Entering Master or Repeating Orders

Purchase Order Entry is designed to accommodate a variety of order types, including purchase orders, blanket master orders, repeating orders, drop-ship orders, and material requisitions.

The Master Order type allows you to create a large order for multiple items that can be ordered over a period of time. You can add items to a master order and create new standard orders to be issued against the master. The original order quantity, the quantity ordered against the original quantity, and the balance are maintained for the master order. Using the Master Order feature allows you to take advantage of quantity price breaks that would not be possible for smaller, more frequent orders.

All inventory updating, order date tracking, and expiration date tracking is performed automatically as new orders are issued against the master, virtually eliminating any manual record keeping tasks associated with such orders.

The Repeating Order type eliminates repetitive data entry by automatically generating purchase orders for routinely ordered items. After a repeating order is entered, all vendor, line item, freight, and tax information is stored for immediate retrieval at any time. The repeating order information can be copied to a standard purchase order, modified, or processed as is.

The order date and order number of the last standard purchase order issued against master or repeating orders are retained with the original order, along with an assigned expiration date that is used as a flag for discontinuing the issuance of any new orders. The Purge Expired Master/Repeating Orders option in the Period End Processing window is used to purge expired master or repeating orders and clear additional file space.

Three additional fields appear for master orders: Original, Ordered, and Balance. Enter the original order quantity in the Original field. The Ordered field automatically displays the quantity applied against standard orders. The Balance field displays the remaining balance (original quantity minus the ordered quantity). For repeating orders, only the Ordered field appears; enter the ordered quantity for each item.

When you have completed your entries, you can produce a printed purchase order for this master or repeating order by selecting Purchase Order Printing from the Purchase Order Main menu. You can also produce a printed purchase order from any tab in Purchase Order Entry by clicking the Print button.

For more information, see:

Process Master or Repeating Orders