Reserved Orders can be used to create Purchase Orders without affecting Inventory Quantities or database records. When the order is ready to be sent to the Vendor, the Special, Transaction Type, Order function (or its HotKey, [Ctrl]+[O] by default) may be used to convert the Reserved Order into a Purchase Order. Or, the Transaction, Copy, Reserved function mat be used to copy the Reserved Order to a Purchase Order, leaving the original Reserved Order intact for reuse.
Two quantity columns, TotOrdr & TotRcvd, are typically displayed on the Reserved Order Item Entry screen (unless the Reserved Order Screen Mode Display parameter default settings have been changed).
TotOrdr - The TotOrdr column displays the number of units to order and is initially defined by the item's Order Qty field located on the Inventory database record Order Data screen. The number in the TotOrdr column may be edited by navigating to the TotOrdr column and changing the number.
- If the item Order Qty is a positive number, that number is displayed in the TotOrdr column.
- If the item Order Qty is a negative number (displayed with a minus sign in front of it), it is not treated as a negative value but rather as the target Quantity On Hand to have in stock. For example, -100 in the item Order Qty field is interpreted by the Reserved Order to define the number of units to order to bring the current Quantity On Hand back up to 100."
- If -100 is entered in the TotOrdr column of a Reserved Order, it is treated as a negative value which is used to send 100 units back to the Vendor and reduces the item's Quantity On Hand.
TotRcvd - the TotRcvd column displays 0 until the number of units to receive has been entered.
The Cost column displays the cost of the line item per unit and represents either the current Vendor's Product Cost (if it is available from the item's Inventory database record Vendor Information), or the Average Cost from the item's Inventory database record (if the current Vendor does not exist in the item's Vendor Information).
To use a different Cost (or Price) from the item's Inventory database record, navigate to the Cost column and press [Ins] to display a list containing the item's:
Last Cost
Average Cost
Vendors Product Costs
Sale Price
Base Price
List Price
If the Global Parameters Decimal Points are set to 3, Keystroke rounds the cost to 2 digits, even if 3 digits are entered.
The Cost field may be edited. Editing the Cost automatically updates the Amount.
The Cost from the Purchase Transaction is automatically saved in the item's Vendor Information Product Cost field for the current Vendor.
Note: Keystroke uses the Cost from the Purchase Transaction to update the item's Average Cost, so it is important to enter the correct Cost even if only using Purchase Manager to receive items into Inventory.
The Amount column displays the Total dollar amount (TotOrd quantity * Cost) for the line item.
The Amount field may be edited. Editing the Amount automatically updates the Cost.
Displayed on the Reserved Order Item Entry screen:
Order Total
Received Total
Displayed by default on the Complete Purchase Transaction - Reserved screen in the Totals column:
Order SubTotal
Disc
Shipping
Total
Tendered
Remaining
Displayed by default on the Complete Purchase Transaction - Reserved screen in the left-hand column:
Order SubTotal
Discount
Shipping
Order Total
Order Date
Expected On Date
Invoice Number
See:
Purchase Transaction Types
Purchase Manager Contents