Criteria for managing CENTRALLY or BY LOCATION or ENTERPRISE

Tip: If you are implementing the application for the first time, you should choose ENTERPRISE because the other choices will be phased out in a subsequent release.

ENTERPRISE

When you manage parts ordering and EOQ as ENTERPRISE, you must specify a location when you insert a purchase order for parts, but you may specify a different receipt location for one or more line items. This method is useful for any method of parts management, whether each location manages its own inventory separately or groups of locations are managed under a centralized warehouse.

Each stockroom has a supplied-by location. If the location manages itself separately from other locations, it is its own supplied-by location. If the location is managed by a regional or centralized warehouse, its supplied-by location is that warehouse.
Even if a stocking location is normally supplied by a centralized warehouse, it can still order its own parts, independent of activity at other locations. Only a location’s own current inventory is considered when determining what to replenish.
When a stocking location requires a part but is out of stock, it usually would receive that stock by transfer from its supplied-by location unless it was managing itself. A stocking location that manages itself would usually replenish by ordering the part directly.

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 ENTERPRISE, the Application sets the following fields for each part, separately by each location at which the part is held in inventory:

Inventory month

Stock status (Parts location)

Preferred vendor ID

Last vendor ID

Last purchase order ID

Last purchase order unit price

Last purchase order date

Preferred repairer

Last repairer (Parts location)

Last repair purchase order ID

Last repair purchase order unit price

Last repair purchase order date

Purchasing notes

Perform EOQ calculation

Reorder point

Reorder quantity

Safety stock level

ABC code

Replenishment method

Minimum available quantity

Maximum available quantity

Important Points

Economic order quantity data and calculations are by location.
FASuite flags the parts you need to reorder for each location when the total stock level at the location is low. You can, of course, order parts even when current stock level is above the reorder point. You can also use the Data -> Parts Activity -> Stock Transfers screen to move a quantity of a part directly from one location to another.

Upgrade to Enterprise Purchasing from Classic Purchasing

Classic Purchasing (managing BY LOCATION or CENTRALLY) is no longer supported and has reached its End of Life. All Classic Purchasing options have been removed from the System, including any related reports. You must convert to Enterprise purchasing prior to upgrading your System. For more information, please see the Hot Sheet.

It is imperative that you create a test instance of your application and database that uses the Enterprise Purchasing model and conduct testing to determine how your organization will use it. All reports and interfaces to other systems that your organization relies on will need to be updated. You must ensure that all elements are working correctly before converting your production instance to the Enterprise Purchasing model.

To convert, you must close all purchase orders (POs) and external rebuilds and then change the setup option setting.

If you only have a few open POs and external rebuilds, then you must manually close them prior to conversion. See the Enterprise Portal Administrator Guide for more information.
If you have many open POs, it is recommended that you arrange to have a Professional Service resource assist with the migration. Enterprise Purchasing cannot be activated until all open POs have been transferred to the Enterprise Purchase Order tables. See the Enterprise Purchasing Migration Tool documentation for more information.

If you are running multiple applications, you must restart all of them. Once you begin managing parts BY ENTERPRISE, you will not be able to access any of the previous Purchasing screens.

BY LOCATION

When you manage parts ordering and EOQ BY LOCATION, you must specify a location when you insert a purchase order for parts and you may not specify a location when you receive a part.

CENTRALLY

When you manage parts ordering and EOQ CENTRALLY, the application does not accept a location when you insert a purchase order for parts and requires a location when you receive a part.