Once the orders have been approved in MRP and the Purchase Requisitions have been created, Purchase Orders can be added.
Note: That you can manually add an unplanned PO or Non-Inventory PO in the Purchasing Module at any time.
To create Purchase Orders, do the following:
1) Log into MAX
2) From the System Manager click the Materials Tab
3) Select the Purchasing Module
4) Select Activity > Purchase Schedule
a) Under Order Status check Released only.
b) Click the Query button at the bottom of the Purchase Schedule screen to view all Requisitions in the System that have been created by the Pump Division.
c) Click on the Vendor column header to sort by Primary Vendor
Note: You can use the Sort By and other selection criteria to get the view that you want. You can also click Options from the top menu to set your Preferences as well.
5) Create PO from Purchase Requisition
a) From the menu Select Activity > Purchase Order > a PO will appear
b) From the menu Select PO > New
c) Select Vendor in the Browse window
d) Now you will now drag and drop items from the Purchase Schedule for that Vendor onto the PO which has that Vendor on it. You can also, if you prefer, click the Assign button to select the PO you just created and Assign lines of requisitions to the new PO.
6) Drag Drop
a) Select rows by clicking down the left numbered column or by holding the Ctrl key and clicking individual items.
b) After selecting then hold the Right Shift key and hold down your right Mouse button and drag the lines over the PO you created in the background. Release the right mouse button and the lines will appear on the PO.
c) The items will be saved on the PO.
d) Repeat this process to create all the POs from the lines in the Purchase Schedule
Note: Because a Primary Vendor was setup prior if you select to sort by Vendor ID all the requisitions for that vendor will be displayed. This allows you to select and/or consolidate your approved order to take advantage of order quantity discounts.
Drag and Drop to Create PO
1) Select Activity Purchase Order.
2) Click PO Menu Item
3) Select New
4) Select the Vendor
5) Place PO in the back ground but make it visible while you are in the Purchase Schedule
6) Click a Row (column number)
7) How the Right Shift Key Down and hold down the Right Mouse Button
8) Drag over the Line Item area of the PO.
9) Release the mouse button
10) If you make a mistake click the Undo Drag Drop in the Purchase Schedule.
You also have the option to Assign (bring up a box of POs that are open you can assign the line to or Auto Assign which automatically assigns the line to the first available PO.
The final task is to print and/or save and email your PO. This is done by either clicking the printer icon in the menu buttons
or selecting Report > Print Purchase Orders from your top menu. Once the PO displays you can select export in the display
window to export to PDF or other formats.