MTD 242-595A User Manual

Vendor OrderProcessingRelease 4.1

–Item PO Inquiry–Item PO Report–Vendor Inquiry–Vendor Purchase/Fulfillment Report–Buyer Purchase/Fulfillment Report–Purchase Commitment Report•Forecas

On the Purchase Order Totals screen, choose Reprint and update thepurchase order in the Print option field to reprint the purchase order. Anychange ma

On lines with a status of backordered, however, you cannot change the itemcode or edit the item description using the option available in the LineOpti

PO Status Recall RulesBackorderedCannot change pre-header fieldsCannot change purchase order numberCannot change vendor codeCannot enter anticipated c

Fields are normally made limited access fields to increase efficiency inbuilding purchase orders. You take less time building a purchase order if thec

When you select Save current purchase order... from the Functionspull-down menu, the Save Current Purchase Order window opens allowingyou to choose th

When you print a proofread copy, only the vendor's copy is printed,regardless of the copy types that you have established using the PO CopyType P

When you select Print proofread copy... from the Print/Reprint Proofreadmenu selections on the Functions pull-down menu of the current screen, thePrin

Although the purchase order information is not updated into therecords on your system, the current purchase order is savedwhen this feature is used.Im

The second line of information for each item (Vendor Item Code,Aisle, Bin, and Shelf), only displays if you have set the POAnalysis Report Option pref

Column DefinitionMonthly UsageAverage number of units sold per month calculatedas:Units sold last 12 months / 12.Units LMTD Number of units of this it

•PreferencesAccess the following programs from the Utilities pull-down menu:•Fix Quantity on PO•Fix Vendor on PO Amount•PO Entry Log Report•PO Locking

When you are reprinting a purchase order with a status of Accepted, thewindow shown below opens displaying the purchase order number of thecurrent pur

When you are reprinting a purchase order with a status of Backordered, thewindow shown below opens displaying the purchase order number of thecurrent

Whether you are reprinting a purchase order with a status of Accepted orBackordered, the purchase order you are working with is saved afteraccepting t

After entering a printer name for each displayed copy type, the variouscopies print on the indicated printers, and the cursor returns to the currentpu

Canceling the Current Purchase OrderUse the Cancel Current Purchase Order feature to cancel the currentlydisplayed purchase order. A purchase order is

The most effective way to use cost group purchases on your purchase ordersis to use the Enter Anticipated Cost Group Purchases feature to enter thepur

You may decide not to enter anticipated purchases, desiring instead tocalculate cost group breaks when the purchase order is completed. If itemson the

When you select Enter anticipated cost group purchases..., theAnticipated Cost Group Purchases Entry window opens. This window displaysthe vendor you

Cost Group Recost OptionsMany of the items you enter on your purchase orders may be included in costgroups that have been determined by the vendor. A

When you select Recost only based on cost group purchases, the RecostOnly Based on Cost Group Purchases window opens allowing you to choosewhether to

Purchase Order TypesYou can build six different types of purchase orders in Purchase Order Entry.Since you can report and inquire about these purchase

When you select Recost cost group purchases and update anticipateds,the Recost Cost Group Purchases and Update Anticipateds window opensallowing you t

When you select Start a new purchase order... from the Functionspull-down menu, the Start New Purchase Order window opens. This windowinforms you that

When you select Import permanent purchase order... from the Utilitiespull-down menu on the Purchase Order Lines screen, the Import PermanentPO window

Choose As stored in permanent PO to import the items and theirquantities just as they are held in the selected permanent purchase order. Toorder the i

Importing into a Central Purchase OrderIf you are importing a permanent purchase order into a central purchaseorder, the Location Selection window ope

To import a range of items, you must designate the range to import, andchoose from three other options in the Import Item Range window whichdisplays w

Item OptionThe item option allows you to indicate whether to include all items in theentered range or only those with quantities below their minimum q

The resulting quantity is then rounded up to the quantity required to fill thepackage quantity for the item. Choose Import with zero quantity toimport

Suggested Order Quantities Using Item HistoryAssume you are building a purchase order to replenish your inventory ofPorter Cable power tools and acces

Days Supply DesiredAt the Days supply desired field, enter the number of days of inventory youwant in stock of the items, based on average daily sales

