How to create purchase orders from reorder quantities on Sage 300

Steps:

  1. Open Purchase Orders > P/O Create Purchase Orders > Create POs from I/C.  For more information, see “P/O Create POs From I/C Screen” (page 248).
  2. Enter the run date.  You enter a run date to identify the reorder period used to determine order quantities, and set the purchase order date.
  3. Specify the vendor number and the ranges of item numbers and locations for which to create purchase orders.
  4. Specify whether to create POs for a specific location or for all locations.
  5. Select the vendor types to include.  Use this option to create POs only if a vendor is listed as Vendor 1, or Vendor 2, and so on, for an inventory item.  Items in the range you specified are selected if the vendor number for which you are creating a purchase order is one of the selected vendor types in the vendor details record.
  6. Select the method for determining which item numbers to order.
    • All Items. Select this option to order all selected items that are below their maximum quantities in Inventory Control.
    • Items Below Minimum. Select this option to order selected items if their quantities on hand are below the minimum quantities entered for them in the Reorder Quantities form in Inventory Control.
    • Items Below Projected Sales for [ ] Days. 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 type.
      • Note: The run date you specify sets the beginning date of the number of days you specify.
  7. Select the method for determining item quantities.
    • Up to Maximum. 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 in the Reorder Quantities screen.
    • Above Maximum. 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 in the Reorder Quantities screen.
      • Note: This choice can result in quantities that are higher than the maximum amount.
    • Up to Projected Sales for [ ] Days. 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.
    • Above Projected Sales for [ ] Days. 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.
  8. Click the Optional Fields tab (if you use optional fields on the purchase orders screen), and specify entries for the optional fields that appear on the purchase orders.
  9. Click the Detail Optional Fields tab (if you use optional fields with purchase order details), and specify entries for the optional fields that appear on detail lines.
  10. Click the Process button to create the purchase orders.

The program creates a purchase order for each vendor in the ranges you specified.

When the purchase orders have been posted, you see a message that lists the range of purchase order numbers that were assigned.

Note: If vendor accounts are on hold, the purchase orders will be created, but the POs will be On Hold.

Support

If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.