Procuring Single Products

Use the Order Entry Procurement screen to procure an item from an emergency supply source when your customers cannot wait for a typical backorder to ship. If you need to procure several items, see Procuring Multiple Products. Because using this method to procure items is more expensive than using normal channels, you cannot procure more than the quantity ordered. To replenish stock, use a more cost-effective method.

Note: If a procurement exists, and the ship branch on the order changes, the procurement is canceled.

To procure a single product:

Create or open a sales order and display the order's Body screen.

Depending on your screen view, a backorder can be indicated by a shipment quantity that is less than the order quantity, a B/O column status code, or an Avail column date that is past the required shipping date.

With a backordered line item selected, use the Sched hot key to display the Scheduling screen.

Use the Proc hot key to display the Order Entry Procurement screen. The Proc hot key displays in red only if the product is procurable.
Review the following fields:

Field	Description
Procurable Qty	The amount of the item the customer has requested.
Per	The unit of measure of the quantity, including how many individual items are included in the unit.
Procure Source	The vendor or location that has the item in stock. Note: If a central warehouse is listed as a procurement source, a "C" will appear next to this source.
Avail Dt	The date the item will be available to ship.
Avail Qty	The amount of the item that will be available to ship on the specified date.

Note: Some procurement sources listed may have no available product. Sources without product can be listed based on their Ignore Avail? setting, as defined on the Procurement Group Branches screen.

In the Proc Qty field, enter the amount of the item you want to procure from the selected vendor.
In the Ship Via field, enter the method for transporting the item to the customer's location.

Note: Depending on the product, various locations or suppliers are listed. Some companies also list generic procurement sources, such as "Buyer Locate in 2 Days."

Use hot keys, as needed:

To...	Use this hot key...
view the product's inventory levels	Inv Inq The Inventory Inquiry screen displays.
view inventory projections for the product	Future Ledger The Future Ledger screen displays.
view the product's sales/procurement history	History ledger The Inventory History Inquiry screen displays.
display all vendors and branches that stock the item	All Brchs

Note: By default when you procure a product on the Order Entry Procurement screen, the system updates the ship date to the available date for the procured product. The Procure Items On Original Ship Date control maintenance record lets you designate order statuses for which the system should not change the original ship date for the procured item.

Press Esc to return to the Scheduling screen. The screen indicates a Qty Type of P for procured products, and indicates the procurement source.

Note: Branch transfer procurements automatically commit the inventory and include the lead time to get the procurements. Procurements indicated as tagged are dynamically associated with specific purchase orders; which lets you associate freight to follow and other pricing changes with the procurements.

On the Scheduling screen, make any needed changes. For example, you can change the Stat field to a status of Call When Available. When you are satisfied, press Esc to return to the order's Body screen.