HiFinance 5




USAGE: To apply create a batch of Purchase Orders.


DISCUSSION: When you start the CREATE PURCHASE ORDER BATCH program, the computer will initially check to see that the last batch was updated. If not, the following screen will appear.



This message comes up because the previous batch file was not deleted. This might not be a problem. For instance, you may have created a batch of Purchase Order for the wrong Creditors. If you answer N, you will be returned to the BATCH PURCHASE ORDER MENU. Otherwise, if you answer Y, the old batch file will be deleted and the program will proceed.


If you choose to proceed, you will be asked the following questions:


INCLUDE ALL INVENTORY CODES     If you answer Y here, HiFinance will search through the entire Inventory master-file for possible low-stock items, irrespective of code/group, etc. You might wish to choose this option and then edit the resulting file manually. If you answer Y, go directly to the CREATE BATCH question.


INVENTORY CODE Here you may limit the extraction for a range of Inventory codes.


GROUP                If you wish to limit extraction to a specific range of Inventory Groups, enter the range here.


OTHER KEY      If you wish to limit payments to a specific range of Other Keys, enter the range here. (All three OTHER KEYS care represented.)


LAST SUPPLIER    If you wish to limit the extraction to one or a range of Last-Suppliers, enter the range here. The main use here is to create a Purchase Order for one or two Suppliers.


If you press <ESC> at any time, you will be returned to the CREDITOR BATCH ORDERS MENU.


When you finish entering the above information, you will be asked, OK TO CREATE BATCH? To proceed, answer Y. If you answer N, you will be returned to the CREDITOR BATCH ORDERS MENU without any updates being made.


If you have chosen to proceed, HiFinance will scan the Inventory master-file within the criteria you have chosen extracting a list items within the criteria that you have chosen will be extracted. Only items that are below their reorder point will be considered as long as the reorder point is not zero. The suggested reorder quantity will take into consideration the quantity or Sales Order and On Purchase Order and suggest a reorder quantity that will take the available quantity-on-hand to the maximum stock level. (This is a similar calculation to the REORDER COMPARISON REPORT - see SECTION


Any item that is flagged as Deleted or Obsolete will be rejected from the list. Items that are flagged as Non-stocked will also be rejected unless there is any quantity on sales-order.


No actual update of the Inventory master-file or transaction-files, or any actual Purchase Orders will have been made. The next step is normally to proceed to EDIT BATCH (see SECTION or PRINT BATCH (see SECTION

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