Expediting Purchase Orders

The P/O Expedite Queue displays purchase orders for you to accelerate for better customer service. The expedite queue functions like the customer calling queue, except that it shows purchase orders or direct orders to expedite. You can view the line items and adjust the priority as needed.

Use the Job Queue Default Comment For P/O Expedite Queue control maintenance record to add a standard comment when expediting a purchase order, so that the first line of any tracker created from the order will contain the comment.

How Purchase Orders Get Added to the Queue

The queue displays items with a next call date that is prior to and including the current date, if the Expected Date field and Sales Order Expected Within 0 Days field are left blank. If you need to expedite an order use the Ord Dt and Exp Dt fields to narrow the results that display and search for the order, then select New Items in the Type field to display orders that you have not yet addressed.

To display the P/O Expedite Queue:

From the Purch > Queues menu, select P/O Expedite to display the P/O Expedite screen.
In the Br/Tr/ALL field, enter the branch or territory you want to query. Type All to query all branches and territories.
In the Type field, select one of the following types:

Type	Description
All	All items available.
New Items	Only those items for which you have not logged a call or sent a job queue by creating a tracker.
Expedite	Only those items for which you have logged at least one call.
Unprinted	Only those items that have not been printed to a printer or a hold file.

In the Debits (I/E/O) field, indicate if you want to include, exclude, or display only debits on the purchase order.
In the Directs (I/E/O) field, indicate if you want to include, exclude, or display only the directs on the purchase order.
In the Ord Dt field, enter the date to include records that have an order date that is equal to or prior to the date indicated.

Note: To confirm this date, use the View Log hot key and select Change Log. Use the Change ShipDate/Inv# hot key to locate the open generation in question or view the change log for all generations.

In the Exp Dt field, enter the expected or anticipated Receive Date of the order generation. Press F10 to select a date or use a variable date.
In the Writer field, enter the user ID of the person entering the order. Press F10 and select an order writer to limit the items appearing in the queue to just those orders created by this user. If left blank, the system shows orders for all writers.
In the Only Items With Customer Waiting field, indicate how to select orders containing products for which a customer is waiting. Select from the following statuses:

Call When Available
Ship When Available
Call When Complete
Ship When Complete
Ship Item Complete

In the Vendor field, enter a vendor name. The system populates this field with the vendor from the Ship-From field of the purchase order.
Use the Show Pay hot key to display the Vendor column using the Ship-From name.
Use the Sort By hot key to sort the queue and view all orders from a particular vendor. Select Received Date by Vendor or Vendor by Received Date.
In the Sales Order Expected Within 0 Days field, add the specified number of days to the expected date. This extends the queue further into the future. For example, if the Expected Date is 10/10/00 and you specify 5 days, the system looks for those purchase orders to be overdue on 10/15/00.
Press Enter for the system to search the records and display the matches in the following columns:

Column	Description
S	Type an asterisk (*) in this field to print or expedite the purchase order listed.
Vendor	Displays the vendor name on the purchase order that matches the criteria entered in the header. Note: Use the Show Pay / Show Ship toggle hot key to display the Vendor column using the Ship-From name.
Order #	Displays the order number associated with the vendor and that matches the criteria entered in the header.
Br #	Displays the branch number from which the purchase order originated.
NextCall	Displays the date when the next call should be made to the customer regarding the order status.
Rec Dt	Displays the date the order was received.
Call	Displays how many calls have been placed in reference to this order. This is a running tally of the number of calls placed to the vendor.
Line	Lists the number of lines the purchase order is buying.
Cmts	Displays how many products on the order that have commitments associated with them, according to the Future Ledger. Use the View Items hot key to see the commitments tied to the products on the order.

Press Esc to clear the P/O Expedite Queue screen.
Press Esc to exit the screen and return to the main menu.

To view line items on the P/O Expedite Queue:

Display the P/O Expedite Queue using the procedure above.
Place the cursor on the item you want to view.
Use the View Items hot key.
For direct purchase orders, the order displays in view-only mode.
For regular purchase orders, the Line Item screen displays. You can prioritize how customers receive the products.

Press Esc to save your changes and return to the P/O Expedite Queue.