New features, version 7.5.2, 7.5.3, 8.1
Program POSE, Create Purchase Orders from Sales, is used to create purchase orders for sales order lines entered on open sales orders.
* The data in this program is either based on a standard view with real time data, or is based on a faster detail view that is maintained completely by database triggers on the sales order header, sales order lines, and model configuration information. In the detail view, records only exist for ORD type sales orders with O - Open Order, J - Confirmed Incomplete, or S - Confirmed Complete statuses. The setting of the Use active-managed table for POSE flag in program POPM, PO / Receiving Parameter Maintenance, determines which view is being used.
The sales order lines that are displayed in this program are determined by the POSE Operation flag settings in program POPM, PO / Receiving Parameter Maintenance.
* When the Include Drop Ship flag is set to on, all drop ship sales order lines will be displayed in program POSE, Create Purchase Orders from Sales.
The Drop Ship flag overrides the non-stock and non-maintain on hand flags. If an item is a drop ship item and also a non-stock item or a non-maintain on hand item, it will be displayed in program POSE, Create Purchase Orders from Sales, when the Include Drop Ship flag is set to on.
Purchased model components for drop shop model items will be displayed when this flag and one or both of the Show Components flags are set to on.
* When the Include Non-Maintain On Hand flag is set to on, all non-maintain on hand sales order lines will be displayed in program POSE, Create Purchase Orders from Sales.
* When the Include Non-Stock flag is set to on, all non-stocked sales order lines will be displayed in program POSE, Create Purchase Orders from Sales.
* When the Include Modular Lines flag is set to on, all modular sales order lines will be displayed in program POSE, Create Purchase Orders from Sales.
The Include Modular Lines flag overrides all of the above flags. When this flag is set to off, no modular items will be displayed in this program regardless of the settings of the other flags. This flag and the Show Maintain Onhand Components flag or the Show Maintain Onhand Components flag cannot be set to on at the same time
* If the Show Non-Maintain Onhand Components flag is set to on in program POPM, PO / Receiving Parameter Maintenance, non-maintain on hand component items for model items entered on sales order lines will be displayed in this program, provided that the Make/Buy flag for the item is set to Purchased in item planning. This flag and the Include Modular Lines flag can not be set to on at the same time.
* If the Show Maintain Onhand Components flag is set to on in program POPM, PO / Receiving Parameter Maintenance, maintain on hand component items for model items entered on sales order lines will be displayed in this program, provided that the Make/Buy flag for the item is set to Purchased in item planning. This flag and the Include Modular Lines flag can not be set to on at the same time.
If the line item is flagged as a drop ship item on the sales order, the purchase order will be created as a drop ship purchase order for that item. Drop ship items are colored purple in this program.
Purchase Order Prices from Sales Order Lines
Creating Purchase Orders from Sales Order Lines
Purchase Order Creation Parameters
Items will have different color descriptions based on the type of item entered.
* Red: kit items
* Green: model items
* Brick Red non-maintain on hand items
* Blue non stock items
* Black all other item types
1. In the Entered By field, enter the initials of the person creating purchase orders.
2. In the Buyer pop-list, select the buyer for which you are creating purchase orders from sales orders.
* The program will query all open sales order lines that have been assigned this buyer code, and the open sales order lines for items that have not been assigned a buyer code. Only non-stocked and non-maintain on hand items will be displayed.
* If you leave this pop-list blank, open sales order lines without a buyer will be displayed. You must select a buyer in the pop-list or enter a buyer code on the More Details page before purchase orders can be created for these lines.
* If the employee number assigned to the user's security record in program MUSC, User Security Maintenance, is the same as the buyer code, this pop-list will default to the buyer code when the user enters the program.
3. In the Ship To pop-list, select the ship to location that will be assigned to the purchase orders that you are creating.
* If you leave this field blank, the program will use the plant code from the sales order line as the ship to location.
4. Place your cursor in the lower block and press [Execute Query] to display all open sales order lines for non-stocked and non-maintain on hand items.
* You can enter query information before pressing [Execute Query]. For example, if you only wished to create purchase orders for a specific item, you would enter the item number and press [Execute Query].
5. You can change the vendor and unit cost for the sales order line for non-stocked items. This information will also update the sales order line.
* The Unit Cost field cannot be updated in this program if the sales order is margin priced, and the sales order line has the price override flag set to off.
* When the S type cost is non-dynamic, i.e. is not average or actual cost, users cannot modify the unit cost for drop shipped non maintain on hand items in program POSE, Create Purchase Orders from Sales, unless the Include Drop Ship Lines flag is set to on in program POPM, PO / Receiving Parameter Maintenance.
* See the Purchase Order Prices from Sales Order Lines section for more information on updating sales order line unit costs from this program.
* The PO_COST_VARIANCE_ALLOWED parameter for the plant in program MURM, Initialization Parameter Maintenance, determines whether the price on the purchase order will be compared against the purchase order unit cost for maintain on hand items to see if it is within tolerance levels. The change in unit price is checked against the original PO cost on the line.
6. To view the sales order detail information, press the [More Details] 
button.
