Consolidate Requests Summary - Supplier/ Price
Opened from function on the Supplier and Price Selection window in the Consolidate Requests process, the Supplier/ Price window will display a summary by item of the lines from the Supplier and Price Selection window.
Only lines that contain a Supplier code and that have a processing status of YES will be included in the summary.
If the option Do not Consolidate Orders was selected, all lines will be shown individually.
If consolidation is permitted, the lines shown in the summary will be consolidated by Supplier, Item Code, Sub Analysis and Price. Showing one line for each Supplier/item pairing where sub analysis and price match but multiple lines where the sub analysis or price differ.
The additional quantity column may be populated if the Apply Price Line Minimum Order Quantity or Upgrade to Buying Unit options were selected. See notes below.
The Buy Unit and Minimum Order Quantity will be shown.
The summary can be sorted by any of the column values by clicking on the column heading.
Clicking the print function will open an output window for the Supplier and Price Summary report.
Additional Quantity
On the Supplier tab of the Creation Rules stage of the wizard, you will find the options Apply Price Line Minimum Order Quantity and Upgrade to Buying Unit.
If either (or both) of these options is selected, you may find that an additional quantity has been added to the order quantity to meet these rules.
Apply Supplier Minimum Order Quantity
If this option has been selected and the required quantity is less than the minimum order quantity for the selected price line, then an additional quantity will be calculated to bring the order to the minimum order quantity.
Upgrade to Buying Unit
If this option has been selected and the required quantity would result in an order quantity that is not a multiple of the buying unit, then the quantity will be increased to be a multiple of the buying unit.
Any additional quantity, calculated as a result of applying a minimum order quantity, will be taken into account before making up the quantity to a multiple of the buying unit.
If, as a result of ticking either or both of these options, the order quantity is increased, this may appear in the purchase order as an increased quantity or as an additional line. This is dependent on the method of consolidation you have selected.
If you have selected to Consolidate Lines: the quantity shown on the purchase order will be the supplier's minimum or the next buy unit quantity.
If you have selected to Consolidate Lines by Required Date or Do not Consolidate Lines:An additional detail line will be added to the purchase order for the additional order quantity.
If you have selected to Do not Consolidate Orders:The quantity shown on each purchase order generated will be the supplier's minimum or the next buy unit quantity.
Minimum Order Quantity and Buying Units are entered on the Buying Prices Table.