Automation on PO Quantity

By | June 30, 2017

Recently we had a chance to work on automation on purchase order quantity where our customer was looking for the P/O Screen to add two columns and a multiplication of both the new column would calculate order quantity. Essentially, they need the purchase order Qty. column to be calculated by two additional columns Length and No. of Sheets. The Length column should be populated by an Optional Field in the item record and the No. of Sheets column will be manual and editable so that user can enter a required value in it.

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In this blog, we would be discussing about automation of Purchase Order Quantity in detail.

In order to calculate the purchase order quantity automatically we need to follow the process below.

1. We have used the Item Master optional fields for storing the characteristic of the Item i.e. Length.

2. We have applied “LENGTH” optional field to I/C Item and at the Order Detail so that it gets flowed from Item master to Order details.

3. We have assigned the “LENGTH” optional field to Item “A1-103/0” with value 3.30.

IC Item

We need to apply the Length optional field to Purchase Order detail as well, refer the screenshot below.

PO Optional field
4. If user selects the item in the purchase order detail line which has optional field “LENGTH” applied in I/C Item will carry the value of “LENGTH” to the purchase order detail optional field. Refer the screenshot below.

PO Optional field setting5. As per the customization request “No. of Sheets” and the “Length” are the new fields which we have added into the purchase order detail line. The value from the purchase order detail optional field will be automatically copied into the new field i.e. “Length”.

6. In the purchase order below user inputs 2.00 into no. of sheets and 3.30 is value of Length so 3.30 * 2.00 = 6.6000. The quantity order gets calculated automatically. Refer the screenshot below.

Purchase order screen

This customization is available for Sage 300 v2016.

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