Accounts Payable Suggested PO List

  Suggested PO List Overview

The Suggested PO List displays a listing of suggested Purchase Orders by Vendor for individual Warehouses.  Depending on minimum and maximum levels that have been assigned to a part in a warehouse and the current on-hand and on-order balances, SedonaOffice will suggest a list of parts that need to be purchased.   The User may also include Jobs requiring parts that are scheduled to be started by a certain date in the evaluation process. If both minimum and maximum quantity levels have been setup for parts in the warehouses, the User has the option of selecting Bring to Minimum or Bring to Maximum.  The User may generate a Purchase Order directly from the Suggested PO List form based on the suggested parts and quantities.

Follow the topics links below for information related to the Suggested PO List.

Suggested PO List Form Definitions

Using the Suggested PO List

Min and Max quantities Setup on a Part Within a Warehouse

Using Minimum and Maximum inventory levels for a Part within a Warehouse is used if your company always wants a certain number of parts available in the warehouse.  This is used for frequently used parts that you do not want to run out of.  Each warehouse may have its own min and max levels or none at all. 

This option is only available if your company has activated Stock Tracking in SedonaSetup/Setup Modules.

1.  To set min and max levels, open a Part in Edit mode.

2.  Navigate to the Warehouse tab of the Part.

3.  Double-click on the Warehouse where min and max quantities will be setup.

4.  Highlight the Warehouse from the Warehouses listed; in the lower section of the Warehouse form entered the desired Min and Max quantities.  Press the Add button then the Save button when finished.

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