Purchasing Comments

Trying out the browser in Job Entry. Under purchasing there is a comments box. In the past we would keep this box locked by leaving Purchase Direct unchecked. Then if we wanted to edit the comment, we would turn on purchase direct, edit the comment, and turn off PD again to lock the box. Now, in Kinetic, when we turn off purchase direct, it deletes any comment in that box and then locks it. We can’t get the comment back unless we have it someplace else.

Is this the right way to use this field, probably not. But it is what we do. Is it possible to keep working as we have been by making some setting change in Kinetic?

There is internal debate around whether the purchasing comments are even needed, so we may be getting rid of them anyway. In the meantime, I am curious if this can be done as we have in the past?

Thanks for your time!
Nate

Are you using that field to communicate to Purchasing team or to the vendor? Purchase comments on the job only open up when selecting direct because they feed into the PO.
What business process / problem are you trying to solve with those comments?

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Those are some of the exact questions I asked our Engineers. They are debating the relevance now. :laughing:

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If they are common comments that should be there all the time, you can enter the comments on the Part.

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How do you handle it if it is something that needs to be communicated to purchasing for a specific job, but there is not a need to make it a direct buy? We currently follow the same process mentioned earlier in the thread to get that info to purchasing.

Line level has an entry field…PODetail.CommentText

EDIT - missed that part…production team needs to send a message to purchasing on a NON make-direct.

In that case, what about use of Requisition Entry? Field is ReqHead.CommentText.

So, you are sending comments to your purchasing department?

I would use the Mfg Comments if it is at the part level. That only shows internally and does not go on POs.

@JMPCONJ We don’t currently use Requisition Entry.

@jkane Yes, we are sending comments to our purchasing department that need to be noted on our purchase order. The notes are often customer or part specific so we don’t load them in the Mfg comments since they don’t apply across the board.

If not using Req Entry and it isn’t across the board…you might have to settle for emails from Production to Purchasing…and just let them enter into PO Entry manually. Guess it depends on the volume/frequency.

The part specific ones can be entered on the part record, those all carry over to the PO.

Depending on the customer specific ones, there may be comments in Approved Supplier for the customer. :man_shrugging:

At this point, I would ask what makes this NOT rise to the level of a purchase-direct material?