Automatic PO

Will also include into the scheduling of the Server tasks new option “Auto Purchasing by Recom. Vendor’s MOQ”

1. Scheduling task to add into server
2. Changes to Do:
1. In Stock – Cost Tab – Auto Material Req box
2. To
3. Box title: Auto PO / Mat Req
1. Yes change to Mat Req (then all logic of other scheduling will continue working /need to check)
2. Add PO
3. No changes to None
3. Scheduling Server will pick marts that marked as Auto PO / Mat Req - marked PO in radio button and will check their Qty to Purchase Setting:
1. If selected up to min then will check Stock Levels –
1. Min value if min selected
2. Max then Max qty if Max selected
3. Optimal then Opt qty if Opt selected
2. And will check the ToSell and when ToSell is negative only then check ToSell value against the selected one (Min, Max or Optimal) of each part and the difference called X
3. If this X qty compare this difference to Recommended Vendor’s MOQ
1. If X is < than MOQ, then do not make any PO
2. If X is >= than MOQ, then do PO for this vendor in Stock – recommended vendor
4. PO Details
1. PO LINE qty will be X qty
2. PO LINE PRICE will be taken from Price in Stock – recommended vendor – PO PO LINE Ship date will be calculated by Vendor Lead Time as following TODAY date (day making the PO) + Vendor Lead time
3. NOTES:
1. Will make PO with line types default of the STOCK
2. Will make single PO per VENDOR (grouping all parts than need to make PO for same vendor into a single PO)
3. PO type will be the default of the Vendor
4.  After making the PO Will send email to
1. Purchase Responsibility user of the P/N, AND
2. PO buyer Account 1
5. Purchase Responsibility
1. If this is empty then pick the p/n category of the p/n,.
2. Go to stock category list (admin – inventory categories), find the category of the p/n and pick the Responsible user to email.
6. PO buyer Account - 1st buyer account in the PO made
7. The email should be:
1. Subject: Auto PO made Purchase Order for P/N [xxx]
2. Description: Purchase Order was created for P/N: [xxx] / [x] Description: [xxxx] for Vendor [vendor name] with Qty of [PO LINE QTY]
3. Originator Doc: The email should have link to PO as Originator doc

To prevent multiple adding of the same line to Mat Req the further logic will be applied:

1. If the status of the line in Mat Req is “Open” then the system checks parts qty requested. In case the qty in Mat Req line is equal or greater than the qty requested for part, then Mat Req line qty will stay without change. Otherwise it will be changed to the qty requested for this part
2. If the status of Mat Req line is “Approved” or “Requested” and line qty is equal or greater than the qty requested for part then the system will not take any affect. Otherwise the system will check all lines qty of the same part which are in status “Approved” and “Requested” and will create/add new line with qty requested less “Approved” and less “Requested”.
3. In all cases there the status differs from “Open”, “approved” and “Requested” the system will add new line to Mat Req
4. In case there are Open and Requested (and/or Approved) lines for the same part the system will affect Open line only