The To Be Purchased function in SPS lists all items on Sales Orders requiring fulfillment beyond current inventory levels. This list keeps track of your company’s purchasing requirements based on sales activity.
The report is categorized by product. Each line underneath a product lists a sales order awaiting allocation of that product. The features within the report are numbered and described below.
1.) As of Required Ship Date: This date is designated on orders as an indicator of how soon the customer wants their order fulfilled. Sorting the report by this date can be a way to see which materials need to be purchased first.
2.) These checkboxes can include/remove remnant pieces or potential remnant pieces in the availability levels.
3.) You have the option to only include orders in the report which are at a certain point in your scheduling workflow. This may be helpful for removing orders that have not been confirmed or measured.
4.) This line shows the product needing to be ordered to fulfill the Sales Orders with that product. The quantity of the product on Sales Orders minus the Available, Intransit, and "On PO" quantities equates to the amount To Be Purchased.
5.) Below the products are the lists of Sales Orders needing the above-mentioned product purchased for the order. The sales order numbers are clickable.
6.) Add P.O.: This button is a quick link to create a new Purchase Order for the individual amount parallel to the button.
7.) Selecting multiple sales order lines with the checkboxes on the far-right allows for adding multiple products to a new purchase order to one supplier. Simply click the "Create PO from Selected" button after checking the boxes you wish to add to the PO.