Credit/Return Purchase Order (Type 3)A credit/return purchase order allows you to build a purchase order formerchandise that is being returned to the

The number of periods displayed in the Period Weighting window depends onthe number of periods established on your system. It also depends on thenumbe

ABCDEFPeriod Demand# Daysin PeriodUsage Weight Extension01/01/2001-1/31/2001 100 31 3.23 2 6.4612/01/2000-12/31/2000 150 31 4.84 2 9.6801/01/2000-1/31

The daily usage rate allows you to determine whether you need to order theitem, and, if so, how many you need to order. This is where the daysspecifie

Important: Quantity Available is determined by the PO ImportQuantity preference set using the Vendor Order ProcessingPreferences program. Set the quan

When you select Import order to PO items... from the Utilities pull-downmenu, the Selection Criteria window opens.The Transaction date range fields de

Selecting Order LinesOn the Order Line Selection screen, you can select order lines using one oftwo methods: selecting all lines that are ready for pu

From this window, select Delete this line and do not place on PO if youdon't want to order it on the purchase order you are creating. If you deci

When you press <Spacebar> to select an individual line on the Order LineSelection screen, and the PO status is R and the Vendor code is the same

When you press <Spacebar> to select a line on the Order Line Selectionscreen, and the PO status is N, or you select Edit purchase orderinformati

PO Item Information Screen Field DefinitionsField Definition and Acceptable ValuesItem descriptionDescription of the item being ordered derived from t

Purchase Order StatusesStatus One-Letter Abbreviation Abbreviationentered E ENTRaccepted A ACCPbackordered B BKORreceived R RECVcanceled C CNCLEntered

Field Definition and Acceptable ValuesFactorFactor used to translate the quantity of this item fromstocking unit of measure to shipping unit measure,d

If you selected Do not select line for purchase order, the information isupdated into the order to PO record, however, the line is deselected and thec

When you press <Do> to accept the lines on the scrolling list, the programmakes sure that at least one line is selected. If no lines are selecte

When you select Import from an order... from the Utilities pull-downmenu of the Purchase Order Lines screen, the Transaction Criteria windowopens.Tran

Customer CodeAt the Customer code field, press <Enter> to accept *ALL* to choosefrom order and quote transactions for all customers, or enter an

Transaction TypeEnter the number corresponding to the type of transaction to copy in theTransaction type field. Any order, or transaction type is acce

When you press <Do>, the program performs the search and displays ascrolling list of orders that match the entered criteria, and have a status o

Vendor OptionUse the vendor option to determine which items in the range to includeaccording to the vendor the current purchase order is being built f

Item OptionThe item option allows you to indicate what lines to copy onto the current PO.Choose All items in range to copy all the lines on the custom

When you press <Do>, the program copies the selected lines and returnsyou to the Purchase Order Lines screen.Transaction Selection InquiriesMany

Purchase Order Line StatusesJust as a status is assigned to each purchase order on your system, a statusis also assigned to each line of a purchase or

Customer Information InquiryThe Customer Information Inquiry enables you to view information about thecustomer on the selected transaction. When you s

Field DefinitionMaster accountCustomer code of the master account the customer isassigned to, as indicated using the Customer Maintenanceprogram in Pr

Field DefinitionInside salespersonName of the inside salesperson responsible forbuilding this transaction.Outside salespersonName of the outside sales

The table below lists and defines the original, open and canceled totals foreach field in the Transaction Totals window. The original amount for eachf

Field DefinitionGSTDollar amount of any Canadian goods and services taxthat is charged on the transaction.Total amountDollar amount of the transaction

Dates Inquiry InformationField DefinitionTransaction #Number assigned to this transaction in TransactionEntry.TransactiontypeType of transaction this

Order Transaction InquiryThis inquiry allows you to review and analyze various aspects of the selectedorder. When you select Order transaction from th

Importing From a BuyBuys are optional software. Your company must havepurchased this optional software in order to use this feature.Buys are lists of

When you select Copy from PO... from the Utilities pull-down menu, theSelection Criteria window opens.At the PO number field, you may accept the defau

When you press <Do>, the program performs the search and displays ascrolling list of purchase orders that match the entered criteria (and the PO

