Create a Purchase Order during Customer Order Entry

This instruction explains how you can create a purchase order in the customer order flow without disrupting normal customer order entry.

You can use the buy-to-order function when the customer wishes to buy an item that is not normally kept in stock and therefore needs to be purchased from another supplier.

Outcome

A planned purchase order and a customer order are created. A planned purchase order is released automatically when you leave customer order entry in 'Customer Order. Open Line' (OIS101) and a purchase order is created.

The following files are updated:

  • Item master file - MITMAS
  • Item/warehouse file - MITBAL
  • Item/facility file - MITFAC
  • Alternate unit of measure file - MITAUN
  • Item/supplier file - MITVEN
  • Item/customer file - OCUSIT
  • Purchase order header file - MPHEAD
  • Purchase order line - MPLINE

Before you start

The starting conditions listed in Creating a Purchase Order in the Customer Order Flow must be met.

Follow these steps

Create a Purchase Order

  1. Start 'Customer Order. Open' (OIS100/A).

    This instruction is based on the panel sequence 5.

  2. Specify a customer number. Press Enter and information about the customer is automatically retrieved to the order header.

  3. Specify a requested delivery date. Press Enter to proceed to 'Customer Order. Open Line' (OIS101/B).

  4. On the B panel in (OIS101/B), enter the item to be purchased - either a normal item or an ECI. Press Enter and 'Customer Order. Acquire Sales Item' (OIS145/F) is started.

    If the selected item is an ECI, (OIS145/F) is always started automatically after order line entry.

  5. On the F panel, enter information about, for example, purchase price and supplier and-if necessary-recalculate the sales price.

    If you have selected an ECI you have to enter a description and a purchase price.

    If you have selected an ECI with item category 11 it is also possible to add or change information on the G panel, for example information about unit of measure and conversion factors, volume, gross and net weight. You can proceed to the G panel by pressing F19=Alternate unit of measure.

  6. Press F17=Update to update the acquisition and you will return to the customer order lines in (OIS101/B1).

    It is now possible to continue the registration of the customer order and to enter more order lines, if required. When you leave the (OIS101/B) panel, a purchase order is created automatically.

    A planned purchase order can be manually released by using option 21=Release in 'Customer Order. Open' (OIS100/A).

Create a Purchase Order Automatically

  1. Start 'Customer Order. Open' (OIS100/A).

    This instruction is based on the panel sequence 5.

  2. Specify a customer number. Press Enter and information about the customer is automatically retrieved to the order header.

  3. On the (OIS101/B) panel, enter the ordered item to be purchased and press Enter.

    A purchase order is now created automatically and a message from the system informs you that the order has been created. This applies if the parameters 'Automatic acquisition' and 'Automatic release' are selected in 'CO Type. Open' (OIS010/H), see settings instruction Define Settings for the Buy-to-Order Process.

    It is now possible to continue the registration of the customer order and to enter more order lines, if required.

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