Purchasing Options

These fields are on the Order Info tab of Vendor Maintenance. Click the Purchasing Options hyperlink to access these fields.

Cost Calculation (RSO Only)

Use these fields to configure markup or markdown of cost on Purchase Orders created with the Suggested Orders Report (RSO) with option F (Create a final PO).

• Markup/Markdown: Select the code for either Markup or Markdown
• % of: Enter the percentage for the markup or markdown (blank if not used)  
• Price: Select price basis for the markup or markdown (blank if not used)

Electronic Invoice Options

Use these fields to configure vendor electronic invoice (eInvoice) options.

• Posting Option: Select Y if eInvoices will be processed.
• Auto Post Delay Primary: Enter the days to delay posting of primary vendor eInvoices. Often eInvoices are transmitted before merchandise is delivered. This delay is to avoid the appearance that a PO has been physically received simply because the eInvoice has been transmitted.
• Auto Post Delay Secondary: Enter the days to delay posting of secondary vendor eInvoices. Often eInvoices are transmitted before merchandise is delivered. This delay is to avoid the appearance that a PO has been physically received simply because the eInvoice has been transmitted.  
• Stock Order Processing: This option allows the user to control how automatic processing of eInvoices and Advanced Ship Notices (ASN) affect stock order purchase orders (PO) and inventory. A PO is defined as a stock order when the PO exists at the time of eInvoice / ASN processing and the Reference number is not "WHINQ." If the PO does not exist, it is considered a "Phone Order."
• • Leave the field blank to use the setting in option 8363 "EINVOICE-Stock Order eInvoice Posting Option."
  • Select N to print the SCEINV report and delete the EINVOICE records.
  • Select S to print the SCEINV report and leave the EINVOICE records in file for manual selection and processing.
  • Select Y to print the SCEINV report and update the "to be received" quantity in the existing PO. You must receive the PO manually with the Receiving Report (RRP option F).
  • Select I to print the SCEINV report, update the "to be received" quantity in the existing PO, and receive the PO (post to inventory).
• Phone Order Processing: This option allows you to control how automatic processing of eInvoices affects phone order purchase orders (PO) and inventory. A PO is defined as a phone order when the PO does not exist at the time of eInvoice processing. If the PO does exist, it is considered a "Stock Order."
• • Leave the field blank to use the setting in option 8365 "EINVOICE-Phone Order eInvoice Posting Option."
  • Select N to print the SCEINV report and delete the EINVOICE records.
  • Select S to print the SCEINV report and leave the EINVOICE records in file for manual selection and processing.
  • Select Y to print the SCEINV report and update "to be received" quantity in the existing PO. You must receive (RRP) the PO manually.
  • Select I to print the SCEINV report, update the "to be received" quantity in the existing PO, and receive the PO (post to inventory).

Other Purchasing Options

• Include Core in Minimum?: Select Y to include core values in the RSO minimum order calculation. Select N to exclude core values in the RSO minimum order calculation.
• Separate Cores from Defective POs?: Select Y to add the core quantity of defective return POs to the "Core to Return" field in Inventory Maintenance. Select N to include core value in Defective Return POs.
• Keep Below Minimum PO: Select Y to keep POs that have been created through RSO that do not meet minimums. Select N to automatically delete such POs.
• Minimum Threshold%: Keep RSO created POs that meet this percentage of minimums.
• Special Order Return Days: Enter the days after receipt that the vendor allows you to return merchandise. This is used in Suggested Returns Report (RSRO) with option “Vendor Special Order Returns only” to remove items from a return that have lapsed past the Special Order Returns Days since last receipt.