ERP Purchase Order with Scheduled Deliveries

Create Purchase Order with Scheduled Deliveries.

Pre-Requisites

1. User Profile configured user with access to Purchase Order entry

2. Open Accounting Period for Purchasing

3. Vendor Master with Supplier vendor type

4. Item Master with Inventory Type Ledger account for  Purchasing Division

Step-by-Step Guide

1. Access the Purchasing > Purchase Order module.
   
   

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2. Press the New button of the Purchase Order Maintenance form to create a Purchase Order.
   
   

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3.  Select the Supplier, set the purchase order Date and set the Delivery date, then press the Save button
   
   

   
   
   
   

4. On the Selected PO line Detail tab, select the Inventory Type, select the Item Code, specify the Quantity and set the Cost, then press the Save button.
   
   

   
   
   
   

5. You can schedule multiple deliveries in one step or create each delivery individually. 

   1. To create multiple deliveries refer to steps 6 though 8 below

   2. To create deliveries individually refer to steps 9 through 11 below
      
      
      

6. To schedule multiple deliveries in the Deliveries For Current Item section of the form press the Shipments button.
   
   

   
   
   
   

7. In the Delivery Schedule form set the Quantity per Delivery, set the # of Deliveries, set the Start Date of first delivery and set the Interval Days (Days, Weeks, Months, Years) then push the OK button.
   
   

   
   
   
   

8. The Delivery Schedule form will create the 4 deliveries for 14,000 lbs each, push the Deliveries For Current Item section's Save button.
   
   

   
   
   
   

9. To schedule delivery dates one at a time in the Deliveries For Current Item section of the form press the New button.
   
   

   
   
   
   

10. The New button will insert a delivery row and default the Scheduled Delivery date to the Delivery date of the Purchase Order, you can change the Scheduled Delivery date and set the Scheduled quantity then push the Save button.
    
    

    
    
    
    

11. Next repeat steps 9 and 10 above to schedule additional deliveries, remember to push the Save button after each row to insure your work is not lost.
    
    

    
    
    
    

12. This completes the entry process for a Purchase Order with Scheduled Deliveries, we suggest you print the PO Confirmation to make sure your deliveries were recorded correctly.
    
    

    
    
    
    

13. You can now Start a New PO, Select an Existing PO or Close the Purchase Order Processing form