Purchase Entry Customer Owned Purchase Report overview
Function acronym: POERC
Use this report to recommend ordering quantities for customer-owned products in Storeroom. Similar to the Purchase Entry Recommended Replenishment Action Report, this report uses the ordering controls in Product Warehouse Product Setup.
Customer-owned products are designated in Product Warehouse Product Setup-Storeroom by selecting the Customer Owned option.
The report is assigned an Recommended Replenishment Action Report number, but PO header or line records are not created. The Customer On Order balance in Product Warehouse Product Setup-Costs and Storeroom is updated with the recommended order quantity. Receiving is performed against this amount when the requisition is received in Storeroom. When the product requisition is received, the Customer On Order balance is reduced and the Customer On Hand is increased.
Product Requisitions are created when the repoStoreroomrt is run for the products and quantities that are recommended for replenishment. If any amount of the quantity on order is backordered, the backorder amount remains in the Customer On Order quantity.
If the full quantity ordered is not received and a backorder is not created, the On Order balance is reduced by the original quantity ordered. If the amount received causes the On Order balance to be negative, it is reset to zero.
If the customer does not purchase the recommended products, you must receive the products in Storeroom with a zero quantity without creating a backorder. Update the ordering controls in Product Warehouse Product Setup before the next Purchase Entry Customer Owned Purchase Report is run to prevent the product from immediately being recommended for purchase.
We recommend that you create a stored report that is run on a regular basis. It can be set up to print to the customer’s warehouse printer. After receiving the report, the customer is responsible for entering the purchase orders manually in their back office system.