Purchase Order
I Received an Item In PO but the Quantity On Hand Did Not Update
Release Date: 8/11/2023 Version: 7.5 & Up Q: I received an item in Purchase Order Receiving, but the Quantity On Hand for the item did not update. What happened? A: This is most likely a Bill Of Material Product Structure. You can go to Bill Of ...
Feature - Buyer's Desk On Order Value
Release Date: 10/25/23 Version: 8.5 and Above When generating the Buyer's Desk work file, the overnight processes will calculate every item's average expected cost based on the PO line items' expected cost times the ATP open quantity for the purchase ...
Feature - Warehouse Receiving Allows Overriding of Allocation/Hold Descriptions
Release Date: 12/28/2023 Version: 8.5 and Above Background Since 12/21/2020, in Purchase Order & Receiving > Processing > Warehouse Receiving Processing, users have been optionally allowed to put a receiving item on hold after posting the receiving ...
Presales Interface Setup
Release Date: 3/1/24 Revised: 3/21/24 Version: 8.6 and Above Alpha Document Number Support If using alpha document numbers, set up alpha document number support for the Presales Generated Order. This option is available from System Utilities-> Global ...
Presales Menu Option
Release Date: 3/1/24 Version: 8.6 and Above The Presales menu is added to Vessel File Maintenance. In order to access this menu item, the Presales flag in Global Setup must be turned on and is subject to licensing. Non-admin users will not be able to ...
Presales Warehouse Receiving
Release Date: 3/1/24 Revised: 10/16/24 Version: 8.6 and Above PO Warehouse Receiving Add Mode If running the Presales Interface, the application will show the first vessel number attached to a purchase order when searching for a purchase order. The ...
Presales Negative Transaction
Release Date: 3/1/24 Version: 8.6 and Above Once the presales transaction is posted, how do we correct the mistake? The scenario can come from simple user data entry mistake to the vendor sending us wrong ASN data. We must have a way to correct this ...
Fill Presales Orders
Release Date: 3/1/24 Revised: 3/28/24 Version: 8.6 and Above A new application, Fill Presales, is available from the Warehouse Receiving menu. When posting a warehouse receiving for a vessel with pending Presales transaction, the system checks for ...
Presales Import
Release Date: 3/1/24 Revised: 8/29/24 Version: 8.6 and Above The Presales import will have similar functionality as the warehouse receiving CSV import. 1. Receipt File Name: CSV file name to be imported. Defaults to SH*.CSV. Press F1 to change import ...
Presales Update
Release Date: 3/1/24 Version: 8.6 and Above The Presales Update application allows the user to add, change, or delete Presales transactions. The application will bring up a window similar to F8 search where it will prompt for the starting description ...
Presales Transaction List
Release Date: 3/1/24 Version: 8.6 and Above This list will print all of the Presales transaction detail information associated with the vessel. Starting Vendor - Enter the starting vendor number. F7/F8 searches are supported. Enter spaces for All. ...
Presales Posting
Release Date: 3/1/24 Version: 8.6 and Above Presales Posting will move Presales Transactions to Presales Pending. This can be done either after performing the import or manually adding the Presales Transactions. Presales posting will cause the ...
Presales Pending Transaction View
Release Date: 3/1/24 Version: 8.6 and Above The Presales Pending View application allows the user to view pending Presales transactions. These are presales transactions that are posted but have not been received. The application will bring up a ...
Presales Pending Transaction Edit List
Release Date: 3/1/24 Version: 8.6 and Above This list will print all of the Presales pending detail information associated with the vessel. Starting Vendor - Enter the starting vendor number. F7/F8 searches are supported. Enter spaces for All. Ending ...
Presales History View
Release Date: 3/1/24 Version: 8.6 and Above The Presales History View application allows the user to view history Presales transactions. These are Presales transactions that are posted and received. The application will bring up a window similar to ...
Presales History List
Release Date: 3/1/24 Version: 8.6 and Above This list will print all of the Presales history detail information associated with the vessel. Starting Vendor - Enter the starting vendor number. F7/F8 searches are supported. Enter spaces for All. Ending ...
Presales Documentation Roadmap
Release Date: 3/1/24 Version: 8.6 and Above Introduction All 856 EDI document mappings implemented in the past are for outgoing purposes in the COP module. In Sales Order, we export shipped data which can have container (UCC-128) level data through ...
Where Is the Global Setup Flag to Allow Close PO Line in Warehouse Receiving?
Release Date: 03/20/2024 Version: 8.0 & Up Q - In Purchase Order Warehouse Receiving, there's a field "11. Close PO Line ?" However, I can't access that field. See sample screen below: I'd like to turn on this field so that during warehouse receiving ...
Feature - Prevent Cancelling PO Line Items Where Qty Received Not Equal to Qty Invoiced
Release Date: 4/16/2024 Version: 8.5 & Up Background In the past, a buyer might have decided to cancel an order without knowing that their order had already been received at their shipping address (e.g., a warehouse). As one can imagine, the result ...
Feature - Vendor and Receiving Date Range on Warehouse Receiving Edit List
Release Date: 5/3/24 Version: 8.5 and Above This feature adds a vendor number and receiving date range to Warehouse Receiving Edit List. Note: The screen was rearranged to accommodate the new fields. Starting/Ending Vend No: Enter the starting and ...
Feature - Consolidate Specific Location Quantities in One Location Buyer Desk
Release Date: 5/30/24 Version: 8.5 and Above If the Buyer Desk Global Setup option 2. Prompt Customer Type & Location in Buyer Desk, is set to N, Buyer Desk can be configured to run for either one location or two locations. If configured to run for ...
Feature - Enter Due Days and Discount Days in Buyers Desk
Release Date: 7/18/24 Version: 8.5 and Above Previously, Buyers Desk users could only enter the terms description and discount percent for the purchase order they are reviewing. This feature also allows the entry of the due days and the discount ...
Feature - Average Days Out of Stock Calculation in Two-Location Buyer's Desk
Release Date: 7/31/24 Version: 8.5 This feature added a new filter criteria to the two-location version of Buyer's Desk. The option "Avg DOS/Mon Value > Avg of # of Month For Loc" allows the user to choose if items should be filtered based on a ...
Feature - Minimum Serial Number Length in PO Warehouse Receiving
Release Date: 8/5/24 Version: 8.5 and Above A new option is available in Global Setup-> System-> Serial Number Tracking that allows the user to specify the minimum length of the serial number that is accepted when entering Purchase Order Warehouse ...
Feature - Serial No. Scan Error Checking in Presales Transaction Import
Release Date: 8/5/24 Version: 8.5 and Above There are three options available in Global Setup-> System-> Serial Number Tracking that allow the user to specify if PO Warehouse Receiving should check for invalid characters, check for serial number ...
Feature - Average Days Out of Stock Calculation in One-Location Buyer's Desk
Release Date: 8/6/24 Version: 8.5 and Above This feature added a new filter criteria to the two-location version of Buyer's Desk. The option "Avg DOS/Mon Value > Avg of # of Month" allows the user to choose if items should be filtered based on a ...