Canceled StatusA canceled purchase order line, canceled from the purchase order using theCancel Line feature in the Purchase Order Entry program is no

Vendor OptionUse the vendor option to determine which items in the range to includeaccording to the vendor the current purchase order is being built f

When you select Sort purchase order lines... from the Utilities pull-downmenu of the Purchase Order Lines screen, the Sort Lines window displaysallowi

When you select Quantity distribution option... from the Utilitiespull-down menu on the Purchase Order Lines screen, the QuantityDistribution Option w

After entering a percentage, you return to the Purchase Order Totals screen.The entered discount percentage is applied to each line on the purchaseord

When you select Apply discount... from the Totals pull-down menu on thePurchase Order Totals screen, the Apply Global Amount window opensrequiring you

Chapter 4: Purchase Order EntryInquiriesOverviewIn the Purchase Order Entry program, you have access to various inquiriesthat can be found throughout

•Current Line Totals InquiryThis inquiry is only available from the Lines screen. View the CurrentLine Totals for this line item. This information inc

•Item On Order InquiryThis inquiry opens the Item on Order Inquiry program from theCustomer Sales Processing module. Use this inquiry to find orders t

•Orders on PO InquiryView information about customer order items that have been acceptedfor purchase order using the order to purchase order interface

Purchase Order Totals InquiryUse the Purchase Order Totals Inquiry to view the various total amounts,including freight and discounts, on the current p

Chapter 2: Purchase Order EntryOverviewUse the Purchase Order Entry program to build purchase orders for the itemsthat you purchase from vendors. This

Field DefinitionTax amount Total amount of tax charged on this purchase order.PO amountTotal amount of this purchase order with allamounts added and d

Fields displayed in the Product Line Totals windowField DefinitionProduct LineName of this product line, as entered in Product LineMaintenance.Break T

When you select Dates... from the Current Transactions Inquiry menu, thePurchase Order Dates window opens. The table below defines each field inthis w

Relationships InquiryUse the Relationships Inquiry to view the order and receipt transactionsassociated with the current purchase order. To access thi

Current Line TotalsUse the Current Line Totals inquiry to inquire on the order information for theitem on this line.When you select Current line total

Current Line Order Information InquiryUse the Order Information inquiry to review additional information about thisorder.When you select Current line

Field Name DescriptionSalesperson Salesperson responsible for this order.Expected ship date Date this order is expected to ship.Quick Item InquiryUse

At the Item code field, enter the item code up to eight characters for theitem to inquire on. This must be an existing item code previously establishe

Field DefinitionMinimum quantityMinimum quantity of this item desired to be heldin stock at this location.Maximum quantityMaximum quantity of this ite

If there is no item code or item information displayed in this window, or toinquire on an item at a different location, you may enter the item codeand

Procedure for Building a PurchaseOrderBuilding a purchase order requires entry of information in three differentareas:•Header section--Consists of inf

Item Prices Inquiry InformationField DefinitionPrice 1 Price of this item at price level 1.Price 2 Price of this item at price level 2.Price 3 Price o

Promotion in effect or pending" is displayed beside price 1 only ifthe specified item is on a promotion that is currently underwayor that will ru

If there is no item code or item information displayed in this window, or toinquire on an item at a different location, enter the item code and/or loc

Fields displayed in the Price/Cost Information windowField DefinitionPrice 1 Price of this item at price level 1.Price 2 Price of this item at price l

You may inquire about the selected item at another location, or on anotheritem by entering the new item code and/or location in the appropriate field

When you select TruServ inquiry from the Item Inquiries menu, the TruServItem Selection Criteria window opens allowing you to perform a search forTruS

Field DefinitionManufacturer IDnumberNumber up to 5 digits that identifies a manufacturer,which is a company that supplies TruServ with variousitems.U

Once you have entered and accepted the criteria to use for performing aninquiry of TruServ items, the TruServ Item Selection window opens, listing all

When you select an item to inquire on, the Item Information window opensdisplaying detailed information about the current item. To view informationfor

After viewing the information provided for the desired items, press <Do> toinquire on item costs. The Item Cost Information window opens showing

