Page Comparison

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• Private Picklists are created using the in one of two ways:

  • The 'Purchase Order Details' screen when the Purchase Order Status is 'New'

    • Refer to:

      • Create Private Picklist On-The-Fly

  • The ‘Product Setup' screen → ‘Billing / Inventory Picklist Setup’ tab

    • Refer to:

      • Billing / Inventory Pick List Setup

      • Configure Inventory Picklist

• Public Picklists are created , and modified, using the using:

  • The 'Product Setup' screen → 'Billing / Inventory Picklist Setup' tab.

    • Refer to:

      • Billing / Inventory Pick List Setup

      • Configure Inventory Picklist

      • Create Public Picklist

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1. Navigate to the 'Purchase Order Search' screen.

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   1. Create, or locate, a 'New' Purchase Order.

   2. Click on the ‘Picklist’ button.

      1. The ‘Picklist’ dialog will open.

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2. On the ‘Picklist’ dialog, select a private , or public , picklist from the 'Picklist' drop-down list.

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   1. There are two standard choices in addition to the custom Picklists:

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      1. ‘Products Below Min Stock Qty’:

         1. Active Products that are currently in the Inventory Area, belong to the Purchase Order Vendor (and Contract, if required), and the Available Quantity is below the Minimum Quantity.

      2. ‘Standard Orderable Products’:

         1. Active Products that are currently in the Inventory Area, and belong to the Purchase Order Vendor (and Contract, if required).

   2. Only Active Products, that are associated to the Vendor on the Purchase Order Vendor, will appear on the Picklist.

3. Enter the

   desired quantity in the 'Order' column

   ‘Needed Qty’ (expressed in Order Units).

4. Click the 'Post' button; OR,

5. Click the ‘Cancel’ button

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   to close the dialog without saving or posting.