Create Purchase Orders from Inventory Control
Overview
If you have Sage ERP Accpac Inventory Control, you can use the Create POs From I/C form to create purchase orders from Inventory Control reorder quantities for:
-
All items with less than their maximum quantities on hand.
-
Items with quantities below their minimum amounts.
-
Items with insufficient quantities on hand to meet their sales targets for the number of days you specify.
You create a purchase order for one vendor at a time, using an Accounts Payable vendor number. You also specify the range of items and locations for the order.
The program creates a purchase order for an item and location only if Inventory Control allows the item at the location and the location is active.
To create purchase orders:
-
Open Purchase Orders > P/O Create Purchase Orders > Create POs from I/C.
Click here for help on Create POs from I/C fields.
-
Enter the run date.
You enter a run date to identify the reorder period used to determine order quantities, and set the purchase order date.
-
Specify the vendor number and the ranges of item numbers and locations for which to create purchase orders.
-
Choose to create POs for a specific location or for all locations.
-
Select the vendor types to include.
Items in the range you specified are selected if the vendor number for which you are creating a purchase order is specified as one of the selected vendor types in the vendor details record.
This allows you to create POs only if a vendor is listed as Vendor 1 or Vendor 2 for an inventory item.
-
Select the method for determining which item numbers to order.
Items
Below Projected Sales for [ ] Days.
-
Select the method for determining item quantities.
Up
to Projected Sales for [ ] Days.
Above
Projected Sales for [ ] Days.
-
Click the Optional Fields tab (if you use optional fields on the purchase orders form), and specify entries for the optional fields that appear on the purchase orders.
-
Click the Detail Optional Fields tab (if you use optional fields with purchase order details), and specify entries for the optional fields that appear on detail lines.
-
Click the Process button to create the purchase orders.
The program creates a purchase order for each vendor in the ranges you specified.
When the purchase orders have been posted, you see a message that lists the range of purchase order numbers that were assigned.
Note: If vendor accounts are on hold, the purchase orders will be created, but the POs will be On Hold.