Auto-Gen can be used to auto generate POs for your textbooks based on the parameters set in the product profiles(suppliers tab, auto order quantity) and what you decide to use to create the auto-gen PO.
To avoid creating duplicate autogen items, make sure you move the created PO into an Open status. This will ensure it does not add the same items again.
Field | Definition | Field | Definition |
---|---|---|---|
Description | 255 character limit | Add items to existing POs | Items generated on this report will be moved to a proposed AutoGen PO. To make sure the items get regenerated, move the PO to an Open status when ready. |
Shipping Method | Select shipping method from drop down | Use only titles not already on want list | Use titles that are not already assigned to a want list. |
Shipping Level | Select shipping level from drop down | Use term for subtract order short | Goes based off of Based on order short checkbox set in termterms, selected or deselected. |
Use Order Decisions | Must be selected. | Use term for buyback to subtract | Goes based off of What is set in term for buyback to subtract, none/estimated/actual buyback dropdown in set in term. |
Include Non-Term Items | For future use. | Subtract order short amount | Based off of order short set in order decisions |
Ship By Date | What date needs to be shipped by | Buyback to subtract | None, Estimated, or Actual |
Arrival Date | What date order arrived | Term | Select Term |
Cancel After Date | When is the last date to cancel | Use Active | If selected, campus selection becomes available |
Comment | Will display in Purchase Order comments field when generated. This field will display on the Purchase Order. | Campus | Select Campus (available if “Use Active” is selected) |
OTB % | Open to buy percent | ||
Generate | Generates Autogen POAuto Gen PO. View in Purchase Orders | ||
Create Report | Recommended to do first to see how many POs you will generate |