Printing the Short-Buy Report (Standard)

Printing Standard Purchase Order Entry Reports

The Short-Buy Report (Standard) shows you which items you need to order. When an item is a status 6 backorder, it appears on the Short-Buy Report. A status 6 indicates that the ticket has not yet been through the short-buy process. When a status 6 ticket goes through the short-buy process, it becomes a status 7.

You can also print the Short-Buy Report as a Custom Order Entry Report through the (T) Order Entry Selectors screen. The (T) screen offers greater flexibility. In addition, when printed through the (T) screen, the Short-Buy Report includes both status 6 and 7 tickets that are not assigned to a purchase order. When printed as a Standard Purchase Order Entry Report through the (SR) screen, this report includes only status 6 backorders that are not assigned to a purchase order. Most importantly, when you print the Short-Buy Report through the (SR) screen, some items might not be included on the short-buy and could be repeatedly left off purchase orders. For more information, see Printing the Short-Buy Report (Custom).

In the (SR) Purchase Order Reports screen, select the [E] Backorder Reports report code.
In the Short-Buy Report field, type Y.
In the Keep Short Buy Files For P/Os field, type Y to create purchase orders for the items on the report. If you don't want to create P/Os for the items on the report, type N.

Note: If you decide later to create purchase orders for the items on the report, you can do so by running this report again.

In the Print All field, type Y to print all items on the report. You should do this at least once a day. This lets you see which items from the SHORT-BUYS file have not yet been put on a purchase order. Viewing these items helps you prevent them from staying in the SHORT-BUYS file indefinitely.

To print only those items not previously printed, type N.

Use the Sort Codes fields to specify the sorts for this report. The default sorts for this report are by stock class, vendor account number within each stock class, and item number within each vendor. To accept the default sorts, press Enter.

The available sorts are:
E Item department
D Invoice date
P Vendor prefix
V Vendor number
S Salesperson number
R Carrier route
N Item number
C Customer name
L Stock class
I Invoice number.

To specify different sorts for this report, enter the appropriate sort codes in the Sort Codes fields. You can enter up to three sort codes. Enter the primary sort in the first sort field, the secondary sort in the second sort field, and the final sort in the last sort field.

Note: The SHORT-BUYS file is organized by the sorts you specify. You must either use the same sorts every time you print this report, or delete the SHORT-BUYS file, print the Exceptions Report to reset the ticket status to 6, and then recreate the file by running the Short Buy Report with the new sorts. For information, see Printing the Backorder and Backorder Exceptions Reports.

In the Location field, enter the number of the inventory location for which to print the report. To print the report for all locations, space through this field.

Note: To create a separate SHORT-BUYS file for each location, you must print the Custom Short-Buy Report. For more information, see Printing the Short-Buy Report (Custom).