WARNING: there is a known software glitch regarding Direct Orders. If the first line item entered is a nonstock, the resulting PO won't behave like a Direct PO and billing will not happen as it should.
The workaround: enter a product with an existing item number on the first line item. If the Direct Order is all Nonstocks, then enter a place-holder item to trigger the proper Direct Purchase Order type. The 'fake' item will need to be voided on the Direct PO and the Sales Order once the order has been entered.
Search Bar: OEET
Menu: Sales > Entry > Order
Bookmark: OEET – Order Entry
Enter the Customer and the Warehouse.
Order Type: Direct Order
Ship To: If the customer has multiple shipto set up, a ship to must be selected. The ship to code can be typed or use the magnifying glass to lookup the shipto. Most customers DO NOT have shipto, so this step may not be applicable.
Customer PO #: Enter per the customer's communication
Disposition to None.
Ship Via: match the delivery method. Either type the code for the delivery method or click the magnifying glass to search delivery methods.
Note !! Note !!
In the Customer PO number field It is recommended to be used even if not required. This is for your reference and the reference of the customer. It can be the name of the person placing/picking up the order. It can be the job description that the parts are for. In the case of OTC, it should be the name and phone number of the person purchasing so that we have some way to get in contact with them if there is an issue later.
Click <NEXT>
The Verify User Login pops up, enter your user and password; click <SUBMIT>
Select Purchase Order as the Product Source.
The Purchase Order Information will appear.
Enter/Select Source Vendor
Click <SUBMIT>
Enter the products
Enter any additional items that will be purchased and delivered from the SAME VENDOR. If there are items that will be purchased and delivered from a different vendor, a NEW DIRECT ORDER must be created for EACH VENDOR.
A message will appear at the bottom right of the screen with the Purchase Order number that was created for this Direct Order. If missed, recall any of the line items in Advanced Entry and click <SOURCING>. Each line item of the Direct Order will have the Related Order# referenced.
Note the PO#. Click the <Left Arrow>
Caution!! Caution!!
You can’t add any additional products/quantities to the Purchase Order that are not for this customer's order. The Purchase Order created is for the material that will be delivered DIRECTLY to the customer. Only items/quantities that will be delivered directly to the customer can be on the Purchase Order.
Click the <Taxes & Totals> tab, if freight charges will be billed by the vendor and charged to the customer, click <ADDONS>
Click the <+>plus sign next Freight In to expand the section (click the minus sign to collapse it).
Enter the freight amount in the Amount field.
Click <OK>
Click the <Left Arrow> next to the Order Entry top left once the Addon(s) entry is complete
In the HEADER panel on the left, if the ship to address needs adjustment, click <EDIT SHIP TO ADDRESS> button and enter the address in the popup window where the VENDOR should ship the product.
Click <OK>
Note!! Note!!
The Header Panel can be expanded or collapse by clicking the << or >> at the bottom.
Note!! Note!!
Special Instructions and References are entered in the Customer Order Setting screen. To access, click on Select Products and then Customer Order Settings. If you don’t see it click on …
If there are special instructions for the vendor, such as call before delivery, enter those instructions in the Instructions field.
Click <SAVE> to save change made in Customer Order Settings then click <Left Arrow> next to Order Entry top left to return to the previous screen.
Continue with Accepting payment for the Payment Type as below for this Direct Order.
Caution!! Caution!!
Any changes to the Order after you have click <FINISH> will NOT carry over to the Purchase Order. Changes must be made to both the Order and the Purchase Order. These changes include ship to address, Delivery Instructions and Item/Quantity Changes.
Note!! Note!!
Purchase Orders can NOT be placed with a vendor until the order is credit approved. If a credit override is necessary, request the Override immediately so that the Purchase Order can be placed.