Accessed from the Purchasing Tools Menu via the Purchasing Menu
This on-screen purchasing report shows all sales order lines for items that are classed as P - Processed Part, where the demand exceeds the current stock level. This option not only allows you to review that demand but place works and purchase orders directly from screen.
1 - Sales order lines for P coded items with quantity, price and order date details.
2 - Further details of the customer, default supplier and availability. Total Required totals all unallocated demand for the highlighted item.
3 - Details of the outstanding works orders for the item with any allocated sales orders and therefore quantity available for allocation.
PLACE WO - Place a works order directly from screen. see Adding a Works Order.
PLACE PO - Place a purchase order line directly from screen. If a default supplier exists it can be selected. The order will be placed on an existing open purchase order unless a new purchase order is requested.
ALLOCATE - Assign the customer demand to an existing available purchase order quantity.
ITEM ENQUIRY - See the full details of the highlighted item.
GO TO - Search for an item number.
SEQUENCE - Change the screen sequence between Item and Product Range / Group.
SUPPLIER ITEM - Add or revise a supplier item for the highlighted line.
PRINT - Print the list.
CSV - Output the list as a comma separated variable file, normally opens to a spreadsheet.
RES. STOCK - See demand for reserve stock items.