PO Worksheet: Set Up Options

Use the following procedure to set up options related to Purchase Order Worksheet (POW).

System Options

To use PO Worksheet, the following system options in Options Configuration must be enabled on your system by an Epicor representative.

• 1002  Advanced Multi-Store Purchasing. Only enable this option if you are a location that does not want to use the features associated with having a distribution center (DC), but still want to use the centralized buying features.
• 1051 Buyer’s Purchasing on System
• 1054 Mid-states special on system. This is required for access to additional tabs in Inventory Maintenance. It also changes the billing store feature, as well as auto-assigning vendor numbers.
• 1083 Pathguide Interface on System. This option is enabled only if you invested in Pathguide’s Latitude Warehouse Management system.
• 9081 Centralized Distribution on System. This option allows you to create purchase orders that utilize the Central Distribution field in Purchasing and Receiving, and to generate transfers.
• 9456 Keep four (4) years item sales and promo history. This option allows you to see up to four years of sales and promotional detail from within POW.  

The following system options are not necessarily required, although they do affect PO Worksheet:

• 1032 Purchase Order Event Log on System
• 1052 Attribute Group feature on system (Used for Softgoods etc.)-set to Yes
• 1057 Multiple Order Points on System-set to Yes
• 1081 Dynamic Promotions on System-set to Yes
• 1095 Enhanced Lead Times on System-set to Yes
• 8701 Store Number format
• 9384 Allow use of markdown promotions-set to Yes

Application Options

Review and set up the following Purchasing and Inventory options that apply to PO Worksheet. For more information about an option, click the blue underlined text. For help with the Options Configuration window, click here.

Purchasing Options

Note that while these options are the most important to PO Worksheet, there are other Purchasing options that can affect how the application works.

