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Create Purchase Order from Stock1

You can also create purchase orders using data on minimum or optimum stock.

WARNING

This function cannot be used for S, U and P items type!

From Stock
Item Types
Create Purchase Orders
Calculate Quantity to Order
Sort by

1. From Stock

In the Item Type panel you can select Item Pype:

Item	You can limit the orders you are creating to an individual item ID.
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.
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.
Department	You can limit the orders you are creating to a single department based on information about departments in sales orders.
Primary Supplier	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!
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. From version 1001100 more than one warehouse can be chosen at the same time (multi-check) - that comes usefull when same items are used on more warehouses.

2. Item Types

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.

3. Create Purchase Orders

Determine data that you would like to use to create a new purchase order

Document Type	Select the purchase order document type that you would like to use to create purchase orders.
Deliver By	Define a deliver-by date that will be valid for all lines of the purchase order.
Use for All	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.
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.

4. Calculate Quantity to Order

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.
To Maximum stock - The difference between the actual stock and the maximum stock will be ordered.

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.

5. Sort by

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!

Create Purchase order

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.
Include items in BOM	If the checkbox is checked, the child items that will be ordered are displayed in the lower field. The parent items are not displayed. Only the 1st level of BOM is imported. The order contains as many child items as corresponds to the number of ordered parent items (according to BOM).
(Find)	Click the Find button to launch the creation of templates for purchase orders (for additional informations), see the help topic on Purchase order lines).
(Create)	By clicking this button we start the creation of proposals for Purchase orders (see Purchase order positions)