Consolidation

Consolidation

SPM documentation - January 7th 2010 – Written by Rémi Equoy

Introduction

Consolidation feature enables to consolidate PO (Purchase Order) for more than one Requisition (Customer order).

So, this tool is a Bridge between the two modules.

The upper part of the form list Requisition's items which have a VENDOR origin. By default, all lines are ticked. The user can untick (or uncheck) lines to prevent treatment of them.

Red lines advise lines without PO linked.

How to create new PO for this order ?

To create a new PO for this order, just tick the line you want to order and push [OK]. For each vendor a PO will be created with the advance book for the Requisition :

To create a new PO from another site, tick the New inter outlet check box and select the whished site which will order the parts.

Optionally, if the base lines have the DS (Drop Shipment) check box ticked, select the Dropshipment type.

How to book, by advance, items from an existing PO ?

How to add an order into an existing PO ?

For this two needs, the lower part of the form will be useful .

This grid is a 4 level grid :

Find in the list the PN and the PO you want to consolidate. The push-down menu will allow you to :

• Add to order the line number / x :  This command, available on the ORDER level, enables to add a new order for the line x into the Purchase Order.
• Restock th PN of the line number / x :  This command, available on the ORDER level, enables to add a new order of PN from the line x into the Purchase Order. The quantity have to be typed in the blank field which appears within a sub line.
• Book a quantity for the line number / x :  This command, available on the LINE level, enables to book by advance the line x from this non booked line. This feature enables to use advance booking on an existing PO, probably closed.
• Remove the line :  This command will remove the PO's line.

If a Requisition is consolidate to PO which is with not on same site, a inter site order will be created.

If an inter site order already exist, it will be reused. A inter site order may be reused ONLY IF

1. DS (Drop Ship) option is not set

OR

2. DS is set and the final Customer are the same.

User can work one or many lines. Once all reservation have been done, validate and update PO by pushing the [OK] button.

See also :  Requisition's synchronization - PO - Drop Shipment - Inter site orders -

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