Drilling Into Purchase Orders Details

Use Purchase Order Scheduling to receive purchase orders and drill further into the purchase order with which you are working to change specific attributes, such as the unit of measure.

Note: To make it easier to see how an order breaks into generations, the system provides generation highlighting and generation tooltips that you can turn on. For more information, see Using Generation Display Options.

From the Purchase Order Entry, you can:

Review line item details and scheduling.
Identify multiple locations from which to pick or store the product.
Update the purchase order when receiving the products.
Handle discrepancies when receiving products.
Add substitute products to the purchase order.
View the Future Ledger.
View the Inventory Inquiry.
Create a Product Kit.
Attach product specifications or product notes.
View the sales order to which the purchase order is tagged.
View the inventory History Ledger.
Change the unit of measure (UOM).
Enter a serial number for the products displayed.
View purchasing Information at the product level.
Allocate central purchasing transfers.
Drill directly into product options using the options on the Maintenance > Additional Product Maintenance menu.
View the A/P balances on accounts for the pay-to vendor on the order using the Maintenance > Additional Vendor Maintenance > A/P Summary menu.

What Displays on Detail Scheduling

The following columns are available from detail scheduling:

Column	Description
Product Description	The product description based on what is entered in Product Maintenance.
Avail	The date when the material is available in the receiving branch.
Ship Qty	The quantity of material ready to be shipped.
UM	The unit of measure in which the product is shipped.
Ship Date	The date material is due to be shipped.
Status	The order status.
Via	The current ship via on the order, such as UPS Ground.
Ship Branch	The branch from which the material is being shipped.
Req Date	The date the material is required.
Transfer	Indicates the line item is linked to a central purchase order transfer by displaying a check mark . Note: If the material has already been received for a central purchase order transfer the Detail Scheduling tab is deactivated.

To select a substitute product:

From the Purchase menu, select Purchase Order Entry to display the Purchase Order Entry window.
Display the purchase order for which you want to use a substitute product instead of the one displayed.
Click Body tab.
Place the cursor on the line item for which you want to use a substitute product.
From the Line Item menu, select Substitutesto display the Substitutes / Add On Sale Items window.
Select the product you want to use from the list.

Note: If no substitutions are available, this window is blank.

From the File menu, select Substitute Item.
Save your changes and exit the window.

To view the sales order to which the purchase order is tagged:

From the Purch menu, select Purchase Order Entry to display the Purchase Order Entry window.
Display the purchase order to which a tag is attached that you want to view.
Click the Detail Scheduling tab to display the Detail Scheduling window.
From the Options > Line Options menu, select Schedule to display the Line Item Scheduling window.
In the Location/Vendor field, look for the Tagged to: information for the item, and place the cursor on that line.

Note: If the purchase order is also tagged a return on the purchasing end of the process, the system displays RETURN^ and the order number, such as: RETURN^S166181.1. The system displays the default location prior to the caret symbol using the Default Location for F, O, R Type Returnscontrol maintenance record as reference.

From the Inquiries menu, select View Tag Order to view the sales order in view-only mode.
Save your changes and exit the window.

To change the unit of measure:

From the Purchase menu, select Purchase Order Entry to display the Purchase Order Entry window.
Display the purchase order for which you want to change a product's unit of measure.
Click the DetailScheduling tab to display the Detail Scheduling window.
Highlight the line item for which you want to change the unit of measure.
From the Options > Line Options menu, select Schedule.
From the Edit menu, select Unit of Measure.
Edit the unit of measure, as needed, and exit the window.
Exit the Line Item Scheduling window.
Save your changes and exit the window.

To enter a serial number:

From the Purchase menu, select Purchase Order Entry to display the Purchase Order Entry window.
Display the purchase order for which you want to add a serial number.
Click the DetailScheduling tab to display the Detail Scheduling window.
Highlight the line item for which you want to add a serial number.
From the Options > Line Options menu, select Schedule.
From the Edit menu, select Serial Numbers.
Enter or edit the serial number, as needed, and exit the window.
Exit the Line Item Scheduling window.
Save your changes and exit the window.

To view purchasing information at the product level: (not avail in Solar, yet)

Log on to the character-based system.
From the Purch menu, select Purchase Order Entry to display the Purchase Order Entry screen.
Display the purchase order for which you want to view purchasing information.
Use the Sched hot key to display the Schedule screen.
Place the cursor on the line item for which you want to view the purchasing information.
Use the Purch hot key to display the Purchasing Info screen with the following information:

Field	Description
PN	Product number listed on the order.
Description	Full description of the product.
Buy Line	Buy line in which the product exists.
Ship Br	Branch from which the product shipped.
Last Line Buy	Date of the last line buy for this product.
Order Cycle Days	Days in the order cycle for the product.
Average Lead Time	Days in the lead time for the product.
Next Est Purchase Dt	Date the system estimates the next purchase will be for the product.
Plenty Date	Date the system expects to have enough on hand to meet demand.

Press Esc to return to the Schedule screen.
Press Esc to exit the purchase order.