Order By Class/Group/Min/Max

This utility can be used to define a range of products on a worksheet, to be ordered on the from the supplier on the Purchase Orders using the minimum and maximum re-order requirements for each product in the selection range.
It can be accessed from the window on the Our Product# field in Purchase Orders, and selecting the "Add Products By Class/Group/Min/Max" option.

The items on the worksheet can be confirmed, or removed and order quantities can be entered before accepting.
Once accepted the items remaining on the worksheet are added to the P.O.

The selection prompts are:

FROM PRODUCT CLASS

Enter the starting class for the range, or select it from the Product Class Search window.

TO PRODUCT CLASS

Enter the ending product class for the range, or select it from the window.

FROM PRODUCT GROUP

Enter the starting group for the range, or select it from the Group Search window.

TO PRODUCT GROUP

Enter the ending group for the range, or select it from the window.

RENTAL, SALE, BOTH

Select a product type from the drop-down list.

DELIVERY DATE

The default delivery date displayed is the order date plus the lead time for this Vendor, as entered in the Additional Information window in Vendor Information.
This can be over-typed as required.

Finished?

Click ACCEPT to generate the product list of items that do not meet the minimum re-order requirement on the worksheet, or CANCEL to abort.

Purchase Order Worksheet:
The product numbers in the requested range, that do not meet the re-order requirements are displayed with the order quantity based on the minimum requirement, the current On Hand, quantity on other P.O.s, the Minimum and Maximum re-order requirement, the current quantity on Contract, and any order conversion.
Items are only included automatically on the worksheet if they have been assigned the same vendor as the vendor on the P.O. and the quantity falls below the minimum re-order value, and there is also a maximum quantity defined to calculate the amount to re-order.
The Description and the Delivery Date fields display on the second line.
Note: Rental or Sales products that have been flag to Stop P.O.s in the Make/Model and Re-Order Information (Rental Assets) or the Inventory Re-Order Information (Sales Products) window, cannot be added to the P.O. and a warning is generated.
This can be useful for products such as discontinued items that should no longer be ordered.
Click the EXP/CON button to expand the line to access the Type, Category, Re-order Cost, and Vendor Product number fields.
The Order Qty can be over-typed, as required and additional products can be added to the selection list in Add mode.
Set the quantity to zero, or delete the product line for any products not being ordered on this P.O.
The re-order unit Cost in the expanded record can also be modified for the order.
If the cost is changed, the operator will be prompted whether to also update the Re-Order Price in the product file or in the Alternate Vendor Purchasing records.

Update List Price List:

If the a product in this worksheet selection for which the Current List does not match with the Markup% of the Cost, this pop-up window is triggered displaying the product #, Description, Current List, Re-Order Cost, LCF, and Markup % are displayed.
To update the List, enter the new Suggested List and click UPDATE LIST.
An over-ride reason code may be required if the over-ride reason requirement feature is activated.

When the list is complete and the quantities and costs are correct, click ACCEPT to accept the list.
Confirmation is required to update the Purchase Order, return to the Worksheet, or to cancel.