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Manufacturing · 3 steps

Turn a shortfall into a purchase order

Review what a production plan is missing, then raise purchase orders to the items' preferred vendors.

Before you start: Material requests come from a production plan with a shortfall. Set a preferred vendor on each item so it can go on a purchase order.

1Open Material Requests

Open Manufacturing → Material Requests. Each row shows the request, how many Items it covers, the From plan it came from, the Required by date and its Status.

Scalar360 screen: Open Material Requests
Numbered outlines show what to click, in order.

2Review the requested items

Open a request to see Requested items with the quantity needed, what is On hand, the Warehouse and the Preferred vendor. A warning lists items with no preferred vendor — they are left off the purchase order.

Scalar360 screen: Review the requested items
Numbered outlines show what to click, in order.

3Create the purchase order

Choose Create Purchase Order to raise orders grouped by vendor. When the goods arrive, choose Mark received to close the request.

Scalar360 screen: Create the purchase order
Numbered outlines show what to click, in order.
Plan production and check materialsList what you want to make, see whether the components are in stock, then raise work orders or a material request from the plan.Create a purchase orderRaise a purchase order to a vendor with items, rates and GST, then receive the stock and convert it to a bill.

Still stuck? Contact our support team — or start a free trial to try this in your own company.