Create Purchase Orders from Requisitions

Sage ERP Accpac Purchase Orders 6.0

Create Purchase Orders from Requisitions

Overview

You can create purchase orders for requisition details that do not have vendor numbers, assigning the vendors either by creating purchase orders for only one vendor number or by selecting a vendor type used with items in Inventory Control.

The program will not create POs from requisitions that are on hold.

If you use Purchase Order's requisition approval system, this means that requisitions must be entered or saved by users who are authorized to approve POs before they can be added to purchase orders.

To create purchase orders:

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

Click here for help on Create POs from Requisitions fields.

Specify the ranges of requisition numbers, dates, and vendors for which to create purchase orders.
Choose from the following options:

Consolidate Items.You can consolidate details from separate requisitions into single details on purchase orders for the same vendor, item, unit of measure, and (if you use Inventory Control) inventory location.

The program combines all related details, with the exception of details that include drop-ship addresses. A separate purchase order detail is created for each requisition detail with a drop-ship address

Include Blank Vendors.If you choose blank vendors, you must choose the vendor type for which you want to create the purchase orders.

For example, you can choose to have all requisitions with blank vendors use the vendor that is listed as Vendor 1in the items' vendor details records (in Inventory Control).

Job Related.Choose whether you are creating job-related purchase orders (if you use the Project and Job Costing module).

You cannot mix job-related and non-job-related requisitions when creating purchase orders. If you use Project and Job Costing and are creating POs from both types of requisitions, you must run this function twice.

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 form.

If you use the same fields on requisitions and purchase orders, the optional field entries on the requisition detail lines will appear by default on the purchase orders unless you specify entries here.

When you create a purchase order from more than one requisition, the fields on the Optional Fields tab will be taken from the first requisition that you select.

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.
Choose Process to create the purchase orders.

Purchase Orders creates a purchase order for each vendor for whom details were entered on requisitions 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.