In order to create a PO for an item, a vendor needs to be associated with it. If there is not a vendor, you will see “Assign Vendor”
You can search this grid by Job ID or SO ID to show you all the requirements for a specific order or job.
The Order By Date option will allow you to filter your purchasing requirements through a specific date. This can be used when you have jobs due further out that you may not necessarily want to buy material for yet.
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The Order By Date will be the Operation Scheduled Start Date - Lead time of the material / item
Example - if Laser Cutting for Job A required Steel A36 Plate 1/2” by October 15th (scheduled start date of the operation) and this material had a 5 day lead time, then my Order By Date would be October 10th
This requires the job to be in Scheduled status and the schedule to have run in order to see this information
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Once you identify the item that you would like to purchase, select the + button to the right of the row of the item you are purchasing.
If you need to, you can now Add All from Vendor to group all purchased material from this vendor that has demand on the same PO.
Confirm which material you would like to group together and then select Create PO. This will generate a brand new PO with all of these items broken out on individual lines.
Either click into the PO from the View PO window that pops up from the bottom of Purchasing Planning or find the PO from the Purchase Order Grid.
The PO will be Draft status. The order quantity and unit price will default to the demand coming from purchasing planning.