JC Generate Purchase Orders - Review and Select Items window
This window shows the items that will be included in your orders based on your filter selections in the JC Generate Purchase Orders window. Use this window to choose which items you want to order.
The Select, Job, Phase, and Cost Code columns are pinned so they are always in view.
Select
Use the check boxes in this column to select which items you want to include in your purchase orders.
Job
This column is informational only and shows the job number.
Phase
This column is informational only and shows the phase of the job.
Cost Code
This column is informational only and shows the Cost Code for which you are creating the purchase order.
Cost Type
This column is informational only and shows the type of Cost Code.
Stock Number
This column is informational only and shows the stock number attached to the Cost Code. If there is no stock item, the field is blank.
Description
This column autofills with the Cost Code description. You can edit this field.
Required Date
This column is informational only and shows the required date of the Cost Code. If there is no date on the Cost Code, the field is blank.
Vendor
If Job Cost is integrated to Accounts Payable, this column shows the vendor on the Cost Code. You can edit this field.
If Job Cost is not integrated to Accounts Payable, this column displays Paid Out and cannot be edited.
A salmon-colored field in this column indicates there is no vendor on the Cost Code. You must include a vendor before you can generate a purchase order. Type a vendor in this field or use the Lookup to select one.
Vendor Performance Report
The button to the left of the
Vendor column is enabled if Job Cost is integrated to Accounts Payable and Inventory, and a vendor appears in the field. Click this button to open the
Vendor Performance Report if you want to compare vendors for the stock item.
Lead Time/Days
This column shows the lead time in days based on the vendor the system will include on the purchase order. The vendor information can be found on the
Vendor tab in the
IN Stock window.
A yellow field in this column indicates that the item ordered today won’t be received by the required date. You can still generate purchase orders if the field is yellow.
Cost Code Qty
This column is informational only and shows the quantity set up on the Cost Code.
PO Quantity
This column shows the quantity that will be ordered on the purchase order. It is based on the Cost Code quantity and adjusted by your selections in the Inventory Filter section of the JC Generate Purchase Orders window. You can edit this field and any changes will update the estimated cost.
Cost Per Unit
This column shows the cost per unit that you entered on the Cost Code. You can edit this field and any changes will update the estimated cost.
Cost Estimate
This column shows the estimated cost from the Cost Code. It is the product of Cost Per Unit * PO Quantity. You cannot edit this column, but any changes you make to the cost per unit or quantity will update this amount.
Available
For Cost Codes that contain a stock item, this column shows the available quantity that appears on the stock item record. You cannot edit this column.
Master Stock Report
The button to the right of the
Available column is enabled if this Cost Code includes a stock item and there is an available amount. Click this button to open the
Master Stock Report if you want to see information about the stock item.
On Order
For Cost Codes that contain a stock item, this column shows the on order quantity that appears on the stock item record. You cannot edit this column.
On Order Report
The button to the right of the
On Order column is enabled if this Cost Code includes a stock item that is on order. Click this button to open the
On Order Report if you want to view order information about the stock item.
Back Order
For Cost Codes that contain a stock item, this column shows the back order quantity that appears on the stock item record. You cannot edit this column.
Back Order Report
The button to the right of the
Back Order column is enabled if this Cost Code includes a stock item that is on back order. Click this button to open the
Back Order Report if you want to view back order information about the stock item.
Minimum
For Cost Codes that contain a stock item, this column shows the minimum quantity that appears on the stock item record. You cannot edit this column.
Maximum
For Cost Codes that contain a stock item, this column shows the maximum quantity that appears on the stock item record. You cannot edit this column.
Order in Multiples Of
For Cost Codes that contain a stock item, this column shows a reminder that if you order the amount of stock in this field, you will get a discount from this vendor. This information comes from the
alternate vendor record attached to the stock item. You cannot edit this column.
Estimated Total
This is the total of the Estimated Cost column for all selected rows.
Back
If you want to change your settings, select this button to return to the Generate Purchase Orders window.
Unselect All
Click this button to deselect all the check boxes in the grid.
Select All
Click this button to select all the check boxes in the grid.
Print IN Monthly Movement for All Items
Select this button to open the
IN Monthly Movement Report. The report will include all items in this window.
Print Generate PO Report
Select this button to view a detailed report of the purchase orders that will be generated.
Published date: 10/20/2020