Sage 100 Autocreate Purchase Orders from Sales Order Entry

Part 1 of 2: Autocreate POs from Sales Order Entry with Use Sales Order Number as PO Number enabled

Enable Autocreate POs from SOs on the Generate Tab of Purchase Order Setup Options. The enabled options are explained, in detail, below:

Use Sales Order Number as Purchase Order Number - If this check box is selected, the order number for the generated purchase order will be the same as the sales order number. This field is available only if the Combine Sales Orders by Vendor check box is cleared.

Apply Incremental Value to Purchase Order No. At - Select Beginning to replace the leading zero of the order number with a numeric character beginning with 0 through 9, and then alpha characters (A through Z) when more than 10 purchase orders are generated. Select End to remove the leading zero of the order number and apply an alpha character (A through Z) to the end of the purchase order number.

If a purchase order with the same number as the sales order already exists, the purchase order number will be incremented or appended for any additional purchase orders. This field is available only if the Use Sales Order Number as Purchase Order Number check box is selected.

Base PO Header Required Date On

• Select SO Ship Date to use the sales order ship date.
• Select SO Order Date to use the sales order order date.
• Select P/O Date to use the Purchase Order module date.
• Select System Date to use the software system date.
• Select Prompt to be prompted to select a required date when generating the purchase orders.

Base PO Lines Required Date On

Select an option to use for the required date on the lines in Purchase Order Entry.

• Select SO Promise Date to use the sales order promise date.
• Select P/O Date to use the Purchase Order module date.
• Select System Date to use the software system date.
• Select Prompt to be prompted to select a required date when generating the purchase orders.

In the example we have elected to Print Auto Generate Listing Sorted by Customer Number and  Purchase Order Number Assignment Listing.

Access Purchase Order Entry After Generation - Select this check box to open Purchase Order Entry after generating the purchase orders from sales orders.

Print Purchase Orders After Generation is not enabled in this example. This field is available only if the Access Purchase Order Entry After Generation check box is cleared.

Enable Purchase Order Generation During Sales Order Entry - If this check box is selected, the Generate PO button is enabled in Sales Order Entry to generate one or multiple purchase orders for the selected sales order.

Prompt to Generate Purchase Order on New Sales Orders is enabled.

Ship-To Address

• Select Drop Ship Only to use the sales order ship-to address information for drop-shipped purchase orders only.
• Select All Purchase Orders to use the sales order ship-to address information for drop-shipped and standard purchase orders.

Ship Via

• Select Drop Ship Only to use the sales order ship via information for drop-shipped purchase orders only.
• Select All Purchase Orders to use the sales order ship via information for drop-shipped and standard purchase orders.

FOB

• Select Drop Ship Only to use the sales order FOB information for drop-shipped purchase orders only.
• Select All Purchase Orders to use the sales order FOB information for drop-shipped and standard purchase orders.

Confirm To

• Select Yes to include the sales order confirm-to information. This option is available only if the Combine Sales Orders by Vendor check box is cleared.
• Select No to exclude the sales order confirm-to information.
• Select Drop Ship Only to include the sales order confirm-to information for drop-shipped purchase orders only.

E-mail Address

• Select Yes to include the sales order e-mail address. This option is available only if the Combine Sales Orders by Vendor check box is cleared.
• Select No to exclude the sales order e-mail address.
• Select Drop Ship Only to include the sales order e-mail address for drop-shipped purchase orders only.

COGS Accounts for Drop Ship Lines is disabled for this example.

Alias Item Number for General Types is disabled for this example.

In Part 2 we will show a Sales Order Entry with multiple inventory items and vendors and then Autocreate POs from it automatically to illustrate the way the above features work.