1. Open Purchase Order Status
1.1. Open Purchase Order Status
Material Planning/Purchase Order Management/Open Purchase Order Status 


This screen allows users to closely monitor and manage parts currently on order.  Users are able to see all parts currently past due, all parts due by a specific date (useful for planning for upcoming jobs), and parts allocated to a specific job or work order.  This provides greater control over critical components and can reduce or prevent instances of unexpected production delays due to missing components. 
 
Note:   After activation, "Purchase Order Management" access for each user must be setup in the ManEx System Security module.  Users with “Supervisor Rights” will automatically have access.  
  

OPEN PURCHASE ORDER LIST tab

The Open Purchase Order List screen will show all Open Purchase Orders  


If it is desired to view records per only One Buyer, then select that radial

Select the appropriate buyer

  

The Open Purchase Order List will display that buyer only.

Highlight the Purchase Order to be viewed.The detail will appear at the bottom of the screen, as illustrated:

Open P O List Field Definitions

Purchase Order Number The number of the Purchase Order
Date The date of the purchase Order
Supplier The name of the Supplier
ChgOrd The number of the Change Order
Buyer The name of the Buyer
Aprvd Initial The initials of the approver
Item The line item number
Part Number The user’s number for the part purchased
Class The classification pertaining to the Part Number
Type The type within the classification
Description The description of the part
Ord Qty The quantity ordered.
Balance The un-received balance

The user may sort by Purchase Order Number, Date or Supplier by depressing on the applicable button.

To obtain a report for this screen, depress the Print button.

LATE PARTS Tab

The Late Parts Quick View screen will show all Purchase Order that are late compared to the schedule dates.

 

Late Parts tab Field Definitions

 Due Date The date the materials should have been received by the user
 Supplier The name of the Supplier
 P O Number The Purchase Order Number
 Part Number The number the user has assigned to the part ordered
 Late The number of days between the Due Date and today’s date
 Buyer The name of the buyer
 PO Order Qty The quantity ordered
 PO Balance The un-received balance
 Late Qty The quantity late

The user may sort by Due Date, Supplier, P O Number, Part Number, Late, or Buyer by depressing the appropriate button.

EXPEDITE LIST Tab

The screen will show you the Purchase Orders which will be coming due by the Date entered Within the "Part Due By"  field.  The balance displayed will be the un-received quantity, NOT the quantity per schedule.  To view the scheduled qty double click on the line item of interest and a popup will appear displaying the PO screen. 

Expedite List Field Definitions

Parts Due by This date defaults to 7 days from today’s date.  The user may change this date to suit his/her needs.
Req Date This is the date the order was due to the user.
Supplier This is the name of the Supplier.
P O Number This is the number of the Purchase Order.
Part Number This is the number the user has assigned to the part.
Buyer This is the name of the buyer.
Ord Qty The quantity ordered.
Balance The un-received balance, NOT the quantity per scheduled date.

The user may sort by Req Date, Supplier, P O Number, Part Number, or Buyer by depressing the appropriate button.

To obtain a printout of this screen, depress the Print button.

PO By WORK ORDER/PROJECT Tab

This screen will list Purchase Order details if the Work Order or Project allocation field contains a Work Order or Project Reference.

Select either Work Order or Project by clicking on the radial.Type the Work Order or Project number in the red box and hit enter.

 

P O By Work Order/Project Tab definitions

Project Number This is the Project number referenced in the Allocation to Project in the Purchase Order
Work Order Number This is the Work Order number referenced in the Allocation to Work Order in Purchase Order
Part Number This is the number the user has assigned to the part
Rev The revision number assigned to the part number
Class

The classification within which the part number belongs
Type

The type within the classification within which the part number belongs
Description The description of the part number
P O Number

The purchase order number which was used to order the part
Schd Qty

The amount originally scheduled to purchase
Bal Qty This is the un-received quantity

The user may sort by purchase order by depressing that button.

To obtain a report for this screen, depress the Reports button.

 
1.2. ManEx Minutes (Open PO Status)