From the OPTO ribbon, select the PURCHASING tab and click on the ‘New Purchase’ icon. In the Supplier Code field press <F2> and select the supplier from the pop-up list then click on OK. Press <TAB> to generate the window, in the Attention field press <F2> and select a name from the pop-up list then click OK. Press <TAB> to advance to the Deliver To field and select an option from the pop-up message.
The Emp No field is automatically filled with the employee code assigned to the user entering the New Purchase Order. The Signed field is controlled by a parameter setting which will require a user with permission and an internal employee password to release the purchase order. Press <TAB> to advance to the Currency field (if activated), this will default to parameter settings. Press <TAB> again to advance to the Mat column – see search options below to be used in purchase orders –
Materials Search in Purchase Orders:
In the Material code field (“Mat”) use the following search functions
1. <F2> will pop up list of all material in the Database – Care should be taken depending on the size of the material database as the list could be large
2. ABC to select materials beginning with Material Code “ABC” from ‘Popup list’.
3. >XYZ to select materials with a Supplier Material Code containing “XYZ”
4. >> Dexion to search by the Supplier Material Description that contains the word ‘Dexion‘
5. /Flat to search the Material Description containing the word ‘Flat’
6. ?10 to search for materials belonging to Material Group “10”
7. // to search for Materials classified as “Auto Order”
8. ?? to search for Parts to enter in purchase order
9. >//ATLAS to search for Materials where ATLAS is a supplier
Once materials have been selected, press <TAB> to move on to the Job Tic field. If purchasing directly to a job ticket, press <F2> and select relevant job ticket from the pop-up list and click OK. Add the job quantity and actual quantity to be ordered.
Add a transport method if necessary and press <F9> to save. The ‘Print Purchase’ window appears, tick the boxes as required and then click on the ‘Print’ button to print the Purchase Order or close the window if not required to print.
The “More Info” Tab
Allows for text to be added to print on purchase orders and requests for quotes. File can also be attached to the purchase via this tab. At the bottom is a field where text can be entered to create a pop-up Note message when a user attempts to create the purchase invoice.
Opto Software Pty Revised: 25/11/24
