Moha at 17:04, 11 June 2011

2011-06-11T17:04:47Z

Moha: Created page with "At a glance, you can tell if you need to place a purchase order (PO) or select stock for material on your order. # Go to your open order and select the '''Materials''' tab..."

2011-06-11T16:55:50Z

Created page with "At a glance, you can tell if you need to place a purchase order (PO) or select stock for material on your order. # Go to your open order and select the '''Materials''' tab..."

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At a glance, you can tell if you need to place a purchase order (PO) or select stock for material on your order.

# Go to your open order and select the '''Materials''' tab.
# Check '''Flat View'''.
# Locate the '''Link Status''' column (circled below). The values in this field are:

[[File:FlatView.jpg]]

a. '''Reserved''' – this means there was stock in inventory and one was reserved for this order. Non-serialized items only.
<br>b. '''Has JIT''' – this means one of three things (instructions in next section for all three scenarios)

* This material is serialized and you need to select stock for the item.
* There isn’t any stock in the default warehouse and you need to check another warehouse for stock.
* There isn’t any stock in inventory for this material and you need to place a purchase order.

<br>c. '''Has Ordered Items''' – Indicated you’ve placed a PO for the material on this order, waiting to receive the item on PO.

<h3>Has JIT Items - Select Serialized Inventory Item for Material on Order<h3>

# In an open order, select the '''Materials''' tab.
# Double click on the serialized item for which you need to select stock.
# In the '''Add Items to Order''' window, select the '''Details''' tab.
# Click '''Select Stock'''.
# In the '''Select Inventory Items''' window, double click on the serialized part to allocate it to the order. (image below)

[[File:SelectSerializedItem.jpg]]

<span style="color:orange"> **NOTE** </span> You can choose which columns you see in the Select Inventory Items window. Click Views, Add Remove Fields and check the columns you want to view.

<h3>Has JIT Items - Select stock from another warehouse</h3>

When you add material to an order, SME checks availability in the default warehouse set for that material. (The default warehouse that SME checks for availability is set for each material item in Inventory, Default Location field).

If you use multiple warehouses in SME, there is the potential that there isn’t any availability in the default warehouse for the item, but there may be availability in another warehouse. In this case the Link Status would show Has JIT. You must open the material up and select stock manually from the other warehouse.

# In an open order, select the '''Materials''' tab.
# Double click on the Has JIT item.
# In the Add '''Items to Order''' window, select the '''Details''' tab.
# Click '''Select Stock'''. (circled below)

[[File:SelectStock.jpg]]

5. In the '''Select Inventory Items''' window, any available stock from any warehouse will be listed. Double click on the stock to allocate to the order.

<span style="color:orange"> **NOTE** </span> You can choose which columns you see in the Select Inventory Items window. Click '''Views''', '''Add Remove Fields''' and check the columns you want to view.

<h3>Has JIT Items - Create a PO for material on order</h3>

If your material has the link status of '''Has JIT items''' and you’ve checked stock availability, you can quickly create a purchase order.

# Click '''Actions'''.
# Select '''Create PO for JIT-Only Items'''.
# Click '''OK''' on PO Created message.

Notice the Link Status change to '''Has ordered Items''' after the PO was generated (image below)

When items are received on the PO, the Link Status will change again to '''Reserved'''.

To find the PO, go to the '''Inventory''' module, and click '''Purchase Orders'''. Use the Search view to find your open PO by order number or customer name.

[[File:POLinkStatus.jpg]]

<span style="color:orange"> ** NOTE** </span> '''If you selected Create PO for All Items instead of for JIT-Only Items, the materials on the PO are not linked to the order. You will notice the Link Status of the material isn’t changed once the PO is placed. When you receive the items on the PO, you will need to go to the order and manually reserve the material.'''

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	# In an open order, select the '''Materials''' tab.		# In an open order, select the '''Materials''' tab.

Check Available Stock for Material On Orders - Revision history

Moha at 17:04, 11 June 2011

Moha: Created page with "At a glance, you can tell if you need to place a purchase order (PO) or select stock for material on your order. # Go to your open order and select the '''Materials''' tab..."