Quantities on Order

OBJECTIVE

The Quantities on Order function is used to view quantities of items on order by project or supplier.

 

PREREQUISITE 

  • The Stock Order from Catalogue must be transferred.

 

PROCEDURE 

 

Generate the quantities on order

  1. Select an Order Date and/or Delivery Date.
  2. Select the other choices based on specific requirements.

 

Only non-self-referring fields are defined in the table below.

Field

Description

Project

The list of projects is displayed based on the security defined in project access.

Buyer

Displays the list of buyers according to user security.

NOTE: A regular user can only see buyers that correspond to the users for which he or she is responsible. Administrator users can see all of the buyers.

Operator

Displays the list of operators according to user security.

NOTE: A regular can only see operators that correspond to the users for which he or she is responsible. Administrator users can see all of the operators.

Requisition Date

If dates are entered, the system only displays orders linked to requisitions within the date range selected.

Order Type

Allows selecting the order types (All, Regular Order, Estimate, Lot Order, Open Order, Return of Merchandise) to be displayed in the report.

NOTE: By default, All is selected.

 

The system sorts the list by project if the Sorted by Project box is checked.

If one or more suppliers are selected and sort by project is not used, the list is sorted by supplier.

It is possible to display the requisition number on the report by clicking the Configuration icon from the report viewer. Click on the Columns tab and select Requisition No. column by checking the Visible column. Click Apply to save changes.

  1. Click Accept.

 

See also

  • Security Management

 

Last modification: November 12, 2024