Update PO Layering Screen (CPOL, UPOL)

Purpose: Use this screen to update the expected delivery dates for items on backorder based on the records that currently exist in the PO Layering table. You would use this screen if you use an external system to create purchase orders and upload this information to the PO Layering table in CWSerenade.

If you create purchase orders in CWSerenade: If you create purchase orders in CWSerenade, you should use the Batch PO Layering (BPOL) instead of the Update PO Layering screen to update the expected delivery dates for items based on purchase order information in CWSerenade.

How to display this screen: Enter CPOL in the Fast path field at the top of any menu or select Update PO Layering from a menu.

Warehouse field: Use this field to enter the 3-position numeric code representing a warehouse where you maintain inventory. This is a required field.

Instructions: Follow these steps to update purchase order layering.

1. Upload the most recent purchase order information to the PO Layering table.

2. Enter the code of the warehouse where you want to update purchase order layering.

3. The screen displays the description of the warehouse whose code you entered. If this is correct, select Accept to start the batch job POLAYER. This batch job uses the existing records in the PO Layering table to update the due date and backorder quantity for order lines on backorder.

Note: 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.

Scheduling updates: The POLAYER (program name PFR0092) periodic function allows you to perform Update PO Layering (CPOL) immediately or on a defined schedule. The periodic function performs Update PO Layering (CPOL) for all allocatable warehouses in the company you specify. See How to Schedule a Job for more information on the steps required to schedule a periodic process to run based on a defined schedule.

For more information: See Purchase Order Layering for an overview.

Update PO Layering Example

The following records are in the PO Layering table for item ABC:

PO#	Due Date	Open Qty
100	January 1	2
115	February 1	50

You place the following orders for item ABC:

Order#	Order Qty	Results
1010	1	The system: • decreases the Open Qty for PO# 100 in the PO Layering table to 1. • assigns an expected date of January 1 to the order line.
1012	2	The system: • decreases the Open Qty for PO# 100 in the PO Layering table to 0 and updates its status to C (Closed). • decreases the Open Qty for PO# 115 in the PO Layering table to 49. assigns an expected date of February 1 to the order line.
1015	1	The system: • decreases the Open Qty for PO# 115 in the PO Layering table to 48. • assigns an expected date of February 1 to the order line.

You cancel order 1010, freeing up 1 unit of item ABC on purchase order 100. However, the system does not reevaluate the expected date assigned to the open orders for item ABC until you upload the PO Layering table with the most recent purchase order information in your external system and run purchase order layering.

You upload the most recent purchase order information in your external system to the PO Layering table. The following records are now in the PO Layering table for item ABC:

PO#	Due Date	Open Qty
100	January 1	2
115	February 1	50
129	February 15	50

You run PO Layering. The system updates the expected date for the open orders that contain item ABC based on the records in the PO Layering table:

Order#	Order Qty	Updates
1010	N/A - line canceled	The system does not update the order since it has been canceled.
1012	2	The system: • decreases the Open Qty for PO# 100 in the PO Layering table to 0 and updates its status to C (Closed). • assigns an expected date of January 1 to the order line.
1015	1	The system: • decreases the Open Qty for PO# 115 in the PO Layering table to 49. • assigns an expected date of February 1 to the order line.