Adding Wholegood Line Items to a Purchase Order

We have added features to the Purchase Order document to simplify creating Wholegood Orders in RIMSS. To access these features, navigate to:

Suppliers > New > Purchase Order

First, you will need to add the header information to the Purchase Order to include the Supplier.

The feature to Add Wholegood Line Items can be found at the top of the Purchase Order.  This option may display on the top right side of the document or it may wrap around and show on the second line of options on the top left side of the document. Clicking on this feature will prompt a pop-up of the Wholegood List where you can search for wholegoods to add to the document.

Once you see the Find Wholegood pop-up, select the wholegood(s) that you would like to add to the Purchase Order and click the Select button.  Click here to see how to search for and add multiple wholegoods at one time. The system will read the status of the Wholegood (AFS or Sold) and the Asset or COGS account assigned on the Wholegood Master record.  The correct account will be populated on the Purchase Order with the Wholegood Reference.  The logic will populate the Wholegoods Inventory Account if the status of the wholegood isAFS or the COGS Account if the status of the wholegood is Sold. You can enter the amount of the posting into the Unit cost column. If you have entered the cost in the Mfg Cost field on the Wholegood, this amount will auto-populate on the Purchase Order for you.

Searching and Adding Multiple Wholegoods at the same time to a Purchase Order

When you are selecting the wholegood in the pop-up, you can search and select multiple wholegoods to populate on the Purchase Order at once.  

1. How to Search Multiple System IDs

When you receive the Wholegood List Search pop-up, you can add multiple System IDs at the same time by separating them with a comma.  You do not have to add a space between the ID numbers.  RIMSS will correctly search the wholegoods with either of the below sample formats.

14045,14046,14047

14045, 14046, 14047

2. How to Select Multiple System IDs to add to the Purchase Order

There are 2 options for selecting multiple Wholegoods for adding to the Purchase Order.

Option A: To select multiple units that are not in a consecutive list in the pop-up, hold down the Ctrl key and click on the wholegood line item in the pop-up that you would like included in the selection. Continue with this process to select additional wholegood lines until you have selected all of the units to be included.  Click on the Select button at the top right to add them to the Purchase Order.

Option B: Click on the first wholegood in the list to select the line.  Hold down the Shift key and select the last wholegood in the list that you want included. Click on the Select button at the top right to add them to the Purchase Order.