Daily Work / PO Generator Guide

Overview

Items in TRX can be set to be purchased when they hit minimum inventory levels set by Warehouse as well as when they are allocated to an Order, Project, or Work Order. Using Daily Work, PO Generator, and PO Consolidator, you can save a substantial amount of time and money.

Item Setup

Items will be made available to Daily Work and PO Generator when they are setup under the Attributes and Warehouse tabs of the Item Entry/Query screen.

Set As Keep in Stock

First step is to set the item as Keep in Stock. Without this checked, the next setup will be ignored.

1. Go to the Item Entry/Query Screen

   1. INV>Item Entry/Query

2. Go to the Attributes Tab

3. Check “Keep in Stock”

Open

INV>Item Entry/Query

Setup Minimums

Once the item is set to keep in stock, we need to setup minimum inventory levels for our Warehouses.

1. (Only if you closed the screen) Go to the Item Entry/Query Screen

   1. INV>Item Entry/Query

2. Go to the Warehouse Tab

3. Select your Warehouse by clicking it on the left

4. Set Min, Max, and Order Quantities

   1. Min Qty - This is the minimum amount of stock before needing to purchase

      1. If the Min Qty is 5 and Total On Hand drops to 5 or less, an entry will appear on the purchase advice report, Daily Work screen, or PO Generator to purchase this item

   2. Max Qty- Currently this number has no effect on any reports or automated processes. May be used with Item Export for reporting outside of TRX

   3. Order Qty - This is the item quantity that should be ordered for the selected warehouse

      1. With a Min Qty of 5 and Order Qty of 20, when Total On Hand drops to 4 or below, an entry will appear on the purchase advice report, Daily Work screen, or PO Generator to purchase 20 more of this item

Open