Create Purchase Orders from Inventory Control Reorder Quantities

Sage ERP Accpac Purchase Orders 6.0

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.

All Items.Select this option to order all selected items that are below their maximum quantities in Inventory Control.

Items Below Minimum.Select this option to order selected items if their quantities on hand are below the minimum quantities entered for them in the Reorder Quantities form in Inventory Control.

Items Below Projected Sales for [ ] Days.Select this option to order items for which quantities on hand will be below the period's projected sales for the number of days you type.

The run date you specify sets the beginning date of the number of days you specify.

Select the method for determining item quantities.

Up to Maximum.Select this option to order the quantity of each item that will bring the quantity on hand for the item up to or close to, but not over, the maximum amount specified in the Reorder Quantities form.

Above Maximum.Select this option to order the item quantity that will bring the quantity on hand for each item up to at least the maximum amount specified for the item in the Reorder Quantities form. This choice can result in quantities that are higher than the maximum amount.

Up to Projected Sales for [ ] Days.Select this option to order the item quantity that will bring each item's quantity on hand up to or close to, but not over, the projected sales quantity for the number of days you specify, beginning on the run date.

Above Projected Sales for [ ] Days.Select this option to order the item quantity that will increase the quantity on hand for each item to more than the number of units specified as the projected sales of the item over the number of days you specify, beginning on the run date.

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.