Is there a way to setup a Blanket PO?

Yahoo Archive
1
That's what we do...just left off the date in the future...







M. Manasa Reddy

manasa@... <mailto:manasa@...>

800.852.2325

630.806.2000 ofc

630.806.2001 fax

www.weldcoa.com

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Gary Parfrey
Sent: Wednesday, January 27, 2010 11:24 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Is there a way to setup a Blanket PO?





Manasa

A good way to do this is to place the total quantity on a release but
enter a required date in the future (example 12/25/2050) An easily
recognizable date.

Change the PO form to suppress the release date if it equals 12/25/2050
and display 'To be Called off' as text instead.

When you want to call off a quantity, enter it has a new release for the
date required and reduce the release for 12/25/2050 by the same amount.

The PO will then show two releases, one for your called off qty the
other will say 'To be called off' which will be the balance

Regards

Gary Parfrey

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Manasa Reddy
Sent: 27 January 2010 2:58 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Is there a way to setup a Blanket PO?

The only way I have ever done a blanket sales order or a PO is to make
the first release the desired quantity for the year.

Then every time an order is made, REDUCE the first release, then create
the next release for the quantity needed.

That way you know what is left for their desired quantity for the year
by watching the first release.

Yeah, yeah, what a pain...but this always worked for me.

If others have a better way, please be my guest to let me learn a new
way!

M. Manasa Reddy

manasa@... <mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>
<mailto:manasa@... <mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com> >

800.852.2325

630.806.2000 ofc

630.806.2001 fax

www.weldcoa.com

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of chagansonthelake
Sent: Wednesday, January 27, 2010 8:44 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Is there a way to setup a Blanket PO?

Where a release does not increase the actual quantity on PO line? We
want to setup the PO line with an annual quantity and issue a release
when we need quantity delivered. However, the way we have it now the
release wants to increase the quantity of the PO line.

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
2
Where a release does not increase the actual quantity on PO line? We want to setup the PO line with an annual quantity and issue a release when we need quantity delivered. However, the way we have it now the release wants to increase the quantity of the PO line.
3
There is an option on the line to "lock order qty" - maybe this will do
it? Check in help...I am using a terminal server with no help
available...



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of chagansonthelake
Sent: Wednesday, January 27, 2010 8:44 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Is there a way to setup a Blanket PO?





Where a release does not increase the actual quantity on PO line? We
want to setup the PO line with an annual quantity and issue a release
when we need quantity delivered. However, the way we have it now the
release wants to increase the quantity of the PO line.





[Non-text portions of this message have been removed]
4
The only way I have ever done a blanket sales order or a PO is to make
the first release the desired quantity for the year.



Then every time an order is made, REDUCE the first release, then create
the next release for the quantity needed.



That way you know what is left for their desired quantity for the year
by watching the first release.



Yeah, yeah, what a pain...but this always worked for me.



If others have a better way, please be my guest to let me learn a new
way!







M. Manasa Reddy

manasa@... <mailto:manasa@...>

800.852.2325

630.806.2000 ofc

630.806.2001 fax

www.weldcoa.com

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of chagansonthelake
Sent: Wednesday, January 27, 2010 8:44 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Is there a way to setup a Blanket PO?





Where a release does not increase the actual quantity on PO line? We
want to setup the PO line with an annual quantity and issue a release
when we need quantity delivered. However, the way we have it now the
release wants to increase the quantity of the PO line.





[Non-text portions of this message have been removed]
5
We go right into the release tab in order entry. When we enter the 1'st,
2'nd or 3rd release we just put the qty there. At the end your total
will sum up as line 1 on the sales order. Also if you have dates keep
the firm check box checked, if not leave uncheck that way you can select
the dates in the future.

Lee Otero
Technical Sales
8090 Woodland Dr.
Indianapolis IN 46278
www.accuratemfg.com <http://www.accuratemfg.com/>

CONFIDENTIALITY WARNING: This communication may contain trade secrets,
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Accurate and the intended recipient (s). Any unauthorized use or
disclosure of this communication or any attachment hereto is prohibited.

If you believe that you received this communication and any
corresponding attachment in error, please notify the sender and Accurate
immediately and delete it from your system.




[Non-text portions of this message have been removed]
6
Manasa



A good way to do this is to place the total quantity on a release but
enter a required date in the future (example 12/25/2050) An easily
recognizable date.



Change the PO form to suppress the release date if it equals 12/25/2050
and display 'To be Called off' as text instead.



When you want to call off a quantity, enter it has a new release for the
date required and reduce the release for 12/25/2050 by the same amount.



The PO will then show two releases, one for your called off qty the
other will say 'To be called off' which will be the balance



Regards



Gary Parfrey



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Manasa Reddy
Sent: 27 January 2010 2:58 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Is there a way to setup a Blanket PO?





The only way I have ever done a blanket sales order or a PO is to make
the first release the desired quantity for the year.

Then every time an order is made, REDUCE the first release, then create
the next release for the quantity needed.

That way you know what is left for their desired quantity for the year
by watching the first release.

Yeah, yeah, what a pain...but this always worked for me.

If others have a better way, please be my guest to let me learn a new
way!

M. Manasa Reddy

manasa@... <mailto:manasa%40weldcoa.com>
<mailto:manasa@... <mailto:manasa%40weldcoa.com> >

800.852.2325

630.806.2000 ofc

630.806.2001 fax

www.weldcoa.com

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of chagansonthelake
Sent: Wednesday, January 27, 2010 8:44 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Is there a way to setup a Blanket PO?

Where a release does not increase the actual quantity on PO line? We
want to setup the PO line with an annual quantity and issue a release
when we need quantity delivered. However, the way we have it now the
release wants to increase the quantity of the PO line.

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]