Enrich EMMS Online Help

Quick purchase  

Quick Purchase allows you to create multiple purchase orders, process those orders, receive them into inventory, and launch an invoice all on one screen. The process will default last purchase price, primary vendor, stock bin location, and GL accounts. It will receive the quantity that was requested on the order, and all of the processing occurs as soon as you confirm the values on the screen are correct. Multiple purchase orders are produced when multiple vendors or purchase order types are requested.

1. At the EMMS main menu, select Material | Purchasing and Receiving | Quick Purchase.
   • The Select Warehouse screen appears, positioned at your default warehouse.
2. Select the warehouse to use; if you have no default warehouse, a selection is required.
   • The Quick Purchase change screen appears.
3. Click Add .
   • The Quick Purchase add screen appears.
4. Fill in the fieldsfields as required.

   Bin is the bin in which the item will be stored at the warehouse. If the item will be stored in multiple locations, leave this blank. You can right-click in the field and select Prompt to select the bin from a list.

   Code is the suffix of the vendor from whom the part should be ordered. You can right-click in the field and select Prompt to select the suffix from a list.

   Description the untitled field below item number allows you to enter a description for an item that does not exist in the item master. If an Item Number is entered, this should be left blank.

   GL is the account to which the item should be coded. You can right-click in the field and select Prompt to select the account from a list.

   Item Number is the stocked item to order. You can right-click in the field and select Prompt to select the item from a list. If a non-stocked item is being ordered, this should be left blank.

   Order Date is the date the order is being generated. It defaults to the current date but can be changed.

   P/S is the province or state in which the vendor is located. Leave blank to default to the province or state on the vendor master. You can right-click in the field and select Prompt to select the province or state from a list.

   Quantity is the number of units of the part being ordered.

   Row is the row in which the part is stored at the warehouse. If the item will be stored in multiple locations, leave this blank. You can right-click in the field and select Prompt to select the row from a list.

   Shelf is the shelf on which the item will be stored at the warehouse. If the item will be stored in multiple locations, leave this blank. You can right-click in the field and select Prompt to select the shelf from a list.

   Status identifies how far the quick purchase process will proceed. The second number identifies the default processing level. The first number can be used to identify an override processing level, if required. An override processing level is always higher than the default level. You can right-click in the field and select Prompt to select the status from a list.

   Unit Price is the price per unit for the item, to 2 decimal places. This field may be filled in automatically by the system if the information is available; otherwise you will be prompted to enter it.

   Vendor is the vendor from which the item should be ordered. Leave blank to default to the item's default vendor. You can right-click in the field and select Prompt to select the vendor from a list.

5. Click Enter to save the items.
6. Click Change to return to the Quick Purchase change screen.
7. Click Process .
   • The Quick Purchase - Process screen appears.
8. Click Enter to process the order(s).
9. If an item is being ordered from a different country, the Exchange Rate screen will appear.
   1. If necessary, change the Exchange Rate to be used.
   2. Click Enter .

Back to Purchasing