Purchase Order Layering
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.
Note:
When you run purchase order layering, the system clears the PO Layering table and rebuilds it based on the purchase order records that are uploaded to the table. In order to ensure accurate updates, you must upload the PO Layering table with ALL open purchase orders every time you perform an upload.Instructions: Follow these steps to update purchase order layering.
# | Step |
---|---|
1 |
Upload the most recent purchase order information to the PO Layering table:
Use the Work with File Uploads (WUPL) menu option to upload the text file and update the PO Layering table. PO Layering Table (POLAYR) The PO Layering table contains the following fields:
You can use the following sample data to create a PO Layering upload file: 7|RF123SKU4567|ROSE XSML WMNS|4|53|1|1080915|20| |Ref# Note:
|
2 |
Once the records are uploaded to the PO Layering table, the process uses the newly uploaded records to update the due date and backorder quantity for order lines on backorder. This update occurs for all companies and all warehouses for which there is an entry in the PO Layering table. Errors: If an error occurs during the upload, the system clears the file and does not update the due date and backorder quantity for order lines on backorder. |
Note:
The system does not update records in the PO layering table when you change an item on backorder (such as deleting, rejecting, or canceling an order line on backorder). In this situation, you must perform a PO Layering Upload again to make sure the information in the PO Layering table is correct.The following records are in the PO Layering table for item ABC:
Update PO Layering Example
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:
|
1012 |
2 |
The system:
|
1015 |
1 |
The system:
|
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.
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 |
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:
|
1015 |
1 |
The system:
|
Update on-order quantity? The UPDATE_ON_ORDER_FROM_PO_LAYERING property controls whether the PO layering process updates the on-order quantity for the warehouse:
-
You should set this property to TRUE if you upgrade to 19.0 or higher from a release prior to 18.0, in order to have PO layering update the on-order quantity consistently with prior functionality.
-
You should leave this property set to FALSE if you use the Enterprise Order Integration (Future Receipts and Active PO/Pre-Order Processing), since the OCDSFA periodic function also updates the warehouse on-order quantity.
If this property is set to TRUE and you run the OCDSFA periodic function as well as the PO layering process, whichever process ran most recently updates the on-order quantity for the warehouse.