PO Detail/PO Selection

Program/Screen: POCRTT/POCRTTC1

Description:

Use this screen in PO Detail mode to enter the items you are purchasing.  Use the screen in PO Selection mode in the Auto Create PO program to select suggested items to add to the purchase order you are creating.

 

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Navigation

When manually creating a purchase order, or when maintaining or inquiring on a purchase order, access this screen after entering information on the PO Header Information screen.  Enter the items you want to order, and press Enter to write the purchase order.  If any of the items on the purchase order are in stock at other locations, a popup window appears with that information, so you can decide if you want to do a transfer instead of a purchase order.

 

When using the Auto Create PO program, this screen appears once you have made your item selections from the list of suggested items.  It lists the items you selected, and you can make any necessary changes before pressing Enter to write the purchase order.

 

Use the options and function keys on this screen to check the sales history and availability of items and to access other related programs such as Requisitions and Vendor Maintenance.

 

Unique Create/Maintain/Inquire/One Step PO Screens

Create/Maintain/Inquire/One Step PO - Launch

PO Header Information

PO Detail/PO Selection

Work with PO Detail

PO Re-rent Detail

 

Additional Program Screens

Parts/Merchandise Search

Sales Item Maintenance

Sales Item Message Maintenance

Sales Item History

Purchase Order Item History

Bar Code Entry

Requisition Inquiry

Vendor Maintenance

PO Number Search by Item

 

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Options

Option

Description

1

Search.  Enter 1 in the Option field to access the Parts/Merchandise Search program where you can search for the item you want to add to the purchase order.

2

Detail.  Enter 2 in the Option field to advance to the Work with PO Detail screen.

3

Item Inquiry.  Enter 3 in the Option field to advance to a view-only version of the Sales Item Maintenance program.

4

Quantities.  Enter 4 in the Option field to advance to the Parts/Merchandise Search - Availability by Location screen.

5

Messages.  Enter 5 in the Option field to advance to the Sales Item Message Maintenance program.

6

Sales History.  Enter 6 in the Option field to advance to the Sales Item History inquiry screen.

7

PO History.  Enter 7 in the Option field to advance to the Purchase Order Item History inquiry screen.

8

Re-rent.  Enter 8 in the Option field to advance to the Re-rent Detail screen where you enter details for the re-rent item such as vendor rental rates.

R

Requisition.  Enter R in the Option field to requisition the item (PO Selection screen only).

P

Purchase.  Enter P in the Option field to add the item to the purchase order (PO Selection screen only).

 

Fields

Currency

Displays the currency for the purchase order.  Use F16 to change it.

 

Vendor Number

Displays the number of the vendor from whom you are ordering.

 

Print Bar Codes

Indicate whether you want to print bar code labels for the items on the purchase order.

 

Only Display Type (PO Selection screen only)

Enter a code to focus the list of suggested items to only that type.  For example, type R is for Requisitioned.

 

Default Discounts

Enter up to three discount percentages to apply to items that are entered on the purchase order AFTER you enter the discounts.  For example, if there are two items for which you do not want to calculate discounts, enter those two items on the purchase order, and then enter your first discount to apply to items subsequently entered on the purchase order.  If you enter additional discounts after the first one, and then you enter more items on the purchase order, all of the previously entered discounts apply to those items.

 

Example:  Item 4524 is entered on the purchase order.  Then a default discount of 10% is entered, and the next item 8883 is entered.  Finally, a second default discount of 10% is entered, and the final item 1016 is entered.  Item 4524 has no discount applied to it.  Item 8883 has a 10% discount applied to it.  Item 1016 has a 19% discount applied to it.  The system discounts the cost of item 1016 by 10%, and then it applies a 10% discount to that discounted cost for a total of a 19% discount off the original cost.

 

Always

Enter Y to always use the discounts entered in the Default Discounts field and override any other discounts that might apply at the line item level.

 

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Item Number

Enter the number of the item you are ordering.  When entering re-rentEquipment that you rent from a vendor and then rent to a customer. items, put a prefix of RR in front of the item number.  When entering non-stock items, put a * in front of the item number/description.  Press F8 to toggle this field to the manufacturer's item number or the item description.

 

Order Quantity

Enter the quantity of the item that you want to order.  Based on settings in control record POCRT1, the system might calculate the extended cost of the item and compare that to your purchase order buying authority and gives a hard halt error message if the extended cost exceeds your buying authority.

 

See control record POCRT1 settings Limit by PMEC code, Limit PO IMPMEC code amt and the PO Buyer Authorization quick guide for more information.

 

Location

Enter or accept the location for which you are ordering the item.

 

Pricing Schedule

Displays the code for the vendor's price schedule that includes purchase pricing information for this item.

 

For more information, see Price Definition Maintenance and Update Items from Vendor Price List.

 

Stock Status

Displays the stock status code for the item from its master record.

 

Unit of Measure

Enter or accept the unit of measure in which the item is being ordered.

 

Unit Cost

Enter or accept the cost of the item for this purchase order.  The default is the cost of the item based on its master record or the applicable location record depending on how the item has been set to cost.

 

Press F10 to display the extended cost for each item on the order.

 

Discount Percentage

Displays the discount applied to that item.

 

Quantity on Hand

Displays the quantity on hand for the item in all locations.

 

Totals

Displays the total quantity ordered and the total unit cost for all items on the purchase order.

 

Weight

Displays the total weight of all ordered items.  The weight of one unit of an item is entered in the item's master record.

 

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Function Keys

Function Key

Description

F1

Help.  Place your cursor in a field and press F1 to access online help for that field.  Place your cursor outside of any field, and press F1 to access online help at the program level.

F2

Scan.  Access the Bar Code Entry screen to enter or scan bar code information for the equipment.

F3

Exit.  Exit the page or program.

F4

Search.  Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen.

F6

Create PO.  Create the purchase order with the items you marked with a P from the suggested items list (PO Selection screen only).

F8

Toggle.  Toggle the Item Number field to the manufacturer's item number or the item description.

F9

Previous Vendor.  Show suggested items for the vendor whose number is before the current vendor's number.

F10

Extended Cost.  Replace the Unit Cost column with the calculated extended cost.

F11

Fold/Unfold.  Hide or display a second line of detail for each item on the purchase order.

F12

Cancel/Previous.  Exit the program or move back a screen.

F13 (Shift + F1)

Apply Discounts.  Calculate and apply any discounts that you entered after entering items on the purchase order.

F14 (Shift + F2)

Select All.  Select all of the suggested items and mark them with R for requisition.  Then enter R in the Only display type field and press Enter.  Press F14 again to select all of the requisitioned items and mark them with P for purchase.

F15 (Shift + F3)

Requisitions.  Advance to the Requisition Inquiry screen, and select a requisitioned item to put on the purchase order.  This changes the status of the requisition to P.

F16 (Shift + F4)

Currency.  Access the Currency Code popup window and enter a currency code for the purchase order.

F17 (Shift + F5)

Re-rent.  Advance to the PO Number Search by Item program.

F18 (Shift + F6)

Create Requisition.  Create a requisition for all the items marked with R (PO Selection screen only).

F19 (Shift + F7)

Work with Detail.  Advance to the Work with PO Detail screen for each item on the purchase order.

F21 (Shift + F9)

Vendor Maintenance.  Advance to the Vendor Maintenance program.

F22 (Shift + F10)

Item Inquiry.  Advance to the Sales Item Maintenance program.

F24 (Shift + F12)

More.  Display more available function keys for the program.

 

 

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