Vendor Part Number - Purchase Orders

The following article outlines the changes and suggested application for the new Vendor Part number column in the body of the Purchase Orders window.

Note: This applies to Connected Version 11.2 or higher.

ARTICLE CONTENTS

• What's New?
• User Privilege: ModifyVendor Part No Field
• Purchase Order Forms Changes
• Importing Purchase Orders
• Revised Pre-Posting Reports
• Revised Receivings Tab and Posting
• Purchase Order Clone (aka Copy/Duplicate)
• Purchase Order Spreadsheet Export

What's New?

The vendor part number field is now shown in a separate display column. In previous versions, the Vendor Part Number could be added as a column on the PO Form, was visible in the Inventory lookup list, and would print by default within the "Description" column based the text "Your Part No:".  However, the Vendor Part Number was not a visible column in the body of the Purchase Orders window, until Connected 11.2.

Adding the Vendor Part Number as a column in the Purchase Order window has the following benefits:

• Increased visibility for Connected users when creating a Purchase Order
• Optional Password privilege to edit the part number while adding/editing a Purchase Order. Having the edit privilege is great for purchasing non-stock inventory and providing the vendors part number for that item.
• It separates the Vendor Part No from the Item Description.  Previously, this was merged by default
• The Vendor Part Number is included in the Purchase Order spreadsheet export as a separate column

The following shows the location of the new "Vendor Part No" column in the Purchase Orders window.

User Privilege: ModifyVendor Part No Field

The vendor part number can be enabled for edit or made to be view only the user privilege selection.  When the "Modify Vendor Part Number" is unchecked, the field is view only and there is no stop when entering a line on a Purchase Order.  This can save during data entry if the field is not used or the values are well established.

The following screen shows the location of the "Modify Vendor Part Number" user privilege.

Reference: See Configuring User Accounts and Access Privileges for more information.

Purchase Order Forms Changes

When customizing the Purchase Order form, the Vendor part number field can be added as a column for display as shown below.  

Reference: Customizing Forms for more information on form changes and modification.

Importing Purchase Orders

The Purchase Order import now has a field for the vendor part number (Field 7) as shown below.  This field is not required.  If Purchase Orders are being imported, the alignment will need to be adjusted for fields after Item No (6) by one position.

Revised Pre-Posting Reports

The Post Purchase Order, pre-posting report now shows the item description including vendor part number information (if applicable).

Revised Receivings Tab and Posting

A new column in the Purchase Orders Receiving tab is visible for both unposted and posted receivings, as shown in the following screen.

The Vendor Part Number is visible in the PO Receiving pre-posting report, as shown in the following screen.

Purchase Order Clone (aka Copy/Duplicate)

If a Purchase order is Cloned, all of the existing information on the cloned PO will travel to the new Purchase order, including the Vendor Part Number.

NOTE: Vendor Part No information will be transferred to the new PO even if it is for the original vendor or not.

Purchase Order Spreadsheet Export

Purchase Order information can be sent to a spreadsheet in a flattened export format by selecting the Print and choosing either Text file or Spreadsheet.  The Vendor Part No field has been added to this export as a separate column of data (column 25).