Click the View Manager (
) and select Combine
P/O.
Use the Short and Line check box columns to select which suggestions you want to combine.
Through the Suggested P/O Queue you can combine suggested purchase orders together on-the-fly in order to better meet vendor targets or vendor minimum amounts. In addition, you can choose whether or not to combine the short or line quantities for each one.
Whether it is for one buy line with multiple branch purchase orders or multiple buy lines for the same branch, you can choose which suggested purchase orders to combine without having to make changes in Buy Line Maintenance. By combining P/Os through the Suggested P/O Queue, your Buy Line Maintenance settings remain the same and you can take advantage of any vendor incentives you may have received immediately without adjusting any settings that would change how the Suggested P/O runs.
Important: The system intentionally ignores any Buy Line Maintenance settings, such as the Combine P/Os flag, so the user must always select whether or not to combine on Central P/O. The selection only applies to that particular instance of combining purchase orders, due to the fact that you can combine different buy lines with different settings.
The change log reflects all changes when combining purchase orders. When viewing a purchase order that has combined suggestions on it and using a central purchase order, the system displays an indicator in the status bar.
When creating the purchase orders, the system uses the Price Branch (the branch from Suggested P/O Queue) and the Ship Branch (the warehouse branch from Procurement Group Maintenance).
To combine purchase orders:
Click the View Manager () and select Combine
P/O.
Use the Short and Line check box columns to select which suggestions you want to combine.
For each suggested buy in the Suggested P/O Queue that you combine, the amount displays in the Selected column and the cumulative total displays in the status bar. The Total Buy column also dynamically updates with each selection.
When the purchase order is converted, the system records a comment in the change log to indicate if the conversion was made using the Line or Short buy option, such as "Suggested PO Converted Using the Line Buy."
From the Edit menu, select Convert to Actual P/Os.
In the Line or Short field, select which type of buy you want to make.
In the Vendor field, select the vendor from which you want buy material.
Select Combine on Central Purchase Order to indicate if you want one purchase order:
If selected, a Branch prompt displays and one purchase order is created with a different generation for each warehouse branch. In addition, the Drop Point field activates.
If not selected then the Branch field is disabled and a new purchase order is created for each price branch with a different generation for each warehouse branch. The purchase orders are consecutively numbered.
Note: If combining orders from more than one branch, then the system creates a purchase order for each branch.
Select Create Central P/O Transfers to automatically create transfers to send to branches that require the material. This option lets you track the material through purchasing to receiving. Select only if the Create Central Purchase Order option is also set to Yes.
If the Drop Branch field is active, select which branch in your network or company that you want the material from the combined purchase order to be shipped to. Only branches for which you are authorized display.
The system populates the Branch and Line field based on your selections. You can adjust these values, as needed.
Use the Round Short to Package Quantity check box to indicate if you want to round the short by quantity to the package quantity.
Note:Some fields may be view-only when converting the order to ensure that accounting and inventory checks remain in tact.
Click OK to create the purchase order.
The system displays the new purchase order. You can edit it and verify data on the tabs, as needed.