Purchase Order Entry Basic Procedures

You must regularly purge purchase orders and print the Flushing Exceptions report.

 

Purging

You must periodically purge the PO-MASTER and JOUR-PO files. How often you purge depends on the number of purchase orders in the system and whether you archive your files when you purge. If you archive your files, you can purge as often as daily. If you do not archive your files, you should only purge approximately once a month, or when you are sure you no longer need to access those files.

Note:  Purging is a dedicated function. Make sure no one else uses the system before performing this procedure.

When PO-MASTER is purged, the Purged Purchase Order report prints. When JOUR-PO is purged, the Archived P/O Journal report prints. You can pure PO-MASTER with the [P] Purge Purchase Orders function the text-based (SR) Purchase Order Reports screen.

 

For more information, see About Purging Purchase Orders.

 

Printing the Flushing Exceptions Report

Include printing the Flushing Exceptions report as part of your day-end procedures. The Flushing Exceptions report lists tickets that remained at status 6 or 7 when you flushed backorders, instead of moving to status 8 or B. It also lists the reason each ticket did not change status. This report helps you track unusual changes to orders, as well as helps you correct the problems that prevent tickets from flushing properly.

 

For more information, see Printing the Flushing Exceptions Report.

 

See also:

Purging Purchase Orders