Automatically Creating Central P/O Transfers

In a central purchasing scheme, you can use the Combine on Central P/O option from either Buy Line Maintenance or during the convert to suggested purchase order process to include all products on one purchase order. The system creates a single purchase order with a single generation for the purchasing branch.

Central purchase order transfers lets you track material from receiving at the purchasing branch through shipment to the other branches using the Create Central P/O Transfers option in conjunction with the Combine on Central P/O option in the Convert Suggested P/O to Actual P/Os window.

You can also use Central Purchasing Allocation to see the ordered and allocated quantities for each branch along with the associated transfers.

Note:You can also create central purchase order transfers on-the-fly when converting suggested purchase orders.

Transfers do not have backorders, therefore if an item is backordered by the vendor the system updates the open transfer with the correct quantity and creates a new transfer for the remaining material quantities. The purchase order and all its associated generations and transfers remain in sync through the purchasing process.

To create central P/O transfers:

1. From the Purchase > Maintenance, select Buy Line Maintenanceto display the Buy Line Maintenance window.

2. In the Buy Line ID field, enter the buy line name and press Enter.

The buy line information displays.

3. From the Information menu, select Additional Data to display the Buy Line Additional Data window.

4. In the Create Central P/O Transfers field, enter Yes as follows:

5. Yes - Select only if the Create Central P/O option is also set to Yes. The system automatically creates transfers to send to branches that require the material. This lets you track the material through purchasing to receiving.

• No - Normal replenishment processes in place. The system creates a central purchase order with one generation per branch. Each branch received its material at its location based on the generation quantities.

Note: The system uses the Order Status Print Status Defaults control maintenance record to determine the default print status for central purchase orders.

5. In the Use P/O Cost on Central P/O Transfers field to indicate which cost to use for the central P/Os.

Note: The system uses this setting if the Use P/O Cost on Central P/O Transferscontrol maintenance record is set to No.

6. Exit the window to return to Buy Line Maintenance.

7. Save your changes and exit the window.