Consolidated Parts Order

The Consolidated Parts Order screen can be accessed from the Parts Ordering screen by clicking on the Create consolidated parts order link.

The Consolidated Parts Order screen allows you to import multiple branch level purchase orders from the same vendor into one larger purchase order, breaking down the various parts on order by branch location.

The following is a description of the Information fields that appear on the Consolidated Parts Order screen:

Information
Field Description
Order Number The consolidated parts order number.
Order Status The current order status.
Location The branch location of the consolidated order.

The following is a description of the fields that appear on the Consolidated Parts Order screen:

Field Description
Order Number The consolidated order number assigned by the system. The order number consists of a start digit followed by the branch location and finally the next sequential order number.
Vendor

The vendor number for the purchase order.
Type The type of order (e.g. SO - stock order). See the Type table for available type options.
Discount % If applicable, the discount % applied to the order.
Comment Allows the user to enter a description of the order. This field can be changed at any time.
Transmit This indicator is currently not being used for transmitting consolidated orders to John Deere. However, CNH dealers need to use the Transmit button at the bottom of the screen.
Program If the order type is a special order program, the program number is entered in this field.
Ship Date The date the order is shipped.
Due Date The date the order is to arrive at a designated location.
Position to Part Number

Used in conjunction with the Go >> link to reposition the parts list to the part number specified.
Line The line number of the corresponding part.
Part Number

The number of the part that appears on the consolidated parts order.

Note:  
The same part number can occur on one order multiple times as long as it has a different Location.
Location The branch location ordering the corresponding part number.
Description A description of the ordered part.
OH/Bin

The current on hand amount for this part in your current branch location. The bin number indicates the part's physical location.

Note:  

A reverse image Bin number indicates that alternate bins exist. Move the cursor over the Bin number to view alternate Bin location numbers.
OO/OFC The current on order amount and OFC code for this part in your current branch location. The on order amount and OFC code is obtained from the parts system.
Source/Class

The parts source code. The source of supply for the part. Used to break down the parts into different categories within each vendor.

This field is used to categorize parts.
Co L12 Sales The number of times the selected part has been sold within the last 12 months across the entire company.
ASL Code Deprecated. The part authorized stocking list code (e.g. active/demand, new or collaborative).
Return Code Indicates the part's return status, whether or not the part is returnable.
Ordered The quantity of parts being ordered. If the part appears more than once, the total quantity being ordered must be a multiple of the package quantity for the part.
Allocated Identifies how many parts have been allocated (reserved) for customers. The quantity ordered cannot drop below this value.
PPK The number of Parts Per PackageClosed The parts per package signifies how the system will maintain inventory on this part e.g. consider a part number for a 100 foot roll of hydraulic hose. By ordering 1 of that part number, 1 roll of hose (100 feet) is received. The hose is sold by the foot so when the part is receipted, we want to receipt 100 rather than just 1..
Outstanding

Displays the quantity or the part ordered that has not yet been received. If the order has not been released, this field will display the same quantity as the quantity ordered.
Cost Defaults to the part master file current cost less any applicable discount.
Extended Cost Displays the Cost multiplied by the Outstanding quantity.

The following are Type options:

Types
Type Description
SO Stock Order
Q1 First Quarterly Order
Q2 Second Quarterly Order
Q3 Third Quarterly Order
Q4 Forth Quarterly Order
IS Initial Stock Order
TS Special Order Program
ST Special Terms

Click on the Information icon next to the Part Number field to open the Parts Profile screen.

Click on a Description to view the Long Description screen.

Once the consolidated part order has been released:

Move the cursor over a Part Number and select Display from the pop-up menu to open the Parts Profile screen.

Move the cursor over a Part Number and select Substitute Part from the pop-up menu to open the Subs screen.

The following buttons allow you to complete your work on the Consolidated Parts Order screen:

Button Function
Update Creates a pending order receipt for each of the locations on the consolidated parts order.
Release The parts on the consolidated order are not considered as an order until the Release button is selected. Once the release command has been executed, the order status will change to On Order releasing all part orders linked to the consolidated order.
Receipt Indicates what parts have been received, back ordered, or indicates that remaining on order parts should be deleted from the order. Once the parts order arrives from the vendor, the parts must be receipted into the system.
Unrelease Reverses the release of the parts on the consolidated parts order to allow you to modify the order.
Link Order

Allows you to add branch level purchase orders from the same vendor to create one large consolidated parts order.

Note:  
The purchase order must be a stock type order, have a status of changeable and must have the same vendor.
Unlink Order Allows you to remove branch level purchase orders from the consolidated parts order.
Save Saves changes made to the Consolidated Parts Order screen.
Refresh Pricing If a cost or discount percentage have been updated, use the Refresh Pricing button to update the totals.
Transmit Allows you to transmit the consolidated parts order provided that the order is for CNH.
Print If a cost or discount percentage have been updated, use the Refresh Pricing button to update the totals.
Memos

Opens the Memos screen allowing you to view memos on a consolidated parts order.

Note:  

A highlighted Memos button indicates that a memo exists for the selected consolidated parts order.
Total Opens the Totals screen listing order totals.
Close Closes the Consolidated Parts Order screen and returns to the Parts Ordering screen.