• 100 Assign PO Numbers Automatically?Set this option to L, which means you want to use the store number as the last digit in the PO number. This value is kept by store, so you must make this change for all stores on the system.
• 1521 Default P.O. Status when adding a PO to a non-DC storeIf you have Buyer's Purchasing (option 1051 "Buyer's Purchasing on System" is set to Yes), this option determines the default value for the PO Status when adding a new purchase order in Purchasing & Receiving for a non-DC location (option 216 "DC Indicator" is set to N). When set to T, the default in the Add dialog is Temporary, and when set to F, the default is Final.
• 1522 Default for Ship When in MPOIf you have Buyer's Purchasing (option 1051 "Buyer's Purchasing on System" is set to Yes), this option determines the value used to populate the "Ship When" field if it is blank when the "Ship Date" is entered and Change is pressed. The choices are A = Arrive By this Ship Date, or S = Ship On this Ship Date, or leave this option blank to be prompted for a value.
• 1523 Allow treating non-DC items as DC=Y items?"Set this option to N to have the Purchase Order Worksheet (POW) always respect the "DC Item" field in Inventory Maintenance. This would mean that only items with DC Item = Y could be added to a Split or Auto-split PO. Set this option to Y to allow Auto-distribution splits to optionally treat items with "DC Item" set to N as though they have the DC Item flag set to Y. This allows you to create and auto-distribution split for items that are never stocked at the DC but you want to show as "on order" for the DC. This means the Quantity on Order would not be updated at the stores and instead would show as on order at the DC.  Typically these are items that the stores need to stock year round and therefore do not want QOO to be updated for a large seasonal PO.  Then, once this large seasonal order arrives, REPO runs automatically and distributes these items to the stores that need it. Since these are non-DC items, all items are flushed to the stores and none are retained at the DC. n the add dialog where you selected the stores for the auto-split, you are asked if you want to “Treat non-DC items as DC Item =Y.”  The default is N. When you finalize a purchase order that has this feature enabled from within POW, the prompt for auto-reallocating will only allow a value of “A” to prohibit the allowing of forcing any surplus to the DC.
• 1607  Do no auto-create Alternate Vendors for items with this Primary Vendor If you use Buyer's Purchasing (option 1051 "Buyer's Purchasing on System" is set to Yes), and you also generate and transmit PO's via telecom (example: Ace, True Value, etc), the items for these vendors shouldn't have an alternate vendor, as it may prohibit PO's from transmitting. This option prevents that from happening. Enter a valid vendor code in this option so the system doesn't automatically add alternate vendors that match the Primary and Mfg Vendors.Note that this option only pertains to new items added to Inventory Maintenance. If an item is added to a PO in the Worksheet where the vendor is not listed as an alternate vendor, the alternate vendor is added upon finalizing the worksheet..
• 2804 WinPUR Posting – Default view for Inventory ViewerThis option defines which saved view for the inventory viewer is used when the inventory viewer is invoked from purchasing. Epicor recommends that this option's Kept By method be set to user, so that each buyer can define a view. (To access an option's Kept By method, click misc and select K.)  .  
• 8418 Append MRV sequence follow MVR flag when Pathguide (ID 1083) is enabled.When a customer has Buyer’s Purchasing enabled (option 1051 "Buyer's Purchasing on System" is set to Yes), as well as Advanced Receiving (option 8628 "Windows Advanced Receiving on System" is set to Yes) and the Pathguide interface (option 1083 "Pathguide Interface on System" is set to Yes) , this option (8418) controls the behavior of how multiple receiving of splits are appended in MRV. This option defaults to “No”, which means that subsequent receiving of a split purchase order appends to an existing MVR document regardless of how the Append to Existing MRV field on the A/P tab in Vendor Maintenance (MVR) is set. When this option is set to “Yes”, the appending of splits also honors the MVR value.
• 8857 Allow up to a 10 character vendor PO#?Set to Yes to allow 10-character vendor purchase order numbers, and so that the system suffixes the purchase order with the store number.  
• 9086 Central Distribution choices allowed at non-DC store If you have Buyer's Purchasing (option 1051 "Buyer's Purchasing on System" is set to Yes), this option determines the choices the user sees in the Central Distribution field when a remote store adds a purchase order in Purchasing & Receiving. Select each type you want a non-DC location to be able to add. The choices are N (Normal P.O., meaning this is not a central distribution PO), P (Pass Thru Order), D (Direct Ship P.O.), or R (Replenishment From DC to Store). This option only affects store locations that have option 216 "DC Indicator" set to No.
• 9477 Store specific fields to copy to synchronize with other stores MVR It is important to keep as much information as possible synchronized between all stores. This option helps synchronize vendor records in Vendor Maintenance.
• 9478 Default store group for Copying store specific fields in MVREnter a store group that includes all of your stores. Setting up this feature allows all stores to be automatically check-marked, and you can simply un-check those you do not want to include. This is typically much quicker than having to use "Select All."
