§ Select Operations Tab then Purchase Order Tab.
§ Select Auto PO on left navigation bar.
§ Select a Facility for the Purchase Order.
§ Select the delivery Location or run Auto PO for all delivery Locations.
§ Select the Vendor or run Auto PO for all Vendors.
§ Add any Reference Notes if needed.
§ Click the Auto Generate Purchase Orders Button to generate the purchase orders.
§ The system will look at every product at the selected location and will determined the order quantity based on Min/Max levels, open requisitions, par replenishment demand and the vendor’s sell unit of measure. To see the exact calculation, please see “Auto PO Generation” under the Glossary section of the help menu.
§ A Processing PO message will appear on the screen.
§ A list of PO’s will be displayed for any products that should be reordered (see below).
§ Click on any of the PO’s to look at what is recommended.
§ You can also run the Suggested PO Report under the Reporting Menu to see what is recommended for purchase too.
§ If you need to cancel or kill a PO, check off the box next to the PO and select the Kill/Cancel Selected Button.
§ Select the View Auto PO List Button to view all prior Auto POs created in the system.
All Auto Generated Purchase Orders will be put into a Draft Status for review.
PO’s in a Draft Status are not included in the Pending Orders Status. Therefore, if you run the Auto PO process while orders are in a Draft Status, those orders will not be included in the replenishment calculation.
Auto PO Calculation:
Qty to Order = Max Level + Open Requisitions + Open Replenishment Orders - On Hand - On Order
Excess Qty over Max = New Qty on hand - Max Level
If Excess Qty / Purchase Unit Conversion Factor < or = .5 (Make no changes to Purchase qty)
If Excess Qty / Purchase Unit Conversion Factor > .5 (Round down by one purchasing unit)
Click here to see Video Demonstration.
Click here to see Frequently Asked Questions.