Purchase order layering updates the expected delivery dates for items on backorder, based on records in the PO Layering table. The oldest orders on the system receive stock before new orders.
When to run purchase order layering: It is important to run this function before you generate backorder notices or run any other function that relies on accurate purchase order date and quantity information. You can run Purchase Order Layering on demand at any time.
Batch or Update PO Layering Process? You can run purchase order layering using the Batch PO Layering (BPOL) or Update PO Layering Screen (CPOL).
Batch PO Layering (BPOL) |
Update PO Layering (CPOL) |
Use Batch PO Layering if you create purchase orders within CWSerenade. This process: • recreates the records in the PO Layering table based on the quantity and expected delivery dates for items on open purchase orders. • uses the newly created records in the PO Layering table to update the expected delivery dates for items on backorder. See the Batch PO Layering (BPOL) for instructions. Scheduling Batch PO Layering: The Batch PO Layering periodic function (function BTCHPOL, program name PFBPOL) allows you to schedule when Batch PO Layering runs for a specified warehouse. |
Use Update PO Layering if you use an external system to create purchase orders and upload this information to the PO Layering table in CWSerenade. This process uses the existing records in the PO Layering table to update the expected delivery dates for items on backorder. It is your responsibility to update the records in the PO Layering table on a regular basis; each time you update the records in the PO Layering table, you should run Update PO Layering to update the expected delivery dates for items on backorder based on the new records in the PO Layering table. See the Update PO Layering Screen (CPOL) for instructions. |
When are records created in the PO Layering table? The system creates records in the PO Layering table when you:
• Create a purchase order and it is processed through the Other Async.
• Create a new purchase order line in PO Maintenance and it is processed through the Other Async.
A separate record is created for each purchase order line. The record indicates:
• the company where the purchase order was placed,
• the purchase order number and purchase order line number,
• the item and SKU on the purchase order line,
• the warehouse to receive the item,
• the due date for the purchase order line, and
• the quantity of the line that is available to assign to an order line on backorder
When are records updated in the PO Layering table? The system updates an existing record in the PO Layering table when you:
• Increase or decrease the quantity for an existing purchase order line in PO Maintenance; the system updates the Open Qty on the PO Layering record to the new quantity on the purchase order line.
• Change the due date for an existing purchase order line in PO Maintenance; the system updates the Due date on the PO Layering record to the new due date on the purchase order line.
• Receive a purchase order or purchase order line; the system decreases the Open Qty on the PO Layering record by the quantity received. If the entire quantity is received, the system updates the Open Qty to 0 and the Status to C (Closed) on the PO Layering record.
Activities that do not update the records in the PO Layering table: The system does not update the records in the PO Layering table when you:
• Cancel a purchase order or purchase order line.
• Change the items on backorder (for example, you cancel an order line on backorder).
You need to run PO layering in order to update the records in the PO Layering table with these changes and to make sure that all of the information related to backordered items is correct.
Assigning an expected date to an order line: As you take orders for items that are on backorder, the system looks at the records in the PO Layering table to determine if an expected date can be assigned to the order line. If the item exists in the PO Layering table, the system:
• Uses the record with the closest due date with an open quantity as the expected date for the item on backorder. If more than one record has the same due date, the system uses the record with the lowest PO number. As the system assigns an expected date to an order line, the system decreases the open quantity for the PO Layering record by the backorder quantity so that it is not used by another order placed for the backordered item. If the open quantity for a record in the PO Layering table decreases to 0, the system updates its status to C (Closed).
• If the record in the PO Layering table with the closest due date cannot fulfill the entire backorder quantity, the system decreases the open quantity for the record to 0 and continues to the record in the PO Layering table with the next closest due date, until the entire backorder quantity is covered. The system uses the record in the PO Layering table with the farthest due date as the expected date for the order line.
Receiving purchase orders into suspense: If you receive purchase orders into suspense, you must run Purchase Order Layering in order to update the Expected delivery date displayed in Order Entry, Order Maintenance, standard or streamlined Order Inquiry, Inventory Inquiry and Item Availability. You must run Purchase Order Layering again after the suspended stock is placed through Suspense placement in order to clear the Expected delivery date displayed in Order Entry, Inventory Inquiry and Item Availability. This information is also included in the item availability download to the web storefront; see FTC -- # of Days for Items without Expected Ship Date (C71) for a discussion.
Work order processing: Purchase order layering is also used during Finished Good Work Order Processing (WWOR). Purchase order layering updates the Due date on the work order so that:
• the screen displays the Expected due date for an order when you enter a finished good item that is not available but does have a work order in process, and
• the Next expected purchase order date for a finished good item indicates the date entered on the work order in Inquiring into Item Availability (DIAV).
Rejected or canceled orders: If you place an order for an item on backorder that exists in the PO Layering table, the system assigns the backorder quantity to a record in the PO Layering table and assigns an expected date to the order line. If you then reject or cancel the order, the system continues to hold the PO Layering record against the order until you run PO Layering. Any new orders cannot use the quantity on the PO Layering record that is held against the order that has been rejected or canceled until you run PO Layering. See Update PO Layering Example for an example.
Pending putaway: If you place stock in a pending putaway location, the system tracks the inventory in a PO layering record for the “final destination.” See Pending Putaway Overview for a discussion of using a pending putaway location.
Order Broker: If an order line is assigned to the Order Broker for fulfillment, the batch PO layering job does not decrease the quantity on open purchase order layers in the PO Layering table for lines assigned to the Order Broker as it does for other backordered lines. However, if the Order Broker cannot fulfill the assigned order line, the line is then subject to regular PO layering.
See the Order Broker Integration for background.
