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PO Projections

  • 1.  PO Projections

    SILVER CONTRIBUTOR
    Posted Oct 31, 2019 01:56 PM
    Hi All,

    Trying to find a way to gather analysis on all future PO's at a line level detail for each individual item with their costs, quantities, expected receipt dates, etc.  We need this for managing our warehouse spacing and cost projections.

    Our current system gathers the following (which is what we'd ideally like to capture):
    Vendor Name Item No Item Description Expected Receipt Date PO Number Quantity Ordered Price Drop Ship Location Comment

    Is there an easy way to do this through reports and analysis or extracting data into an excel file via NAV?

    Bradley

    ------------------------------
    Bradley Schacht
    Clesen Wholesale
    Evanston IL
    ------------------------------


  • 2.  RE: PO Projections

    Posted Nov 01, 2019 07:58 AM
    Hi Bradley,
    We run NAV 2016 and they have a report called Purchase Order Status that could be modified to add the additional information you're looking for.
    The default template has everything besides the drop ship/location/comments.

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    David Chiu
    Acoustic Ceiling Products
    Neenah WI
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  • 3.  RE: PO Projections

    SILVER CONTRIBUTOR
    Posted Nov 01, 2019 08:26 AM
    Hi David,

    Thanks for your reply.  We actually found a way to do it that's better than that report.

    If you have an item on a future PO, go to that item card.  You can navigate to the inventory fast tab and select the number on Qty. on Purchase Order.  From there you have a view of Purchase Lines and can just remove that filter for that item.  Then, you have a view of everything and can manage the columns.  You can just save the view and have access it directly from your home page.  Looks like I'm able to gather all of my original criteria except for comments.

    Bradley

    ------------------------------
    Bradley Schacht
    Clesen Wholesale
    Evanston IL
    ------------------------------



  • 4.  RE: PO Projections

    GOLD CONTRIBUTOR
    Posted Nov 01, 2019 10:18 AM
    Bradley,

    There is a Purchase Order Status report straight out of NAV that gives you a lot of the information that you are wanting.

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    Traci Albosta
    Comitt Well Solutions LLC
    Katy TX
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  • 5.  RE: PO Projections

    SILVER CONTRIBUTOR
    Posted Nov 05, 2019 02:17 PM
    Hi Traci,

    Yes, I found that report.  But, I think the Purchase Lines being exported into excel is better.  It's more clean.  You should try it out if you haven't.

    Thanks for your response!

    Bradley

    ------------------------------
    Bradley Schacht
    Clesen Wholesale
    Evanston IL
    ------------------------------



  • 6.  RE: PO Projections

    Posted Nov 01, 2019 11:39 AM
    Hi Bradly,

    You should be able to have your Partner promote the Open PO lines table for you so you can see this information.

    ------------------------------
    Jenifer Elliott
    Senior Application Consultant
    Technology Management Concepts
    807 Parkview Drive North, Suite 150
    El Segundo, CA 90245
    Phone: 831.277.3280
    Email: jelliott@tmc-la.com
    Website: www.abouttmc.com







    ------------------------------



  • 7.  RE: PO Projections

    SILVER CONTRIBUTOR
    Posted Nov 05, 2019 02:18 PM

    Hi Jennifer,

    I believe this is the same thing I found in Purchase Lines.  Thanks for your response!


    Bradley



    ------------------------------
    Bradley Schacht
    Clesen Wholesale
    Evanston IL
    ------------------------------



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