Want List- Adding Want List Items to a Purchase Order

Items get onto the Want List from two sources:

1. Special-order and backordered items from Order Entry (which may have a Rush status)
2. Added through P/O Task 6: "Add Items to the Want List".

Items on the Want List are added to a Purchase Order via:

1. Task 6 - Add Items to Want List.  See document titled “Want List”
2. Task 7 - Choose Vendors for W/L Items.  See document titled:  “Want List – Task 7:  Choose Vendors”
3. Adding items from the Want List when creating a Purchase Order in Task 1 -Purchase Order Entry & Editing.   This document explains that process.

• Purchase Order Entry & Editing (Task 1)
  • ​Enter/change New Purchase Order (Sub-task 1)

For basic instructions on entering a P/O see document titled “Task 01 - Entering and Editing Purchase Orders”.   After the fields on the first screen are completed, the second screen prompts 3 questions:

• Obtain which of the following from the Want list:
  • ​Non-rush status items? N/Y
  • Rush status items? N/Y
  • Reorder status items? N/Y

WHEN THESE 3 QUESTIONS ARE ANSWERED YES, WHAT APPEARS ON THE PURCHASE ORDER DEPENDS ON SEVERAL THINGS:

Non-rush Status Items? N/Y

• Purchase Order (Module 7)
  • ​System Management Functions (Task 32)
    • ​Modify Parameter Files (Sub-task 22)
      • ​Purchase Entry & P/O – General (Selection 1)
        • ​Look for the following parameter:    SHOW’UNASSIGNED’VENDORS=N, Y, X or A
          • ​N=Only show Want List items assigned to the vendor on the purchase order – this would mean only items that came through “Task 7 - Choose Vendors for W/L Items” will appear on the PO.
          • Y=Information from “N” plus also show unassigned items that have a Supplier Record for the vendor (Task  18 in the Inventory module) – this would mean display the items that came through “Task 7 - Choose Vendors for W/L Items” plus also show items that have the vendor on the PO as one of their suppliers.
          • X=Information from “Y” plus also show non-stock items – this would mean display items that came through “Task 7 - Choose Vendors for W/L Items” , show items that have the vendor on the PO as one of their suppliers, and also show non-stock items.
          • A= Information from “X” plus also show unassigned stock items without a matching Supplier Record - this would mean display items that came through “Task 7 - Choose Vendors for W/L Items” , show items that have the vendor on the PO as one of their suppliers, show non-stock items, plus any unassigned stock items that do not have a matching Supplier Record..

Rush Status Items? N/Y

When adding a line item to a sales order in Order Entry and the cursor is at the backorder field, the bottom of the screen will prompt, “Use TAB key to change RUSH status”.   The Purchasing Agent can just select items with a “Rush” status. 

Note:  an automatic ‘upcharge/premium percentage’ can be added to the price of items designated as ‘rush’.   Go to Order Processing; Task 32; Sub-task 22; Selection 1 (O/E General) and look for the parameter: DFLT'RUSH'PCT=

Reorder Status Items? N/Y

Items that are in Task  -`Add items to the want list'.

After Yes or No are selected for the 3 prompts, the cursor will go down to the bottom of the screen, by a prompt that says: "Skip line item screen? (Y/N): N" If Y for Yes is entered, then the line item screen will be skipped. If ENTER is pressed, the default is N for No, and the line item screen will appear with the items from the Want List (depend on how the parameter: SHOW’UNASSIGNED’VENDORS is set.)