Items to Order |
The Items to Order tab enables you to display and define identifying data about line items on automatically generated purchase orders for parts.
Tip: To view information on this screen, the Automatic numbering of purchase orders field on the Purchase Orders tab of the Data -> Purchasing -> Setup -> Options screen must specify a value other than NONE.
You can use the filter to refine the information you want to display. See location level access.
Data in the fields in the tab section define the items on the part orders. Unless otherwise indicated, these fields are required.
Delete
To delete the entries in the fields to the right, place a check (ü) in this field and click Save.
If the part cannot be ordered automatically, you can use this field to delete the line item. (Parts cannot be ordered automatically if the Basic Info tab of the Data -> Parts Items -> Primary Information screen specifies that the part ID belongs to a product category ID that does not have a check (ü) in the Approved for automatic ordering field on the Data -> Parts Items -> Setup -> Product Categories screen.) Optional.
Line number
Number of this line, for reference only.
Location ID
Identifier of the location that is to receive the part. This field has a list box.
This field applies only if the Manage parts ordering and Economic Order Quantity (EOQ) values field on the General tab of the Data -> Parts Items -> Setup -> Options screen specifies BY LOCATION. In this case, all line items under an order must be for the same order location, and you cannot change the order location once you create the order.
To change the location, you must close all line items on the order, delete the order, and re-create it at the correct location.
Part ID
Identifier for the part. The ID is associated with the part suffix. This field has a list box that is limited to parts stocked at the location from which you are ordering.
If you enter a valid cross-reference entry for the part ID/suffix, it is automatically converted to the appropriate part ID/suffix. If more than one valid part ID/suffix is associated with the cross-reference part ID, a list box of valid part ID/suffixes displays from which to choose.
If you enter a part ID/suffix combination that is not defined (invalid), a message alerts you. You can change the part ID/suffix entry to a valid part ID or to a different undefined value, or you can continue to process the entered value.
Tip: If the part ID belongs to a product category ID that does not have a check (ü) in the Approved for automatic ordering field on the Data -> Parts Items -> Setup -> Product Categories screen, the part cannot be ordered automatically.
Part suffix
Number associated with the part in the Part ID field, which distinguishes it from other parts with the same part ID. This applies only if the part ID is a valid FASuite part ID.
Note: If part status tracking is enabled (i.e., there is a check in the Enable part status tracking field on the Part Status Tracking tab of the Data -> Parts Items -> Setup -> Options screen), you can neither create a PO for nor add to an existing PO a request for parts with either a CORE-AWAITING WARRANTY or SCRAPPED suffix.
Vendor ID
Valid identifier of the vendor for the part order. This field has a list box . It must be a vendor that provides parts or parts repairs and rebuilds (see the Functions tab on the Data -> Setup -> Organization Structure -> Vendors -> Primary Information screen).
Price type
Type of price that describes the current order unit price. This field has a list box with the following categories:
FREE OF CHARGE
AGREED
EXCHANGE
LIST
TO BE ADVISED AND AGREED
Price types are defined on the Data -> Purchasing -> Setup -> Price Types screen.
Currency description
Description of the currency that the part vendor accepts in payment. This field is display only.
Date ordered
Date that the order was entered. Must be the current system date or earlier. This date is used to calculate the expected delivery date and time on the Line Items tab of the Data -> Purchasing -> Parts Order Management screen.
Date required
Date by which the location requires the part. Must be later than or the same as the date ordered.
Quantity
Number of purchase units of the part required by the location.
Unit of purchase
Description of the unit of measure for purchases of this part. This field is display only.
Account ID
Identifier of the general accounting system’s account to which the parts charges are to be posted, if a work order is not being charged. This field has a list box. At the time you assign the account ID, it must have a status of ACTIVE.
The Account ID field on the Edit Criteria - General tab on the Data -> Setup -> Options screen specifies whether this field is required, optional, or not required.
The default is the value specified on the Purchase Orders tab of the Data -> Purchasing -> Setup -> Options screen.
Account IDs and their statuses are defined on the Basic Info tab of the Data -> Setup -> Organization Structure -> Accounts -> Primary Information screen.
Delivery address ID
Identifier of the location’s normal address for deliveries. This field has a list box.
If the Manage parts ordering and Economic Order Quantity (EOQ) values fields on the General tab of the Data -> Parts Items -> Setup -> Options screen specifies BY LOCATION, this field is set to the address ID specified for deliveries at the location ID specified for the line item.
Orderer employee ID
Identifier of the employee requesting the order of the line item. This field has a list box.