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Work with purchase suggestions, Lines (DIR06101)

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This panel displays the suggestion lines for this purchase suggestion.

Options

OK mark Select this option to mark the suggestion lines as OK. This option is only displayed if IBS Inventory Control is installed and activated.
Transfer Select this option to transfer the suggestion lines.

Function keys


For more information about additional functions accessible from this panel, see Functions in function list.

Special Access the Special buy evaluation selection. This function is only applicable if IBS Inventory Control Extreme is installed and activated in the company in which you are working. Here you can make selections for evaluating limited discounts or purchases that anticipate a future price increase.

Note: This function is only available for suggestion lines that are created in the Create purchase suggestion program, in other words not lines that are created manually.

Include/Exclude null lines Toggle between including/excluding null suggestion lines on the panel. An item becomes a null suggestion line if the available quantity is higher than the reorder point, in other words, there is no need to buy the item at this time.
Review Only displayed if IBS Inventory Control is installed and activated. Select purchase suggestion lines with specific review codes. By choosing certain review codes to work with, you can narrow down the selection on this panel.

Selection fields

Suggestion number
Displays the number of the suggestion.
Total value
Displays the total purchase value of this suggestion in the suggestion currency.
Review status
This field is only displayed if IBS Inventory Control is installed and activated. Indicates if the line has been reviewed.
Total val sys curr
Displays the total purchase value of this suggestion in the system currency.
Line
This column displays the suggestion line number.
Item
This column displays the item on the suggestion line.
Whs
This column displays the warehouse on the suggestion line.
Quantity
This column displays the quantity on the suggestion line.

SP
This column is only displayed if IBS Supply Plan is installed and activated. Indicates if this item should be included in a supply plan.
Rev
This column is only displayed if IBS Inventory Control is installed and activated. Indicates if this line is marked for review.

Price
This column displays the purchase price on the suggestion line.
Type
This column is only displayed if IBS Inventory Control is installed and activated. Displays the purchase type for the item on the suggestion line.
Int
This column is only displayed if IBS Inventory Control is installed and activated. Indicates if this is an intermediate purchase.
Line code
This column is only displayed if IBS Inventory Control is installed and activated. Displays the code for the suggestion line.
Amount
This column is only displayed if IBS Inventory Control is not installed and activated. Displays the total value of the line in the suggestion currency.
NDC item code
This column is only available to display via the Edit columns feature for Pharma US installations and is applicable for the ARCOS functionality and the ePedigree functionality.

For the ARCOS functionality, this column displays the NDC item code if the purchase suggestion line is for an item that has been classified as a narcotic item. See About the ARCOS functionality (Pharma US) for more information.

For the ePedigree functionality, this column displays the NDC item code if the purchase suggestion line is for a batch/date controlled item that has been activated for ePedigree tracking. See About the ePedigree functionality (Pharma US) for more information.

Work with purchase suggestions, Line (DIR06104)

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This panel displays the purchase suggestion line that you selected from the previous panel. You can edit certain information on the purchase suggestion line here.

Function keys

Note: Function keys will not be displayed when adding new suggestion lines.


For more information about additional functions accessible from this panel, see Functions in function list.

Special buy Only displayed if IBS Inventory Control Extreme is installed and activated. Access the Special buy evaluation selection panel, where you can make selections for evaluating limited discounts or purchases that anticipate a future price increase.

Note: This function is only available for the lines that were automatically generated via the Create purchase suggestion program and not manually created.

Recalc Click if any of the values used to create the function have changed and you want these changes to be reflected in the suggestion line. Any prior changes made to the line will be lost.
Additional info Only displayed if IBS Inventory Control is installed and activated. View additional information about this purchase suggestion line. When you are finished, click OK to return to this panel.
Purch sim Only displayed if IBS Inventory Control is installed and activated. Access the purchase suggestion simulation. Click Back to return to this panel.

Line number
Displays the line number. If this purchase suggestion line was created manually, you can change this field. When you create a manual suggestion line, the system assigns a line number based on the item/warehouse combination, purchase type, and line code in the suggestion line. The line sequence is purchase type/line code/item warehouse combination. This sequence can be overridden if you enter a line number manually.
Supply plan
This field is only displayed if IBS Supply Plan is installed and activated. Indicates if this is a supply plan item.
Item
Enter the item if you add a purchase suggestion line manually. This field cannot be changed for an existing line.
Warehouse
Enter the warehouse code if you add a purchase suggestion line manually. Note: If the STKOWNER (Stock Ownership) functionality is activated in the Function control file, the warehouse entered must be defined as a normal or trade warehouse (i.e. warehouse characteristics code 1 or 2). This field cannot be changed for an existing line.
Planning method
Displays a code indicating the planning method to be used when order proposals are created. This is defined in the Item file.

Valid codes are:

Suggested purch qty
Enter the quantity in purchase units, if you add a purchase suggestion line manually. If the line was created by the Create purchase suggestion program, displays the quantity in purchase units, that the system suggests you to purchase, but it can be changed.

Note: This is field is blank if the line is a null line. An item becomes a null line if the available quantity is higher than the reorder point, in other words, there is no need to buy the item at this time.

Work with purchase suggestions, Line additional info (DIR06105)

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This panel is only displayed if IBS Inventory Control is installed and activated.

This panel is for information only. It displays additional inventory control information about the item/warehouse combination on this purchase suggestion line. You cannot add, change or delete entries on this panel. To return to the previous panel, click OK.

Work with purchase suggestions, Lines review codes (DIR06106)

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This panel is only displayed if IBS Inventory Control is installed and activated.

On this panel, select the review code(s) that you want to work with. The purchase suggestion lines with the selection you make are displayed on the panel. By leaving the fields blank, you select to work with all lines.

Function keys

Reset order target If this purchase suggestion line should be reviewed because the order target has not been reached (the review code for order target is set to YES), then all lines will be set to YES. Use this function key to reset all purchase suggestion lines to NO after review.

Selected lines
Displays the number of selected lines where the applicable review code is set to YES. This field is for display only and cannot be changed.
Suggestion lines
Displays the number of suggested lines where the applicable review code is set to YES. This field is for display only and cannot be changed.

Work with purchase suggestions, Deletion (DIR06107)

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Work with purchase suggestions, OK Mark (DIR06110)

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Click OK to confirm the lines selected to be OK marked.

Work with purchase suggestions, Transfer (DIR06113)

Click OK to confirm the lines selected to be transferred.