New QAD AUX Functionality: Firm Purchasing

Posted on: February 20, 2023 | By: Emily Aro | QAD Business Process, QAD Distribution, QAD Manufacturing

Ever wish QAD had the ability to convert Planned Orders for purchased items directly to a Purchase Order without having to go through requisitions? With AUX, now you can.  In this blog we will cover how to use the new QAD AUX functionality: Firm Purchasing.

The AUX Planned Orders view contains Firm Purchasing as an Action.  The following explains how you can convert planned orders to Purchase Orders.

Pre-requisite Setup

• Item or Item-Site planning data
  • Ensure the default Supplier codes are populated and accurate
  • The Purchasing Buyer field should be updated with an appropriate Buyer Code. This is separate from the Buyer/Planner field and is only available in AUX.
  • Validate that all purchased items are setup with Purchase/Manufacture Code equal to “P”.
• Supplier Pricing
  • The PO created automatically will need a Unit Price. Ensure that the Suplier have a Price List link and that the Price List contains an accurate price.

Daily Processing

Review Purchasing planned orders in the Planned Orders view.  Change criteria as required to view planned orders that you may want to convert to Purchase Orders.  In the below example, we are reviewing one item number with 6 order due dates.

Refine your search.  The planner has determined that they only wish to Firm up the first 3 planned orders by due date.  Criteria is updated to find only those 3 planned orders.

When the list of planned orders displays the correct planning to convert the user will click on Action, and Firm Purchasing.

Firm Purchasing has multiple options.  The planner may chose to release planning to requisitions, release Blanket Orders, or Auto Release to Purchase Order.  Unselect Requisitions and Blanket Orders.  Select Auto Release to Purchase Order.

Next, click on Search to bring all of the planned orders selected into this screen.  Information related to supplier, buyer, and pricing will be added to this data.

The user now has the ability to review each line that will be created.  They can click on Simulate and have the system validate that information is not missing to load a Purchase Order.  The user also has the ability to deselect planned order lines if required.

When the buyer is satisfied with the results they will click on Submit.

When Purchase Order Lines are added  the user will receive the following Results message:

Purchase Orders and Lines are immediately visible in all purchasing views, browses, and reports.

Next Steps

If you are interested in learning more about the new QAD AUX functionality: Firm Purchasing and/or other new functionalities in QAD AUX contact us here to find out how we can help you grow your business. You can also email us at info@loganconsulting.com or call (312) 345-8817.

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