PVS Purchase Guide
Via the Purchase Guide, it is possible to order necessary items for an order directly from the Case Card or from the Material Requirements.
The Purchase Guide is typically used for creating purchase orders/quotes for the purchase of items and services such as subcontracting, items purchased specifically for the order, and, in a few cases, purchase of inventory-controlled items.
To be able to order an item via the Purchase Guide, you must make sure the item has a “Quality Code” attached on the Item Card which is selected for "Use Purchase Guide". Furthermore, it is required that the Case has reached “order” status or has “Remove Material Requirements” on the “Status Code” set to “No”.
The window is divided into 3 sections. At the top, the material lines are displayed, which are included in the calculation, and which need to be purchased (by setup on “Quality Code”). In the middle part, the purchase orders or quotes, which have been created via the purchase guide, are displayed. Finally, at the bottom are the posted purchases for the Case.
How it works
To process the Purchase Guide lines, the lines need to have the ordering quantity and vendor number completed. The “Expected Delivery Date” is calculated by taking the “Lead Time Calculation” value from the Item Card. The “Expected Delivery Date” can be modified manually and will be used as "Due Date" on the requisition worksheet and “Expected Delivery Date” on the purchase line.
The next step is to enable one of the following Booleans to choose the result when hitting the action "Create Purchase":
- Create Order or Create Quote - This will create a Purchase Order or Purchase Quote line for the related item. The system will find the last Purchase Order against the vendor. If that is released, it will create a new Purchase Quote/Order. If the last Purchase Quote/Order is open and refers to the same vendor, the system will add the quantity to that Purchase Order. Status field shows the status of the Purchase Order/Quote. This is beneficial if there are multiple Purchase Quote/Orders with a single vendor for a case.
- Create Journal - This will create a Requisition Worksheet line for the related item. The requisition worksheet to be used for this process is set up in the PrintVis User. Create Journal is being used in case the coordinator does not do a purchase quote/order by himself. With this option, (s)he can publish a line in a requisition worksheet that is used to form a centralized purchaser who will do the purchase.
The Location for the purchase order is based on the “Purchase Location” setting on the Shop Floor setup page. If the “Purchase Location” is set to Vendor, the Purchase Guide will use the “Location Code” from the Vendor card. If the “Purchasing Location” is set to “Cost Center”, the Purchase Guide will use the “Location Code” from the “Cost Center”.
Main actions:
- Create Purchase - creates a Purchase Order or an Internal Purchase Quote. One or more lines are created in the Purchase Quotes/Orders section below.
- Quote/Order - opens the created Purchase Order or Purchase Quote from the middle section of this page.
- Item Card - opens the item card for the selected line.
- Matrix - from the Matrix menu, you can select the period and category of information that determines the criteria for the displayed values in the line (scroll to the right-hand side to see information about the items).