Our Purchasing Department sent me a request to see if we could change the default behavior of the suggestions creating POs. If we select multiple suggestions with the same part, it creates one PO line with multiple releases. Supposedly, it’s causing problems down the line since it’s more complicated to follow / receive, etc.
Is there any option in the system to tell the system to create multiple PO lines each with 1 release? Otherwise, I’ll have to look at the possibilities via coding which is not ideal but I guess that’s doable
Anything is possible, but I would be careful with this one. The intent of the releases is so the material gets sent to the correct location. If you try and group this together, all material will be received to 1 location (job or warehouse). Then, someone will have to issue the material from the warehouse to the jobs and to the other warehouse. I believe it would become even more confusing for everyone and actually add additional work if you were to implement this.
Split PO line under Part Class I think may do what you want. You just need to possibly insert a comment to make it happen.
If that does not work, I have a routine that will split suggestions. We have to do it so we split rated from non rated purchases.
Split PO Line
Indicates that purchase suggestions for part records with unique Purchasing comments should generate a different purchase order line for each part entry.
Example: Part DSS-1000 is requested by two different operation lines on a job. If this check box is selected and the Purchasing comments are different for each operation line, the parts are kept as two different purchase order suggestions. If the check box is cleared, the parts would be combined into a single purchase order suggestion.
With this example at the end, you’re talking about purchasing suggestions. It’s already the case right now, I had 4 different PO Suggestions. However, when buying them all at the same time, it generated 4 releases
Would they be split then into 4 lines if I set my POComment different on each line?
Thank you so much. I didn’t know there was that option in the ‘Part Class’ menu
Just tested it and it works exactly how I want. I’ll try to find a way to set the CommentText unique but having the SugNum somewhere is a good idea for sure
I actually made a function yesterday that took a PONum as input and created new lines for each line that has multiple releases. It took 2-3 hours and it worked but your solution is definitely less custom and I won’t have think about what errors it could create
However, is there the same setting for a part that is not created in the system ? For example, if 2 people enters ‘test1’ but that’s not a part, I would want the same behavior
I’m currently testing the behavior with different comments but it’s longer to generate the suggestions for these parts so I was wondering
Never thought about it but there is a ‘ClassID’ field in SugPODtl so I’ll try to update it via SQL and see if it acts the same way. Will update here with the results
It doesn’t work. It still merge the 2 suggstion lines with 1 PO line and 2 releases. Will continue working on the function to create the new lines and delete the original line then since it would be the only way to make it work for parts and parts on the fly
We created a generic part number for outsourced item types. That way the category class is assigned to get the Split PO. We haven’t looked at a different way since E10. Be interested to know if you can set it differently.
Our configurator creates parts with a smart string as part number. Sometimes the part numbers ad comments are the same because two different customers have ordered the same exact configuration.
We have Split PO line turned on. Still get 1 line, multi releases when buyers select multiple lines to raise a PO against. The comments are then all mashed into one big block of text and our suppliers are wondering what in the world are they working to.
Raised a case with Epicor support 2 years ago. Was told this was a feature. Following this thread to see if you get a solution!
Our buyers currently have PO suggestions open on one screen, PO entry on another screen, then they manually create PO lines themselves…
