A system setting determines how outsource purchase orders are created / managed after accepting a quote with an outsource request on it.
Off
‘Off’ means that no OPO is automatically generated.
With any of the ‘On’ settings, only the first operation with an outsource request found will be outsourced.
On with restrictions – Operation Only
When ‘On with restrictions’ is selected, the quote must have only one Outsource operation
The ‘Restriction’ referred to in this setting, limits the automation only to operations flagged as ‘Is Outsourced’ in the operations details:
The prepress operations must be finished for the OPO to be automatically created.
This allows pre-production requirements to be met while coordinating the sending of the OPO until after they are completed.
After the prepress operations have been completed, the user is prompted to create the OPO through a time Entry Action modal:
On clicking ‘Save’, printIQ will create the outsource purchase order with a OPO status matching the setting Set Outsource Purchase Order Sent Status of either Email Sent or Goods Sent and updates the job status to Outsourced.
On with no restrictions – Operation Only
When ‘On with no restrictions’ is enabled, the outsourced operation does not require the ‘Is Outsourced’ flag on the operation definition to be enabled.
The first section or job operation found that has gone through the outsource tendering process and been priced by an outsource supplier will be processed through to OPO.
This will not process a fully outsourced section or job.
All prepress operations must be finished for the automation to email the Purchase Order to the supplier.
On with no restrictions – All Outsource
As above, but will also automate Section and Job outsource.
In either situation, if the purchase order is manually sent by a user, the automation process will not duplicate the email to the supplier.
Other settings that relate to the behaviour of automatically generated outsource purchase orders include:
1. 'Send email on outsource purchase order auto creation' - determines if the OPO should be emailed to the supplier. If not enabled, the OPO will be created with the status of ‘PO Created’:
2. 'Set outsource purchase order sent status' - sets the OPO status if the email is automatically sent to the supplier:
3. 'PrintIQ_Outsource_DefaultDeliverToMe' - Controls the default ‘Delivery To’ address on the OPO to have the job delivered either back to the originators factory or directly out to the end customer:
OPO Supplier Detail Settings
The following Outsource settings are supplier based and can be set on a per supplier basis through the Suppliers’ details screen