In this article we will be looking at creating purchase orders based (replenish to minimum) in bulk using the Purchase Order Generation feature in Jiwa.
Before proceeding ensure that you have reviewed the following articles;
Replenish Re-Order Report
Using the Replenish Re-Order Report review the recommended order quantities, this report will provide assistance in determining what items to order when generating your purchase orders via the Order Generation process.
Select Purchasing > Reports > Replenish Re-Order Report
Confirm your reporting ranges before running your report
Ensure you are working in the correct warehouse before commencing.
Select Purchasing > Order Generation
From the menu ribbon select New
Set your reporting ranges
|Ranges||This section allows you to apply a filter to the products that will be returned in the Products and Purchase Orders grid. The default is set to return all suppliers and products.|
|Reorder Method||Select the reorder method to be used, the default is Replenish to Minimum|
|Reorder Month||Select the Min SOH month you are order for, the default is the current login month|
|Include Default Suppliers Only||This flag allows you to include all alternative suppliers against an inventory item into the grid when un-ticked. The default is set to only use the default supplier|
Select Go to populate your products and purchase order grids
This grid is populated with all the inventory items that are linked to the default supplier.
If you have elected to include alternate suppliers also by unticking the Include Default Suppliers Only check box then each part will be displayed multiple times for each supplier.
The suggested re-order quantity returned is calculated to meet requirements and to meet minimum stock levels if they have been set against the item.
|Purchase Order Grid||This grid displays the total purchase order value for each supplier based on the items from the products grid.|
Amend order quantities by overwriting the Order Quantity field.
Unit cost can be amended by changing the Line Cost field
Review the Purchase Orders to confirm orders to be raised by supplier
Save the batch and when ready Activate to create the purchase orders as listed on the Purchase Orders grid.
Once activated the batch status will change to Activated and the batch is closed.
Return to the Purchasing > Order Entry form to complete a final review of the purchase orders that have been created and commit them when complete by changing the status to Sent. Print / email your purchase orders to the supplier.
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