Fullscreen Image

Create a Purchase Order from a Material-on-the-Fly Issue

Create a purchase order from an issued material-on-the-fly. This feature requires the Purchasing add-on module and specific Materials module options.

Requirements

  • The Purchasing add-on module must be in use.
  • Enable these options in Setup > Materials > Options:
    • Prompt to Create a New Material for Materials on the Fly (Line Items)
    • Show X12-850 Fields on Material Issue
  • Identify the catalog value from the vendor or another identification value to create a requisition.

Create the material issue

  1. Open the work order in Work Order Edit.
  2. Select the Materials tab.
  3. In the Material Issues grid, select New Material Issue.
  4. In the Material Issue window, skip the Warehouse and Issue Item fields.
  5. In Description, enter a description of the material.
  6. Move focus away from the Description field. A confirmation window appears.
  7. Select Material on the Fly.
  8. Enter a Quantity.
  9. In Billable, indicate if the material is billable.
  10. Enter an Average Cost.
  11. If procedures are associated with the work order, select the procedure to associate with the material in Procedure.
  12. The Account field populates from the work order. To change it, select a new account from the menu.
  13. The Date Issued and Date Issued Time populate with the current date and time. Update these fields to reflect the actual issue time if necessary.
  14. Enter additional information on the Main and Charge To tabs.
  15. Enter comments on the Comments tab.
  16. Select Save, or select Another to save and create an additional issue.

Create the requisition

  1. Select the material-on-the-fly issue in the Material Issues grid.
  2. Select Generate PO/Req - Item at the top of the grid.
  3. The generated purchase order number appears in a pop-up window. Select OK to close the window.

Use the X12-850 fields

If the Show X12-850 fields on Material Issue option is enabled, the fields on the X12-850 Data tab are required to save a material issue.

  1. Select the X12-850 Data tab.
  2. If no preferred vendor populates the Vendor field, enter a valid Vendor ID or use Lookup to select the vendor.
  3. The Material Issue Catalog Number populates from the preferred vendor. If no preferred vendor exists, enter a valid catalog number.
  4. Select the unit of measure from UOM.