PO Planner for Creating Purchase Orders

PO planner is a tool that allows you to make determination on your purchasing needs based on a number of factors.

PO planner can consider a few factors to help you plan your purchasing: quantity currently on backordered sales orders, minimal stocking level for your products, quantities on work order(allocated to work order). You would instruct the planner which factors you want to include in the planning.

To start the PO planning process, you would need to tell the system what currency you are purchasing with, choose one or more suppliers you would like to buy from(You can defer selecting a supplier until you are ready to create the actual purchase orders), filter out products you are purchasing based on category.  If you already have a PO created for a supplier and you want to see if the PO needs to be updated because of additional inventory demand or inventory changes after the PO is created, you can select an existing PO. This is only allowed if you have chosen a single supplier to order from.

Sales order demand

Check this to include the quantity on backordered sales orders. You can further clarify the demand based on the order date range or the planned ship date of orders.

Work Order Demand

Check this to include the quantity on work orders. This is to include quantities used in work order.  If you are purchasing new inventory to be used in future work orders, you can use quantity you used in the past and in a date range as guidance.

Minimum Inventory Levels

If you have defined minimum stocking level for your products and you want to use it in the planning, check this option. Any product that falls under the stocking level is included in the quantities to be purchased.