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Order controlled filter in shop order purchase order advice and issue materials

Written by Pieter Hamans on . Posted in Exact Online

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It is important for manufacturers to manage capital expenditure to inventories. A certain class of materials should only be purchased when there is an order requirement (order controlled), while only frequently used materials may be stocked up (stock controlled). A new filter has been added to the shop order purchase advice screen and the shop order issue materials screen to support this purpose.
When we ask for purchase order advice from the shop order card, we primarily want to see the order controlled materials since they are understood to be purchased only when there is a requirement. Conversely, when we issue materials to the shop order, we primarily want to see the non-order controlled materials (also called stock controlled materials).

On the shop order card, we have separate action icons related to order controlled materials and stock controlled materials. For any questions related to order controlled materials please read: A short guide to order controlled items.

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Enhancement: show order controlled in purchase advice

When we wish to purchase materials on the shop order, we will be able to filter for order controlled materials. When needed, we can include the stock controlled materials. Remember: when materials ordered on a shop order are received from the supplier, they will be issued directly to that shop order. This process can be understood as a hard allocation (stock reservation).

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Enhancement: show stock controlled in issue materials

When we wish to issue materials to the shop order, we will be able to filter for stock controlled materials. When needed, we can include the order controlled materials.

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These enhancements have been released to all editions of Exact Online Manufacturing in all countries in July 2015. More information with Pieter Hamans, pieter.hamans@exact.com

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