Automated Purchasing Process

Additional Information
Introduction
Forecasting
Purchasing Criteria
Recalc Forecast/Purch Criteria/Lead Time

Converting Planned PO's to Live

The recalculated Forecasts, Purchasing Criteria and Lead-Times created, edited and updated by PO25, PO26 and PO27 are used by the system to generate preliminary Purchase Orders that are ultimately turned into live Purchase Orders sent to the Suppliers.

The following steps outline the programs used to plan and convert PO’s:

  1. Generate Preliminary Purchase Orders (PO23) – examines current stock levels, current and future Customer Sales Orders, open Purchase Orders, and the preset Warehouse minimums and maximums for each Product/Primary Supplier combination. If a PO is warranted, a ‘Preliminary Purchase Order’ is created.

  2. Print Preliminary Purchase Orders (PO24) – allows you to print and review the Preliminary Purchase Orders generated by PO23. This is an optional program. The print program includes the following information for each Product/Supplier record that requires a PO:

    • Available Quantity (current)
    • PO Quantity
    • Back Order Quantity
    • Maximum Quantity
    • Minimum Quantity (Safety Stock)
    • Suggested Quantity (includes back orders)

  3. Maintain Proposed Purchase Orders (PO34) – allows you to review the results of the Preliminary PO generated by PO23. You can add, edit or delete items from the proposal. When the Proposed PO is acceptable, a ‘real’ PO can be generated from the proposal without additional data entry.

    • PO34 allows you to generate a PO for a specific Supplier by clicking on Generate or you can generate POs for all Suppliers by clicking on Generate All.

  4. Create Purchase Orders (PO40) – allows you to review the POs generated by PO34, make any required modifications and then transmit the PO to the Supplier.

For more information on the Automated Purchasing Process, please see the following topics: