Use the Procurement Confirmation Queue to track procurement requests from Sales Order Entry personnel. These requests do not show up on the Suggested P/O Queue. Anything procured should be tagged to a sales order. The system checks the customer's credit standing and will not create a purchase order if the customer is on credit hold. The hold must be released before the system creates transaction.
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If the Sales Order Entry personnel need the purchasing agent to procure quickly, then the purchasing agent can use the Procurement Confirmation Report to modify a current Suggested P/O to include the procurement request. In addition, if authorized, the sales personnel can procure by creating a purchase order from the sales order. For more information, see Procuring Multiple Products.
The Procurement Confirmation Queue notifies the purchasing agent of non-stock or emergency items to be procured. You need to create procurement vendors that let you notify the purchasing agent that special attention is needed. Procurement vendors are non-vendor names such as "Buyer Please Locate Today" or "Buyer Please Locate 2nd Day Ground" that alert the purchasing agent of special circumstances attached to the non-stock item.
When transfers containing cut products have work orders created for them, the work orders automatically and immediately process if the ship via on the shipping generation of the transfer is an auto-process ship via. A work ticket prints for the processed work order. The associated transfer’s shipping generation remains in an open status.
Note: If an item is not procured because of a credit hold from the Procurement Confirmation Queue, the system does not include the item on the Open Order Status Review Queue. For more information, see Reviewing the Status of Open Sales Orders.
From the Procurement Confirmation Queue you can:
To display summary information for this queue at all times, add a Procurement Confirmation Queue widget to the Solar Eclipse main window. For more information about widgets, see Widgets and Menu Shortcuts Overview.
To display the Procurement Confirmation Queue:
From the Purchase > Queues menu, select Procurement Confirmation to display the Procurement Confirmation window.
In the Branch field, enter the branch number you for which want to display the queue. To view procurement confirmation for all branches, type All.
In the Selected Items field, select: All, Printed, or Unprinted.
Note:Printed lists those items that have been printed for procurement. Unprinted lists only the items that are new in the queue since it was last printed.
In the Buyer ID field, enter a purchasing agent ID. This choice displays procurement assigned only to by that purchasing agent. If left blank, then all queues display.
Note: To create a Procurement Buyer, see Identifying Procurement Buyers for a Buy Line.
Click Update. The current procurements display.
If no procurements are entered, the following message displays: No Items Found.
Note: Use the Options > Priority Color Maintenance menu to define your priority color display.
Use the Line Items menu to do the following:
View the purchase order.
Edit the purchase order.
Create a new purchase order.
Add the line items to another purchase order.
Select or deselect line items.
Click the column headers to sort by that column information.
See Also:
Beginning Any Type of Sales Orders