Buying Office
Delivery Schedules
The Order tab shows full details of the currently viewed Purchase Order. If there is a schedule attached to the order, an indicator will tell you and the Schedules tab will list all scheduled call-offs for this Purchase Order.
The Delivery Date will be set to Schedule for all items which were checked on the Stock Record Card as Schedule Items at the time the Purchase Order was generated. This can only be done if the currently selected supplier is shown on the Suppliers Record Card as accepting Delivery Schedules.
The Order List tab lists all of your Purchase Orders
To schedule or edit a call-off for an item on the currently displayed order, click the Call-Off tab. The Merlin Navigator works in a different way on this screen. Apart from the Backwards/Forwards navigation buttons, only the Edit and Revert buttons are active (The Print button will also be active if a schedule is attached to this order.) Clicking Edit switches on the Call-Off Editor, and clicking Revert switches it off again.
On the Call-Off tab you will see only the Call-Off Schedule for the item selected in the Part No. dropdown combo (if any). To see all of the items on this schedule, click the Schedules tab.
To use the Call-Off Editor, click the Edit button and then select the item to be scheduled using the Part No. drop-down list. Please note that you will be offered only items which are present on this Purchase Order, and for which both the Supplier Record Card and the Stock Record Card are checked to permit Schedules.
In the Delivery spinner enter the date for which this delivery must be scheduled, and in the Quantity spinner enter the number to be delivered. If you have made a mistake you can correct it by moving back, or click the Abort command button. Otherwise click the Enter command button and the item will appear in the list.
Repeat this process for any other item(s) you wish to schedule from this Purchase Order (for this part number, and for any others), then click Revert to switch-off the editor.. The Revert button does not undo this work, but you can amend the quantity for any call-off (to zero if you wish) by clicking Edit to switch-on the editor, selecting the Part No. and the date in the appropriate boxes, and changing the delivery quantity. Don't forget to click Revert to switch-off the editor when you are done.
You will be allowed only one call-off per item on any given date, and you will not be permitted to schedule more items for delivery than appear on the Purchase Order. Nor will you be permitted to create a call-off for a date that precedes "today".
Click Print to generate the Delivery Schedule for your supplier, and repeat the process for any other Purchase Orders that require schedules. The Print button will be active only if a schedule is attached to the purchase order you are viewing.
To generate a revised Call-Off Schedule, simply edit the existing schedule as directed above, and then print it.