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CREATING ORDERS

The Orders sub-module is the main hub of Purchasing. It is from this sub-module that a purchaser can create, modify, send, close or void Purchase, Exchange (Inbound), Repair, Warranty Repair, Sales, and Exchange (Outbound) orders, as well as receiving and responding to Part Requests.


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Figure 23-2: Creating a PO

Creating a Purchase Order (PO)

  1. Click on Purchasing and select Orders from the pull-down and click Go.
  2. Select the Vendor for which the item(s) will be purchased from and click the Refresh button.
  3. Click the Add Order button.
  4. Select Purchase Order from the Order Type pull-down and click the Next.
  5. Enter the shipping and vendor information, such as Ship To Base, Buyer, Vendor Contact, Payment Terms and Carrier.
  6. Click Save.
  7. See Adding Items to a PO

Creating a Repair Order (RO)

It is highly recommended that items being sent out for repair be placed on a separate Purchase Order, known as a Repair Order.

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Figure 23-3: Repair Orders

  1. Click on Purchasing and select Orders from the pull-down and click Go.
  2. Select the Vendor for which the item(s) will be purchased from and click the Refresh button.
  3. The purchaser can either choose to create a new order by clicking the Add Order button and selecting Repair Order as the order type or use an order that has already been created and is Open by clicking the Open tab, locating the applicable order and then clicking on the paper and pencil icon.
  4. On the Items Applied tab, click the Add Item button.
  5. Select Repair as the reason for adding the PO item. Notice that when Repair is selected, the screen setup changes to accommodate the needs of an RO, such as the selection of the specific Serial Number in need of repair, as well as the parts current location.
  6. Pricing information should be added at this time. It may have to be corrected once quotes have been received from vendors.
  7. Other applicable options may include a Core Return or an Exchange, Warranty Repair, Consumable Repair, Send From Stock .
  8. Click the Save button.
  9. After the item has been added to the RO, it must be shipped to the vendor for repair.