Purchase Order Programs

Purchase Order Entry

Using the dimension function in the PO Entry form is optional. This is determined by one of several PO Module Control options relating to using dimension tracking within purchasing forms:

Allow entry of dimensions - Select this option to enable dimension tracking function for purchase order entry and related forms. If you select this option, you can enter dimension details when entering a purchase order for items that are dimension controlled.
Entry of dimensions mandatory - Select this option to make the entry of dimension details on the PO Entry form mandatory. If you select this option, you can't save a purchase order for a dimension controlled item unless specific dimension quantities are entered for the line. If you don't select this option, you don't need to enter details for dimension controlled items.
Enable auto prompt for entry - If you select this option, the Enter Dimension Details form displays when entering a purchase order when a line quantity is entered for an item that is dimension controlled. If Entry of dimensions mandatory is selected, this option is selected and set to read-only. If you don't select this option, the Dimensions button is enabled on the PO Entry form and you can enter dimension details.

Purchase Order Receipt Entry

If dimension details were entered when entering a purchase order, select the Default details from PO Entry option on the Enter Dimension Detail form to update the table with the dimensions and quantities entered on the PO Entry form.

Note: If the PO User Preferences option Default receipted quantity to zero is selected, only the dimensions updates to the table. The quantities remains at zero. You can edit the dimensions and quantities following the update if required, or just click OK to accept the PO Entry defaults.

If you do not select the option to default details from the PO Entry form, enter details into the table using the process.

If dimension details were not entered when entering a purchase order, the process for entering dimensions during a receipt transaction is standard. You can't save a receipt transaction unless dimension details have been entered for each dimension controlled line item.

Once dimension controlled items have been received, a Received quantity updates at an order line-specific level. This can be viewed by dimension using a receipt history enquiry that can be accessed from the Enter Dimension Details form via the PO Entry and PO Receipt Entry forms. The View receipt history button is enabled when you save a purchase order with dimension details.

Purchase Order Shipment Entry

When purchase orders are being added to a shipment, you can use dimension details from PO Entry, or enter them. You cannot save a shipment unless dimension details have been entered for each dimension controlled line item.

AR Invoice Entry

When an AR invoice is generated using the Select Orders form, you can use dimension details from the PO Entry form, or enter them. You cannot save an invoice transaction unless dimension details have been entered for each dimension controlled line item.

Reports

Reports for purchase order processes have been updated to print dimension details.