Create POs to replenish Inventory Stock from Inventory Re-Order Q
- Go to Inventory Main Menu > Work Queues > Inventory Re-Order Q (also accessible from Workflow > Purchasing > Items to Re-order) and filter the data as needed
- Select the “Compare To” filter (REORDER or MINIMUM) to compare the current inventory levels either to the re-order or minimum threshold levels, as set on each Master Part Number record
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- Results of inventory Master Part Numbers to re-order appear in the grid
- Fill out the Vendor attribute, if not pre-filled (from the Master record default). Note: a Vendor is required in order to continue with step 2.
- Select grid Extended Menu > Choose a Vendor for selected Items
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- Select the “Compare To” filter (REORDER or MINIMUM) to compare the current inventory levels either to the re-order or minimum threshold levels, as set on each Master Part Number record
- When ready to initiate your purchase, create the Purchase Order(s):
- Highlight the results grid Item row(s) and select Extended Menu > Create POs
- The new Purchase Order record will open in a new window
- Verify the default Purchase Order attributes, including Line Items tab grid row Quantity, Description, and Cost
- Click the SAVE icon on the Purchase Order and then process and approve the PO per your organization’s process.