Knowledge Center

Purchase (PUR)

The Purchase (PUR) application lists all purchase needs ready for internal processing. Typical examples of where purchasing is needed is when stock is below the desired minimum quantity, or if Sales Orders (COA) or Production Work Orders (PWO) can not be fulfilled due to lack of goods.

To open the Purchase (PUR) application, find Procurement in the RamBase menu and then Purchasing. Click Purchase handling to enter the PUR application.

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Searching the application

The user may add several filters to decrease unwanted search results. This view offers three methods of increasing desired search results:

The Mode-box
  • All

    Displays all articles.

  • Min Stock

    Displays the shortage of goods according to a minimum stock level set for the article.

  • Purchase Firm Orders (PUF)

    Displays all articles for which there exists a purchase requirement due to lack of goods to fulfill customer orders or production work orders.

Req within-box

This field is visible on Pending Articles and Direct Purchase folders. This is a selection box to limit the results to articles that have to be purchased with a requested date within a given period, such as 3 days, 1 week, several weeks, etc.

DelDate within-box

This field is visible on Pending Items and External work folders. This is a selection box to limit the results to orders that have a delivery date within a given period, e.g 1 week, 1 month etc.

The Filter line

You may create a filter in the PUR Filters popup window by pressing the magnifier glass, or by pressing Ctrl + f. Here you can enter one or more criteria and press OK. If you need special filters, you may enter them directly on the Filter line.

External Work-folder is for production companies only and the filter popup here differs slightly from the filter popup in the other folders in the purchase backlog (PUR). When clicking the magnifier glass-icon next to a search field, the list displayed contains relevant data only. For example, when clicking the icon next to the Operation field, the list displayed contains only external operations which currently are connected to a Production Work Order (PWO) and at the same time are pending to be purchased.

The folders
  • Pending Articles

    Displays the pending quantity for each article in the list. The pending quantity reflects the accumulated shortage in stock when all pending orders are taken into account. When there are several pending orders - the FirstReq column shows the first requested date.

  • Pending Items

    Displays all the customer orders and production work orders that need purchase of goods. The folder gives access to the corresponding orders with details like delivery date and quantity, to help the purchaser to decide which order to prioritize. The requested delivery date from the DelDate field on the COA / PWO will be used as request date on the Purchase Order (SPO).

    • Note: If a value is added in the confirmation margin field, (the PoConfMargin field) on the Supplier (SUP) account, the number of days defined here will be subtracted from the request date on the purchase order.

  • Direct purchase

    Very similar to the Pending Articles folder, but contains additional details to support fast order entry, and it also skips some popups.

  • SPO Documents

    Contains any purchase orders in status 1 or 2. Sometimes the purchaser may need to add or discard item lines.

  • SPO Items

    Contains purchase items. Sometimes it may be necessary to make changes to specific item lines.

  • External Work

    Displays all external operations pending to be purchased. The folder gives access to the corresponding Production Work Order (PWO) and its serial number if assigned, and other details like delivery dates and pending quantity units.

  1. You may inspect the article needs details in the different columns.

    • The column Shortage which show dates when the articles are needed.

    • The column Backlog shows all orders related to the purchasing needs.

    • The Sup Backlog Status column show the forecast for article quantity updated on orders and planned purchase.

  2. To fill the order needed, press ENTER on the week line.

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  3. Here you may choose which SPO connected to your PID you would like to add the order to, and the option to make a new one.

To make a new SPO, please see the documentation related to creating Purchase Orders (SPO).

You may filter the SPOs with the radio buttons to narrow your results.