Quick Buy

General Information

Default Menu Location Transaction >> Procurement >> Quick Buy

URL QuickBuy_S.htm

Function The Quick Buy screen makes recommended stock replenishment purchase and production orders for items based on inventory availability and min/max settings. This screen can also be used to transfer items from one warehouse to another.

Basic Guidelines for Items in Quick Buy

The following must be true in order for an item to appear in the Quick Buy grid:

1. The item must be a stock item.

2a. The Projected Qty must be less than or equal to the minimum qty AND the Order Qty must be greater than zero.

OR

2b. The Projected Qty must be less than zero AND the Allocated Qty must be greater than zero.

Items may be manually pushed to Quick Buy from the Sales Order screen as an exception to these rules.

Manually Added Items

You can manually add items to Quick Buy via the Add 1 Item and Add V Items buttons. Items added via these buttons will be highlighted in purple in the grid.

Add V Items

Click this button to add items for the vendor that's selected in the grid (the row your cursor is on).

Items that are added via the Add V Items button meet the following criteria:

Item is not already in Quick Buy
Vendor is setup for the item in the Item Master C/V part tab
On Hand Qty is below its max level
Item has been sold in the last 60 days
Item has been sold since it was last received

Setup Menu

Use the Setup Menu below the Actions Menu on the left side of the screen to customize the Quick Buy grid.

Quick Type

Buy

1. Select Buy to display stock, non-production items that meet the basic guidelines and items that have been manually pushed to Quick Buy.

2. Select Generate from the Actions menu, select to generate Vendor Bids or Purchase Orders.

3. Select a PO type. Drop Ship lines will be processed in a second pass so that you can specify the correct type of PO to create. Drop Ship lines are always broken out onto a separate PO for each vendor (they'll never be combined with standard stock purchases coming into your warehouse).

Drop Ship lines are always separated by Sales Order. If two or more sales orders have the same ship to and you're purchasing direct ship items from the same vendor, Quick Buy will not consolidate these onto the same PO.

Make

1. Select Make to display stock, production items that meet the basic guidelines.

2. Select Generate from the Actions menu, and choose a PWO Due Date for all work orders. This due date can be changed on the PWO screen if needed.

Transfer

1. Selecting to display the same set of items as Buy, with additional columns for transfering from one warehouse to another.

2. Select a source warehouse in the TransFrom field and then click Refresh.

3. See the Transfer Columns section for the additional columns available.

You will not be able to select a line that has an available qty less than the RRQ.

You will be notified if you try to select a line where transferring the RRQ will force your source warehouse's qty below the min qty.

4. Select Generate from the Actions menu, and Adjutant will look for the next available Intercompany Shipping Event (based on the Cut-Off Date) between the source and target warehouses.

5. If no Shipping Events exist, set up a new SE between the two locations and use a cut-off date that is after today.

Fields and Filters

Fields

Recmd Qty Recommended Reorder Qty (RRQ). This column can be changed directly in the grid.

Cost: Unit Cost This will be the Vendor Quoted Cost unless that is zero, then it will be the Last Received Cost. This column can be changed directly in the grid.

Extend Cost Recmd Qty * Cost. This field will automatically update if you change the Recmd Qty or Cost fields.

Vendor The default vendor ID for the item. Double-click to drill down into the Organization screen. Right-click to change the vendor.

Item Item Code. Double-click to drill down into the Item Master screen.

Description Item Description.

Qty on Hand Current on hand quantity in the selected Owner/HeldFor/Warehouse.

Qty Alloc Current quantity allocated (SO and PWO inputs) in the selected Owner/HeldFor/Warehouse.

Proj Stock On Hand quantity minus Allocated quantity plus On Order quantity (PO and PWO outputs).

Min Qty Owner/HeldFor/Warehouse minimum quantity.

Max Qty Owner/HeldFor/Warehouse maximum quantity.

Order Quantity Owner/HeldFor/Warehouse order quantity.

Item Class Item Master Class.

Stk Code Item Stocking Code for Owner/HeldFor/Warehouse.

ABC Item ABC Code.

SO# Linked Sales Order number if the item was pushed to Quick Buy from a SO.

Proj Days Inv Days of Inventory left based on the Projected Stock and Trending Days. This column hides itself if Usage is not calculated in the Other Filters section.

RRQ Days Inv Days of Inventory based on the RRQ, Projected Stock, and Trending Days. This column hides itself if Usage is not calculated in the Other Filters section.

# of Cust The number of different customers that have had the item shipped to them during the Trending Days period.

Gross Wt The gross weight in pounds based on the item's unit weight and RRQ.

Best Buy $/#/% Vendor Best Buy numbers for dollars, weight, and the percentage discount given.

U1-U5 Columns These columns are based on the Inventory Usage Buckets rule. The Last columns are last year this time, last bucket days. The Next columns are last year this time, next bucket days. For example, if today is March 1 2022 and U1 is 30. U1-Last would be February 2021, U1-Next would be March 2021.

A new set of columns will appear in the grid when Transfer is selected in the Setup menu. Each column has (TS) in the column header to denote it as the Transfer Source warehouse.

On Hand (TS) Current on hand quantity in the selected Xfer From Warehouse.

On Order (TS) On Order quantity in the Xfer From Warehouse.

Allocated (TS) Allocated quantity in the Xfer From Warehouse.

Avail (TS) Available quantity in the Xfer From Warehouse.

Projected (TS) Projected quantity in the Xfer From Warehouse.

Min Qty (TS) Minimum quantity in the Xfer From Warehouse.

Max Qty (TS) Maximum quantity in the Xfer From Warehouse.

60 Day Usage (TS) Usage quantity in the last 60 days in the Xfer From Warehouse.

FAQ

Q: How do I delete an item that was pushed to Quick Buy from a Sales Order.

A: Select the items you want to delete and click the small red X button on the left-hand side of the screen.

Q: How do I change the cost of an item in Quick Buy?

A: You can change the cost directly in the grid. Type over the cost in the Cost column.

Q: How do I change the Vendor of an Item?

A: Right-click the Vendor ID in the Vendor column. This will open the Change Vendor screen. You can select a vendor that's already setup for the item or add a new vendor by clicking the New button.

Q: I need to add an item in order to meet my vendor's value/weight minimum. What's the best way to do that?

A: You can manually add items for a vendor by using the Add 1 Item or Add V Items buttons. More info on those here.

Q: I'm trying to transfer items from one warehouse to another, but Adjutant keeps telling me there are no shipping events setup. What am I doing wrong?

A: First, you must be using Shipping Events (the Logistics module). Second, there must be a Shipping Event setup with the warehouse equal to your TransFrom warehouse and a ShipTo equal to your Quick Buy warehouse. Third, that Shipping Event must have a Cut-Off Date that is in the future. Make sure your SE has a cut-off date.

Q: How can I print a selected list of specific items?

A: The print button will by default print all of the items that are displayed on Quick Buy. If you have a filtered list, it will only print those filtered items. However, with the QBCHECKONLY set up option, you can use the select field to choose the specific items you want to print on the report.