You can create a purchase order by copying a purchase suggestion. To copy a purchase suggestion you need an existing purchase suggestion number. There are three ways to find the number. You can:
- Press F4 or click the prompt icon to retrieve a list of all purchase suggestion numbers.
- Access the Purchase suggestion enquiry.
- Look at your Purchase suggestion printout.
- Select the Work with purchase orders menu item.
- You access Work with purchase orders, Header view. Click Add.
- You access Purchase order maintenance. Click Copy to order to start the copy function.
- You access Purchase order copy.
- Suggestion number
- Enter the suggestion number of the purchase suggestion you want to copy.
- Order type
- Enter the purchase order type for this new order.
- Calculate disp date
- This field is set to YES by default. If nothing is entered in the Dispatch date field the system calculates the dispatch date. See to the Panel help for more information on the calculation formula. If you have entered a date in the Dispatch date field the system compares the calculated dispatch date with the one entered. If the calculated date is later than the entered dispatch date, the system uses the calculated date on the order lines. If you set this field to NO and enter a date in the Dispatch date field the system uses the date in the Dispatch date field. If no date is entered the system uses today’s date as dispatch date.
- Get new prices
- This field is set to NO by default. If you leave this setting the system retrieves the price from the purchase suggestion you are copying. If you set this field to YES the system automatically retrieves the valid purchase price (see Retrieval of purchase order line price).
- Maintain new order
- This field is set to YES by default. If you leave this setting the system displays the new order, after the copying is completed, where you can maintain the selected purchase suggested lines and add new purchase order lines. If you set this field to NO the system prompts the panel from where you select the lines for copy, performs the copy and returns to the starting panel for this routine.
- You access Purchase sugg line selection for copy, listing all lines in the purchase suggestion. You have several function keys from which to choose when selecting the lines to copy. You can:
- By using the selection fields at the bottom of the panel you can narrow down the number of lines. Click OK. Click Copy selected to only copy those records displayed.
- Click Copy all.
- Click Maintain suggestion to maintain the purchase suggestion before you select the lines you want to copy.
- This alternative is not a function key. Highlight the applicable line(s), right-click and select Copy.
- You access Order lines listing all copied purchase order lines from the purchase suggestion. The system has created a new order, consisting of an order line, order header and order address from the purchase suggestion you copied. To change existing lines repeat the instructions in Change a purchase order. To add new lines see Manually enter a purchase order.
Under the Copy from heading enter the following:
Under the Copy to heading enter the following:
You can leave the other fields blank. If left blank, the system defaults the information from the purchase suggestion being copied.
You also have the option to do the following:
Click OK to update.
Note: The system runs a copy control check during the actual copying. If any information is in error or you need to add information, the system prompts the panels with incorrect information.
Click the function key that you chose once again to confirm.
Related topics
- About purchase order entry
- Manually enter a purchase order
- Change a purchase order
- Copy a purchase order
- Retrieve an item assortment to a purchase order
- Enter a purchase order with batches
- Enter a purchase order with serial numbers
- Delete a purchase order line or entire purchase order
- Define landed costs on a purchase order line