PART 3.2 – Vendor/Purchase Transaction GL Impact

Purchase orders are non-posting transactions that are sent to a vendor to keep track of items that are expected to be delivered. They include the associated price and quantity.  2. Item receipts are used to match against an open purchase order when items have been received. The GL impact will show an increase in the asset account… Continue reading PART 3.2 – Vendor/Purchase Transaction GL Impact

Criteria to enable “Create PO” item line field in sales order.

To display “Create PO” sublist field in sales order. the “Drop Shipments and Special Orders” feature should be enabled. In order to enable “Create PO” item line field in sales order, the given item should have preferred vendor and purchase price. The transaction subsidiary of the sales order should be same as of subsidiary of… Continue reading Criteria to enable “Create PO” item line field in sales order.

PROPOSAL FOR HANDLING VENDOR CREDIT LIMIT PER LOCATION PER MONTH ON CREATION OF PURCHASE ORDER

Jira Code : MAMS-103 Proposal Summary The proposal is to implement a vendor credit limit notification within the purchase order process. It will help to alert users when creating or updating purchase orders if the vendor’s credit limit has been exceeded for the current month.  Requirement The client would like to notify the purchaser when… Continue reading PROPOSAL FOR HANDLING VENDOR CREDIT LIMIT PER LOCATION PER MONTH ON CREATION OF PURCHASE ORDER

How to Generate a List of Item Receipts Created From Return Authorizations

1.    Navigate to Reports> Saved Searches> All Saved Searches> New 2.    Select Transaction as search type 3.    Assign name on the Search Title field 4.    On the Criteria tab> Standard sub tab> Filter column, set the following: a.     Type is any of Item Receipt b.     Formula (Text) contains Return Authorization then copy-paste this formula: {createdfrom} c.     Main Line is true 5.    On the Results tab> Columns sub tab, add the fields you wanted exposed on the report 6.    Hit Save & Run

Characteristics of “EXPECTED RECEIPT DATE” sublist field in purchase order item line.

When Demand Planning feature is enabled and the Replenishment Method is Time Phased, the Expected Receipt Date is found as one of the columns on the Purchase Order form. The Expected Receipt Date is computed based on the Purchase Lead Time field value on the Item record. It will be computed from the date of the purchase order. Consider the item record… Continue reading Characteristics of “EXPECTED RECEIPT DATE” sublist field in purchase order item line.