Auto Generate from Sales Orders Home | FAQs & Troubleshooting

 

Window Details			How Do I...
	Navigation			Automatically Generate Purchase Orders
	Overview			Print a Journal or Register as a PDF
	Fields
	Report Sample

 

Related Topics
	Auto Generate Orders Process		Grids
	Auto Generate from Sales Orders Listing		Additional Options
	Job Status Maintenance		Item Maintenance
	Purchase Order Options		Defining the Hierarchy of Costs
	Purchase Order Number Assignment Listing		Default Settings for Auto Generate from Sales Orders

 

Navigation

Select Purchase Order Main menu > Auto Generate from Sales Orders.

Overview

Use Auto Generate from Sales Orders to automatically generate purchase orders for a selected group of sales orders. You can generate purchase orders from all sales order types and statuses, procurement types, product types, and item types, and you can include the sales order header comment and/or comment lines. You can automatically summarize multiple lines with the same item into one line on the purchase order, or create a single purchase order for all drop ship items with the same vendor by sales order.

The purchase quantity can be based on the sales order quantity, the quantity on hand, or the reorder quantity. Separate purchase orders are generated for any drop-ship items contained in the selected sales order range.

If the Job Cost module is integrated with Sales Order and Purchase Order and Purchase Order Only is selected in the Post Drop Ship Costs to Job Cost field in Sales Order Options, the job number, cost code, and cost type for the generated purchase order defaults from the sales order.

If you previously made a selection, but did not complete the generation process, you can make additional selections, or you can click Clear to clear the previous selection(s) and restart the generation process.

Note The system does not check whether the Inactive Item check box in Item Maintenance is selected for items included on orders created using this task.

Note When allowed job statuses are defined in Job Status Maintenance, the system checks for allowed job statuses only when a job number is first entered in a data entry window. Changing a job status from allowed to not allowed does not affect existing records. The system will not check for allowed job statuses when selecting transactions for Auto Generate from Sales Orders.

Note Orders are generated only for those items that have a vendor specified on the sales order line, and if the sales order is not being invoiced.

Note A warning message appears if you attempt to access Auto Generate from Sales Orders while Auto Reorder Selection is in process. This prevents you from automatically issuing duplicate purchase orders for the same items.

Fields

 

Sales Order Types to Generate From	Summarize Drop Ship Lines by Vendor
Sales Order Statuses to Generate From	Use Back Ordered Quantity
Procurement Types to Generate	Update Unit Cost with SO Unit Cost for Drop Ship Lines
Product Types to Generate	Add Sales Order Customer Detail as a Comment Line
Item Types to Generate	Only Select Jobs with Status of Open
Include Drop Ship Lines	Include SO Comment Lines
Base Order Quantity On	Include Sales Order Item Line Comments
Update Unit Cost With	Format PO Header Comment With
Summarize Multiple Items by Line	Operand
Include Expired Sales Orders	Value