Steps in the screenshots correspond to the numbers in the headings.
As we previously mentioned, customizing searches and screen settings can make your job much easier! Let's cover some of the ones that at a minimum you will want to set up.
Remember that these are specific to your log-in at your computer. If you switch between multiple computers, you will need to log in and set them up at each of the computers
Requisitions to Release: Parts
1. From the Main Menu, go to Inventory > Purchasing > Purchase Order.
2. The Requisitions/POs screen will come up.
3. Expand the red chevron in the search criteria.
4. Under the General Tab, enter your ST# in the Ship To Place field.
5. Under Status, choose Proposed from the drop-down.
6. Under Approval Status, choose Pending from the drop-down.
7. Make sure that the Release checkbox is clear - it should not be shaded or have a checkmark in it.
8. Click on the groupings tab.
9. Click on the drop down arrow next to PO Category.
10. Holding down the shift key, click on Work Order.
11. Click on Inventory.
12. Click on Mixed.
13. The PO Category will now say (Multiple Selections).
14. The Hot Requisition button is shaded by default. This means it will pull back both hot reqs and regular reqs.
15. Click on the arrow next to the green magnifying glass.
16. Choose Save As from the menu.
17. Enter a title. One suggestion would be your 4-digit site number, followed by Part Reqs to release.
18. DO NOT MAKE PUBLIC!
This search is customized to your site so it is not beneficial for other sites.
19. If you want this to appear as your default view, you can choose Set as Default.
20. Click OK.
21. The search will now show in your drop-down.
Requisitions to Release: Goods and Services
22. To set up a search for GNS, all you need to do is change the PO Categories under the Groupings tab, leaving everything under the General Tab, the same.
23. De-Select Work Order, Inventory and Mixed.
24. Hold down the shift key and choose Supply and Service through Order.
Follow steps 15-21 from above - Saving as Site Number: GNS Reqs to Release.
Requisitions to Release: Core Repairs
25. If your site does a lot of core repairs, you will want to set up one more search for that as well. Again, just change the PO category under the Groupings tab, leaving everything under the General Tab, the same.
Follow steps 15-21 from above - Saving as Site Number: Core Repairs to Release.
POs Ready to Receive
We are now going to set up your searches of POs that are processed by the buyer and ready to receive when they come in.
26. You are already on Core Repair in the PO Category, so click on the General Tab.
27. Make sure your ST# is still present.
28. Change the status from Pending to Posted and Received Partial.
Remember to hold down the Shift Key. You should see Multiple Selections in the field.
29. Change the approval status from Pending to Approved.
30. Toggle through the options on the Release checkbox until you see a checkmark.
Follow steps 15-21 from above - Saving as Site Number: Core Repairs to Receive.
31. Leaving the options in the General Tab as they are, go to the Groupings Tab again.
32. Holding the Shift Key down, change the PO Categories back to Work Order, Inventory and Mixed.
Follow steps 15-21 from above - Saving as Site Number: Parts POs to Receive.
33. Finally, set up your Goods and Services Search of POs ready to receive. Make sure your status under the General tab shows Received Partial as well as Posted.
34. Back in the Groupings tab Holding the Shift Key down, change the PO Categories back to Supply and Service through Order.
Follow steps 15-21 from above - Saving as Site Number: GNS POs to Receive.
A video on this topic can be found by clicking the following link:
0 Comments
Add your comment