Place a suggested item on a new PO

1. At the EMMS main menu, select Material | Suggested Orders | Display Suggested Orders. The Suggested Orders enter screen appears.
2. Change any field values as required.

   Warehouseis the warehouse to work with. A value is required. You can click on the Prompt button to select the warehouse from a list.

   Companyis a specific company to work with. Leave blank for all. You can click on the Prompt button to select the company from a list.

   Vendoris a specific vendor to work with. Leave blank for all. You can click on the Prompt button to select the vendor from a list.

3. Click Enter . The Suggested Orders display screen appears.
4. Right-click on the item and select Add to Order. The Add Suggested Order display screen appears.
5. Change any field values as required.

   Order Quantityis the number of units of the item to place on the purchase order. It will default to the suggested quantity but can be changed.

   Unit Costis the price, to 2 decimal places, of a single unit of the item from the primary vendor. The system calculates this based on prior purchasing history, or takes it from an existing contract, but it can be changed.

   Warehouse Codeis the warehouse that stocks the item. It defaults to the warehouse identified in the item master but can be changed. You can click on the Prompt button to select the warehouse from a list.

6. Click Create Purchase Order . The purchase order will be created for the current date and the Order Entry change screen appears.
7. Fill in the fields as required.

   Contact Nameis the person at the vendor company who can be contacted about the order.

   Contact Phoneis the contact person's phone number.

   Due Dateis the date the order is due.

   Exchange Rateis the exchange rate to use if the vendor is located in another country or deals in a different currency.

   Order Dateis the date the order was created.

   Order Typeidentifies whether this is an inventory or miscellaneous order. For a regularly stocked item, this should be left as Inventory.

   Pay To Vendoris the vendor who will be paid for the order. You can click on the Prompt button to select the vendor from a list.

   Province/Stateis the province or state in which the vendor is located. You can click on the Prompt button to select the province or state from a list.

   Quote/Ref Dateis the date of the vendor's quote or reference document.

   Quote/Ref Numberis the number of the vendor's quote or reference document. It is optional.

   Shipping Methodidentifies how the products will be shipped.

   Shipping Viaidentifies who is shipping the product.

   Vendoris the company being ordered from. You can click on the Prompt button to select the vendor from a list.

   Warehouseis the warehouse that stocks the item. You can click on the Prompt button to select the warehouse from a list.

8. Click Enter . The new purchase order will be created.
9. You can now process the order.

Back to Suggested Orders