The PO Companion Item Selection/PO Import Item Selection dialog box is displayed for selecting companions or importing items from other documents.
The system displays the PO Companion Item Selection dialog box when during line-item entry when you add an item that has companion items associated with it (via PO Companion Item Entry (POE150). The PO Companion Item Selection dialog box displays from the PO Order Entry Programs: Purchase Order Entry, PO Receipt Entry, Non PO Receipt and Buyers Control Center.
The system displays the PO Import Item Selection dialog box when during line-item entry when you import items via the policy flags established in PO Document Import Control F/M. The Import Item Selection dialog box displays from Purchase Order Entry, PO Receipt Entry, Non PO Receipt and Buyers Control Center, click Options>Import Items from the menu.
Companions processing notes
When a line item is originally saved, not from a save in edit mode performs a check to determine whether companion items or companion memos exist for the newly-added item. If no companions exist or if all companions are flagged as Not Applicable to the current entry program, the program continues without interruption.
The PO Companion Item Entry (POE150) program allows you to select whether the import of items/memos is automatic, prompted, or not applicable to the entry program. In the Auto Add section, if any companion items/memos are flagged as "Y-Default to Y" or "N-Default to N," you have the option to select any of the companion items/memos available. If any companion items/memos are flagged as "A – Always Add" then if any additional companion items/memos are flagged as Y or N, then all items/memos that are A, Y and N are displayed in the PO Companion Item Selection (POE151) dialog box. Items designated A for Automatic Add will always be added automatically to the document. If all companions applicable for this order type are flagged as A and there are no Y or N flagged items/memos, then no dialog is displayed and those items/memos will be automatically imported into the document (unless there is an exception that requires user attention, such as the item not being setup in a warehouse). If any companion items/memos are flagged as "X – Not Applicable" then they are not displayed in this dialog and are not allowed for import into the actual document. Once the companion items/memos are selected, the items are imported into the document.
If valid companions are found, they are written to the Companion Item on Document file. As they are added, the system calculates the default quantities and the various flags in this file are set as follows:
Direct Ship defaults according to the ship type of the item just added; memo print and export flags will default from the Companion Item Line File.
The Vendor is the primary vendor for the companion item as defined in Item F/M.
The shipping warehouse will default to the initiating warehouse for the document, regardless of the shipping warehouse of the item just added.
For this last condition, if the companion item does not exist in the initiating warehouse, then ** (asterisks) are displayed in the WH column. If you do not select that companion for editing and change the warehouse to a valid warehouse or direct ship, then you will not be allowed to exit the dialog (you can press the Toggle button to set the companion item to Not Import and exit the dialog box ). If the available quantity of the companion is less than the ordered quantity, then the system displays an ! (exclamation point) in the 2nd column of the dialog box.
Importing items processing notes
As you enter documents in Purchase Order Entry, PO Receipt Entry, Non PO Receipt and Buyers Control Center, click Options>Import Items from the menu.
The system displays a dialog box where you can select the document type and document number to import. If your system is set to allow you to change the default costing option (based on PO Document Import Control F/M), you can also select from two options, "Current Default Costs" and "Source Document Costs".
Then in the Import Item Selection dialog box, the system displays the items from the selected document, including memo lines, where you can choose which items to import and update quantities and costing, and so on. Once you have completed your selections, the system adds all selected items to the end of the new document.
You can view each line’s source document from line detail in the entry program and/or Document Inquiry.
The import procedure calculates cost, determines whether allow the import of mismatched warehouse/direct documents, whether to allow importing documents from vendors based on the settings from PO Document Import Control F/M. The order quantity is set to the order quantity from the source document. The item descriptions are set to those from the source document.
If a past document contains an item that is no longer on file, or any of the information on the line (including UMs, item class, etc) are no longer valid, the system skips the item and displays a message indicating that the item is skipped.
Screen information
In the browser in the lower portion of the screen, the system displays all PO companion/import items/memo lines defined for the original item entered. You can select the companion items or import items to include on the order. The browser also contains quantity, UM and cost information. This defaults from the original item qty per UM times the default quantity for the item. Press Enter or double-click on a browser line to edit the units and cost.
Click field descriptions for information on each field.