Purchase Expedite Update

Menu Path: Purchasing $Images\bluerarw.gif$ Purchase Processing $Images\bluerarw.gif$ Purchase Expedite Update

Purpose

View purchase orders and update delivery dates and times.

Overview

Use Purchase Expedite Update to display purchase orders, and update the delivery dates and times for these purchase orders. You can filter purchase orders by locations, buyers, or order types. You can also filter purchase orders by delivery date, based on a number of days of supplies, or to only display purchase orders with backordered quantities or that have been marked as expedited.

Note To mark a purchase order as expedited, select the Expedite check box in Purchase Order Maintenance.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Purchase Expedite Update window.
Update	Click this button to update delivery dates and times for purchase orders displayed on the Results tab.
Show Data	Click this button to display expedited purchase order data in the Results tab, based on the selected criteria.

Select Tab Fields and Buttons

Field or Button	Description
All Locations	Select this check box to display purchase orders for all locations.
Location	Enter a location prefix or name for which to display purchase orders, or click the Lookup buttons to select a location prefix or name. These fields default to the location entered in the Ship to Location fields in User Extended Options.
All Buyers	Select this check box to display purchase orders for all buyers. This check box is selected by default.
Buyer	Enter the user ID of a buyer for which to display purchase orders, or click the Lookup button to select a user ID.
All Types	Select this check box to display purchase orders of all order types, including transfer orders. This check box is selected by default.
Order Type	This field displays Exclude Transfers if you clear the All Types check box to indicate that you want to display purchase orders for all types except for transfer orders.
Conversion Currency	Click the Lookup button to select the conversion currency in which to display purchase order amounts. Purchase order amounts are displayed in the original currency and the conversion currency.
Prior to Delivery Date	Select this check box to display purchase orders with delivery dates before a specific date. If you select this check box, enter the date, or click the drop-down arrow to select a date.
With Less than X Days of Supplies	Select this check box to display purchase orders with less than a specified number of days of supplies. If you select this check box, enter the number of days of supplies. Example If you have less than 10 days supply of inventory for a product, you should expedite purchase orders with that product on it.
With Backorder Amounts	Select this check box to display purchase orders with backordered quantities.
Flagged As Expedite	Select this check box to display purchase orders for which the Expedite check box is selected in Purchase Order Maintenance.

Results Tab Fields and Buttons

Field or Button

Description

Results

This grid displays purchase orders based on the criteria selected on the Select tab. If you click Update, you can edit the delivery date and time for purchase orders in the Delivery Date and Delivery Time columns. Double-click a purchase order to display Purchase Order Inquiry, which allows you to view detailed information about the order.

The following columns are displayed in the grid:

PO # - This column displays the number for each purchase order.
Supplier Name - This field displays the supplier name for each purchase order.
PO Date - This column displays the purchase order date for each purchase order.
PO Status - This column displays the status for each purchase order.
PO Type - This column displays the type for each purchase order, such as Purchase or Transfer.
Required Date - This column displays the required date for each purchase order.
Ship Date - This column displays the shipping date for each purchase order.
Delivery Date - This column displays the delivery date for each purchase order, and can be edited if you click the Update button in the ribbon. If you edit this date for a previously saved purchase order, all line items that have the same delivery date are also changed.

Example A purchase order with two line items has a delivery date of 10/11/2020. The first line item has a delivery date of 10/11/2020, and the second line item has a delivery date of 10/12/2020. If you change the delivery date in this column to 10/13/2020, the delivery date for the first line item is also changed to 10/13/2020, but the delivery date for the second line item is not changed.

Open Amt (Original Currency) - This field displays the value of remaining open items for each purchase order (in the currency displayed in the Original Currency column).
PO BO Amt (Original Currency) - This field displays the value of lines on each purchase order for products that are on backorder. This amount is in the currency displayed in the Original Currency column. For example, if a purchase order line is for 10 units at $10/unit, and there are 3 units on backorder, this column displays 10 x $10 = $100. If a line is for 10 units and there are no backorders, this column displays $0.
Cust BO Amt (Original Currency) - This field displays the value of backorders for products on this purchase order. This amount is in the currency displayed in the Original Currency column. For example, if a purchase order line is for 10 units at $10/unit, and there are 3 units on backorder, this column displays 3 x $10 = $30. If a line is for 10 units and there are no backorders, this column displays $0.
Rush - The check box in this column is selected if the Rush check box is selected for the purchase order in Purchase Order Maintenance.
Expedite - The check box in this column is selected if the Expedite check box is selected for the purchase order in Purchase Order Maintenance.
Finalized - The check box in this column is selected if the Finalized check box is selected for the purchase order in Purchase Order Maintenance.
Buyer - This column displays the user ID of the buyer for each purchase order.
Supplier Code - This field displays the supplier code for each purchase order. The grid is sorted by this field by default.
Original Currency - This field displays the currency in which each purchase order was ordered.
Open Amt (Converted Currency) - This field displays the value of remaining open items for each purchase order (in the currency entered in the Conversion Currency field on the Select tab).
PO BO Amt (Converted Currency) - This field displays the value of lines on each purchase order for products that are on backorder. This amount is in the currency entered in the Conversion Currency field on the Select tab. For example, if a purchase order line is for 10 units at $10/unit, and there are 3 units on backorder, this column displays 10 x $10 = $100. If a line is for 10 units and there are no backorders, this column displays $0.
Cust BO Amt (Converted Currency) - This field displays the value of backorders for products on this purchase order. This amount is in the currency entered in the Conversion Currency field on the Select tab. For example, if a purchase order line is for 10 units at $10/unit, and there are 3 units on backorder, this column displays 3 x $10 = $30. If a line is for 10 units and there are no backorders, this column displays $0.
Delivery Time - This column displays the delivery time for each purchase order, and can be edited if you click the Update button in the ribbon.