The To Be Purchased function in SPS lists all items on Sales Orders requiring fulfillment beyond current inventory levels. This list keeps track of your company’s purchasing requirements based on sales activity.
The report is categorized by product. Each line underneath a product lists a sales order awaiting allocation of that product. The features within the report are numbered and described below.
1.) Date Range and Location Filter section
Month - Filters the open Sales orders dated in the duration of the selected month
Quarter - Filters the open Sales orders dated in the duration of the selected Quarter
Year - Filters the open Sales orders dated in the duration of the selected year
Range - Filters the open Sales orders dated in the entered date range
Location - Filters Orders only for the selected location
2.) Show Location wise Inventory of an Item
- If a location is selected in the location filter, then the Available, In-Transit and On PO quantities are pulled for only the selected location instead of all locations inventory combined.
3.) Items that needs to be purchased considering open Sales Order quantity pending for allocation and Inventory - Available/In Transit/On PO.
4.) Sales Order details that are pending for allocation. Below the products are the lists of Sales Orders needing the above-mentioned product purchased for the order. The sales order numbers are clickable.
5.) Add P.O. Button
- Creates a PO for the quantity pending for allocation on this Sales Order for this specific item
6.) Sales Order Selection checkbox
- Selecting multiple sales order lines with the checkboxes on the far-right allows for adding multiple products to a new purchase order to one supplier.
7.) Create PO from Selected
- After selecting all the Sales Orders items to be purchased, clicking on this button redirects to a new Purchase Order creation screen for selected quantities.
Keyword |
Description |
Item Name |
Name of Item and in the brackets it will show Item SKU if exists |
Type |
Type of Item from Item Profile |
Group |
Item Group from Item Profile |
Category |
Category of Item from Item Profile |
Preferred Supplier |
Preferred Supplier Name from Item Profile |
Available Qty (A) |
Available Qty as of the time of opening this report |
Intransit Qty (I) |
Quantity on In Transit Supplier Invoices as of the time of opening this report |
On PO Qty (P) |
Quantity on Open Purchase Orders as of the time of opening this report |
A + I +P Qty |
Sum of Available, In-Transit and On PO quantities as of the time of opening this report |
SO / Hold Qty |
Sum of Quantity allocated on open Sales Orders and Holds for this item. |
To Be Purchased |
Difference of Unallocated Sales Orders total quantity and (Sum of Available + In-Transit + On PO quantities) |
SP |
Clicking on the item shows cost from different suppliers and selling prices for this item |
IT |
Clicking on the icon shows In Transit Supplier Invoices that have this item |
PO |
Clicking on the icon shows open Purchase Orders that have this item |
Keyword |
Description |
SO# |
Sales order that has this item without allocation |
SO Date |
Date of the Sales Order |
Req. Ship / Install |
Requested Ship Date of the order |
Customer Name |
Name of the Customer on the Sales Order |
Location |
Sales Order Location |
Description |
Description entered on the order for this item |
Original SO Qty |
Sales Order Quantity |
Allocated SO Qty |
Inventory already allocated on the Sales Order for this item |
SO Balance Qty |
Quantity that needs inventory to be allocated |
Supp / Purchasing Note |
Purchasing Note entered on this order for the item |
P.O# |
Purchase Order numbers already created for the item and referenced to this sales order |
P.O Qty |
Purchase Orders quantity that were created to fulfill this order for the item. |