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PO-12 Recommended Purchase Order Report

info

This report is the ordering report for items; it does not support model ordering.

PO-12Parameters

Report Parameters

NameDescription
List of SuppliersThis option will list all the inventory suppliers. If inventory supplier is not checked in Purchasing > Supplier > Inventory Supplier (A/P Variables Tab) then it will not appear in the list.
Secondary SuppliersIf this box is checked then it will show items at the bottom of the report after it has selected what items to order, where they need to be ordered, and one of the suppliers selected on the selection screen is one of the secondary suppliers in item inventory. PO-12 will only automatically order from the primary supplier. All suppliers are set in Item Inventory > Item Cont tab. Supplier 1 is the primary supplier. Supplier 2 & 3 are secondary suppliers.
Stock/Non-StockThis option will let you select stock, non-stock or all (both stock and non-stock). It defaults to all.
Include BackordersThis option will let you fulfill min/max quantity, backorder invoice quantity. I.E. It is an open/not shipped item line on invoices or both min/max and backorders quantity. It defaults to last used.
Starting Item and Ending ItemThis option will either let you select one item or all items.
BranchThis option will let you select one or multiple branches. Access to this is based on security. Used if you wish to order by branch because they need to get shipped to separate locations.
LocationThis option will let you select one or multiple locations.
BrandThis option will let you select one or multiple brands.
Shipping MethodThis option is primarily used by wholesale companies, so they can pick products that need to be shipped via certain methods (air, drop ship, etc.). It is not common for regular service companies.
Order to the MaxIf this option is checked it will order up to the max. I.E. Even if the item is not below minimum level, it will order up to the maximum level.
Only Use Main Stock Min/MaxIf this option is checked it will only order min/max for main stock and ignore the min/max for other locations.
Only Use Main Stock QTYIf this option is checked, it will only fulfill main stock quantity and ignore other location quantities.
If 'Order From' Supplier is Filled in on Backorder, Only Order From that SupplierIf this option is checked it will order items from the supplier filled in on backorder invoice. I.E. Invoicing > Invoice Detail > Item Line > Order From field. This option is only available when you select only one supplier from the selection screen.
Exclude Non-Dispatched Job StatusIf this option is checked then it will exclude non-dispatched job statuses set on the invoice header. I.E. If Do Not Dispatch is checked in System Maintenance > Table > Job Status Table and if the backorder invoice has that job status, then it will exclude those invoices. This would be used for a job status such as ‘waiting for customer approval’ where you do not want to order the items until the job is approved.
Print Item NotesIf this option is checked then it will print Item > Note Field. This is particularly useful when you are able to import helpful information such as equivalent part numbers, substituted part numbers, sales price information, etc. from the price list templates.
Show EquivalentIf this option is checked it will show equivalent item number(s) on the report so you will see alternatives when suppliers are out of stock.
Order for this LocationWhen a single Location is selected, clicking this checkbox sets the location lines on the PO to the location the report was ordered for. Note that this checkbox is only available when a single Location is selected from the Location dropdown.

Examples

PO-12_Number

At the top of the report, there is an Accept button. We assume that you will actually want to order everything on the report, and you can do that simply by clicking the Accept button. Clicking on the Accept button will generate the PO. After EPASS has created the PO, you’ll notice the report refreshes and now displays the list of POs that were automatically created.

PO-12_Number

Once the PO # is generated, either copy the PO# from the report and paste it in Purchasing > Maintenance or use Find POs to find the PO #. Then select the PO in Purchasing > Maintenance and click on Order Only as all the items on the PO will be showing suggested quantity not ordered quantity, so technically the items are not ordered.

PO-12_Order

If the bulk of the items on the PO-12 are correct, you can select Order All and edit or delete the lines that need correcting versus going through each line. If you select Order Only, then to complete the ordering process, please go through each item line and click OK on each line to fill quantity ordered same as quantity suggested.

PO-12_BO_Order

See Also

Updated

December 11, 2023