Auto Gen can be used to Auto Generate Purchase Orders for your textbooks based on the parameters set in order decisions.
To avoid creating duplicate Auto Gen items, make sure you move the created PO into an Open status. This will ensure it does not add the same items again.
Fill in the information as defined below.
Once your selections are made, select Create Report, to see how many Purchase Orders it will be creating.
It will also give you a break down of what you are ordering.When you are ready, select Generate, to create the Auto Gen PO.
This will create the Auto Gen PO in Purchase Orders in a proposed status.
Until it is moved to an Open status, if you select generate again it will add those same items on the PO(s)PO displays in Purchase Orders as AG - ________ in Proposed status. Select edit to view and change status.
Note: If desired, you can make your Auto Gen record and then just reuse the same one each term and just change the term info. Essentially, creating a template for making auto gen orders. Currently, there is no way to delete an Auto Gen Record.
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 | Based on order short checkbox set in terms, selected or deselected.  |
Use Order Decisions | Must be selected. | Use term for buyback to subtract | What is set in term for buyback to subtract, none/estimated/actual  |
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 Auto Gen PO. View in Purchase Orders  | ||
Create Report | Recommended to do first to see how many POs you will generate |