• 9481 Vendor code used for Billing Address set to 1 (Corporate)Enter the vendor code from Vendor Maintenance used to indicate the Corporate billing location. This vendor record tells a vendor where to send the invoice for a given purchase. For example, if you have invoices that are sent to your corporate location, you could set up a vendor record called CORP in store 1. Then enter the address for your corporate location in this vendor record. When a PO is set to a vendor that has the "Billing Address" set to 1 (corporate office), the system uses this vendor code to obtain the address.
• 9482 Vendor code used for Billing Address set to 2 (Mid-States) Enter the Vendor Code from Vendor Maintenance that is used to indicate the Mid-States billing location. This vendor record tells a vendor where to send the invoice for a given purchase. For example, if you have invoices that are sent to Mid-States, you could set up a vendor record called MDSTA in store 1. Then enter the address for Mid-States in this vendor record. When  a PO is set to a vendor that has the Billing Address set to 2 ("Mid-States"), the system uses this vendor code to obtain the address.
• 9483 Vendor code used for Billing Address set to 3 (Other)Set to a vendor that contains the other special billing address. Requires that the vendor record first be established that has this address.
• 9488 Keep vendor contacts the same in all storesWhen this option is set to Yes, the system automatically keeps vendor's contact information the same in all stores. When a contact in one store is added, changed, or deleted, the system makes that change to the current store and then copies all of that store's contacts to all contacts in the other stores (not a merge).
• 9500 PO Worksheet Default Views for Item/Store/DC/Summary GridsOnce you have saved a view while in the PO Worksheet, it can be assigned to be the default in this option. Since different buyers will likely want to see their own layout, you should consider changing this option's "Kept By" method to User. This will allow you to assign a different default view to each buyer (user).
• 9501 PO Worksheet Add Calculate suggested Order QuantitySet this option to Yes so that items added to the PO Worksheet include the suggested order quantity. This is the same calculation used by the Suggested Order Report (RSO). You can control variations in the calculation by options and you can modify calculations on a session-by-session basis by using the Misc Menu in the PO Worksheet.
• 9502 PO Worksheet Suggested Order Calculation; Which Order PointLeave this option blank to use the primary order point.  If your system is not configured to use more than one order point, then this option must be left blank.
• 9503 PO Worksheet Suggested Order Calculation; Use Negative QOH?Only set this option to Yes if you intentionally invoice product before it is available. In most cases, a business would not consider negative quantities in a suggested order and would want the system to treat them as a zero.  
• 9504 PO Worksheet Suggested Order Calculation; Exclude COQ?If you have the system calculate suggested order quantities when adding items to the PO Worksheet, this option determines whether or not committed quantity should be excluded. This option is typically set to No so that committed quantities are NOT excluded.
  This option is equivalent to RSO's Order Calc option G. You can also modify this setting on a per-session basis in the Misc Menu in the PO Worksheet.
• 9505 PO Worksheet Suggested Order Calculation; Exclude QOO?If you have the system calculate suggested order quantities when adding items to the PO Worksheet, this option determines whether or not quantity on order (QOO) should be excluded. This option is typically set to No so that QOO is NOT excluded.
  This option is equivalent to RSO's Order Calc option Q. You can also modify this setting on a per-session basis in the Misc Menu in the PO Worksheet.
• 9506 PO Worksheet Suggested Order Calculation; If QOH is Blank?If you have the system calculate suggested order quantities when adding items to the PO Worksheet, this option determines whether or not a quantity should be calculated if Quantity on Hand (QOH) is blank. This option is the same as RSO Order Calc Option X. You can also modify this setting on a per-session basis in the Misc Menu in the PO Worksheet.
• 9507 PO Worksheet Suggested Order Calculation; Exclude Raincheck Quantity? If you have the system calculate suggested order quantities when adding items to the PO Worksheet, this option determines whether or not any raincheck quantities should be excluded. This option is typically set to No so that rainchecks are NOT excluded.
  This option is equivalent to RSO's Order Calc option Y. You can also modify this setting on a per-session basis in the Misc Menu in the PO Worksheet.
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• 9508 PO Worksheet – Display Replenishment DC in the Item Tab GridThis option is normally set to No--the Distribution Center does not display as a line in the grid in the Item tab of the PO Worksheet, because the DC cannot replenish itself. However, if you want the DC to display, e.g. so that you can quickly see item values for the SKU being displayed while in the item grid, then set this option to Yes.
• 9551 Ordering Worksheet – Use Code position to identify POs to transmitThe code position in this option (typically position 4 is used), and the value specified in option 9552, are used to identify purchase orders that should be transmitted. Set this option's value and the value of option 9552 to the position and the code value you entered in the PO Header Codes field of the PO Transmission Screen. When you use Finalize PO from the PO Worksheet, the system automatically sets this code so that the next time EDIPO transmission runs, it will transmit this PO. Alternatively, you can manually enter this code on the Header screen of Purchasing and Receiving, and the next time EDIPO runs it will transmit the PO.
• 9552 Ordering Worksheet – Code value that identifies POs to transmiThe most typical value to use here is “X.” If you are using a field that the system may automatically populate, use care not to use any of the system generated values. 
  
