Task 08 – Purchase order for restocking – Sub-Task 5 GENPOR

Task 8 Purchase order for restocking is a series of 5 sub-tasks used for reordering stock.  They are designed to be used in numerical order starting with one, next two, next three, next four, to five.  Sub-task 1 will use the Warehouse records to determine a need to order list.  It will allow you to choose to let the computer automatically set the quantities or you may use sub-task 2 RSOENT to manually scroll the list setting the vendor #’s and the quantities.  You may print an edit list at any time using Sub-task 3 RSOLST.  The edit list in sub-task 4 RSORPT doesn’t have any warehouse or supplier information but it can be used to manually create PO’s in Task 1 Purchase order entry & editing.

 

See documents:

Task 08 – Purchase order for restocking – Sub-Task 1 BLDRSO

Task 08 – Purchase order for restocking – Sub-Task 2 RSOENT

Task 08 – Purchase order for restocking – Sub-Task 3 RSOLST

Task 08 – Purchase order for restocking – Sub-Task 4 RSORPT

 

 

Sub-task 5 Generate & release reorder PO’s GENPOR:

This will allow you to automatically open P/O's in TASK 1 with the items that you have selected. You may then add new or special order items to these P/O’s in TASK 1.

 

Your other choice is to automatically issue the P/O's in this TASK.

 

Remember: when in TASK 1, a stock item that is on the Want List is also picked up in this Task because of the Warehouse backorder count. DON'T order it twice.

 

If you did NOT tell subtask 1 BLDRSO (select items) to set reorder quantities automatically then you MUST use subtask 2 to set them BEFORE using this routine or po's will be created with no line items.

 

Selectable ranges are vendor #, review each P/O, issue P/O, print worksheet, and print P/O.

 

Please enter – starting vendor number:

-        ending vendor number:

 

Review each PO? (Y/N):

 

Written by#:__

 

 

 

 

 

 

Vendor number: 01000

 

Purchase Order #: 0012345

 

Issue Purchase order? (Y/N):

 

Print Receiver worksheet? (Y/N):

 

Print Purchase order? (Y/N):

 

To open P/O’s in Edit mode in TASK 1 with the items chosen then answer – Issue=N

To automatically Issue then answer – Issue=Y

 

It would be best to also print the P/O.

 

Y-yes / N-no / Left arrow to abort PO creation

 

 

 

Issue Purchase order? (Y/N):

 

Print Receiver worksheet? (Y/N):

 

Print Purchase order? (Y/N):

 

To open P/O’s in Edit mode in TASK 1 with the items chosen then answer – Issue=N

To automatically Issue then answer – Issue=Y

 

It would be best to also print the P/O.

 

Y-yes / N-no / Left arrow to abort PO creation

 

 

 

After creating PO’s in this sub-task, the PO’s will be in Task 1 Purchase order entry & editing. 

 

 

If Issue Purchase order?; was anwered N:

• Go into Purchase order entry & editing (Task 1)
  • Sub-task 1 Enter / change new purchase order
    • Bring up each new purchase order for review and completion

    • Issue each new purchase order

      • If a purchase order isn’t Issued, the system doesn’t know the items are purchased and the items could get ordered again.