The operation flow below shows the basic operation for following process

Purchase Order - for item purchase from Vendor

1.  Create Purchase Order

Steps

1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Purchase Order, and then choose the related link


2. Click New to create new document

3. In General tab, enter Vendor Name (select from Vendor list)


4. In Lines tab, enter the item(s) and Location which is expected to received the goods

  • Type - select Item
  • No. - Enter Item No. (select from Item list)
  • Location Code - Enter Location Code (select from location list)
  • Bin Code - Enter Bin Code (select from Bin list, only applicable if the Location have Bin)
  • Quantity - Enter the Quantity it expected to receipt at the Location/Bin
  • Direct Unit Cost Excl. VAT - enter the purchase cost (system will default last direct cost or vendor purchase price for the item if any, user can change on the item line.

In case example below, it shows purchase Pasta for stock in MWH location and purchase Sausage for other location and to be store in different BIN.


2.  Post Purchase Order for record the inventory and account payable

Steps

2.1 Handling without Lot No. (Item Tracking) Item:

Open the Purchase Order then select Posting, please note, Qty to Receive and Qty. to Invoice to be default the remaining qty according to the parameter of "Default Qty. to Receive" in Purchase & Payable setup








2.2 Purchase receiving with Lot No. and Expiration Date (Item Tracking):

  1. Input/Review "Qty. to Receive"
  2. Click "Line" on Fast tab
  3. Click "Item Tracking Lines"












3. Input Lot No. and Expiration Date (Optional: Click Assign Lot No." if Lot No. should be assigned by system and setup was done in item master "Lot No.")

4. Input Quantity (Base)

5. After complete → click "Close" 


**If Item default using Lot No. running no. then can click "Assign Lot No." let system assign Lot No.

7. Back to Purchase Order → Home 

8. Post 

9. Select option Receive/Invoice/ Receive and Invoice 

10. Click → OK confirm to post. 

11. Purchase Line received 

3.  To review the inventory

Steps

1. To review the total inventory in the company

  • Item List - Inventory Qty quantity shows on the list

2. To review the inventory quantity by Location

  • Item List - Select Related/Availability/Item by Location


3. To review the inventory at Bin

  • Follow the steps to preview the inventory at Bin

a. open the location card

b1. select Location from the list 

b2. click Navigate

b3. select Bins


c1. select Bin from the list

c2. select Related

c3. select Contents

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