What are Yellow Dogs best practices for catching up on purchasing?
Yellow Dog understands that every team is busy, and sometimes things fall through the cracks. Below are Yellow Dogs best practices for when you need to catch up on purchasing.
Purchase Orders:
- Review the items locked report. This can be located within the Troubleshooting Folder of Standard reports and will identify which items are on purchase orders that have not been received/invoiced.
- Now that you have identified which POs the items are on, you have two choices: If these POs are less than 30 days old and a physical has not been performed you will want to likely consider receiving/invoicing the product. If a physical has been performed, then you will want to mark these POs as cancelled to resolve the On-Order qty. Because a physical has been performed the on hands have already been accounted for. How do I cancel a PO?
Receipts/Invoices
- Review any open Receipts/invoices. This can be done within the Receipt/Invoice areas by filtering to only Receipts/Invoices with a status of Open.
- Now that you have identified the Open Receipts/Invoices similarly to POs there are two choices to resolve: If they are less than 30 days old and a physical has not been performed you will want to consider committing the document. If a physical has been committed, you will want to zero out the quantity to update the status to rescinded. Because a Physical has been committed the on hands have already been updated to account for this product. How to remove a purchasing document?
Transfers:
There are two configuration options for Transfers: The on hands can be deducted from the issuing store at the time the Transfer is issued, or the on hands can be deducted from the issuing store at the time the Transfer is accepted.
This configuration often occurs at the time of implementation, but can be reviewed within System Setup>Options>Global
For Transfer that have been issued but not accepted, within the last 30 days, and a Physical Inventory has not occurred, Yellow Dog recommends accepting the transfers. If Physicals have occurred in both the issuing and accepting store then the on hands have been accounted for and Yellow Dog recommends updating the issued and accepted quantities to 0, selecting save and close and confirming the status updates to Rescinded.
If a Physical has only occurred in the issuing store and Transfers are configured to deduct at the time of issuance, then you may want to accept the transfer to update the on hand in the accepting store. If a physical has only occurred in the issuing store, and Transfers are configured to deduct at the time of acceptance, then Yellow Dog recommends updating the issue and accept quantity to 0 to update the status to rescinded and perform a manual adjustment to update the on hand in the accepting store as the on hands would be update to date in the issuing store as a result of the physical.
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