There are two types of call-off orders in Coins ERP+:
Call-off orders without quantity are for placing orders with agreed prices, but no quantity. They are typically for orders of sundry goods.
Orders requiring call-offs are typically used with housebuilders schedules. The quantities are specified on the order, but are called off as needed for different plots. You must record the call off in Coins ERP+.
Call-off orders without quantity
Call-off orders allow you to place an initial order with agreed prices for different items, which you can then 'call off' as they are needed.
A call-off order is one with quantity class H (hidden). Order types are defined using Purchase Order Types.
When printed, the initial order has wording such as Item in place of quantity details. Unlike normal orders, it is not marked as complete when invoices for the ordered amount have been received - you must complete it manually (using Material Orders).
Entering a call off order is very similar to entering a normal order. The differences are:
In the Type field, enter the code for call-off orders (for example, C).
You do not need to enter a due date.
You do not need to enter a quantity. If you do enter a quantity (for example, an estimate) it will not be shown on the purchase order, but it will be shown on the GRN entry frame.
Orders requiring call offs
Orders requiring call offs allow you to place an initial order for goods (usually these are specified by plot), and then use Coins ERP+ to record when the goods for specific plots are called off.
Entering an order that requires call-offs is very similar to entering a normal order:
If you want to record call offs against the order, tick the Allow Call Offs field. You will not be able to record GRNs against this order until you have recorded the call offs.
If you do not want to record the call offs, clear the Allow Call Offs field. You can enter GRNs or run invoice matching against this order directly.
When you enter the call offs, you can either just record the call off, or you can enter the call off and print or fax it.
Call-off orders
Parameters
PO/ITEMDESC - 'Item' Wording (on Call-off Orders)
PO/USECOS - Allow Call Off Orders