The example
The steps below use a sample distributor, Lone Star Industrial Supply. Your customers, items and numbers will differ; the window and the fields won’t.
Buy for the Houston Branch (HOU) from Consolidated Fastener Mfg (supplier V1001):
| Item | Qty |
|---|---|
| SHCS-0250-200 | 200 |
| SHCS-0375-200 | 60 |
We need it in 10 days. The vendor's sales order confirmation is SO-05992: put it in External PO Number. Use the supplier's normal cost.
Step by step in Purchase Order Entry
- 1.
Open the Menu and search for Purchase Order Entry.
- 2.
Pick HOU in Purchase Location ID: where the goods will be received.
- 3.
Type V1001 in Vendor ID and press Tab.
- 4.
Type SO-05992 in External PO Number.
- 5.
Line 1: Item SHCS-0250-200. Unit and price fill in from the supplier.
- 6.
Type 200 in Order Qty.
- 7.
Line 2: Item SHCS-0375-200.
- 8.
Type 60 in Order Qty.
- 9.
Press Save. Read any warning before confirming.
Mistakes that cost money
These are the checks Simetta’s scored test makes on this task, and what each mistake costs a distributor when it happens for real.
PO not raised
The stock never gets ordered and the branch runs short.
PO for the wrong location
The goods arrive at a branch that didn't need them, and the branch that did is still short.
PO lines wrong
The supplier ships what the PO says. Wrong items or quantities mean returns, restocking fees or shortages.
Duplicate PO
Two POs for the same need double the stock and the bill.
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