Purchase Orders: McLane Purchase Order/Order Guide Sync

This article is part of purchase orders and order guides and covers purchase order templates and order guide syncing when using the vendor McLane. 

Order guides provide the most up-to-date availability of vendor items. When order guides are enabled, they will sync with purchase order templates that utilize the vendor McLane. From the purchase order template, users can view the availability status of each item on the template. 

When the purchase order template is used to create a purchase order, users will be notified which items are unavailable for order. Users will be prompted to remove the item from the order or remove the item from the order and template before continuing.

Purchase Order Template Vendor Item Status 

When the vendor set on a purchase order template is McLane, users will have a status column on the vendor items table. This column will list items as either available or unavailable for order. The status of these items is drawn from the order guide integration based on the current date. 

Vendor items that are unavailable will not be able to be added to a purchase order. 

Using a Purchase Order Template with Unavailable Items

When a purchase order template with unavailable items is used to complete a purchase order, user will receive a notice that there are unavailable items when the template is selected for use. 

Users will be prompted to either:

	Remove from Order - Removes the item from the purchase order.
	Remove from Order & Template - Removes the item from both the purchase order and the purchase order template. This action requires the Edit Purchase Order Templates permission.