Creating a Batch from the Purchasing Page
A manufacturing batch can be created as a result of low product stock.
This process allows the user to manufacture stock inventory using
the Purchasing page, The Purchasing
page uses the Stock Levels to identify items with low inventory counts.
Review the following instructions to create a manufacturing batch
based on category or based on the primary source. :
Set Stock Levels
Verify that Stock Level settings are sufficiently
populated. Review Purchasing
> Stock Level Settings for multiple options to set stock level
settings.
Create Batch based on Product Category
Complete the following steps if the manufactured product is grouped
by category or folder.
Open Purchasing page by selecting from the main EBMS menu.
Select the Folder or category that
contains the manufactured product.
Enable the Include Subfolders option
if manufactured items are in subfolders to the selected category.
Disable the Manufacturer option unless
all manufactured items have a common manufacturer setting. Review
Product Catalog > Manufacturer
Setting for more details on this setting only if this setting
is enabled.
Populate the Order Quantity by clicking
on Default Orders or manually entering
quantity needed to restock based on the stock
level settings.
Click on the Create button and select
Manufacturing Batch as shown above.
Create Batch based on Primary Source
The following steps allow the user to create manufacturing batches and
purchase orders during the same process. Use the following steps
to create a manufacturing batch based on a process manufacturing vendor
code within the Purchasing tab > Primary Vendor
setting:
Create a process vendor that is used to identify the manufacturing
process instead of an actual vendor. Place vendor into a category
that is marked 'Internal' so it is not confused with actual vendors.
Enable the Purchasing generates manufacturing
batch option for this vendor only. A manufacturing batch
instead of a purchase order is created whenever this vendor is entered
as a primary vendor in the purchasing
tab of an item.
Enter this process vendor as the primary vendor within the purchasing
tab of all manufacturing items. Use the filter
down option to globally change the Primary
Vendor for an entire group of products.
Open the Purchasing page by select
Inventory > Purchasing from the main EBMS menu.
Either enable the Vendor and set the process manufacturing vendor
or disable the Vendor option to create
both manufacturing batches and purchase orders. Enable Search for primary vendor to limit the purchase
options to the Primary Vendor.
Set the Purchasing page queries to limit the product list. Review
Purchasing > Inventory
Purchasing Page for details on various query options.
Populate the Order Quantity by clicking
on Default Orders or manually entering
quantity needed to restock based on the stock
level settings.
Launch the Create Order wizard by
selecting Order from the Create
button. This process will create both manufacturing batches
and purchase orders based on the vendor setting. Review Purchasing
> Using the Purchasing Page to Create Purchase Orders for instructions
to complete this order creation wizard to restock inventory.
Select Use Item vendors option to
select multiple vendors. Verify that the process vendor
created in the first step is included on the vendor list.
Enable the Create separate manufacturing
batch for each product option to create a separate manufacturing
batch for each product.
Click Finish to create both the manufacturing batch and purchase
orders. Review Processing a Batch for steps to process the manufacturing
batch. Review [Financials]
> Purchase Order > Overview for steps to process a newly
created purchase order.
Show Manufacturing Columns
Adjust the desired columns within the Purchasing
page to show the manufacturing settings. Some suggestions are shown
below:
Review [Main]
Features > Column Appearance for instructions to show or hide columns.