Post date: Feb 25, 2014 3:14:57 PM
At the top of the PO header, there is now a drop down list of the three 'phases': 'Release for fabrication', 'On Hold' , and 'Confirmed'. Every PO will default to 'Release for fabrication', but you have the ability to choose either 'On Hold' or 'Confirmed'.
We've also added a checkbox to the 'IC Edit Vendor' function, called 'PO confirmation required?'. Check this on vendors from whom you normally receive an acknowledgment. If a particular vendor normally sends an acknowledgment (confirmation), you can then set the 'phase' of the PO to 'confirmed'.
Using various queries, you can now list all the PO's, for example, which have been confirmed but not received, or all the PO's on hold, and so on. Or, you can list all the PO's to vendors who 'acknowledge' but are not yet acknowledged.
If you maintain both of these checkboxes, you can then run queries to tell you which unreceived purchase orders are awaiting acknowledgments. Here's a sample query that will list these (check with us for help on more queries):
select
CONCAT('<A HREF=\*LINKBASE*smic.ICEditPOEdit?lid=', CAST(icpoheaders.lid AS CHAR), '&SESSIONTAG=*SESSIONTAG*>', CAST(icpoheaders.lid AS CHAR), '</A>') as 'PO #'
, icpoheaders.datpodate AS 'PO DATE'
, icpoheaders.svendorname AS 'VENDOR NAME'
, icpoheaders.sreference AS REFERENCE
, locations.sLocationDescription AS 'LOCATION'
, IF(icpoheaders.datexpecteddate = '0000-00-00', 'n/a', DATE_FORMAT(icpoheaders.datexpecteddate,'%m/%d/%Y') ) as 'EXPECTED DATE'
FROM icpoheaders INNER JOIN icpolines ON icpoheaders.lid = icpolines.lpoheaderid
LEFT JOIN icvendors ON icpoheaders.svendor = icvendors.svendoracct
LEFT JOIN locations ON icpoheaders.sshipcode = locations.sLocation
WHERE (
(icpoheaders.lstatus < '2')
AND (icpoheaders.iphase != 2)
AND (icvendors.ipoconfirmationrequired = 1)
)
ORDER BY icpoheaders.datpodate
Often, if you're ordering some substantial or complex product, you'll expect some kind of 'factory acknowledgment' before you can release a Purchase Order ('PO') for fabrication. Some vendors may provide this, and some which handle smaller, less expensive, and less configurable products may not. But it's useful to have some idea which PO's are still waiting for an acknowledgment.
Also - you may want to send a PO to a vendor, but keep it 'ON HOLD' until shop drawings are received, for example. So we've added three 'phases' to help track the progress on a PO.