How to use advanced fill with product minimums plus customer orders

  Before you start

Before using this option you want to make sure product minimums have been set.  For more information, see the article How to set product minimums. 

How To

How do I use the advanced fill with product minimums plus customer orders option?

Follow these steps

1. Select Purchasing > Purchase Orders.
2. Select Actions > New PO.
3. Enter the Supplier, Date, Date Expected, Supplier Reference Number, and any Notes.
4. Select Submit.
5. Select Actions > Advanced Fill.
6. Choose Fill Type Product Minimums Plus Customer Orders.
   
   

   
   
   

7. Ignore Enter the Weeks of Supply as it is not applicable when you are ordering only up to product minimums.
8. Ignore Average Based on Weeks it is not applicable when you are ordering only up to product minimums.
9. Ignore Wholesale is not applicable when you are ordering only up to product minimums.
10. Decide whether to Count Open Supplier Invoices or (unposted) supplier invoices when calculating the available inventory.
11. Decide whether to Count Unopened Purchase Orders or open purchase orders when calculating the available inventory.
12. You can choose a specific category to fill by selecting - Only fill the PO with products from this category. 
13. You can choose a specific subcategory to fill by selecting - Only fill the PO with products from this Subcategory. 
14. Select Submit to generate the PO.

  Heads up

Remember to download your PO Artifact File in you are unsure about the calculations! You can even do this before you submit the PO to your vendor. For more information, see the article What is the PO artifact file.