The Expedite Document System is designed to track and monitor your incoming inventory. The Expedite Document System is located within the Purchase Order System, Purchase Order Reports, Expedite Document System. This system was designed to help determine if any inventory items need to be expedited to fill requirements. There is also an option to include all Purchase Orders that are due before the date you select, even if there is no current demand.
The first option within the Expedite Document System is the Late Documents Report. This report is designed to show you a list of Products on open Purchase Orders and Processing Purchase Orders that are needed to satisfy needs on Sales Orders and Processing PO’s or are late based on the Promise Date in the PO Detail Line.
The screen below shows you the parameters you can use to run the Late Documents report. When you answer Yes to Traverse Bill of Materials the system will also prompt you to expedite components for PPO’s.
The next screen represents the results of running the Late Document Report with the parameters selected on the previous page. The results show the following information: Document Type, Vendor, Document Number, Product Code, Description, Original, User whom entered the PO as well as date and expedite status
The Late Documents Report is designed to help you identify any late or potentially late products. Once a Product on the Late Documents Report has been identified as a product that you would like to expedite double click or enter on the line. If you would like to view the open activity for the Product you can view the Open Documents Inquiry under Options. The screen below shows the open documents for product code that is highlighted on the above screen shot after clicking on open documents from that screen you will see the below screen
The escape key or OK will bring you back to the late documents report.
The screen below shows the result of double clicking the Purchase Order you would like to expedite. The Enter & Edit Expedite Request-Expedite Detail will allow you to select a requested Expedite Date that you will send to your vendor. The ability to enter comments that you would like to print on your Expedite request is also an option.
When you are finished selecting the parts you would like to send expedite requests for you will see a list of the documents you have chosen to expedite. If you hover over the yellow icon you will see that these are documents that you have selected to expedite, but have not yet been sent to the vendors. The red exclamation point next to the Type shows items that are awaiting vendor response to the expedite request.
The next step in the expedite documents process is to send your expedite requests. This is done by clicking on Send Expedite Requests shown below. It is from this menu item that you can select whether you would like to print/fax/email your expedite requests to your vendor
Once you have selected whether to fax/email/print your expedite requests and have pressed OK on the bottom of the page, you will see the screen below. Choose your preferred printer/fax/email options and press OK to complete the actions.
Once your expedite requests are sent to your vendors you can monitor your open expedite requests that have not yet been confirmed by your vendor by running the Expedited Documents not Confirmed report below. This report is generated by user as seen below:
The Expedite Documents not Confirmed can be run by User. The results shown below are any expedite requests that have not been confirmed by your vendors for a specific user. This report allows you to double click on the line to enter your confirmed date once you receive it from your vendor.
Once you choose the Purchase Order you would like to add a confirm exedite request on you can double click the Purchase Order from the list, then enter your confirmed expedite date and any comments from your vendor.
The Expedite Documents System contains several reports to help you track and monitor your inventory.
The Expedited Documents Report shown below will show you any Purchase Orders/Processing Purchase Orders that are Open, Sent and Confirmed.
The Expedited Documents Report will allow you to Clear your document’s confirmed status when you run the report to show only documents that have been confirmed by clicking on Clear Confirm Status on the right hand side menu.
There is also a function that will allow you to manually create and/or edit an expedite request related to a Purchase Order detail line
