Purchase Nonstock/Special Items Report overview

Typically, when a customer places an order for a nonstock or order-as-needed (special) product, you must order it from your vendor or another warehouse.

When an order or warehouse transfer is specified, you can then tie the line item to a specific purchase order number. A line item for the product is automatically created on the purchase order. When the purchase order is received, the order or warehouse transfer is automatically filled.

If a nonstock item is entered in Sales Order Entry and one of these conditions is met, the purchase order is not placed:

• The Backorder option is not selected.
• The order does not have a Ship Complete or Tag & Hold disposition.

It is not included on this report. If you do not tie the line item to a purchase order number, the Purchase Entry Recommended Replenishment Action Report places the line item on a new purchase order. You can approve the new purchase order, modify it, or reject it.

These criteria are used to select nonstock and special line items for the report:

• The line item cannot be associated with an existing purchase order.
• The line item must be a nonstock or special product.
• The Authorized Replenishment Path (ARP) for the product must be a valid vendor number.
• The line item cannot be a returned line.
• The line item must be on the last back order created or not be included on any back orders at all.
• The order or warehouse transfer for each line item must be in Stage 1-Ordered or Stage 2-Picked.