We would like to have our vendor purchase orders remain open until the vendors shipping minimums are met. What is happening is a new purchase order is opened for each of our vendors (suppliers) every day. Right now, we are manually accumulating our purchase order for each of our vendor to determine if we have met that vendors price break/shipping minimum.
Thanks in advance for any help!
There's no reason you can't edit a PO created yesterday (or last week, for that matter) and add items to it so long as the Placement Status is "Order not yet placed" (and perhaps even after it is placed). Create the PO and add the items you want. If you haven't met the minimum, just don't 'place' the order. Add more items tomorrow. Minimum met? If so, 'place' the order; otherwise wait another day...
HTH, Tom
"Heffe_D" wrote:
Heffe_D,
Another option is to let RMS create a PO for that Supplier. If it doesn't meet the minimum, delete it and try tomorrow. But does eat up a PO number. Works well if you buy the same product from multiple suppliers so that you don't accidentally buy too many from different suppliers.
Great responses, thank you.
To be more specific of the problem, we want to stop the automatic opening of a new purchase order for every vendor, every day.
An order should remain open until someone "places the order" and items should keep accumulating in them until then.
Thanks Tom and Jeff!
You could probably even combine Jeff's & my approach. Let RMS create the PO. If the minimum order isn't met, either edit the PO later or simply delete the RMS-generated PO and try again later. When the minimum is met, place the order.
Tom
"Jeff" wrote:
Heffe_D,
I've attached a custom report that will show all items that need to be ordered along with every supplier that carries the product on a separate line. Maybe that will help your ordering.
Being as you are probably going to use the group in the future, you may as well get setup to use this newsgroup correctly.
Click on the link below, find the Microsoft Retail Management System group on the right, click on the link that says "Open with newsreader" and it will open and setup Outlook Express for you.
If you were in SO Manager, exit out, go back in, look under Reports | Custom | Item Quantity List with All Suppliers
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