The OSN details maintained on this table are vital to the creation of Job related Purchase orders, in that the different OSN’s represent the creation of an individual Purchase Order for the Supplier maintained against this OSN. The Standard texts assigned to each OSN on this window are also used in the Purchase Orders creation process.
An Order Schedule Number is a user maintained code that relates to the scheduling of Purchase Orders and the grouping of inventory items on the orders when generated from Estimates. The Master OSN is your default set of scheduling rules. Each OSN is linked to an Area and Supplier. When you allocate an OSN to an inventory Item on an Estimate you are telling the system that you want to order that item from that supplier.
For Example: Scheduling purchases for a house. We may assign the materials for a slab first, i.e. give them an OSN of 1. The same time as we order the slab, we order the materials for the frame. However, we don’t want these purchase orders to go out at the same time as the materials for the slab (OSN 1) because these materials will then have to be stored, we wouldn’t want them sitting at the side of the road on the job site, at the same time the slab is getting poured. Therefore, we would give them an OSN of 2, and they would be schedule at a different time for purchase and delivery. However, we can include them in the estimate, and create the purchase orders all automatically.
1. Ensure you are in the Estimating module, in the desired estimate
2. Click on the OSN tab
3. Review the settings. The OSN chosen will be as a result of the Supplier of the Component. The Suppliers have their own OSN.
4. Click the Save button to save the changes we have made to this estimate
5. Click on OK to exit the estimate