FlexDMS Help has moved here. This site will close on November 18th.

Processing Special Orders

Autosoft -

The selected source number is displayed on the Pull Order Que screen. Only parts from this source will be displayed. 

Step 1. Click Resupply & Returns on the Parts Inventory menu.

Step 2. Click Generate Order List on the Resupply and Returns menu. The General Order List menu opens.

Step 3. Select View Generated List. The Generate Resupply List screen opens.

Step 4. Make sure the list is blank and click Back to close the screen.

Step 5. Click Pull Order Que To List on the Generate Order List menu. The Pull Order Que screen opens.

Step 6. The window at the top of the screen lists all of the parts in the order que. You can click the order type for each part number to change the order type so the part numbers can be added or excluded from the current order based on the order type you want to pull.

Step 7. When you are satisfied with the list, indicate the parts you want to pull from the order que using the OK to pull Order Que Parts to List field. Type E for emergency only, D for daily only, S for stock order only, or A for all parts in the que.  All parts flagged with the appropriate order type will be pulled to the generated list.

The system returns you to the Generate Order List menu.

Important:  Only pull the order que to the generated list once. If you pull the order que multiple times, the parts quantities will be multiplied by the number of times you pull the order.

Step 8. Click View Generated List on the Generate Order List menu.

Step 9. Confirm this is the list of parts you want to order and click Back to close the screen.

Step 10. Click Exit on the Generate Order List menu. You are returned to the Resupply and Returns menu.

Step 11. Select Enter Purchase Orders. The Resupply Purchase Orders menu opens.

Step 12. Click Update List Into A P.O.

Step 13. In the P.O. Number field, type the P.O. number or order document number you want to assign the completed list of parts pulled from the Generate Order List section of the DMS. Some manufacturers may dictate certain criteria that must be used to assign these document numbers.

Step 14. Next, indicate where these parts are being purchased from. This information is recorded to track how purchases are being made for the Trend Analysis reports in the future.  Type the letter that corresponds to the option you want to select.

  • S=Stock Order: This selection indicates you are ordering the parts from the manufacturer or normal stocking vendor. This is the system default entry.
  • D=Dealer: This selection indicates you are ordering the parts from another like dealer.
  • O=Outside: This option indicates you are ordering the parts from a non-OEM supplier.

Step 15. In the next field, select the order type. Enter R for regular stock order, S for special order, or E for emergency order. 

Step 16. Click OK when prompted to verify you want to update the P.O. You are returned to the Resupply Purchase Orders menu.

Step 17. Select Print A Purchase Order.

Step 18. The system displays a list of available purchase orders that have been entered in the system. Select Part Order or Bin Order to view the purchase orders of the corresponding type. Type the P.O. Number or click the purchase order from the list.

Step 19. When prompted to verify your printer is ready, click to select To Printer, and click Print.

Step 20. Click Exit until you are back at the Parts Inventory menu.

Step 21. Click Utilities and send the order to the manufacturer, if applicable.

0 Comments

Please sign in to leave a comment.