Purchase Order Generation Based on Template option, which is located under the Operations menu of the Purchasing program section, is used to generate purchasing orders automatically by using templates defined by users and for level updating transactions.
The conditions to be applied for order generation are specified on filter lines. "Purchase Order Generation Based on Template" filter options are:
Filter |
Value |
Date |
Date entry |
Template Code |
Template selection |
Calculation Options Validity Date |
Date entry |
Calculation Options |
Add Purchase Orders / Exclude Sales Orders / Add Consignments Received / Add Planned Inputs / Exclude Planned Outputs |
Levels Will Be Updated |
Yes / No |
Maximum Inventory Level Control |
Yes / No |
Generate Slip For Materials Not Having Supplier |
Yes / No |
Returns Will Be Deducted from Sales Quantity |
Yes / No |
Order AR/AP |
By Supplier Info / By The Last AR/AP Used As Supplier |
Consider Safety Inventory Level |
Yes / No |
Date: The date of the operation and order slip.
Template Code: The template code that will be used for generating orders.
Calculation Options Validity Date: The validity date of calculation options.
Calculation Options: Used to determine how the order quantity will be calculated that will be generated after minimum inventory level has been calculated according to defined template.
The filter line contains the following options:
- Add Purchase Orders
- Exclude Sales Orders
- Add Consignments Received
- Add Planned Inputs
- Exclude Planned Outputs
Levels Will Be Updated: Used to determine whether material levels will be updated or not. When the filter is approved, the levels at material records are updated.
Maximum Inventory Level Control: Used to determine whether the maximum inventory level will be controlled or not.
Generate Slip for Materials Not Having Supplier: Used to determine whether the slips will be generated or not for materials which have no supplier connection.
Returns Will Be Deducted from Sales Quantity: Used to determine whether the return quantity will affect the transaction or not. When "Yes" is selected, the level determination is done by deducting the return quantity from the sales quantity.
Order AR/AP: Used to specify which AR/AP info will be used as base for purchase order generation operation. This parameter line contains the following options:
- By Supplier Info
- By The Last AR/AP Used As Supplier
When By Supplier Info option is selected, the supplier which is entered in relevant material card is considered and order is generated for that supplier.
When By The Last AR/AP Used As Supplier option is selected, the order is generated for the last AR/AP from which the material is purchased.
Consider Safety Inventory Level: It is used to determine whether or not safety inventory level will be considered in calculation. When this parameter is disapproved by selecting "No" option, control is not performed. If it is approved by selecting "Yes" option, purchase order is not generated in case materials on hand, purchase/sales orders, demand slips, planned inputs, planned outputs and safety inventory quantity totals exceed average inventory level. If this total is less than average inventory level, purchase order is generated in proportion of level difference.
After level calculation for the materials belonging to the template definition, orders are generated for the materials below the minimum inventory level.
The generated order's date is the date that the operation is performed. The procurement date is calculated by adding the lead time field value of template to the order date.
If a material is selected at template, the procurement date is transferred from the "Suppliers" tab of material card.
The generated order slip's AR/AP is again read from the "Suppliers" tab of material card. If there is no supplier info, the order is generated with empty AR/AP field.
When there are more than one suppliers belonging to the materials of the template, the slip will be generated according to supplier priority. If there are suppliers having same priority, the application considers the order rate then.