Aspect of PO Type and Order Type “Future”

By | November 6, 2015

SAGE 300 has a very useful feature in purchase order entry and order entry, which is PO and Order type “FUTURE”. If the user/s wants to enter the Purchase order and sales order in advance instead of scheduled forth coming date and the effective date of orders should auto effect as per the mentioned date of orders, it will be easily handled with SAGE 300. User/s can enter the purchase and sales order in current period / date with future and system will take care, its effective or will auto replace the order status with “Future” to “Active”.

We are taking an example. Suppose, an user has to enter an order on 01-Nov-15 and he is on current date which is 31-Oct-15 and wants to enter the order on current date, but order active for further transaction on 01-Nov-15 only.

New Stuff: Migrate Open Sales Orders from QuickBooks to Sage 300 ERP

Then he has to enter the order with PO or order type “Future”. If, user selects order type “Future”, then the respective order will not come for selection in further transaction which are PO Receipt and Shipment Entry. Please refer below screen shot for more clarity.

AR Receipt Entry

In the above screen you can see, a user entered an order on 31-Oct-15 and mentioned order date 01-Nov-15 and the same order is not coming for selection for further transaction. One case is cover with this step. Now the second case is how system will auto convert future order to active order. As we aware in SAGE 300, we run Day End Process every day. When “day end” process would be run on 01-Nov-15. Then system will auto convert “Future” order type to “Active” order type of current and back dated orders.

First of all please refer below screen shot, which is showing before running day end process.

AR Receipt Entry

You can see still order type “Future” not replace with “Active and the respective order is not coming for further transaction.

Now, we will run day end process from the option Inventory ControlèI/C Periodic ProcessingèDay End Processing.

After Day end processing, system will auto replace order type as “Active” with “Future” and the respective order will come selection as well. Please refer below screen shot for more clarity.

AR Receipt EntryIn the above screen you can clearly see, that after day end process order are coming for selection.

“It is also possible to change the order type from Future to Active for singly order and can use in further transaction. But it will very useful, when order would be in bulk numbers or we are planning for future leaves”.

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