Set up the planned purchase order queue for recommended changes to existing purchase orders

In Made2Manage ERP, use the Planned Purchase Queue Setup (CSPLNPOQ) page to handle the change recommendations for existing purchase orders.

To set up the planned purchase order queue for started and awaiting approval 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 Recommended Changes to Existing POs tab.

3. Set the filtering options:

   • Select the Show Date Changes check box to allow the user to view PPO change recommendations based on date changes on the PLNPOQ window.

   • Select the Show Expedite Orders check box to view only orders for which the required date has been brought forward.

   • Select the Show Delay Order check box to view orders that are delayed.

   • In the Show Date Difference fields, specify the number of days to view orders whose date differ by the set value.

   You can overwrite this default in thePlanned Purchase Order Queue (PLNPOQ) window.

   • Select the Show Quantity Changes check box to show planned purchase orders having the recommended quantity change.

   • Select the Show Deletes check box to show items with a recommended deletion.

   • Select the check box next to each individual range that you want to be available for filtering on the Planned Purchase Order Queue (PLNPOQ) window.

4. In the Default Sort Order area, select the field on which the planned purchase queue is sorted by default.

You can change the sort order in thePlanned Purchase Order Queue (PLNPOQ) window.

5. Specify the highlight options:

   • Select the Highlight Recommendations To Expedite Purchase Orders check box to highlight the purchase orders that are recommended to be expedited in the color selected in the Highlight Color field.

   • Select the Highlight Recommendations To Delay Purchase Orders check box to highlight the purchase orders that are recommended for delay in the color selected in the Highlight Color field.

   • Select the Highlight Recommendations To Delete Purchase Orders check box to highlight the purchase orders that are recommended for deletion in the color selected in the Highlight Color field.

   • Select the Make From Qty And To Qty Italic, If To Qty < From Qty check box to display the From Qty and To Qty values in italic in the grid of the Recommended Changes to Existing POs tab of the Planned Purchase Order Queue (PLNPOQ) window where the To Qty value is lesser than the From Qty value.

   • Select the Font Color for Planned Purchase Orders Having Started Status check box to display the planned purchase orders in Started status in the color selected in the Highlight Color field.

   • Select the Font Color for Planned Purchase Orders Having Awaiting Approval Status check box to display the planned purchase orders having Awaiting Approval status in the color selected in the Highlight Color field.

6. On the Toolbar, click Save.