Purchase Orders

PO Static Control F/M (POF980)/Receipt Register (POR230)–9.0 Enhancement - Auto-Create POVNIT records (Defect 488483)

A new feature was implemented to automatically create vendor/item records in the POVNIT table during update processing in the Receipt Register (POR230). Program changes are:

On the General tab of PO Static Control F/M, a new setting is used to indicate whether to allow the PO Receiving Register Update to automatically create vendor/item records for all valid items.

Receipt Register (POR230)

During the Receipt Register update if the Create Vendor Items setting is selected on the General tab of PO Static Control (POF980), the Receipt Register Update automatically creates vendor/item records for all valid items.

PO Entry Options F/M (POF915)–Add "Replenishment Doc" flag to PO Entry Options F/M (Defect 495887)

A new setting, Replenishment Doc, was added to the Header tab of PO Entry Options F/M. The setting allows you to indicate whether documents that are created for an Approved Replenishment Path are editable in the PO Entry (POE120), Receipt Entry (POE210) and Non PO Receipt Entry (POE220).

Rebuild PO Sort Files (POU990)–Move PO sort file rebuild to BK process (Defect 503477)

The Rebuild PO Sort Files (POU990) program was removed from the FACTS 9.0.0 system. The new background process, Rebuild Sort Files (S2), now contains the rebuild process for PO sort files.

Buyers Control Center Detail (POE405)–Importing Quantities (Defect 503982)

The Buyers Control Center Detail (POE405) screen has been enhanced to allow the importing of item quantities. The right-click function, Import quantities from Excel, works with Microsoft Excel® and the right-click BCC grid function, Export current contents to Excel. When you are ready to import, open the spreadsheet you wish to import, and be sure it is the only spreadsheet open. Then access the Buyers Control Center Detail screen for the correct vendor, right-click on the BCC grid, and select “Import quantities from Excel.” The import process will notify you of any errors it encounters.

• The import function can also be used with an Excel spreadsheet created with these specific requirements:
• The first row is a header row.
• There must be columns for the item number, purchase quantity, and quantity UM.
• The Excel column header/title must match exactly the corresponding BCC grid column header/title.
• There can be no blank column headers prior to the required columns (when the import process attempts to identify the relevant columns, processing stops when it encounters a blank column header).
• Additional columns will be ignored.
• Row order doesn’t matter except that following the first row, there should be no rows with a blank item number (when importing lines, when the import process encounters a blank item number, it assumes it is at the end of the list and stops).
• The worksheet to import must be “Sheet1” –no attempt to import a worksheet with any other name will be made.

These are important limitations that should be noted when using the import process:

• The import process will not add items to the BCC grid – it only changes purchase quantities. This helps prevent you from accidentally importing a spreadsheet for the wrong vendor, for example.
• The import process will not change anything but the quantity (i.e. it will not change the item number or the quantity UM).
• The quantity UM from the spreadsheet must match the quantity UM in the grid or the line will be skipped. Special order lines will always be skipped, as you are not allowed to change the purchase quantity on a special order line.
• The import process will not import quantities for lines that have the Override checked in the BCC grid. These lines will be skipped.
• When the import process updates a line, if the Buy checkbox it not selected, it will be changed to be checked.
• To use a spreadsheet to update BCC quantities, these are suggestions to make the process work more smoothly:
• Prior to importing, be sure all of the items are visible in the BCC grid. This can be done by selecting all of the filters, including “Items Above Line Point”.
• The exception is that you may consider unchecking the “Spec Order” filter so that special order items are not visible. Special order lines will not be changed even if they are visible.
• Turn off all of the buy flags in the grid using the right-click option, “Set All Buy to No”. This ensures that only the items you import will be set to Buy.
• If there are additional items on the spreadsheet that are not in the replenishment path you are working on, you can manually add them to the grid prior to importing.

Receiving Document Print (POR210)–Print full item description (Defect 519070)

The Receiving Document Print was enhanced to always print the full item description (both item descriptions 1 and 2.)

PO Print (POP110)–Modified PO form to print full description (Defect 519241)

The Purchase Order Form, both pre-printed and none preprinted were enhanced (expanded) to always have space to print the full 30-character item description (and the 20-character item number) and 16 characters for costs and quantities. Pre-printed form specifications will need to be modified for these changes.

Program Details

PO Static Control F/M (POF980)

The Print Controls view of PO Static Control F/M was enhanced to include two new prompts. The new Contacts drop down allows you to select indicate how you want contact names and phone numbers to print on the form (they have been added, if selected to print, at the footer of the form).

A new No Vendor Item drop down was also added to substitute/allow the FACTS's Item Number to print if you have selected only print Vendor-Item and that Vendor's Item number is blank in the PO line file.

PO Print (POP110)

The printing format of the PO Print program was enhanced to display the full 30 character item description (and the 20 characters of the item), whether to print contacts, including spacing if the form is pre-printed. If the vendor has a vendor ship-from address on file, this address is printed on the purchase order rather than the accounts payable vendor address. If selected to print, contacts are printed at the footer of the form.