Use the pre-header portion for entry of information that is likely to be thesame for a number of purchase orders you enter during one session, whileth

This page intentionally left blank.ECS Pro Page 182Chapter 4: Purchase Order Entry InquiriesTruServ Inquiry

Chapter 5: Creating PurchaseOrders from OrdersOverviewA relationship exists between the Vendor Order Processing and the CustomerSales Processing modul

Refer to your Customer Sales Entry manual for more information andinstructions on how the order to purchase order interface works in theTransaction En

Information and instructions for setting these preferences are available inyour System Preferences Guide.Purchase Order Creation ProcedureThe procedur

Order Selection CriteriaThe first step in creating purchase orders from previously entered orderinformation is to choose the criteria to use to create

Store NumberYou can choose to create purchase orders for one store or for all stores. Tocreate purchase orders for one store, you must enter a valid s

Order Line SelectionAll order lines that meet the criteria you selected on the Order SelectionCriteria screen are listed on the Order Line Selection s

Column DefinitionItem CodeItem code up to eight characters assigned to the item onthis line.VendorCode up to 10 characters for the vendor these items

Methods of Selecting Order LinesFrom the order lines on the Order Line Selection screen, select the ones tocreate purchase orders for. This can be don

If the selected line is ready for purchase order, the Select Confirmationwindow opens. To select the line for purchase order creation, choose Selectli

NoticeThis manual is provided to enhance your knowledge of the ECS Pro softwareproduct. It is your responsibility to determine that this information i

If you try to exit the Purchase Order Entry program after assigning apurchase order number, an error message is displayed. You must save thepurchase o

The table below lists the fields on the PO Item Information screen,accompanied by a definition of where the information comes from andacceptable value

Field Definition and Acceptable ValuesPhone numberTelephone number of the customer ordering the item,derived from the record of the customer entered o

Field Definition and Acceptable ValuesPricing unit costPricing unit cost of the item being ordered derived fromthe item/vendor record. This is the cos

Select Create sorted item list for PO to create a sorted item list of theselected lines. To return to the Order Line Selection screen to select ordese

Your printing choice is made from the Print pull-down menu, which isavailable from the Order Line Selection action bar. When you choose thetype of rep

The table below lists and defines the information contained on a printout ofthe Order Line Selection screen.ECS Pro Page 197Chapter 5: Creating Purcha

Printing a hard copy of only the selected lines provides you with a report ofonly those order lines you are creating purchase orders for. Printing a r

Column DefinitionShip Factor Shipping unit factor for this item.Ord Qty Quantity of this item ordered by the customer.Cost Unit cost of this item ente

You can accept all the lines listed on the Purchase Order List screen andpurchase orders are created for them. This would be the next step in theproce

Column DefinitionPO QtyQuantity of this item currently to be placed on purchaseorder.Unit cost Vendor’s cost for this item per unit.PO #Number of the

Pre-Header InformationFour fields are displayed in the pre-header portion of the Purchase OrderHeader screen. These fields are always displayed, altho

The diagram below may better illustrate the previously described scenario.The order lines selected for purchase order on the Order Line Selectionscree

Drop shipment order lines are always treated separately from special orderlines and nonstock item lines. Since each drop shipment order is to beshippe

Modify Cost FeatureUse the Modify Cost feature to change the unit cost of the item beingpurchased. When modifying cost, enter receiving unit cost or p

Purchase > Ordered FeatureUse the Purchase Greater Than Ordered feature to purchase more of aselected item than was originally ordered. This is use

Purchase < Ordered FeatureUse the Purchase Less Than Ordered feature to purchase less of a selecteditem than was originally ordered. You may decide

Purchase Order Line Information Field DefinitionsField DefinitionItem Vendor’s item code for the selected item.Order qtyTotal quantity originally orde

For example, assume that an original order has been entered for 50 bags ofpeat moss. Since you know you have some bags in your warehouse and youare aw

Omit Item FeatureUse the Omit Item feature to omit purchase order lines from the purchaseorder list. This feature is beneficial if, after choosing you

When you select Order details... from the Inquiry pull-down menu on thePurchase Order List screen, the Order Line Inquiry window opens displayinginfor

Order Information Column DefinitionsColumn DefinitionDate Date the original order for this item was created.Order#Number assigned to this order for th

