P/O Create POs From I/C Screen

Open Purchase Orders > P/O Create Purchase Orders > Create POs from I/C.

Click Close to close the screen.

Click Process to create and post the purchase orders you specified.

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 on the I/C Reorder Quantities screen.

Note: This choice can result in quantities that are higher than the maximum amount.

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.

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

If you want to select items by their vendor types, specify the vendor types for which to select items.

Items in the range you specify 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.

Use these fields to specify the range of items for which to create purchase orders.

Use these fields to specify the range of locations.

Use these fields to specify the range of vendor numbers for which to create purchase orders.

Select this option to order selected items if their quantities on hand are below the minimum quantities entered for them on the I/C Reorder Quantities screen.

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 specify.

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

Select Specific Location or All Locations.

  • If you select Specific Location, Purchase Orders calculates a separate reorder quantity for each location.
  • If you select All Locations, Purchase Orders uses the sum of the quantities at all locations to determine the quantity to order.

Select the date to assign to the purchase orders you create. This date is used to select the period from which to order items on the I/C Reorder Quantities screen.

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 on the I/C Reorder Quantities screen.

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.

This tab appears only if optional fields are assigned to purchase orders on the P/O Optional Fields setup screen.

Select the entries you want to insert on the Optional Fields tab of each purchase order you create.

If a Finder Finder button appears beside an optional field, you see a default entry for the field, and you can select another entry from the Finder.

This tab appears only if optional fields are assigned to purchase order details on the P/O Optional Fields setup screen.

Select the entries you want to insert on each detail line for each purchase order.

If a Finder Finder button appears beside an optional field, you see a default entry for the field, and you can select another entry from the Finder.

Overview

Use this screen to create purchase orders automatically from the reorder quantities that are defined for items in Inventory Control.

Note: You must set up vendors in Accounts Payable before you can create Purchase Orders.

For more information, see Creating Purchase Orders from Inventory Control Reorder Quantities.

Assigning Dates and Purchase Order Numbers

Purchase Orders creates a single purchase order for the specified vendor and for every item and quantity that fits the criteria you defined. The program assigns the next available purchase order number to the document, using the length, prefix, and number for purchase orders on the P/O Options screen.