{"id":16307,"date":"2017-08-22T12:47:20","date_gmt":"2017-08-22T12:47:20","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=16307"},"modified":"2023-09-27T06:26:25","modified_gmt":"2023-09-27T06:26:25","slug":"document-numbering-feature-for-create-po-from-oe","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2017\/08\/22\/document-numbering-feature-for-create-po-from-oe\/","title":{"rendered":"Document Numbering feature for \u201cCreate PO from OE\u201d"},"content":{"rendered":"\n

We have seen in our previous blogs on Document Numbering<\/a> wherein the document number is generated based on Location, Account, Optional Field and bank code for transactional screen of PO, OE, IC, and AP Module.
In this blog, we will see how you can configure document numbering module so that it will generate the Document Number for PO entry which is created From Order Entry Screen based on the PO Type optional field set at Document Mapping screen.<\/p>\n\n\n\n

New Stuff: Create P\/O\u2019s from O\/E \u2013 Copy Comments and Optional Fields <\/a><\/span><\/h6>\n\n\n\n

First user needs to create one optional field \u201cPOTYPE\u201d with values like Parts, machinery, Accessories and assign it for PO header optional field and set it to Auto insert.<\/p>\n\n\n\n

\"Purchase<\/a>
1.PO Optional Field<\/figcaption><\/figure><\/div>\n\n\n\n

Now on the Numbering mapping screen, user has to assign the different numbering for each optional field value i.e. for machines, Accessories and parts as shown in the below screen shot,<\/p>\n\n\n\n

\"Document<\/a>
2. Document Mapping<\/figcaption><\/figure><\/div>\n\n\n\n

Whenever user will use \u201cCreate PO from OE\u201d option from OE screen it will give popup to set optional field value of POTYPE , and depend on the optional field value selected on the screen i.e. Parts, Accessories, Machinary, program generates the document numbering series defined on the mapping screen.
Please refer below screen shot for your reference.<\/p>\n\n\n\n

\"Popup<\/a>
3.OE Entry<\/figcaption><\/figure><\/div>\n\n\n\n
\"Purchase<\/a>
4.PO entry<\/span><\/figcaption><\/figure><\/div>\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

We have seen in our previous blogs on Document Numbering wherein the document number is generated based on Location, Account, Optional Field and bank code for transactional screen of PO, OE, IC, and AP Module.In this blog, we will see how you can configure document numbering module so that it will generate the Document Number\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[586,811,812,1803,1817,2355],"class_list":["post-16307","post","type-post","status-publish","format-standard","hentry","category-sage-accpac","tag-create-po-from-oe","tag-document-numbering","tag-document-numbering-based-on-po-type","tag-optional-field","tag-order-entry","tag-sage-300-document-numbering"],"yoast_head":"\nDocument Numbering feature for \u201cCreate PO from OE\u201d - Sage 300 ERP \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"description\" content=\"Configure document numbering module to generate the Document Number for PO entry created by O\/E Screen based on the PO Type optional field set at Document Mapping screen.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2017\/08\/22\/document-numbering-feature-for-create-po-from-oe\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Document Numbering feature for \u201cCreate PO from OE\u201d - Sage 300 ERP \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Configure document numbering module to generate the Document Number for PO entry created by O\/E Screen based on the PO Type optional field set at Document Mapping screen.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2017\/08\/22\/document-numbering-feature-for-create-po-from-oe\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage 300 ERP \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2017-08-22T12:47:20+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-09-27T06:26:25+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2017\/08\/PO-Optional-Field.jpg\" \/>\n<meta name=\"author\" content=\"sage300\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"sage300\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2017\/08\/22\/document-numbering-feature-for-create-po-from-oe\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2017\/08\/22\/document-numbering-feature-for-create-po-from-oe\/\",\"name\":\"Document Numbering feature for \u201cCreate PO from OE\u201d - 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