Create Purchase Orders from Order Entry Sales Orders

Sage ERP Accpac Purchase Orders 6.0

Creating Purchase Orders from Order Entry Sales Orders

Overview

If you have Sage ERP Accpac Order Entry, you can create purchase orders:

For all items on current active Order Entry sales orders.

Just for backordered items or items with insufficient inventory quantities on hand to fill the orders.

You cannot create purchase orders from future or standing sales orders or from orders that are on hold in Order Entry.

You can create purchase orders from Order Entry by ranges of customer numbers, order numbers, order dates, and expected ship dates. You can also consolidate purchase orders by vendor number or create a purchase order for each vendor listed on each order.

If you create purchase orders by vendor number, all orders for the same item, location, and vendor are consolidated into a single detail on the purchase order for the vendor.

If you create purchase orders by sales order, you produce a separate purchase order for each vendor specified on the selected orders, resulting in more than one purchase order for vendors specified on more than one order. This option retains order numbers and lets you print the Shippable Backorders report for the transactions you post for Order Entry orders.

If you want to create purchase orders by sales order, you can still select the Consolidate Items option to consolidate like details for vendors. Consolidated purchase orders are shorter. Use the option if you do not print the Shippable Backorders report by order number. (Consolidation deletes order numbers.)

To create purchase orders:

Open Purchase Orders > P/O Create Purchase Orders > Create POs from O/E.

Click here for help on Create POs from O/E fields.

Specify the ranges of customers, orders, order dates, and expected ship dates by which to select the purchase orders to create.
Select the vendor type.
Choose whether to create purchase orders by vendor number (producing only one purchase order for each vendor), or create a separate purchase order for each order number and each vendor listed on the order (choose Order).

Choose whether to order all items on the selected orders, or only items for which you have insufficient quantities on hand, or only for items that are on backorder.

Choose whether to include drop-ship addresses entered for items and customers on the Order Entry orders. If you choose this option, you cannot consolidate details.

If you use the Drop-Ship Items option, every purchase order detail is assigned either the address entered on the sales order or the customer's address in Accounts Receivable.

Choose whether to consolidate details on the purchase orders with the same item number, location, and unit of measure into single details on purchase orders.

Note: The Consolidate Items checkbox is disabled if any optional fields or detail optional fields are assigned to this form.

Choose whether to include non-stock items on the purchase order.

If you do not choose the option, non-stock items will be omitted from the Finder and treated as non-inventory items. (This option appears only if you allow receipt of non-stock items in Inventory Control.)

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.

If you create purchase orders by vendor number, all orders for the same item, location, and vendor are consolidated into a single detail on the purchase order for the vendor.