Basic Setup
Purchase Reminder Setup¶
Search for Purchase Reminders Setup in Tell-Me to start the Purchase Reminders Setup configuration:
In the Purchase Reminders Setup page the following fields are to be set.
Purchase Reminders¶
- No. Series Set the number series that should be used for the Purchase Reminder documents. The same number series is used for both the Purchase Reminder as the Issues Purchase Reminders.
- Remind Promised Receipt Date Formula Define the default date formula that is used on the Promised Receipt Date when a Purchase Reminder is generated
- Remind Expected Receipt Date Formula Define the default date formula that is used on the Expected Receipt Date when a Purchase Reminder is generated
- Purch. Reminder Skip Item Type Service When issued the items where Type = Service will be skipped when a Purchase Reminder is generated
- Purch. Reminder Skip Item Type Non-inventory When issued the items where Type = Non-Inventory will be skipped when a Purchase Reminder is generated
- Clear Promised Receipt Date on issue Purchase reminder When issued the Promised Receipt Date for the related Purchase Order Lines will be cleared then a Purchase Reminder is issued
- Default Line filter Exclude From Purchase Reminder Specifies the default "Exclude from Purchase Reminder" filter for showing the lines of the Purchase Reminder.
- Enable New Purchase Line Promise Dialog Specifies whether to show the New Purchase Line Promise dialog after Purchase Line Promised Receipt Date modification
Requisition¶
- Default Accept Action Message When set this will automatically accept a newly created Requisition Lines in the Accept Action Message
Set up Items¶
On the Item card, a new setting has been added: Exclude from Purchase Reminder
With this setting you can exclude the items from selection in Purchase Reminders. This can be useful in scenario’s, where the vendor does not know when an item can be shipped, because of for instance global shortages. In a case like that, it does not make sense to request for a new date, as the vendor does not know this himself. Therefore you exclude the item from the Purchase Reminders.
Note
Please note that this setting will default the value when a Purchase Line is created for the Item. The user can still modify the value in the Purchase Line.