The Generate Automatic Purchase Order for Vendor program automatically creates a new Purchase Order based on Order Level, Stock Level, Quantity on Hand, Quantity Back Ordered, Lead Time, Order Frequency, Safety Stock and Percent Standard Pack.

The resulting Purchase Order is automatically entered into “Purchase Order Entry and Print” (3.2.2) where it may be modified. After completed, you will then Release the Purchase Order that will update the Quantity On Order and Due Date and make the Purchase Order available for Receiving.

The Purchase Order Due Date is based on business days not calendar days. Business Days are calculated based on the number of days in a week set up in “Location Entry” in SYSTEM MANAGEMENT (10.2.5.1).

The Generate Automatic Purchase Order for Vendor program will display Vendor Memos upon entry into the Purchase Order Entry screen.

The current Location will be displayed. To accept, just press <ENTER>.

To display a list of Locations, enter <?> at the Location prompt and press <ENTER>. This will give you a list of Locations.

Some of the other selection criteria available are: Beginning and Ending Part Number, Inventory Group Code, Manufacturer Sort Code, Popularity Code, and Percent Standard Pack.

You also have the option to Round Parts to Std Pack. The following options are available:

* Enter <Y> to Round Parts down to the Standard Pack if the Parts do not round up based on Percent Standard Pack setup in "Purchase Order  Setup" (3.5.2 field 4).

* Enter <P> to Round Parts and create a second PO with the rounded off quantity for the parts that were rounded down.

* Enter <N> to Skip and function normally (round up based on Pct Std Pack).

* Leave Blank to default to Purchase Order Setup setting.

Percent Standard Pack will default to the "Purchase Order Setup" (3.5.2 field 4-Percent Standard Pack), and will allow you to change the value on a PO by PO basis, if necessary.

You may order part numbers even if they are already on order from the vendor by Ignoring Quantity on Order. This is very useful when you have ordered a special large order that might not arrive for a few weeks and you still need an interim order.

If the Source is a Transfer Vendor the Current Source Only field will be by-passed.

You may automatically check the Quantity on Hand (QOH) of the Transferring Location on Transfer Purchase Orders. If this feature is turned on in "Purchase Order Setup" (3.5.2 field 15.Check QOH on Transfer, page 2), the QOH of the shipping location will be checked. If the QOH is less than the Quantity to Order (QTO), then the QTO will be reduced to the QOH of the shipping location. If the QTO is reduced to zero, the Part Number Unit of Measure is skipped.

You may "Generate a PO by Sales History". If <Y> is selected at Use Qty Available, the following prompts will be displayed:  Use Qty Available, Begin Invoice Date, End Invoice Date, and Sales Loc or Region.

You may suppress the cost from printing on a Transfer or Pick Type Purchase Order. This is set up in "Purchase Order Setup" (3.5.2 field 3.Suppress Cost Print on Tr, page 1).

You may print a Short, Pick Type or Long Purchase Order. Refer to "Printing Purchase Orders" for more detailed information.

The Hazardous Material Comment, that is part of the federal specification, will be printed on Transfer Purchase Orders. This comment states: “This is to certify that the above named materials are properly classified, described, packaged, marked and labeled, and are in proper condition for transportation according to the applicable regulations of the Department of Transportation.”

You may Sort your Purchase Order part numbers by the Part Number or the Bin Location. This feature is very handy for Transfer Purchase Orders or when you want to verify your inventory on the shelf. The Bin Location must be set up in "Inventory Entry" in INVENTORY (5.1.1 field 18).

To Drop Ship the Purchase Order to a Customer Number or Not-on-File address type DS and press

<ENTER>. The drop ship information will print in the “Ship To” section of the heading.

A comment may be added to your Purchase Order. Type CO and press <ENTER>. Type in your comment and press <ENTER> after the last line.

The Fax Purchase Order program is an OPTIONAL program. Please call the Perfection Software Sales Department for more detailed information.

Once the Transfer PO has been Genereated you may Convert it to a POS Transfer Invoice. Refer to "Convert Purchase Order to POS Transfer Invoice" for more detailed information.

The Print Extended Part Description feature is in "Purchase Order Setup", (3.5.2 field 30); this will allow Extended Part Number Descriptions to appear on Purchase Orders.

<U>nreleasing a PO - The Date Ordered, Due Date, and Backorder Dates will be retained unless manually cleared by following the prompt to <C>lear Dates and confirming <Y>es or <N>o.