If you enter the drop shipment purchase order type, the Ship To Addresswindow opens allowing you to enter the ship to address. This window isdiscussed

Buyer Code and Buyer NameEnter your buyer code or the code of the buyer responsible for the purchaseorders being created in the Buyer code field. This

Upon selecting Print and update the purchase orders for your printoption in the Purchase Order Information window, either the Special OrderPrinter Ent

After entering a printer name for all desired purchase order copies, theCreate PO Confirmation window opens providing you a choice of continuingwith t

Chapter 6: Pre-Purchase OrderEntryOverviewOccasionally, you may find it necessary to retrieve a purchase order numberto give to a vendor without takin

If no pre-purchase orders have been assigned, or if they have all beenprocessed into actual purchase orders, “No selections” displays. You mustassign

Add FeatureUse the Add feature to establish a new pre-purchase order. To add apre-purchase order, you are required to enter the vendor code, location,

Buyer CodeYou must enter your buyer code, or that of the buyer who created thepre-purchase order, in the Buyer code field. This must be an existing bu

Modify FeatureUse the Modify feature to change information for the pre-purchase orders onyour system. Before accessing this feature, select the pre-pu

Delete FeatureUse the Delete feature to delete a pre-purchase order that you don't want toprocess into an actual purchase order. Pre-purchase ord

Reason for Pre-Purchase Order DeleteWhen you choose to delete a pre-purchase order, the Reason for Pre-PODelete window opens. Enter up to 30 character

When entering a buyer code, each buyer can only build purchase orders ofthe types indicated using the Buyer Maintenance program in Primary FileAdminis

When you access the Pre-Purchase Order Report from the Pre-PurchaseOrder Entry menu, the Pre-Purchase Order Report screen displays, requiringyou to en

When you print a Pre-Purchase Order Report, it is possible to include allpre-purchase orders that meet your criteria, regardless of their status. Atth

Information Printed on a Pre-Purchase OrderReportThe Pre-Purchase Order Report includes several pieces of information foreach pre-purchase order that

To assign the next available purchase order number or to use an existingpre-purchase order number, press <Prompt> (PF2) to open the PO NumberOpt

By choosing to retrieve a pre-purchase order, you can select one from thoseon your system. Pre-purchase orders are established using the Pre-PurchaseO

If you are already working on a recalled purchase order or ifthere are item lines on the current purchase order, the PurchaseOrder Header window does

If the vendor code you enter corresponds to a miscellaneous vendor, allinformation held in the vendor's record is displayed except for the name,a

If this purchase order is to be sent to a different address for the selectedvendor, you can choose from the existing addresses by pressing <Prompt&

PhoneThe telephone number that is displayed is the vendor's primary voicetelephone number. The vendor's primary voice telephone number isdis

Table of ContentsChapter 1: Introduction ·············1Overview······························1Programs at a Glance ························1Accessing

The contact name is displayed upon entry of a vendor code, as long as aprimary sales contact exists (or a returns contact for credit purchase orders)i

Two entries are possible in the Ship to field: *LOCATION* or *ENTERED*.The default value that is initially displayed in this field is *LOCATION* unles

Enter the zip code or other postal code assigned to the area in which thisaddress is located in the Zip code fieldEnter up to 20 characters for the te

Freight on BoardFreight on board is the location from which you are charged freight forshipments from this vendor. For example, assume you are located

The freight code is displayed upon entry of a vendor code, as long as one hasbeen entered in the vendor record using the Vendor Maintenance program in

Terms DefinitionNet 10thNo discount is offered for early payment of invoice;invoice must be paid by the 10th of the month to avoidlate or finance char

Discount PercentEnter the percentage of the discount offered by this vendor when the invoiceis paid early in the Discount percent field. Enter any dis

Net Days/DateEnter up to three digits for either the number of days or the date by which aninvoice must be paid to avoid late charges or finance charg

Enter the code that describes the time frame in which invoices from thisvendor must be paid in the Net code field. If you are unsure of the code toent

Include in Lead Time?At the Incl. in LT? field, indicate whether you want the lead time on thispurchase order to be included in the calculation of the

