Use the Order Entry Procurement window to procure an item from an emergency supply source when your customers cannot wait for a typical back-order 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:
Depending on your view, a back-order 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 back-ordered line item selected, select Line Item > Schedule to display the Line Item Scheduling window.
From the Edit menu, select Procurement to display the Line Item Procurement window.
Note: If an item is procurable, "Procurable" displays in red on the Status Bar.
Review the following fields:
Field | Description |
Procure Source | The vendor or location that has the item in stock. To display all vendors and branches that stock the item, regardless of their availability, select File > All Branches. Note: Depending on the product, various locations or suppliers are listed. Some procurement sources listed may have no available product. Sources without product can be listed based on their Ignore Availability setting, as defined on the Procurement Group Branches window. Some companies also list generic procurement sources, such as "Buyer Locate in 2 Days." If a central warehouse is listed as a procurement source, a "C" will appear next to this source. |
If you want to procure an item on the order from a vendor that is not listed, from the File menu, select Additional Vendors and enter the vendor you want to use. The system adds the vendor to the Procure Source column. | |
Avail Date | The date the item will be available to ship. The available date listed in Line Item Scheduling is based on the Default Lead Time Days For Branch Procurement control maintenance record lead time setting. If you must backorder items, the system uses this same control maintenance record to calculate lead times on the Line Item Sourcing window. |
Avail Qty | The amount of the item that will be available to ship on the specified date. |
Surplus | The surplus amount of inventory based on the comparison between on-hand quantities and the surplus point. The surplus point is defined as the point at which the stock level for inventory is greater than the economic order quantity plus the line point rounded to package quantity. |
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.
Save your changes and exit the window to return to the Scheduling tab. In the Qty Type column, a P displays for any procured products, and in the Location/Tag/Lot column, the procurement source displays.
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 Status tab, make any needed changes. For example, you can change the Status field to a status of Call When Available. When you are satisfied, exit and process the order.
Note: By default when you procure a product in the Line Item Procurement window, the system updates the ship date to the available date for the procured product. The
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