Create Purchase Order from Stock
Create Purchase Order
from Stock
You can also create purchase orders using data on
minimum or optimum stock.
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This function cannot be used for S, U and P
items type!
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Item
| You can limit
the orders you are creating to an individual item
ID.
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Prim. Categ.
(primary category)
| You can limit the orders you are creating to an individual primary
item category. Information about the primary category of an item can
be found in the Items register.
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| Sec. Categ.
(secondary category) |
You can limit the orders you are creating to a single secondary
category. Information about the secondary
category of an item can be found in the Items register.
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| Department
| You can limit the orders you are creating to a single department
based on information about departments in sales orders.
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Primary Supplier
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Enter the ID of a supplier if you would like to create orders for a
single supplier. If this field is left blank, the program will create a
purchase order for each primary supplier of the ordered goods. If
information about the primary supplier of
an item has not been entered in the sales order, a purchase order for
the supplier will not be created!
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| Warehouse |
If you want to limit the order to a single warehouse, select a
warehouse from the drop down menu.
If a warehouse has already been defined in program parameters (Administration
panel
| Settings | Program parameters | Goods |
General), the program will by default fill-in this warehouse.
However, you can also enter another warehouse that you select in the
document from the drop down menu. |
| Item Types |
Select item types for which you would like to create purchase orders.
Information about the item type of an item can be found in the
Items register.
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Create Purchase Orders
- Determine data that you would like to use to create a new purchase
order
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Document Type
| Select the
purchase order document type that you would
like to use to create purchase orders.
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Deliver By
|
Define a deliver-by date that will be valid for all lines of the
purchase order.
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Use for All
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- If you select this option, the date entered in the Deliver-By field
will be used for all lines of the purchase order.
- If you do not select this option, items for which a number of days
has been specified in the Delivered Within
field in the Items register will have the following Deliver-By
date: "current date + number of days listed in Delivered within field".
For more detailed information see Specifying a
deliver-by date.
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Default Status
|
Select a default
status for the purchase orders that you are creating.
If an order is
created with a different document type, or if the status you’ve selected
does not exist, the order will be created with the (sequentially) first
status listed in the Document Type settings
for orders. |
| Calculate Quantity to Order |
You can choose from three options for calculating quantities for the
order:
- To minimum stock - Ordered will be the difference between the
actual and minimum stock.
- To optimum stock - Ordered will be the difference between the
actual and optimum stock.
- To available stock - Ordered will be the quantity that will
put available stock at 0. The order will be created only if the available stock less
than 0.
If information on minimum order stock and packaging for order has
been entered
(in the Items register), the ordered
quantities will be rounded up and increased by using these two parameters.
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| Available Stock - Include only Valid Orders |
Select how the program will calculate available
stock.
- Select this option if you would like the program to use only valid
orders, that is, orders with validity dates that are still valid.
- If you do
not select this option, the program will include all orders that meet
the criteria that you have entered.
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Sort By
| In the Sort by box, select how you would like the lines of the
purchase order that you are creating to be sorted:
- Category, Item
- Name, Item
- Dept., Cost Ctr., Item
If it is possible to merge lines based on the selected sorting term
(for example, the same item, the same customer, the same order, the same
deliver-by date, the same note), they will be merged in the purchase
order you are creating!
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(Find) | Click the Find
button to launch the creation of templates for purchase orders (for
additional information, see the help topic on Purchase order
lines).
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