P/O Create POs From O/E Screen

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

Click the Process button to create and post the purchase orders that match your criteria.

If you do not select the Drop-Ship Items option, you can select this option to consolidate details that have the same item number, location, and unit of measure into single details on the purchase orders for selected vendors.

Note: The Consolidate Items check box is not available if any optional fields are defined for purchase order documents or details.

Use the Create Purchase Order For Each field to specify whether to:

  • Create purchase orders by vendor number, producing only one purchase order for each vendor (choose Vendor), or

  • Create a separate purchase order for each order number and each vendor listed on the order (choose Order).

Select this option to include the drop-ship addresses entered for items and customers on the Order Entry orders.

Use these fields to specify the first and last customer numbers in the range of customers for whom you want to create purchase orders.

Use these fields to specify the earliest and latest expected ship dates in the range of ship dates for which to create purchase orders. (You can use the calendar associated with each field, or you can click the fields, and then enter the dates manually.)

Use these fields to specify the earliest and latest order dates for which to create purchase orders. (You can use the calendar associated with each field, or you can click the fields, and then enter the dates manually.)

Use these fields to specify the the first and last order numbers in the range of Order Entry orders from which to create purchase orders.

Select the vendor type to identify the item records for which you will create purchase orders.

The program creates purchase orders only for item records that have the selected vendor type assigned to them.

Select this option to include non-stock items from Order Entry orders. If you do not choose this option, non-stock items do not appear in the Finder, and they are treated as non-inventory items.

Note: This option appears only if you allow receipt of non-stock items in Inventory Control.

Use the Reorder field to select the method by which to determine which items and quantities to order:

  • All Items. Select this option to order all items and quantities specified on the selected sales orders.

  • Items With Insufficient Quantities. Select this option to order only items for which there are not enough units on hand in Inventory Control to fill the selected orders.

  • Items On Backorder. Select this option to order only the number of units of each item for which a backorder quantity exists in the selected orders.

Note: The program subtracts any quantity of the specified items that was added to a previous purchase order.

You see this tab only if you have activated optional fields for the purchase orders screen.

On the Optional Fields tab, type or use the Finder to select the entries you want the program to insert on the Optional Fields tab of each purchase order.

You can leave optional fields blank if they do not require entries (that is, there is no Finder beside the field and no default entry in the field).

If an optional field has a Finder beside it, you see a default entry for the field. You can select another entry from the Finder.

You see this tab only if you have activated optional fields for purchase order details.

On the Detail Optional Fields tab, type or use the Finder to select the entries you want the program to insert on each detail line on each purchase order.

You can leave optional fields blank if they do not require entries (that is, there is no Finder beside the field and no default entry in the field).

If an optional field has a Finder beside it, you see a default entry for the field. You can select another entry from the Finder.

Overview

If you use Sage 300 Order Entry with Purchase Orders, you can use the Create POs From O/E screen to create purchase orders automatically from Order Entry sales orders.

The program creates a purchase order for each vendor of the specified vendor type for the items and orders that meet the criteria you specify.

For instructions on creating purchase orders from sales orders, see Creating Purchase Orders from Order Entry Sales Orders.