Net-Chef FAQs

This list of Frequently Asked Questions provides answers to some of the most common questions about Net-Chef.  The list is organized by topic to make it easier to find your question.

Click on the Answer toggle control to see the answer and/or find a link to more information about the topic.

Purchasing

• When creating a master order, I can’t see some of the products that I need to order. Why aren’t they there?  Answer 

For a product to be available on a master order, all of the following must be true:
• The "Reorder VO" box must be checked for the product in the Location Products screen.
• The company product must be active.
• The company product must be linked to the Master Order Type selected when starting the new order.
• The product must be under contract in the ordering location’s market.

See Product Availability for Master Orders for a printable version.

• When creating a vendor order, I can’t see some of the products that I need to order. Why aren’t they there?  Answer

For a product to be available on a vendor order, all of the following must be true:
• The "Reorder VO" box must be checked for the product in the Location Products screen.
• The company product record must be active.
• The selected vendor must have a bid for the product in the ordering location’s market.

See Product Availability for Vendor Orders for a printable version.

• When creating a vendor return, I can’t see some of the products that I need to return. Why aren’t they there?  Answer

For a product to be available on a vendor return, all of the following must be true:
• The location product record must be active. 
• The vendor must have supplied the product at some time in the past (through a reconciled vendor order).
• The selected product/storage location/lot number (if applicable) combination must have an "available" quantity greater than zero. You won’t be allowed to enter a return quantity greater than the available.
• If the location uses lot tracking, only lots supplied by the vendor can be selected.

See Product Availability for Vendor Returns for a printable version.

• How is Recommended Order calculated?  Answer 

The Recommended Order quantity for a product is equal to [ Need - Have ]. The Formula section of the Recommended Order screen lets each location determine how "Need" and "Have" are calculated.

 

Vendor Order - Receive Without Invoice

• Where can I find received vendor orders that are missing an invoice?  Answer 

• The "Reorder VO" box must be checked for the product in the Location Products screen.

• The company product record must be active.

• The selected vendor must have a bid for the product in the ordering location’s market.

• What if the invoice data differs from what was physically received?  Answer 

• Regardless of whether the invoice was received electronically or entered manually, the system will update the invoice data even if the period has already been posted.
• If the invoice arrives before the period is posted, the system will update product pricing based on the actual invoice values, and the order remains editable.
• If the invoice arrives after the period is posted, the price will be updated based on the invoice at the transaction level, but it will not affect the product cost in inventory. To adjust the product cost in inventory, a correction must be made in the currently open posting period by creating a separate transaction (Value Adjustment).

• What if a receiving error is discovered after the posting period is closed? For example, the physical quantity was entered incorrectly, or some portion of the product should have been returned to the vendor.  Answer 

In this case, the error can only be corrected in the currently open posting period by creating additional transactions - Vendor Returns, Inventory Adjustment.

 

Commissary Order

• When creating a commissary order, I can’t see some of the products that I need to order. Why aren’t they there?  Answer 

For a product to be available on a Commissary Order, all of the following must be true:
• It must be an active product at the supply location.
• It must be linked to a primary storage (other than "Unassigned") at both the supply and ordering location.
• At the ordering location, the "Reorder CO" box must be checked for the product in the Location Products screen.
• The supply location must have post dates set up that include the Expected Delivery Date of the order.

See Product Availability for Commissary/Customer Orders for a printable version.

• When I create commissary orders, why is the expected delivery price for certain products different from the Issue Cost?  – OR –  How do I set customer pricing, markups, and discounts for products on commissary orders? Answer  

For a product to use Customer-type Pricing, Markups, and/or Discounts, the following must be configured in Enterprise Manager:
• A Customer Order Pricing type must be selected for the ordering Customer in the Customer Details screen.
• Prices for the selected Pricing Type must be entered on the Pricing tab in the Location Product Details screen at the Supply Location.
• A Customer Markup Percentage can be entered in the Customer Details screen - this will be applied to all products ordered by this customer.
• Product Markups and Quantity Discounts can be entered on the Pricing tab in the Location Product Details screen - these will be applied to all customers that order this product.

Note: All prices are entered per Inventory Unit; they will be converted on the Customer Order if the appropriate Issue Unit is different.

See Product Pricing for Commissary/Customer Orders for a printable version.

 

Transfers

• When creating a transfer, I can’t see some of the products that I need to enter. Why aren’t they there?  Answer 

For a product to be available on a transfer, all of the following must be true:
• The company product must be linked to a company department.
• The company department must be linked to a location department for the location.
• The location department must be linked to the application user's profile.
• It must be an active product at the location. When transferring to another location, only products that exist at the receiving location can be selected.
• The product must be linked to a primary storage (other than "Unassigned").
•  The "Loc. Transfer" box must be checked for the product in the Location Products screen. 
• Based on preference settings (see note below), it may be required that the product have an on-hand quantity in inventory and that the transfer quantity be ≤ the on-hand quantity. (This restriction will not apply to Non-Stock products if the "Allow Transfer of Non-Stock Items with Insufficient Available Quantity" Inventory Preference has been enabled.)


See Transfers - Overview for a printable version.

 

Purchase By Invoice

• When creating a purchase by invoice, I can’t see some of the vendors that I purchase from. Why aren’t they there?  Answer 

For a vendor to be available for a purchase by invoice, the following must be true:
• The “Allow PBI” box must be checked in the Vendor Details screen in Enterprise Manager.
• The list of vendors available for a location will be limited to selected vendors if the following is true: The vendor has been selected as a “PBI Vendor” in the Location Details screen and the “Show All Active PBI Vendors” check box on the PBI Vendors tab is NOT checked.

• When creating a purchase by invoice, I can’t see some of the categories I need to select. Why aren’t they there?  Answer  

For a category/subcategory/microcategory to be available for a purchase by invoice, the following must be true:
• In the Category screen in Enterprise Manager, the category must be linked to a General Ledger account.
• In the General Ledger screen, the account must have the "PBI" box checked.

In the Preferences screen, the category level displayed in the Purchase By Invoice screen is determined by the preference to "Link GL to" the 'Category', 'Subcategory', or 'Microcategory'.

  

Inventory

• If a company product has been deactivated at the Corporate office, why can I still see it on the Physical Inventory screen at my location?  Answer 

When a company product record is deactivated, the product remains active at the locations for customer orders and inventory until there is no more on hand.