Quick Orders |
The Quick Orders screen enables you to order, receive, and issue stock parts and special order parts, all from the same vendor. Each insert of a part order from this screen must include parts purchased from only one vendor. You can also immediately issue parts received on quick orders. See Actions performed during processing of a parts issue.
The Data -> Purchasing menu provides two other screens from which you can order parts: the Reordering screen and the Part Orders screen. On the Reordering screen, you can specify that purchase orders be generated automatically as part of the reordering process. The differences between this Quick Orders screen and the Part Orders screen are as follows:
Quick Orders: Each insert of a part order from this screen must include parts you purchase from the same vendor. The advantage is that you can immediately process parts orders for either stock replenishment or for a specific need or work order.
Part Orders: Each insert of a part order from this screen can include any number of parts from any number of vendors. When you process the insert, separate purchase orders are automatically created for each vendor. On each purchase order, all parts to order from the vendor are included, dependent on two fields:
Maximum number of line items on a purchase order (specified on the Purchase Orders tab of the Data -> Purchasing -> Setup -> Options screen)
Separate automatically generated orders by product category
If parts are managed BY LOCATION, this option is specified on the Inventory - More Info tab on the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen
If parts are managed CENTRALLY, this option is specified on the Purchase Orders tab of the Data -> Purchasing -> Setup -> Options screen
The advantage is that you can record the parts you want to order throughout the day and process the insert at the end of the day.
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, location level access may be in effect for this screen.
To learn more about each tab's functions and fields, click the applicable hyperlink.
Identifying information about quick orders
Notes about the quick order
Line items on the quick order
Information about specific line items on the quick order
Work orders for which parts on the quick order were ordered
Printing information related to the immediate receipt of quick order parts