Content Comparison

Creating Purchase Orders

• Manually create a Purchase Order or import from a template.

  • Met is working on the import templates for both regular POs and Donation POs.

  • Purchase Orders must be created before receiving. This includes donation receiving.

  • When project is populated, Final Destination is also populated using project__r.Account__r.Warehouse__c

  • Print the PO PDF (pending review)

  • Clickthe “Send Documents” Button to email the PDF to the Order Contact.

  • Use the Purchase Order list to manage incoming the schedule of incoming shipments.

Grant Tracking

• Use the Project table to track grants.

• Destination Warehouse will be entered automatically using the Warehouse of the Account defined on the Project.

• Item Category and grant???

Warehouse Receiving

• No scanning for phase 1.

• It is possible to over-receive quantity by specifying PO Qty. Tolerance % on the item card.

• For lot-tracked items:

  • Enter a lot number (YYMMDD), then enter an Expiration Date.

• Click Post.

• Create put-aways to put inventory in bins.

• Bins defined on the item card will be used first. If it is blank, the default put-away bin in the Warehouse will be used.

• Post the Put-away.

Creating Transfer Orders

• If a PO is designed for an agency, click the Create Transfer Order button after the Whse. Receipt is posted.

Purchase Planning

• Safety stock