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Create an Order and Use the Hold out From/To Dates on the K3S_1050 Screen

1. Start from the main menu and choose option 4. Suggested Orders and press Enter.

2. You are now on the K3S_1010 screen.  If you have already approved an order today for the supplier you want to work with, proceed to Step 3. If you have not already approved an order today for the supplier you want to work with, use option 1=Select and press Enter on the supplier you want to work with.

2.1  You are now on the K3S_1020 screen.  There will most likely be items in the SQ portion of the totem pole, thus we will need to clear the current order so we can start building product hold out quantities from scratch. Press F22=Clear suggested order quantities to clear the order.

2.2  You will get a message at the bottom of the screen saying ‘Press ENTER to clear order, or F12 to return (no clear).’  Thus, press Enter to clear the order. 

2.3 You have now cleared the order and there are zero SQ items in the totem pole. Press F2=All to bring up all products for this supplier. Now skip step 3 and proceed to Step 4.


3. If you have already approved an order today for the supplier you want to work with, then you will need to Create a new order.  To do this, press F22=Create new order from the K3S_1010 screen.

3.1  A window will appear like the one pictured below.  Press F22=Create a new order again.

                                                       
 SCREEN HERE

3.2 Another window will appear with a list of all your suppliers.  Use the Page Down key to search through the list.  Once you find the supplier you want to create another order for, use 1=Select and press Enter.

3.3 You will now be back to the K3S_1010 screen and you will see two orders appearing for the supplier you selected. You will want to use option 1=Select and press Enter on the order that has a Net cost of zero.

Example:    Below we see two orders for Hershey Chocolate Company. One is an Approved (AP) order and the second order is the new order (with Net cost = 0).


SCREEN HERE

3.4. You are now on the K3S_1020 screen.  Press F2=All to bring up all products for the supplier.

4. You are now on the K3S_1030 screen.  Notice that all products have a Quantity and Net cost of zero.  This is because we are building this order from scratch. Use option 1=Select and press Enter to choose the products you want to work with.

Note that you can use 1=Select with F21=Start to work with products that are not next to each other in sequence. You can even use the Page Down key and select products that are on different pages.

Example:    See below that we have chosen various products that are not next to each other in the list.  By using a combination of 1=Select and F21=Start we will only work the products that we have selected.


SCREEN HERE

5. You will proceed to the K3S_1040 screen.  Once again notice that the Suggested quantity is zero.  Now use the Suggested field to type the number of units you would like as a hold out quantity for this particular product. See example in screen below. 

Example:    For the product shown below we have created a hold out quantity of 30 units by placing a value of 30 into the Suggested field.


SCREEN HERE
                                                                              

6. Once you have entered the hold out quantity into the suggested field, press Enter and you will advance to the next product.

7. Once you have finished entering all of your hold out quantities, press F12=Previous until you get to the K3S_1020 screen.

8. Press F5=Approve to bring up the approval screen for this supplier.

9. You are now on the K3S_1050 screen as shown below. Locate the Hold out From/To date fields at the bottom of the screen.  Use these fields to enter the date of the hold out for these products.  You can also enter a reason for the hold out.
 
Example:    See below that our hold out will run from 07/01/05 through 08/01/05 for an advertisement.


SCREEN HERE

10. Press F5=Approve again to approve your order.  All of the quantities that you previously entered on the K3S_1040 screen will now be considered hold out quantities once they reach the designated date range. These quantities will appear in the ‘Back out’ field on the K3S_1040 screen.