The Recurring Automatic Purchase Order Entry selection criteria are created in this program. Once created and saved, the same Recurring Purchase Order can be used again, using the "Recurring PO #" or the "Batch Number". By assigning a Batch Number to the Recurring Automatic Purchase Order, you can Activate more than one at a time.

The Recurring Purchase Order Number is a free-form Id number used exclusively for this item. (Example:  YZ123, 3M1, Tues1, etc...)

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

There may be times when you want to place an order for items that are already On Order. Perhaps you ordered a truckload and it won't be delivered for a while. Meanwhile, you still need stock ordered. You may ignore the Quantity On Order to place this Recurring Purchase Order.

If the Source is a Transfer Vendor, the Current Source Only selection of the Recurring Purchase Order will be by-passed.

The following 2 fields can be used to fine-tune the processing of Recurring POs:

                                         

Percent Standard Pack - allows you to enter Percent of Standard Pack at which to round up to Standard Pack. Examples:  100.00 will never round up, 50.00 will do average rounding, 0.00 will always round up, you may Leave Blank to default to the settin in "Purchase Order Setup" (3.5.2 field 4 page 1).

           

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.

                                                            

Round to Std Pack - allows you to Round to the Standard Pack by entering the following:

* Enter <Y> to Round Parts down to the Standard Pack if the Parts do not round up based on Percent Standard Pack setup in PO 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.

You may automatically check the Quantity on Hand (QOH) of the Transferring Location on Transfer Purchase Orders. If this feature is turned on, 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.

The Batch Number is used to group entries for Batch Processing. This means that you may activate a group of Recurring Automatic Purchase Orders at one time. You still may Activate individually, this just gives you an additional option. This is a Mandatory Entry.

The Salesperson Code is mandatory.

You may view information about the last five Purchase Orders that were Activated through this program at the bottom of the screen at the “Entry Options” prompt. Enter in the Recurring Purchase Order number, and press <ENTER>. Enter a </> and press <ENTER> to get to the bottom Help Information. The following information will be displayed:  Purchase Order Number or PO not Generated (if no items to be ordered), Date of Activation, Time of Activation, Port Number Activated (may be phantom port number if activated in the Background), User Id, Program Id  (Example:  PM).

You may Sort your Purchase Order part numbers by the <P>art Number or the <B>in Location. This feature is very useful 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).

You may suppress the cost from being printed on a Transfer Purchase Order. This is set up in "Purchase Order Setup" (3.5.2 field 3).

You may suppress the cost from being printed on a Pick Type Purchase Order. This is set up in "Purchase Order Setup" (3.5.2 field 10).

You may print a Short, Pick Type or Long Purchase Order. Please refer to "Printing Purchase Orders" in (3.2.1) for more detailed information.

You may Convert a Transfer Purchase Order to a POS Transfer Invoice. Please refer to "Convert Purchase Order to POS Transfer Invoice".