* Information includes the customer number and name, customer purchase order number, employee initials, manufacturing enterprise and plant, sales location, configuration sequence for model components, service flag, non-stocked item flag, taxable flag, drop ship flag, purchase unit of measure, item description, item POS description, and currency code.
* The Buyer code displayed here can be maintained.
7. To view the vendor pricing for the item, purchase unit of measure, and vendor combination, press the [Vendor Pricing] 
button.
* Information includes the item number, vendor number, unit price, minimum quantity, and effective dates.
8. To view and maintain sales order line comments, press the [Comments] 
button next to the Ord No field.
* Sales order line comments can be maintained before and after the purchase order has been created.
9. You can change the order in which the sales order lines are displayed using the Sort By pop-list. The following options are available:
* Due Date, Item: display in order of due date and item number.
* Item, Vendor: display in order of item number and vendor number.
* Ord No: display in order of sales order number.
* Vendor, Item: display in order of vendor number and item number.
10. Set the selection flag to the left of the Ord No field to on if you wish to create a purchase order line from the sales order line.
* If the Auto Show Order Comments flag is set to on in program POPM, PO / Receiving Parameter Maintenance, and the sales order line selected has comments assigned, the sales order line comments screen will be displayed.
* Press the [Select All] 
button to set the selection flag to on for all displayed sales order lines. Specific sales order lines can be de-selected after this button has been pressed.
11. Set the selection flag to the left of the Ord No field to off if you do not wish to create a purchase order line from the sales order line.
* Press the [Deselect All] 
button to set the selection flag to off for all displayed sales order lines. Specific sales order lines can be selected after this button has been pressed.
12. When all desired sales order lines are selected, press the [Create PO Lines] button.
3. Purchase orders are selected and created using the following parameters.
* Purchase order numbers are generated automatically according to the auto-numbering feature set up in program SPAN, Auto Number Control, for purchase orders. You can number the purchase orders manually by entering the desired purchase order number in the PO Number field.
* You can number the purchase orders manually by entering the desired purchase order number in the PO Number field. Purchase order line numbers will still be generated automatically.
* Purchase orders are entered in the currency assigned to the vendor in program VEMM, Vendor Master Maintenance.
* Purchase order lines created for model item components will have the destination of work order and will be assigned to the work order entered for the parent model item in the sales order entry program.
For each sales order line, the purchase order generation process completes the following steps:
a. Determines if the item is a component of a sales order line model item or kit.
If the item is a component of a model or kit, the creation process finds an open purchase order with the print flag set to on that contains other component of the same model or kit for that sales order line. If one can't be found, then a new purchase order is created.
If the item is not a component of a model or kit, see step b.
b. Determines if the sales order line is a drop ship sales order line. For drop ship sales orders, the creation process will look for an open purchase order with the print flag set to on for the same vendor/buyer/sales order. If one does not exist, a new purchase order will be created. See the following examples:
Sales Order 100, drop ship lines.
Line Vendor Buyer Purchase Order
1 1 A 102
2 1 B 103
3 2 C 104
4 2 C 104
5 3 D 105
c. If the sales order line is not a drop ship sales order, the program checks for open purchase orders in program POEM, PO Entry/Maintenance, for which the print flag is set to on for the same vendor/buyer.
d. If a purchase order is found for the same vendor/buyer, a new purchase order line will be added to the purchase order with the order quantity and due date, because the destination sales order and line are tracked for each purchase order line..
e. If there is no open, unprinted purchase order in program POEM, PO Entry/Maintenance, for the vendor and buyer, a purchase order will be generated.
* If other sales order lines exist for a vendor for which a purchase order was created, the purchase order number that was created will be entered in the PO Number field for the other order lines for the same vendor.
* You can clear the PO Number field for the other order lines for the vendor, select them, and press the [Create PO Lines] button to have a different purchase order created.
* You can manually enter a different purchase order number in the PO Number field to have another purchase order created for the order lines when the [Create PO Lines] button is pressed again.
14. Purchase order lines will be created for all selected sales order lines, and will be displayed in4this program until you exit the program or generate another batch of purchase order lines.
15. To view and maintain purchase order line comments, press the [Comments] button next to the PO Number field.
* Purchase order line comments can be maintained after the purchase order has been created.
16. Purchase orders can be viewed and maintained in program POEM, P.O. Entry/Maintenance.
Next to the Ord No field, press this button to view and maintain purchase order line comments, before and after the purchase order has been created.
Next to the PO Number field, press this button to view and maintain purchase order line comments, after the purchase order has been created.
Press this button to create purchase order lines for the select non-stocked and non-maintain on hand items.
Press this button to set the selection flag to off for all displayed sales order lines. Specific sales order lines can be selected after this button has been pressed.
Press this button to display more information about the sales order to which the non-stocked or non-maintain on hand item belongs.
Press this button to set the selection flag to on for all displayed sales order lines. Specific sales order lines can be de-selected after this button has been pressed.
Press this button to display the vendor pricing from program VEQM, Vendor Quote Maintenance, for the vendor, item, and purchase unit of measure..