Managing Suggestions from the Suggested P/O Detail Queue

The system calculates suggested purchase orders using different variables, depending on how your warehouse and buying parameters are set. Use the Detail Queue to review purchasing suggestions after running the Suggested P/O program. You can manage your suggestions, convert the actual purchase orders, review new or overdue purchase orders, or adjust and recalculate costs, as needed.

To manage suggestions from the Detail Queue:

Display the Suggested P/O Queue and position the cursor on the buy line you want to review.
From the File menu, select Detail Queue or right-click on the line item and select Detail Queue.

The system populates all the header fields based on the line item you selected in the Suggested P/O Queue.

In the Vendor field, select one or more vendors for which you want to filter the queue.
Review the displayed columns, as follows:

Column	Description
Product ID	The ID number for the product suggested. This number is Eclipse-assigned when entering the product into the system through Product Maintenance. For each product you can view surplus information with a detail pane at the bottom. As you scroll through products, the information changes to display the currently selected product's information. Use the Options > Show Product Detail Pane check box to display this pane if it is hidden. From this pane, you can access the new or overdue purchase orders by clicking the number to automatically view the associated purchase order.
Description	The full description as listed in Product Maintenance.
BuyPack	The buy package quantity set up at the branch as indicated in the Additional Inventory Parameters of the product file.
Status	Current status of the product: Stock or NonStock.
Rank	The most recent ranks calculated for all five ranking methods for a needed product. The higher the ranking, the more you need of it. For more information, see Product Ranking Overview and Product Ranking Information Uses in the Forecasting documentation.
LCS	The lead time plus the order cycle used plus the safety stock. The system uses the LT Used and adds the LB Days calculated on the suggested purchase order. The system uses the resulting value to calculate the safety days by applying the lead time variable.
PIL	The projected inventory level of the product in the branch. The amount you have on hand, minus the amount committed to orders, plus the amount coming in on transfers and purchase orders.
EOQ	Economic order quantity for the product in the branch. This is the most cost-effective quantity of a product for you to purchase and hold in inventory.
Demand	The monthly demand for each product listed. The system pulls the value from the branch's order point information. The system may take Trend% or Auto-Trend% values into account.
Unit Cost*	The unit cost per item and if there is more than one buy matrix for the purchase order. Set the cost per unit pricing up in Product Price Sheet Maintenance.
Short #*	The number of days needed as of the last run of the Suggested PO Queue to meet the vendor target. Note: This is the same field as the Short Amount value in the Suggested P/O program. Note: A note displays in red at the bottom of the window, if the system used the Line Point for suggestion calculation based on the Short Buy Quantity Methodcontrol maintenance record.
Short # $	The dollar amount it would cost to only replenish up to the vendor target.
Line Qty*	Line point value minus the projected inventory level (PIL).
Line $	The dollar amount to buy the line as suggested up to Target #1.
Line Qty 2*	Line point value minus the projected inventory level (PIL) for the second target if run for Target #2 in the Suggested P/O program.
Line 2$	The dollar amount to buy the line as suggested up to Target #2, if any.

* These fields can be edited. The system updates the corresponding fields on the Suggested P/O Queue and the associated Extended Cost. The system displays an override flag to alert the user that the value has been changed. Additionally, quantity changes are noted in the change log of the purchase order.

Manage any of the lines, as needed, for this queue. See More Options below.
Save your changes and exit the window.

More Options for the Detail Queue

The following options are available from the Detail Queue:

To...	Do this:
convert the suggestion to a purchase order	From the Edit menu, select Convert to Actual POs.
recalculate costs on the lines	From the Edit menu, select Recalculate Costs.
review history and ledger details	From the Inquiry menu, select one of the following: Inventory Inquiry Future Ledger History Ledger Sales History
drill into the suggested purchase order results and see how the system determined what to suggest to buy	From the Inquiry menu, select Suggested P/O Audit. For more information about the audit window, see Reviewing Purchase Order Suggestions.
review product and buy line details	From the Maintenance menu, select one of the following: Product Maintenance Product Location Maintenance Buy Line Maintenance Procure Group Maintenance
surplus details for transfers	From the Maintenance menu, select Transfer Surplus Queue. For more information about this queue, see Creating Transfers from the Transfer Surplus Queue. For each product you can view surplus information with a detail pane at the bottom. As you scroll through products, the information changes to display the currently selected product's information. Use the Options > Show Product Detail Pane check box to display this pane if it is hidden. From this pane, you can access the new or overdue purchase orders by clicking the number to automatically view the associated purchase order.
change, add, or delete columns	From the Change View menu, select User Defined View Maintenance. For information about how to use the view maintenance, see Creating User Defined Views. Note: In Release 9.0.5, you can now add a Surplus Notes column through User-Defined View Maintenance to include in your queue.
use the Surplus Pane	Use your cursor and place it on the product you want to know more about. As you arrow through the products, the notes update with information about surplus from other branches and overdue purchase orders. The Surplus Pane displays the same types of information as you would see in the Notes on the Suggested P/O Report. Since different versions display on the report, the information can display differently here as well.
update unit costs	Use the Unit Costcolumn to change costs, if you have permission. This field can be edited and the system updates the Extended Cost. The system displays an override flag to alert the user that the value has been changed.