Purchase Order Type Settings

Use this routine to establish purchase order types that you can use to classify purchase orders. STORIS provides one purchase order type (STND=Standard), but you can create additional types. For example, you can create a "FLOOR" type to indicate that the incoming merchandise is to be used as floor samples.

To establish a new purchase order type, enter 1-6 alpha numeric characters to represent this type. To edit an existing type, enter its code here or click the Search button to select a code from the list.

Enter or edit the text describing this purchase order type. This field accepts up to 15 characters and entry is mandatory. Click the Action button to access the Description Field - Language Translation Entry screen.

To associate a reason code with this PO type, enter an As-Is reason code here. If you click the Search button, you access the Read-Only Lookup Window where you can select a reason code from the list of codes designated "As-Is" via the usage code field. (If no reason codes are set with the As-Is usage code, all reason codes are included in the list.)

If you designate a reason code in this field and then assign this type to a purchase order, the PO is received directly into As-Is inventory using this reason code.

To indicate that this purchase order type is currently available for assignment to purchase orders, check the box. If you check this box, you can assign this type to purchase orders; if you leave the box blank, you cannot assign this type to purchase orders.

Newly created purchase order types default to a checked box (Active), but you can change it. If you select this purchase order type as the system default via your Purchasing Control Settings, you cannot de-activate it (i.e. remove the check from this field).

Use this setting to indicate if this type of purchase order should be considered when linking sales orders to purchase orders. The default for this setting is the box is checked.

If this box is checked, the linkage process (used by the order item entry process as well as Generate Daily Reports to assign back-ordered items to purchase order) allows a sales order to be linked to a purchase order. If this box is not checked, sales order linkage is restricted from this type of purchase order.

This setting does not have any effect on linking purchase orders and sales orders through the Enter a Purchase Order process.

Use this field to indicate whether or not purchase orders of this type are to be included in supply calculations. If you check the box at this field, purchase orders of this type are considered as available supply for the following functions:

replenishment calculations - both AFI replenishment and STORIS standard replenishment
ATP (Available to Promise) Date calculations
Net PO calculations, including the display on the View Product Availability screen

If you leave this field blank, purchase orders of this type are not considered as available supply for the calculations listed above.

Use this field to indicate whether or not third party interfaces (such as AFI's replenishment interface) are permitted to change purchase orders of this type. When you check this box, the third party is notified that purchase orders of this type can be changed. If you leave this box blank, the third party is notified that these purchase orders should not be changed. For example, if the box is left blank for "special buy" type purchase orders, the third party replenishment should not decrease the ordered quantity even if it detects that too many are being purchased.