
select those items for procurement that are needed soonest	Use the Procure Earliest hot key to populate the Procure Qty fields with the values in the Open Qty fields, based on required date.

Note: By default when you procure a product on the Order Entry Procurement screen, the system updates the ship date to the available date for the procured product. The Procure Items On Original Ship Date control maintenance record lets you designate order statuses for which the system should not change the original ship date for the procured item.

Use other hot keys, as needed:

To...	Use this hot key...
review the product's current inventory levels	Inv Inq The Inventory Inquiry screen displays.
view the product's inventory projections	Future Ledger The Future Ledger screen displays.
review the product's sales/procurement history	History ledger The Inventory History Ledger screen displays.

Press Esc to return to the Sales Order Entry Status screen.
Continue processing the order.