Allocating Centrally Purchased Material to Branches

Central purchase order transfers use Central Purchasing Allocation through Purchase Order Entry to help you allocate the inventory to your other branches. You can change order quantities directing the material where you need it or update quantities during the receiving process.

When the central purchase order is created, Eclipse automatically allocates the quantities to each branch. This allocation comes from the Suggested P/O and matches the quantity suggested for each individual branch. You can change allocation amounts manually and affect future receivings of the central purchase order material. The Inventory Inquiry displays open transfer quantities, so branch personnel know to expect material.

You must have the POE.EDIT.ALLOCATION authorization key to change quantities on the Central Purchasing Allocation window. Setup automatic transfers for central purchasing through Buy Line Maintenance.

Note: Central purchase orders and transfers can only be edited in the Solar application. The system labels the orders as Central Purchase Orders and Central Transfers and alerts users that the order must be edited through Solar.

Items on central purchase orders cannot be merged with other orders.

To allocate material to different branches:

  1. Display the purchase order on which you have centrally purchased material ready for allocation.

  2. Highlight the line item you want to allocate.

The status bar on the bottom of the purchase order indicates if the line item is a centrally purchased generation and the drop point branch.

  1. From the Line Item menu, select Central Purchasing Allocation.

  2. Use the Quantity Ordered column to enter the quantities required at each branch.

Quantity amounts default to the amount originally suggested in the Suggested PO program. These quantities can be changed, but cannot exceed the original amount ordered or be below the amount that has already been shipped.

When you change the Quantity Ordered amount, the This Gen Allocation column changes to match The overall order quantity for the branch does not change.

Note:You canonlychange quantities if the transfers have not been shipped or received.

  1. Use the View Manager to display the Detail view and check the status of the displayed transfers.

The Transfer column displays any tagged transfers that has been created. The Status column indicates where in the process the current transfer is.

  1. Manage the order, as needed. For more options, see More Options for Allocating Purchases below.

  2. Exit the Central Purchasing Allocation window.

Note: Use the Detail Scheduling tab to view the Transfer column. A check mark displays if the order is linked to a central purchase order transfer. Double-click the check mark to display the Central Purchasing Allocation window.

  1. Save your changes and exit the window.

More Options for Allocating Purchases

The following options are available from the Central Purchasing Allocation window:

To:

Do this:

change the ship date

  1. From the Edit menu, select Change Ship Date.

  2. Select the order generation you want to change.

  3. Change the shipping date, as needed.

edit the tagged transfer for a generation

  1. Select the generation you want to review.

  2. From the Edit menu, select Edit Transfer Order.

Note:You can only edit an order that is in process. Cancelled or completed orders display as view only.

review order points, transfer points, or buy packages

From the Inquiry menu, select Primary Inventory Maintenance.

review commodity codes, G/L accounts, or units of measure defaults for the product

From the Inquirymenu, selectProduct Maintenance.

check current inventory levels for a selected product

  1. Select the line item you want to check.

  2. From the Inquiry menu, select Inventory Inquiry.