Creating PO from SO in Sage 500 ERP

By | November 7, 2016

In Sage 500 ERP, there are many ways through user can create Purchase Order (PO) such as generating PO using basic flow, generating PO from SO, generating PO from Blanket agreements/order.When there is a backorder or less quantity of item in inventory we can go for option of creating PO from SO.

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Here we will see example to creating PO from Sales Order (SO).
First User has to create a Sales Order by navigating to following path:
Sales Order → Activities → Enter Sales Order

Sales order quantity available

After then, user can click on ‘more’ Option on SO window to check the check-box under the Line Defaults tab.

Create PO Check Box

Also into the delivery sub-tab of Line tab User needs to check Generate PO checkbox to Generate PO.

Generate PO

Now to create PO user has to navigate to Task → Purchase Order → Activities → Generate PO from SO.

Then Enable check box Standard Order à Select the SO (sales order for which the PO should be generated)

Then User needs to click on select button.

Sales Order finder

User can find the Purchase order by navigating to path

Purchase Order → Activities → Enter Purchase Order

User can select and edit the recent PO generated (0000000305) also can process the PO if required, for an e.g.: like increasing the quantity (Qty.).After this it goes with normal processing of the Purchase Order in the system.

This is very important feature of Sage ERP 500 as user has provision to create Purchase Order Directly from sales order screen.

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