  This option is used in conjunction with option 9551 "Ordering Worksheet - Use Code position to identify POs to transmit."t
• 9588 RSO automatically splits apart replenishment POThis option only applies to an RSO run with Option F "Create a Final PO," and if the Centralized Distribution field on the PO Header screen is set to "Replenishment."
  This option determines if the multi-store replenishment PO created by RSO is automatically broken out into separate POs for each store. This saves the buyer from having to pull the PO into PO Worksheet and then do a Final.
• 9589 RSO split type POs check DC quantity availableThis option only applies to an RSO run with the Centralized Distribution field on the PO Header screen set to "Split Order" or "Split Order with Automatic Reallocation." Set this option to Yes if the RSO should reduce the quantity ordered from the vendor by the amount of quantity available (qty on hand minus committed qty) in the DC. When set to Yes, the first stores whose quantity needed can be covered by the DC's quantity available will be excluded from the PO. Otherwise set to No to order all needed quantities from the vendor.
• 9614 Enable Number Pad Keyboard Filter in gridsThis option introduces a filter to prevent spurious/invalid numeric entry when holding down or rapidly pressing down the arrow key on the number pad. This is most likely to occur when doing data entry in grids. Set this option to Yes if you encounter this issue.
• 9618 WinMPO – Apply cost change to all instances of the itemThis option determines if you want the system to automatically update all instances of an item on a PO when you manually change its cost on a PO. Note the following: 1)This option only applies to POs that are Status F; 2) The system only changes the cost on other instances of that item on the same PO. It does not find that item on other POs and update their cost; 3) Special Order items are excluded from this logic, which means the system doesn't update the cost on other instances of the item if any of the following fields are set in Inventory Maintenance: Special Order SKU (on the Additional Codes dialog) is Yes, or Order Indicator is S, or Keep Prices is No, or Special Record is not blank; 4) If Buyer's Purchasing (option 1051) is Yes, the system finds and changes the cost of the item on other POs whose Alternate PO# matches the Alt PO# of the PO being changed. Additionally, this option is currently only implemented in classic MPO, not in PO Worksheet; 5) This option applies regardless of what option 118 "Keep prices the same in all stores" is set to.
• 9620 PO Worksheet Email ChannelThis option determines the printer channel to use for emailing POs when the PO Worksheet is finalized. This value is automatically placed in the Purchase Order Format Report (RPO), but you can change this value if desired.
• 9621 PO Worksheet Fax ChannelLeave the default value or enter another printer channel number to use for faxing purchase orders when you finalize the PO Worksheet. This value automatically displays in RPO, where it can be changed if desired.

Inventory Options

Note that while these options are the most important to PO Worksheet, there are other Inventory options that can affect how the application works.

• 23 Number of years to keep Promo History. Traditionally, this option was set to 1 for one year's worth of history, but since PO Worksheet give you four years and you may want to go back and research something, you may want to change this option to 4.
• 2000 Store specific fields to copy to synchronize with other stores (IMU)
• 8284 Default store group for “Copying store specific fields in IMU. With PO Worksheet, you probably want to have a store group that includes all stores. That way, when you change one of the fields defined in option 2000 (see above), all stores default to having the same change made to them.
• 9457-9460 Custom Field Label for User Defined Pop Code. These options are for Compass users only, and can only be updated via a Compass process.
• 9495 Promotions starting within this number of days are considered upcoming

"Flip" Options in Purchasing and Receiving

You can define how the "flip" feature cycles through the available views in Purchasing and Receiving.

1. With the PO Worksheet displayed, click Misc and select 1-Setup Flip.

2.  If you don't want particular flips to show, set them to “N.”

Note that if you leave the default settings, there are eight flips to cycle through on the Item tab.