Activant Prophet 21 - Epicor Customer Web Site - Sign In · More PO Requirements for Purchase Order...
Transcript of Activant Prophet 21 - Epicor Customer Web Site - Sign In · More PO Requirements for Purchase Order...
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Activant Prophet 21Getting Started with PO Requirements for Purchase Order Creation
Purchase Order suite: course 1 of 2
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This class is designed for…
Purchasing agentsBuyers
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Objectives
Create and save purchasing criteria for easy retrievalGenerate purchase requirementsNavigate item requirementsSelect items for purchasePrint/Fax/E-mail purchase orders
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This course will NOT cover…
Manual Purchase OrdersReplenishment MethodsAdvanced Requirement OptionsPurchase Pricing Transfer Creation within PO Requirements GenerationCombining PO Requirements
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Purchase Order Creation Overview
Purchase Requirements/GenerationProphet 21 suggests items to purchase based on your criteria entry
Purchase Order EntryUser generates the purchase order manually, keying all of the details
Order EntryWith permission, order taker can create POs for direct ship and special items
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PO Requirements/Generation
Purchasing Transaction PO Requirements/Generation
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What is Purchase Criteria?
“Template” used to identify a set of purchasing parameters
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Why develop Purchase Criteria?
Save Time!Customize criteria to meet individual buyer needsAdjust your choices in a matter of seconds!
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PO Criteria: Purchasing Criteria ID
Criteria ID is assigned by the system.
Enter a description.
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PO Criteria Tab: Buyer ID
Enter a Buyer IDSetup in Buyer MaintenanceAssigned in User Maintenance
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PO Criteria Tab: Purchase By
Location IDPurchase for one specified location
Purchase Group IDChoose a Purchase Group Option, enter a Purchasing Location ID and enter a Purchase Group ID
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Purchase Group Maintenance
Purchase Module System Menu Purchase/Transfer Group Maintenance
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Purchase Group Options
Location BasedIndividual LocationsRegional Distribution Center
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Location Based Purchasing
Calculates needs at each location using the location-specific replenishment method
Item:Widgets
Min Max Net Stock Purchase Amount
Location A 1100 3000 120 2880
Location B 5 20 0 20
Purchase Recommendation = 2880 + 20 = 2900 Widgets
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Individual Locations
Calculates needs at each location using the location-specific replenishment methodGenerates separate POs
Item:Widgets
Min Max Net Stock Purchase Amount
Location A 1100 3000 120 2880
Location B 5 20 0 20
Location A - PO created for 2880 widgetsLocation B - PO created for 20 widgets
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Regional Distribution Center (RDC) Purchasing
Sums Net Stock of all locations and generates requirements based on purchasing location’s replenishment methodStocks a monthly supply of items and performs daily transfers to satellite/spoke locations.
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RDC Purchasing
Item:Widgets
Min Max Net Stock
Location A 1100 3000 120
Location B 5 20 0
Net Stock = 120
Purchase Recommendation =3000 – 120 = 2880 Widgets
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PO Criteria Tab: Supplier ID
Enter a Supplier ID or range of IDs
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PO Criteria Tab: ABC Class ID
Enter an ABC Class or range of classes
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PO Criteria Tab: Product Group ID
Enter a Product Group or range of groups
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PO Criteria Tab: Look Ahead Days
Apply to D (Direct Shipment), S (Special) disposition items, Scheduled Release Customer and Purchase Orders
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PO Criteria Tab: Replenishment Method
View items that pertain to a specific Replenishment Method or All methods
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PO Criteria Tab: Requirement Types
Run more than one requirement type at a time
Enabled in System Settings
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Requirement Types
Direct ShipsView Requirements for items with
a ‘D’ disposition in Order Entry
Back Orders OnlyView Requirements for
Backordered Items only
Non-StocksGenerate items for Non-stock
purchases only
SpecialsGenerate Requirements for items
with an ‘S’ disposition in Order Entry
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Requirement Types
RequisitionSearch for Requisition Items Only
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Requirement Types
Stock including Back OrdersView requirements for
backordered itemsInclude replenishment parameters
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Purchase Stock Card
View stock calculation and purchase recommendations for one item
Enter Buyer ID, Location ID, Requirement Type, and Item IDPress Generate Requirement button
Items tab displays purchasing suggestionCalculations tab displays net stock calculation and purchase recommendations
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PO Criteria Tab: Show All Items
Displays all items that fit search parameters
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PO Criteria Tab: Include Unapproved POs
Includes unapproved items to prevent over purchasing
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PO Criteria Tab: Include Production Orders
Includes components with an S disposition
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PO Criteria Tab: Include Non-Stock Production Orders
Includes requirements for non-stock items, backordered on production orders
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PO Criteria Tab: Approved
Includes all approved items
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PO Criteria Tab: Delete
Saving a deleted criteria set removes it from the system
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Calculation Factors
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Calculation Factors
Buyer Specific Purchasing Assign Buyers to Suppliers Supplier items will only be retrieved that are assigned to Buyer
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Calculation Factors
Purchase for Replenishment Location only
Item will be reviewed only if the replenishment location in Item Maintenance matches location ID on criteria tab in PORG.
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Suggested Criteria
Direct Ships Specials Stock Requirements Specific BuyersSpecific Suppliers
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Editing Criteria
Criteria can be edited at any time Adjust any or all fieldsSave changes
Select File/Save or
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Retrieve your criteria, then click the Generate Requirement button.
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Mandatory Notes
Mandatory notes display after requirements are generated
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Viewing Requirement Calculations
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Choose items to purchase, line-by-line.
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Purchase All marks all items to purchase at the recommended quantity.Clear Purchase All removes all selections.
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Item Adjustments
Adjust can be made to any enabled fieldsSupplier ID, Quantity to Purchase Unit Price, or Purchase Price
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Item Adjustments
You cannot adjust quantities for Special and Direct Ship calculations
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PO Line Notes
Add Note creates new notes for this specific line item An unlimited amount of notes can be addedEdit Note adjusts existing notes
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Save and Restore
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Save and Restore
After choosing to Save, message will appear
File name =“gpor”/gpor_run_hdr_uid for the current set of requirements/user_id of the logged in user
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Save and Restore
After choosing to restore, the system will retrieve a file search
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Save and Restore
If file is retrieved and saved again, file will be updated with the new changes
File name will remain the same even if different user made retrieved and made changes
Any user can access file as long as they have access to the folder
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Generation Options
After your selections are complete, there are a number of options for generating purchase orders:
PrintFaxE-mailEDINothing
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Generation Options
Print a POSelect File -->Print or
Fax a PO using the VSIFax Select File/Fax or
E-mail a POSelect File->E-mail or
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Generation Options
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E-mail Option
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E-mail Option
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PO Printing Options
Once complete, you will be prompted to save purchase criteria
Only saves adjustments you may have made to the criteria
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Save Option
Save offers the option to create Purchase Orders or to save criteria ONLY, choose File Save or
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To Do List
Determine purchase needsCreate criteria prior to Go-LiveTest Criteria to ensure the results are
correctEnsure that all Buyer IDs are createdFlag items appropriately – item type,
replenishments
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Summary
Create and save purchasing criteria for easy retrievalGenerate purchase requirementsNavigate item requirementsSelect items for purchasePrint/Fax/E-mail purchase orders
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For More Information…
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Educational Services
More PO Requirements for Purchase Order Creation (WBT)Getting Started with PO Receipts and Inventory Adjustments (WBT)Inventory Management 101 - Purchasing Methods (CBT)Inventory Management 201 - Getting Started with Up To and EOQ (CBT)