Welcome to the Exact Product Blog

On this blog we will cover stories from all around the Exact ecosystem.

Enhancements for Purchasing on the Shop Order

Written by Pieter Hamans on . Posted in Exact Online

Production materials that are purchased for a specific shop order may be assigned a manually entered purchase price. This price can now be used in the creation of the purchase orders, eliminating the need to create separate item codes for one-off components.

New feature in purchase materials (from shop order)

We assume that the material lines in the shop order have been entered with a cost that deviates from the (standard) purchase price from the linked supplier. When we choose to purchase materials from the shop order, we will view the Shop orders | Purchase advice screen. On this screen, a toggle Item prices, Assign item price by: Shop order material (or Supplier) has been added:

POAdvice

(Click to enlarge)

When we choose the option “Shop order material”, the manual prices are suggested for the purchase. When we choose “Supplier”, the prices of the item by supplier are suggested. In case we choose “Shop order materials”, the “Combine like requirements” option is disabled.

With the choice “Shop order materials”, the manual prices inherit to the purchase order:

POAdvice002

(Click to enlarge)

The prices used in the purchase order will influence the Projected cost price. Please note that the valuation of the issue transactions (assumed: standard costing) is based on the item cost prices. The Cost overview and Shop order results overview will display the manual prices as Planned cost and the prices of the purchase invoice as Actual cost:

POAdvice003

(Click to enlarge)

This enhancement has been released for Manufacturing Basic and Manufacturing Advanced.

More information with Pieter Hamans (pieter.hamans@exact.com).

Leave a comment