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Page Revision: Thu, 18 Apr 2019 11:18
PO Processing
The main function of PO Processing is to allow users to put processed material along with a processing charge onto a purchase order, and upon receipt, modify in the raw material and processing fees into the value of the processed material. This is ideal for users who send coil off for painting or shearing and allows the processed part to show as "On Order", receive and bake in the fees, and relieve the raw material used all in one single process.
This process can be used with the Generate PO button from a linked Sales Order.
General Information
The new process will use a combination of a new item attribute, a MISC Processing item, new PO Type logic and the modification processor screen. Set up is detailed below.
Set Up
The first step is to set up a new item attribute in the Item Attribute Rule. It should be called POPOST, but can have a user facing description of whatever you'd like. This attribute should be given to any item that requires processing to make.
Next, set up a new PO Type in the PO Types Rule. It can be named whatever you'd like, with a unique code. Log5 designates whether or not it is considered a "Processing" Purchase Order.
Once you have the rules set up, create a new MISC type item called MISC_PPO. The description can be whatever you'd like. Make sure that "MISC" and "RESELL" and give it the Modify, Addin attribute.
Make sure that your processed items have the new POPOST attribute.
Using PO Processing
Once all items, rules and attributes are set up, you can start to use the items in purchasing. The most important thing to remember when starting the purchase order is to change the PO type to the new "Processing PO" type that was just created. This type can be defaulted to a vendor.
When adding line items, you will add the Processed item. In the example below, I added the PAINTEDCOIL item, along with the amount to be processed. Once I hit save, the system automatically adds in the new MISC_PPO Processing item as a second line. Costs are zeroed out on the initial line, and the processing cost per unit is filled in on the Processing item's line.
When it is time to "receive" the processing, you will go to the PO Receipt screen, and enter the amount for the processing. When hitting the "Receive" button the user is taken to the modification processor screen. Two things will be filled out. First the Processing Item will be checked in the top grid to bake in the cost of processing. Second, the processed item will be in the bottom grid ready for modification.
Next, select the raw material used to make the processed material. The raw material should have the Mod, Base Item attribute to appear in the top grid list. Transfer it down to the bottom grid. The costs will be absorbed into the processed material line.
Preview and Process the modification to finalize the receipt. The raw material will be consumed and its cost, along with the processing cost, will be transferred into the processed material.
