Set up the planned purchase order queue for newly planned purchase orders

In Made2Manage ERP, use the Planned Purchase Queue Setup (CSPLNPOQ) page to:

• Set up the planned purchase order (PPO) queue for:

• Newly planned purchase orders

• Started and awaiting approval purchase orders

• Handle the change recommendations for existing purchase orders.

To set up the planned purchase order queue for newly planned purchase orders in Made2Manage ERP

1. Open the Planned Purchase Queue Setup (CSPLNPOQ) page.

   • Select Utilities > Company Setup > Module Setup > Planned Purchase Queue Setup.

   Or

   • Search for CSPLNPOQ or Planned Purchase Queue Setup in the Navigation box and then select Planned Purchase Queue Setup.

     The Planned Purchase Queue Setup (CSPLNPOQ) page appears.

2. Click the New Planned Purchase Orders tab.

3. On the Toolbar:

   • Click New if you want to specify new settings.

   • Click Copy to copy the settings of the user displayed in the screen.

4. Click the User Name lookup reference button and select the user name from the Lookup For User Name window.

5. Set the filtering options:

   • Select the Release Date Through A Specified Date check box to filter PPO items with a release date on or before the Release Date specified on the Planned Purchase Order Queue (PLNPOQ) page.

   • Select the Place PO Date Through A Specified Date check box to filter PPO items with a place PO date on or before the Place PO Date specified on the Planned Purchase Order Queue (PLNPOQ) page.

6. Specify the highlight options:

   • Select the Highlight Planned Purchase Orders With Place PO Date < Current Date check box to display the planned purchase orders with a place purchase order date lesser than the current date. Specify the color in which you want to highlight these purchase orders in the Highlight Color field.

   • Select the Highlight Planned Purchase Orders With Release Date < Current Date check box to display the planned purchase orders that have a release date lesser than the current date. Specify the color in which you want to highlight these purchase orders in the Highlight Color field.

   • Select the Highlight Planned Purchase Orders, If a Started/Awaiting Approval PO Exists for a Part/Vendor check box to display the planned purchase orders which are in the Started/Awaiting Approval Status. Specify the color in which you want to highlight these purchase orders in the Highlight Color field.

   • Select the Make Planned Purchase Orders, Having Non-Primary Assigned Vendor, Italic check box to display planner purchase orders that have non-primary vendors assigned in italics.

   • Select the Font Color for Planned Purchase Orders, If Blanket PO item Exists for a Part/Vendor check box to display the planned purchase orders that have a blanket PO item for a part/vendor in the color specified in the Highlight Color field.

   • Select the Font Color for Planned Purchase Orders, If a Started/Awaiting Approval PO exists for a Vendor check box to display the planned purchase orders that have a PO with a Started/Awaiting Approval status for vendor in the color specified in the Highlight Color field.

7. In the Started/Awaiting Approval POs tab:

   • Select the Dock Date Through A Specified Date check box to filter PPO items with Place Dates on or before the Dock Date specified on the Planned Purchase Order Queue (PLNPOQ) page.

   • Select the Available Date Through A Specified Date box to filter PPO items whose Place Date is on or before the Available Date specified on the Planned Purchase Order Queue (PLNPOQ) page.

   • In the Default Through Date To Current Date + (Days) fields, enter the number of days from the current date which should be considered as the default through date.

   For example, if you enter 0, the default value is the Current Date. If you enter 1, then the default value is one day after the current Date.

8. On the Toolbar, click Save.

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