Product Procurement Overview

Procuring special orders for your customers is an essential part of serving your customers. No distributor has every product in stock, every day.

When to Use Procurements

Use procurements from emergency supply sources when your customers cannot wait for a typical backorder. A product backorder status of P indicates an out-of-stock product is procurable.

Note: If you do not see product backorder statuses, change your Body tab view to a view that includes this information, such as Qty Shipped/Extension.

How to Use Procurements

You can proactively manage the procurement process with the system. Order takers can specify whether to procure needed products from another branch or an emergency vendor. Some companies also list generic procurement sources, such as Buyer Locate in 2 Days or Emergency Procure Overnight. Selecting this type of procurement source alerts buyers to a procurement's urgency, while letting the buyers use their vendor knowledge to meet the customers' needs.

Once you enter a procurement order, an entry in the Procurement Confirmation queue alerts your purchasing department that prompt action is required. A buyer then decides whether to create a new transfer or purchase order, or add the needed products to an existing transfer or purchase order.

Use the Copy Procure Comments To P/Ocontrol maintenance record to ensure that the system copies any comments entered on the sales order to the purchase order when the order is converted.

Choosing a Procurement Method

Choose one of two procurement methods:

Procuring a single product (from an order's Body tab or from the Line Item Scheduling window).
Procuring multiple products (from an order's Status tab).