Functions Features ························95Utilities Features ·························113Transaction Selection Inquiries ··················141Total

When you convert existing orders into purchase orders, you can have thecustomer code from each order copied into one of the four memo fields, oryou ca

When you create a purchase order for TruServ and enter the vendor code ofyour TruServ vendor, the TruServ Purchase Order window opens when youaccept t

Upon entering an item code on a TruServ relay purchase order, the TruServPage/Line window opens, requiring you to enter the page number and linenumber

When you are creating a purchase order for HWI, the HWI Purchase Orderwindow opens, allowing you to choose the HWI purchase order type andenter a prom

Upon entering an item code on an HWI bulletin purchase order, the HWIBulletin Item Code window opens, requiring you to enter the HWI bulletinitem code

Purchase Order LinesOnce you have entered all purchase order header information and acceptedit, the Purchase Order Lines screen is displayed. Enter th

The type of screen that is displayed, as well as the positioning of the cursor,depends on the screen you are using for the purchase order type you are

Scrolling Line ListWhen the cursor is in the scrolling line list on either the split or full screen,you can enter items by entering the item code, qua

Once the item code has been entered, the item description is displayed in theDescription column, and the cursor moves to the PO Qty column.Additionall

Purchase Order QuantityThe purchase order quantity is the quantity of this item to purchase, in yourstocking unit of measure. Enter any quantity up to

Chapter 7: Purchase Order Status Information························225Overview ····························225Purchase Order Transaction Inquiry ····

Line Detail WindowWhen the cursor is in the line detail window, you can enter more informationabout the items to purchase. The item code, purchase ord

An item/vendor record should also exist for this item with the vendor on thispurchase order. Item/vendor records are entered using the ItemMaintenance

Refer to your Primary File Administration manual for more information aboutestablishing item cost breaks and cost group breaks. In most cases, if anit

For example, to purchase six cases of an item you stock by the each, ratherthan multiplying six by 24 per case to get 144 each, enter 6 in the Vendoru

Retail PriceThe Retail price field is a memo field that allows you to enter a new unitprice for this item when the cost is changed. The price you ente

Trade Discount PercentageMany vendors may offer you a trade discount on purchases. When this is thecase, you can enter the percentage of the discount

The table below lists the user-defined fields that can be displayed at thebottom of the detail window. Although there are numerous fields listed, amax

Field Name Field DescriptionUsld YTD Units sold year-to-dateUSldLMTD Units sold last month-to-dateUSldLYTD Units sold last year-to-dateLine OptionsWhe

Enter Remark OptionUse the Enter Remark option to enter or edit text to have printed on thepurchase order for a selected line. For example, you may wa

You cannot enter or edit Remarks for purchase order lines with astatus of received or canceled.Edit Item Description for this PO OptionUse the Edit It

Item History Replenishment Report ················351Chapter 9: Receipt Entry ···········363Overview ····························363Before You Begin ·

Lock/Unlock Entered Cost from Recost OptionThe Purchase Order Entry program offers two options that allow you to recostthe lines on a purchase order a

Enter Trade Discount OptionMany of your vendors may offer you a trade discount on some of the itemsyou purchase. Use the Enter Trade Discount option t

You can enter a chain discount by pressing <Fields> (PF3) in the TradeDisc % field. A chain discount is not just one discount, but multipledisco

Entry CalculationResultingDiscount7,5 ($57.980 - $4.059) - $2.696 = 51.225 11.650%4/7((($57.980 -4.059) - $3.744) - $3.510) - $3.265= $43.37225.195%En

When you distribute central purchase order quantities, thequantities you specify are printed only on the central purchaseorder copy of the purchase or

When you select Enter retail price from the Line Options window, the RetailPrice window opens displaying the line number, item code, unit cost andexte

Delete LineUse the Delete Line feature to delete a line or range of lines from thepurchase order you are working with. Once a purchase order line has

Delete OptionChoose one of the following options from the Delete option field:•Resume without deleting any lines•Delete lines having a zero quantity•D

When you choose the Cancel Line feature from the Lines pull-down menu,the Cancel Line window opens displaying the number of the line you havechosen to

If your company assigns a number to each acceptable cancel reason, you canthen enter the appropriate number in this window when you cancel apurchase o

Chapter 11: Vendor Notes Maintenance · · · 483Overview ····························483The Add and Modify Features ···················486Delete Feature

Item CodeTo search for a particular item on the current purchase order, enter theappropriate item code in the Item code field. The code you enter must

When you select the Insert Line feature from the Lines pull-down menu, theInsert Line window opens displaying the number of the line above which youar

Purchase Orders for Special Order ItemsSpecial order (SO) items are items that you sell to a customer but you do notnormally stock in your inventory.

