One of the flexible purchasing features in Vision enables you to set up a weekly schedule to replenish only the products that meet certain criteria — vendor, product class, product type, and ABC code — on certain days.
For example, let's say that you want to purchase batteries every Wednesday. In Vision, schedule the purchasing of all products that have a product type of battery for Tuesday's EOD. During Tuesday night's EOD processing, the system identifies all of the products that (1) have a product type of battery and (2) are need of replenishment. It creates pending purchase orders (POs) for those products and places the POs on the Replenishment Action Report. On Wednesday, review the Replenishment Action Report; edit any POs if necessary, activate the ones that you would like to activate, and send the POs to the vendors.
The Purchasing Schedule maintenance on the Purchasing Configuration screen of the Purchasing tab is where you set up a purchasing schedule.
Note: To access the Purchasing Schedule maintenance, you must have the proper security privileges. The Purchasing Schedule job function needs to be assigned to one of your roles. Roles are assigned to users in the User Maintenance on the Security Maintenance screen of the Vision Configuration tab. For more information, refer to About roles and job functions.
On the Purchasing tab, click the Purchasing Configuration button. The Purchasing Configuration screen appears. This screen is split into two panes. The left pane contains the list of folders, subfolders, and items. The right pane shows details for the item selected in the left pane.
Click the Maintenances folder in the left pane to expand its contents.
Click the Purchasing Schedule subfolder to expand its contents and view the list of days — Sunday through Saturday — in the right pane.
Click the day whose End-of-Day (EOD) purchasing options you would like to specify. The Vendor Scheduling screen is displayed in the right pane.
Note: Be sure that you select the appropriate day. The purchasing schedule you set up for Monday, for example, is processed during Monday night's EOD processing; the products that need to be replenished are typically purchased on Tuesday. Also note that if EOD is not run on Sunday, for example, the system will not use the purchasing schedule set up for Sunday's EOD.
In the Vendor, Product Class, Product Type, and ABC Code lists, select a vendor – product class – product type combination for purchasing. You can select multiple product classes, product types, and ABC codes as appropriate.
If the products that meet the criteria for this purchasing schedule line should not be combined on a PO with the products from the other purchase orders created for the other lines in this purchasing schedule, select the Separate PO check box.
If you prefer to combine on the same PO this purchasing schedule line's products with products on other lines, clear this option; a PO is created for each individual vendor.
Click the Add button to add the vendor – product class – product type – ABC code combination to the Vendor Schedule Line listing.
Continue adding various combinations of vendor, product class, product type, and ABC code until you have specified all purchasing options for the selected day's EOD processing.
Click the Accept button to save the purchasing schedule.