Stock Order from Catalogue
OBJECTIVE
The Stock Order from Catalogue function allows the user to create supplier orders from a list of items from Catalogue Management. These items can be ordered for the inventory or for a project. It is also possible to order items that are not defined in the catalogue, but it can only be for a project.
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The difference with Purchase Order Management is that a Receipt of Goods transaction is possible before invoicing and the user can manage inventory with this option. |
PREREQUISITES
ICONS
Stock Order from Catalogue icons
Summary
Steps
maestro* > Purchasing > Purchasing > Purchase Order > Stock Order from Catalogue |
Configuration
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Clicking the Configuration icon allows the user to enter default values that will be used for all orders entered. |
- Click on the Configuration icon and enter the needed information in the various sections:
- Close the Options window to save the settings.
Enter a Stock Order from Catalogue
- Enter the stock order's basic required information:
- Enter the required information in the Detail tab:
- Default Values section:
- Additional Info section:
The user can configure the two Additional Info frames to display information from Catalogue Management or Supplier Management. To do this, click the icon in the upper right corner of the window and select the source of the additional information. This information is provided for informational purposes only and cannot be printed.
- Purchase History section:
This section displays the purchase history of a product. When a product code is entered in the order, the purchase history for the product is displayed. If a supplier exists in the order, the history is displayed for this supplier only. If the supplier is not specified, the purchase history is displayed for all suppliers from which the product has been purchased.
By moving from an order line to another, the purchase history is refreshed according to the product indicated on the current line.
It is possible to disable this section to prevent searching for purchase history by right-clicking in it and selecting Disable the grid. To enable it, simply right-click in the section and select the Enable the grid option.
By default, maestro* displays the 100 most recent lines of the history. The user can increase or decrease the number of lines by clicking the Configuration icon and changing the value of the maximum number of lines in the Purchase History section.
In multidimensional mode, maestro* displays the purchase history based on the current prefix. To display the purchase history for all companies, simply check the Display Orders and Requisitions for Other Companies, available by clicking the Configuration icon.
- Breakdown section:
- Enter the required information in the Delivery tab:
Field
Description
Location
Location for the work.
Selection
Provides access to databases linked by function to the selection in the Location field.
Transportation
Transportation from Define Abbreviations.
FOB
FOB code from Define Abbreviations.
Requester
Person who made the request.
NOTE: If the order was created from a requisition, the default requester is the person who entered the requisition in maestro*.
Attention of
Delivery contact.
Specification
Specification for the order from Define Specifications.
Oper.
Operator. User who entered the stock order in maestro*.
NOTE: This field is automatically completed by maestro* and cannot be modified.
Buyer
Number of the user who entered the order.
- Return of Merchandise section:
This section is only available if the Contract Type field is set to Return of Merchandise.
Field
Description
Original P.O. Number
Original order number on which a return is made.
Return No.
Return number.
Reference No.
Reference number.
- Enter the required information in the Memo tab: Used to enter a memo for the order.
- Click Save.
When saving the order, maestro* verifies in the breakdown grid of the order if any project requires separate orders. If it is the case, a message will be displayed: “Note: the following projects require separate orders: (project name). Do you still want to continue?”. The user can click on Yes and save the order or click on No to return to the order entry.
Only orders with a Confirmed status can be transferred. Once an order has been transferred, it can no longer be modified, unless the Unlock the Order function is used. For this function to be available, goods receipt(s) or invoice(s) must not have been entered for the order. For the user to have access to the Unlock the Order option, user security must be modified so that this user can access the option The user can unlock transferred orders and subcontracts. found under the Access Restrictions tab of Security Management, in the Purchasing – Orders section.
A stock order from catalogue order can be deleted only if it has not been transferred. If the order was generated by transferring material from a work order, the order and all links referring to it in the work order will be deleted. In addition, if the work order was closed, its status will be changed to Open so that it can be transferred again if necessary.
Create a stock order from catalogue from a kit
This feature applies to items whose Status corresponds to Kit in the Catalogue Management option. |
- In the Breakdown grid, enter the kit's inventory code in the column or click on the icon to select a kit through the Select a record window. The Component Selection window opens.
- Enter the amount of kits (Quantity) needed in the stock order.
- Check the kit items to include in the stock order.
- Click on Select.
All chosen kit items will automatically be added to the stock order. - Save the stock order.
See also
- Table of Order Status Codes
- Requisition à Supplier Order
- Procurement Management (CBN/MRP 1)
- Define Supplier Addresses
- Payment Terms
- Print Purchase Orders
- Security Management
- Define Sites
- Define Bill of Materials
- Enter a Requisition
- Customer Order
- Define Supplier Pricing
- Contact Management
- Customer Management
- Define Addresses
- Define Abbreviations
- Define Specifications
- Shop Drawing Management
- Updating ElekNet Items in maestro* Catalogue
- How to Using the ElekNet Interface in maestro*
- How to Calculating the average cost including landing cost
- How to Reading Tax Codes in maestro*
- How to Display the supplier's discount price as the unit price
- How to Service Management Procurement
- How to Converting Quarry Tickets into Goods Receipts and Posting Them as Accrued Costs
APPENDIX
Processing Requisitions
Process one requisition at a time
- Click the Display Only Requisitions Ready to be Processed icon.
- Select a requisition.
- Complete the required information.
- Click the Transfer this requisition to orders icon.
Process multiple requisitions for a given supplier
- Click the Compile Requisition icon.
- Select one or more lines from requisitions.
The user can select multiple requisitions by pressing the Shift or Ctrl keys.
- Complete the required information.
- Click the Generate an Order icon.