To select a Master Customer you simply press F3-Master Customer in Enter & Edit Contract Pricing, which is located in Enter & Edit Customers, F5-Additional, F5-Contract Pricing.
The report is currently only available to be shown on the screen and exported to Excel. Once it is in Excel, you can sort it by the different columns. The Columns included in the export are Order Number, Number of Line items for that Customer, Ship to Name, Product Code, Quantity, Status (Stock, Allocated, PO # or PPO#), Promised Date, Schedule Date, Schedule Comment and Product Description.
The status column will show stock if the product is in stock. It will show allocated if it is already allocated. If it is on a PO or PPO, the document number is included. If the product is not due in until after the order is due, there is an asterisk before the PO or PPO designation.
When the information is displayed on the screen, you can drill into any item. You then have the ability to do a Product Inquiry, Order Inquiry, See all open Documents for that product or all Orders shipping to that Customer.
This new report is located in Order & Quote Entry System, Order Reports, Scheduling and Expediting Reports, Shipping Schedule – Show Documents.
This flag is changed in User Flags – Order Entry and is located on the first screen.
You can setup the fields you would like to export in 9. Utilities, 5. Export File Data, 1. Enter & Edit Export Formats, A/P Export Formats. You can then export any range of contacts in Export A/P Information.
If you are utilizing these new fields a second screen will be presented when receiving a line item to enter this additional information.
This system was designed to enable The BUSINESS EDGE to help you create outgoing documents efficiently.
It can create Purchase Orders, RFQs, Processing Purchase Orders, Work Orders and Transfers.
The new report is in many places:
Main Menu → Inventory System → Re-Order Point System… → Re-Order Point Reports… → Automated Replenishment System
Main Menu → Manufacturing System → Work Order / Scheduling System… → Work Order Planning. → Automated Replenishment System
Main Menu → Purchase Order System → Purchase Order Reports → Automated Replenishment System
Main Menu → Inventory System → Inventory File Maintenance → Location System → Transfer System → Transfer Reports → Automated Replenishment System
For the purpose of this report, the Available quantities will include On Hand, On PPO, On PO, On Work Order, On Transfer, to Customer Orders, to PPOs, To Work Orders, and To Transfers. The system ignores the Include PO in Avail flag.
Standard Inventory Range Options
The report starts with the standard inventory range options. Select the range of products.
The report figures the document with the following logic:
In order to appear on the PO and PPO list, a Default Vendor MUST be selected for the product (or a Branch Default Vendor if the system is branch enabled).
Main Scrolling Box
You are brought into a scrolling box with the list of items to be purchased, the document that needs to be created, the date the product is needed, the current available and the quantity that The BUSINESS EDGE calculated that should be on the document.
If you select a scroll line, you are brought into an inventory inquiry box. If you want to remove an item from the list, you can use the F3=Remove Fkey to delete it from the list (note, if you delete and item and then re-run the report, the item will show back up again in the new list).
There are also Fkeys to start working on creating the different documents.
This scroll box lists the POs to be generated to the different vendors.
You can drill down into each line and edit the fax number, Fax to (for the fax cover sheet), the promise date, F.O.B., salesperson, Special Notes and Final Message.
You can also delete this PO which will remove the PO information and also remove all the detail lines associated with this vendor from the report.
Once you are done with that information, you are brought into the detail lines that will be created by that PO. You can edit the quantity to order for each of the lines. You can also manually delete individual lines if you want to.
When you are finished reviewing your Purchase Orders and ESC out of the list of POs to be generated, you will be asked: CREATE, PRINT AND/OR FAX PURCHASE ORDERS? If you answer Yes to this, the POs will be automatically generated, and printed or faxed to the vendor.
Once the POs are generated, you are brought to a summary list of Purchase Orders that were created. You can drill into each PO and inquire as to what was on the Purchase Orders.
Finally, you are brought back to the main list of products that are needed (except the ones that you just created the POs for).
Request for Quotes
This scrolling box lists the products that need to be purchased, including the # of vendors that the RFQ will be sent to.
The user can drill into a particular product, and change the quantity and also change what vendors the RFQ will be sent to using the F5=Vendors Fkey.
This scrolling box lists the vendors that will be sent the RFQ, and the total number of lines that each vendor will be sent from the RFQ. You can drill into each vendor and change the fax number, fax to and other information about the RFQ. You will also be able to edit the product quantity that is shown on the RFQ. Auto Generate RFQs
When you are finished reviewing your Vendors, you are will be asked: CREATE REQUEST FOR QUOTES? If you answer Yes to this questions, the RFQ’s will be created and printed/faxed to the vendor.
Once the RFQ’s are generated, you are brought to a summary screen of all the RFQs that were generated. Finally, you are brought back to the list of products that are needed.
This report is located in Sales Analysis, Customer Sales Analysis, More, Customer Purchase Summary.
This report is located in Sales Analysis, Customer Sales Analysis, Customer Sales & Profit.
F=First Day of Current Month
L=Last Day of Current Month
Entering a positive number = Date + days past the last date entered
Entering a negative number = Date – days earlier than the last date entered.
Tpositive number = Date + days past Today’s Date
Tnegative number = Date + days earlier than Today’s Date
When prompted for a Beginning and Ending Date, pressing the spacebar and enter will fill in 01-01-90 to 12-14-66 which will give you all available information.