This option is available when you want to create a PO first, then createthe order later. When a SO item is entered directly onto a PO, you mustcreate

When entering special order items on a credit PO, you must usethe lookup to select an existing special order item.If you are entering a new special or

If you are looking for a specific special order item on an order transaction,enter a description and/or vendor item code, and then press <Do>. A

Select the item and the Special Order Item Entry window retrieves theassociated item information. Press <Do> and the item is added to thepurchas

Since you can use a miscellaneous item for any number of small items sold atyour store, the vendor cost is not entered when the item is established on

Like the Purchase Order Header and Purchase Order Lines screens, there area number of purchase order functions, inquiries and utilities you can perfor

Purchase Order AmountThe PO Amount field displays the dollar amount of this purchase order,which is carried over from the total on the Purchase Order

Layout Report ··························562Print Layout Template ······················565PO Copy Type Preferences ····················568Assigning La

•Rate per shipping unit which allows you to enter a rate which ismultiplied by the total shipping units of the PO to calculate the Adderamount.•Rate p

Choose Print and update the purchase order to update your records withthe information on this purchase order and print a hard copy of it. Theinformati

Editing Print Settings for the Current Purchase OrderAs mentioned earlier, you may edit the default printers on which to print thevarious purchase ord

For each copy type, enter a different printer to print the current purchaseorder on, or remove the displayed printer name and choose not to print acop

If the printer only supports a fax number and not an alias, or analias and not a fax number, similar windows open in eachinstance containing only the

Records Updated by Purchase Order EntryIf you decide to update the information on the purchase order you havecreated, fields in the corresponding buye

The expected receipt dates of all open purchase orders containing the itemare compared, and the record is updated with the earliest date.Item/Vendor R

For credit purchase orders, the following information is updated for thisvendor for this location:•Month-to-date amount returned•Year-to-date amount r

Sample Purchase OrdersThe figures below show sample purchase orders. Note that these samplesare meant to illustrate the different types of lines that

ECS Pro Page 81Chapter 2: Purchase Order EntrySample Purchase OrdersPURCHASE ORDEROakwood Hardware & Lumber Co.67 Prospect StreetP.O. Box 7990Oakw

Chapter 1: IntroductionOverviewWe recommend that you read the ECS Pro User's Guide before proceedingwith this manual. You must be familiar with t

ECS Pro Page 82Chapter 2: Purchase Order EntrySample Purchase OrdersPURCHASE ORDEROakwood Hardware & Lumber Co.67 Prospect StreetP.O. Box 7990Oakw

Chapter 3: Purchase OrderFeaturesOverviewA number of features are available in the Purchase Order Entry program thatyou can use as you enter items and

Functions FeaturesThe following features are available from the Functions pull-down menu onthe Purchase Order Header, Lines, and Totals screens.•Save

Although the Spawn Central Purchase Order feature is listed onthe Functions pull-down menu for all three screens, theasterisk next to this function in

The Calculator program is also available on the Utilitiespull-down menu on the Lines and Totals screens.The following features are available from the

Lines FeaturesThe following Lines Features are available from the Lines pull-down menu onthe Purchase Order Lines screen.•Delete line · Cancel line•Se

When you select Recall purchase order from the Header pull-down menu,the Recall Purchase Order Criteria window opens requiring you to enter thecriteri

Purchase Order Date RangeAt the purchase order date range fields, enter the range of dates in which thepurchase orders you want to choose from were bu

Purchase Order SelectionOnce you have entered and accepted your criteria, the Purchase OrderSelection window opens, listing in chronological order by

Rules for Editing Recalled Purchase OrdersWhen recalling a purchase order, it is important to be aware of certain rulesthat apply, depending on the st