Create long term purchase plan for a supplier

As part of their yearly or quarterly budgetting process your supplier can request your material planner to provide a long term prediction of your purchasing intentions.

  1. Open the “purchase order summary” screen from the Purchasing menu.
  2. Filter for a specific supplier, and select the appropriate time horizon and time buckets.
  3. Use the wrench icon to display the rows you want to display in the report.
    Most suppliers want to see the “receipt date” in the report, but some may want to see the “ordering date”.
    There are also rows to show the new purchase orders (as opposed to the purchase orders you already placed).
  4. Click on the arrow icon to download the report as an Excel or CSV file.