Hello everyone,
My company has several items that require purchasing the same supplier/quantity each month. (The supplier is fixed, and the unit price fluctuates, Quantities change only occasionally.)
In this case, is there a feature to automatically generate POs periodically?
Thank you in advance!
You can add the parts to Forecast Entry, which should then create a purchasing suggestion.
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I would like to have POs suggested or created periodically.
If I put it in the Forecast Entry, isn’t a one-time PO corresponding to that Forecast created? Also, if the part is in stock then PO will not be suggested.
You’d have to set up a monthly requirement in Forecast. Every month would have demand. Then you’d tweak the part-level Days of Supply and Min/Max Lot Size settings to force MRP to spit out separate PO’s of appropriate qty.
You can also set a safety stock or min on-hand settings so that, even if some pieces are still on hand, it will still prompt a re-order.
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I don’t see a column in the Forecast Entry that sets the monthly requirement you said.
Are you saying that I have to enter a different Forecast every month?
The purpose of this case is work efficiency. Entering a Forecast on a monthly basis is the same as creating a PO on a monthly basis. And we have to buy the quantity with or without on-hand.
If someone maintains a supplier price list, it may be possible to do this via a scheduled DMT job through powershell. The dates probably could be formulas.
I haven’t tried this, but it would be worth a look.
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It’s new and interesting that the supplier price list relates to the features I want. But I don’t know how to utilize powershell. I was just wondering if any of the basic features of Epicor have such a feature.
AP/AR Invoice, Journal, MRP, etc. have a recurring feature, so I asked if the PO would also have a recurring feature.
It doesn’t matter without. Thanks,
Epicor has a module called Purchase Contracts which does this.
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This feature seems to be close to what I was looking for. But we change the unit price/quantity a little every month. This feature seems to create a PO with a fixed unit price/quantity. Is there any setting that can compensate for this?
Usually the price can be set on the supplier price list. I’m not sure with the module though.
I just tested this feature on the Pilot, and the Price/Qty seems to be locked to the Contract Price/Qty.
Thanks for the good info anyway.
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Why not add multiple lines to your PO, one for every month. You can copy the first line on the List tab, and paste-insert. Adjust the price as needed monthly… And if pricing was fixed for the year, do one line and multiple releases.
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Thanks for your suggestion. But I already knew this way, but it has to do with company policy.
- The accounting team wants the PO and AP to match. So, we issue APs per PO.
- And our executives prefer to create POs through PO Suggestions rather than manual POs.
- And, in terms of work efficiency, the way of inserting a line does not seem to be much different from the way of creating a new PO.
There is no exact way to match my needs, but it’s okay to know that there isn’t one. 'cause this isn’t a big issue.
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