Set up call plan for purchase

Call Plan  •  Article  •  7/23/2024  •  5 min

The Purchase Call Plan Setup page allows you to streamline purchase call planning, ensuring efficient vendor management by setting default call days and specifying the source for the inside purchaser. This page serves as a comprehensive setup interface for defining the default call plan behaviors, enhancing the overall purchase process.

The following steps describe how to set up the purchase call plan.

  1. Select the Search icon , enter Purchase Call Plan Setup, and then choose the related link.
    The Purchase Call Plan Setup page opens.
  2. On the General FastTab, turn on the Enable Cut-off Restrictions toggle to enable or disable the cut-off time restriction function.
    When turned on, you can specify vendor or order-specific addresses to apply cut-off time restrictions. This ensures that purchase lines for the selected vendors become non-editable after a designated cut-off time, based on the requested receipt date of the order.
  3. In the Cut-off Warning Minutes field, enter the number of minutes before the daily cut-off time to trigger a warning, visually indicated by a color change within the call plan.
    This alerts users that purchase lines for the associated vendor's purchase order may become non-editable after this specified period.
  4. In the Source for Inside Purchaser Code field, select the required code from the dropdown to specify how the inside purchaser code is determined when generating a purchase order from a call plan worksheet.
    The available options are:
    • Call Plan - The code is inherited from the inside purchaser code from the Vendor Call Plan Setup page linked to the relevant vendor or order address. The field is set to Call Plan by default.
    • User Setup - The code can be inherited either from the call plan worksheet line or from the Salespers./Purch. Code field on the User Setup page associated with the user ID initiating the purchase order. If the User Setup has no records, then the inside purchaser code is generated from the Vendor Card page.
  5. In the Last Used Call Plan Date Updates From field, select the required option to define the criteria on which the last used call plan date on the Vendor Call Plan Setup page should be updated. The available options are:
    • Generate - The last used call plan date will be updated from the Generate Call Plan Lines action.
    • Complete - The last used call plan date will be updated from the call plan worksheet line when the Call Plan Status field is set to Complete on the Purchase Call Plan Worksheet page.
  6. On the Default Call Days FastTab, you can choose any day of the week from the dropdown menu for each field. This determines the default call day on which the vendor will be contacted for a specific receipt day. For example, if you select Tuesday in the For Monday Receipt field, the purchase agent should call the vendor on Tuesdays for Monday receipts.
  7. On the Order Entry Cut-off Times FastTab, enter the time in each field to specify the cut-off time on a particular day.
    After this time, the purchase lines related to vendors may become non-editable in the purchase documents. The specified day for the cut-off time pertains to the scheduled call day, not the receipt day. This applies to purchase documents where the Enable Cut-off Restrictions toggle is turned on.
  8. On the action bar, select Call Plan Worksheet Names action to view or create call plan worksheets.
    These worksheets list the vendors that the purchasing department will contact on specific days of the week regarding their purchase orders.

The Purchase Call Plan Setup page offers enhanced flexibility to configure the source for inside purchasers and define default call days for vendor contact, ensuring timely communications for specific receipt days.