Procuring Multiple Products

Use the Order Procurement window to procure items needed immediately from emergency supply sources when the customer can't wait for a backorder. If a product has a backorder status of P, it is available at another branch or from a vendor and you can use this screen to order it.

When you use a branch transfer to procure items, the system commits the inventory and includes the procurement lead time. Tagged procurements are dynamically associated with specific purchase orders, so that you can associate freight to follow and other pricing changes with the procurements.

To procure multiple products:

Create or open a sales order and display the order's Status tab.
From the Edit menu, select Procurement to display the Order Procurement window.
In the Item Type field, indicate whether to show all items or non-stock items only.
In the Ship Status field, indicate whether to view all items, only those items currently unavailable, or only those items past their required date.
In the Ship Date field, indicate whether to display items on all order generations or only the selected generation.
Click Update to display a list of items that match your selection criteria.
Do one of the following to order the requested items:

To...	Do this...
order items individually	In the Procure Qty field for each item, enter the amount of the item to order.
order items individually and select a different shipping method	From the Edit menu, select Procurement to display the Line Item Procurement window. Enter the desired procurement quantities and ship vias for each product.
select all products for procurement	From the Edit menu, select Procure All to populate all Procure Qty fields with the values in the Open Qty fields.
select those items for procurement that are needed soonest	From the Edit menu, select Procure Earliest to search for the earliest procurement method to procure the total quantity of the line item.

Note: By default when you procure a product in the Order Procurement window, the system updates the ship date to the available date for the procured product. The Procure Items On Original Ship Datecontrol maintenance record lets you designate order statuses for which the system should not change the original ship date for the procured item.

Exit the window to return to the order's Status tab, and continue processing the order as usual.