Occasionally you may need to replace an “unverified” Order Line Item (an Item with blank MasterNo), with a valid MasterNo in order to proceed with the creation of a Purchase Order
If there is not a Master already in the system for this item:
- Navigate to the Purchasing Queue via Inventory Main Menu > Purchasing Queue or Workflow Main Menu > Purchasing > Items to Purchase
- Unverified items will display a blank cell in the Master No. column. To replace this item, highlight the row and click the grid Extended Menu. Select Choose a Vendor for Selected Items
- In the window that appears, search for and select a Vendor
- Now that a Vendor is selected, highlight the item row again in the Purchasing Queue and click the grid ADD icon. Select either Create Quantity Type Master or Create Asset Type Master. The Master form will open. The Part No. and Description will already be populated (from the Quote > Order) and the Master No. and Master Type will auto-populate
- Click the EDIT icon and add any additional information as needed
- On the Details tab of the Master, add Cost and Price information
- Click the SAVE icon
- Back on the Purchasing Queue, highlight the same item (which now has a Master No.) and from the Extended Menu select Create Purchase Orders for Selected Items
If there is already a Master in the system for this item:
- Navigate to the Purchasing Queue via Inventory Main Menu > Purchasing Queue or Workflow Main Menu > Purchasing > Items to Purchase
- Unverified items will display a blank cell in the Master No. column. To replace this item, highlight the row and click the grid Extended Menu. Select Replace Unverified Item. The Select a Master form will open
- Search for and select the Master for your line item
- If the Master selected has enough quantity on hand, this item will be removed from the Purchasing Queue. If the master does not have enough quantity on hand, you may now create a Purchase Order for this item using the option on the Extended Menu