From the Main Menu go to 3.5.1.1, bring up the vendor you want to generate Automatic PO for.
In fields #14, #15 & #16, enter the number of business days for each value. (ex. Lead Time (how long it will take for you to receive merchandise), Safety Stock (how many days of extra stock would like to have) & Order Frequency (how often do you order)?
Then save the changes to the vendor.
Run the Update Stock Level by Sales History:
From the Main Menu go to 3.4.1. In this menu selection, #1 is the report and #2 will update the OL & SL based on sales history.
To run the report, go into #1 and enter the selections for manufacturer and sales history range. Do it for a few part numbers to test until the OL & SL is updated to the levels that you desire.
The report will show you the old OL & SL, the new OL & SL and Quantity Sold per day. If the OL is to high or low you will need to change the Order Frequency and if SL is to high or low you will need to change the Safety Stock or Lead Time. The Last page in the purchasing section of the Perfection Management Reference Manual will give the formula on how these numbers are generated.
After making any changes in Vendor entry, rerun this report to verify that the right OL & SL are being generated.
Then run option#2 to make those changes live in the Inventory and then you will be able to Generate Automatic PO’s (3.2.1).
