Home > Inventory > Stock Orders > Screen Shots/Explanations > Review Orders/Transfers

Review Orders/Transfers

This function allows you to review purchase orders and transfers created by the system. There are a number of places where this is useful. If you use suggesting ordering, you will use this function to review the transactions created by the system. If you use Allocated Orders, this function will be used to review the actual purchase orders created. If you use Required Stock transactions, the system will potentially create a number of purchase orders and transfer requests from that original transaction. The system will use this function to allow you to review those transactions.

Figure: Example Review Orders/Transfers Screen

The bottom part of the window will show the transactions being reviewed. If the window is displayed as a result of doing allocated orders or required stock transactions, the transactions will already be listed for you. If you select this function from the menu, there will be no transactions listed. Press the Select button to display a window that will allow you to enter selection criteria to select the transactions you want to work on. (This button will not be visible if you are reviewing transactions created for allocated orders or required stock transactions). When the Add Matching button is pressed, the matching transactions will be added to the grid, ready for you to review. You can press the Select button as many times as you want to add more transactions to be reviewed.

The middle part of the window contains two rows of buttons to allow you to manipulate the transactions. Many of the buttons work on the set of transactions with the Process column checked on. So if you press the Delete button and you have five transactions checked, all five transactions will be deleted.

Action Buttons

These buttons allow you to manipulate the transactions.

Press this button to preview the reports for the selected transactions.

Press this button to print the reports for the selected transactions.

Press this button to send or accept the selected transactions.

Selection Buttons

These buttons allow you to quickly select or deselect transactions to be processed.

Check All

Press this button to check on the 'Process' column for all the transactions.

Check None

Press this button to check off the 'Process' column for all the transactions.

Check Select On

All the transactions that are highlighted will have the Process column checked on. To highlight more than one transaction, hold the Ctrl key down while clicking the transactions.

Check Select Off

All the transactions that are highlighted will have the Process column checked off. To highlight more than one transaction, hold the Ctrl key down while clicking the transactions.

Transactions

These are the transactions that can be processed.

Process

If this is checked on, the transaction will be modified when one of the action buttons is pressed.

Source

The type of transaction. PO =  Purchase Order. TFRI = Transfer Request.

PO#

The transaction number. If this is a transfer request it will be the request number.

Supplier

If the transaction is a purchase order, this column will show the supplier. If the transaction is a transfer request, this column will show the location that will send the items.

Name

The name of the supplier or location sending the items.

Location

The location that the transaction is for.

Status

The status of the transaction.

PO Value

The value of the purchase order. If the transaction is a transfer request, this will be zero.

Min Order Value

The minimum order value the supplier will accept. If the transaction is a transfer request, this will be zero.

PO Quantity

The total number of units to be ordered or transferred.

Min Order Qty

The minimum order quantity the supplier will accept. If the transaction is a transfer request, this will be zero.

Main PO#

If the system creates a set of purchase orders, each purchase order will get a different number, but they will all share the same Main PO# (the number of the first transaction created). This allows you to retrieve all the purchase orders that were created together. This will be zero for transfer requests.

Output Method

The method by which the purchase order will be sent to the supplier. If the transaction is a transfer request, this will be empty.

Process Message

This field is updated with any issues that occur during the 'Send' process, or if successful shows "Transaction processed successfully".

Converted from CHM to HTML with chm2web Pro 2.85 (unicode)