Entering a tally product on a purchase order

Lumber products are usually bought and sold in a variety of shapes and sizes. To simplify pricing, costing, and tracking for customers and vendors, the building material industry uses a tally to represent a group of lumber products. Tally types are Random, Specified, and Memo. Tally products are set up in Product Setup, Product Warehouse Product Setup, and KP Mix Setup.

Purchasing these tally products is similar to purchasing any stocked product from a vendor.

Note:  Do not specify a tally product on a purchase order for a vendor that uses foreign currency. Receiving and costing calculations for tally products does not include a foreign currency conversion.
  1. Select Purchase > Entry > Purchase Order.
  2. Specify a Vendor number and ship to warehouse.
  3. In the Purchase Order Type field, select Purchase Order.
  4. Complete the remaining fields as necessary in the Initiate view.
  5. Click Next.
  6. In the Select Products view, click Advanced Line Entry.
  7. In Product, specify the product number for a tally product.
  8. In Quantity, specify the required quantity.
  9. Click Tallies. The Tallies window shows the required quantity, unit, and price fields. The grid shows the prescribed mix for this product as set up in KP Mix Setup.
  10. Click Calculate New Mix. When the mix is calculated, the Actual Quantity may change. In the grid, the Total Order quantity for each component in the mix is updated. The total of the Total Order column equals the Actual Quantity. If the mix for the tally product that you entered is set to 0%, the line is not saved. This message is displayed: Quantity Ordered Must Be > 0 (3100).
  11. If necessary, you can modify the Required Quantity, Unit, or Price, and recalculate.
  12. Click Save.
  13. In the Select Products view, click Add.
  14. Repeat steps as necessary to add tally products to the order.
  15. Click Next to open Review & Totals, or click Finish to complete the order.