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Merlin MRP College

Ad Hoc Purchasing
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In this class we deal with the Merlin MRP Factory 9 ad Hoc Purchasing.

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Merlin MRP Factory 9  ad Hoc Purchasing

1:  Go to the Procurement Control Panel

Ad hoc purchasing enables you to procure anything as and when required, which is useful for things that do not do not fall under the remit of the MRP Process or Stock Control.  Usually items like staple-guns, office chairs, kettles and so on, but of course you can use it to purchase materials and piece parts, should the need arise.  If you haven't got something that you need now, this is how you get it.

The way you do it is by creating a Shopping List to which you can add one or any number of items.

Click the Procurement tab on the Merlin HOME Screen or other Departmental Control Panel.

At the centre-top of the Procurement Control Panel you will see the Run AD HOC Purchasing button and the Manage CLOSED PURCHASING SESSON BUTTONS.  The former will create an open Shopping List as soon as you enter your first item.  Until you PRINT the POs, which will clear the list, any user can add items to the list.  The second option makes the list exclusive to you and will prevent any other user adding items to the list, until you have actioned it.

Click this, and proceed to Step 2.

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2:  Creating a Shopping List

Locate and select an item that you wish to add to your Shopping List, click it, and proceed to Step 3.

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3:  Adding the Item to Your Shopping List

The Item you selected will be displayed on the screen.

Click the EDIT RECORD button, and enter the Quantity you wish to purchase of this item, and click SAVE RECORD.

If the Pack Quantity is greater than one, you will be advised of this, and the figure you entered will be checked and adjusted to a Pack Quantity or multiple thereof if necessary.  A dialogue box will appear advising you of this, and you should check it, click OK to acknowledge the notification, then click SAVE RECORD again, or click REVERT if you do not wish to proceed.

Repeat Steps 2 and 3 for any further items you wish to purchase.  You can leave the list open if you wish, and come back to it later.  When you are ready to raise the POs to purchase the goods on the list, click the PRINT button and select LIST from the dialogue box to see all the items so far on your Shopping List. You can come and go as you please, building and reviewing your list, and when you are ready click the PRINT button, select PURCHASE from the dialogue box, and the Purchase Orders will be printed.  When you confirm when prompted that the print run was OK, the Shopping List will be cleared of all items and returned to its empty state.  If you click No to this, the Purchase records will revert, and your list remain open.

To remove an item from the Shopping List, locate it as above, EDIT it, and change the Purchase Quantity to zero.  SAVE your change.

Any Questions? Please contact us on the HelpDesk.

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