Select Consolidate Requests to start the Consolidate Requests wizard.

The Consolidate Requests Wizard Search window of the wizard prompts you to enter the criteria that must be met by the requests that are selected to be consolidated into purchase orders.

A maximum of six tab-cards may be available, this will depend on the modules that you have unlocked within your system and the selection of request types you made on the first window of the wizard.

The search operator enables you to specify how the search criteria is applied when selecting the purchase requests.

The operators include: Range; Begins; Contains; Equal.

The operator can be changed for individual fields by clicking in the operator menu alongside the field.

These menus may contain additional options if they are appropriate to the field they are associated to; Not Equal and Exclude may be available.

The system default is Range.

This menu enables you to change all the field search operators for the current tab card. Click on the menu to open it and select the default operator that you wish to use: Range; Begins; Contains; Equal.

The operator can still be changed for individual fields by clicking on the operator menu alongside the field.

The default you select will be saved with the field values when the Set as default command is used.

For some fields a pop-up list of values is available. The list is opened by clicking on the search function.

Criteria entered on the General tab will automatically be entered on the related tab cards (as described below) and be used to filter all purchase requests considered for consolidation into Purchase Orders.

When you enter dates and periods on the General tab-card, any individual settings already entered on the related tabs will be overwritten.

If a Required Date or range of dates is entered, this will be used to filter by:

The dates will appear in the search fields on those tabs and can still be changed on the individual tabs.

Tip: Always re-select the operator (e.g. Range) when using this general option. This will ensure that it is correctly set on the other tab cards even if you have a different operator selected as your default on those cards.

If a Period range is entered, this will be used as a filter for requests raised from Sales Orders and those raised as Purchase Requests.

A specific year can also be selected instead of, or in addition to, the period range. This will also be applied on the Sales Orders and Requests tab cards.

The period range and year can be changed on the individual tab-cards.

Enter the search criteria to be met by the purchase requests raised from Sales Orders flagged as BTB when processed.

This can be done by specifying an account code or a sort key and may result in locating purchase requests from orders from a single Customer or a range of Customers.

Enter the search criteria to be met by the purchase requests raised from Works Orders that use stock items flagged as RTP or where the stock has been flagged as RTP in the Works Order Control window.

This can be done by specifying a Customer, Works Order number or some detail from the works order.

Enter the search criteria to be met by the request to purchase that have been entered using the Purchase Requests function.

This can be done by specifying a Supplier, Purchase Request number or specific User Id. If you search for requests to purchase that you have entered over a period of time you may find that you can consolidate several separate requests into one larger order.

Enter the search criteria to be met by the stock items on the purchase requests. This can be done by specifying a Stock Code or a Sort key.

You can further limit the purchase requests by specifying a Sub Analysis value. User Sort keys can be entered on this tab card. Purchase requests in which the Sub Analysis code has been left empty, will be ignored if search criteria is entered on this tab card.

When you have entered the search criteria, click Next.

Use this button to save the selections you have made and the field values you have entered as defaults for when you use the wizard again. This button acts on the tab card currently in focus.

This button acts on the tab card currently in focus by clearing all the fields and resetting the search operators to Range (Production Sort and Stage on the Works Orders tab will be set to Equal) .

Move back to the previous window of the wizard.

Move to the next window of the wizard.

You can cancel the wizard at any time.