{"id":1112,"date":"2016-11-07T11:28:10","date_gmt":"2016-11-07T11:28:10","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagemas\/?p=1112"},"modified":"2025-06-17T05:37:41","modified_gmt":"2025-06-17T05:37:41","slug":"creating-po-from-so-in-sage-500-erp","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagemas\/2016\/11\/07\/creating-po-from-so-in-sage-500-erp\/","title":{"rendered":"Creating PO from SO in Sage 500 ERP"},"content":{"rendered":"<p style=\"text-align: justify;\">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.<\/p>\n<p style=\"text-align: justify;\">New stuff: <span style=\"text-decoration: underline;\"><span style=\"color: #000000;\"><a style=\"color: #000000;\" href=\"http:\/\/www.greytrix.com\/blogs\/sagemas\/2016\/05\/30\/migrate-customers-from-sage-100-erp-to-sage-300-erp\/\" target=\"_blank\" rel=\"noopener\"><strong>Migrate Customers from Sage 100 ERP to Sage 300 ERP<\/strong><\/a><\/span><\/span><\/p>\n<p style=\"text-align: justify;\">Here we will see example to creating PO from Sales Order (SO).<br \/>\nFirst User has to create a Sales Order by navigating to following path:<br \/>\nSales Order \u2192 Activities \u2192 Enter Sales Order<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2016\/11\/img1-1.jpg\"><img fetchpriority=\"high\" decoding=\"async\" class=\"wp-image-1114 size-full aligncenter\" src=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2016\/11\/img1-1.jpg\" alt=\"Sales order quantity available\" width=\"644\" height=\"493\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">After then, user can click on &#8216;more&#8217; Option on SO window to check the check-box under the Line Defaults tab.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2016\/11\/img2-1.jpg\"><img decoding=\"async\" class=\"alignnone wp-image-1115 size-full\" src=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2016\/11\/img2-1.jpg\" alt=\"Create PO Check Box\" width=\"934\" height=\"493\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Also into the delivery sub-tab of Line tab User needs to check Generate PO checkbox to Generate PO.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2016\/11\/img3-1.jpg\"><img decoding=\"async\" class=\"alignnone wp-image-1116 size-full\" src=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2016\/11\/img3-1.jpg\" alt=\"Generate PO\" width=\"934\" height=\"493\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Now to create PO user has to navigate to <u>Task \u2192 Purchase Order \u2192 Activities \u2192 Generate PO from SO.<\/u><\/p>\n<p style=\"text-align: justify;\">Then Enable check box Standard Order \u00e0 Select the SO (sales order for which the PO should be generated)<\/p>\n<p style=\"text-align: justify;\">Then User needs to click on select button.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2016\/11\/img4-1.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-1117 size-full aligncenter\" src=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2016\/11\/img4-1.jpg\" alt=\"Sales Order finder\" width=\"819\" height=\"593\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">User can find the Purchase order by navigating to path<\/p>\n<p style=\"text-align: justify;\"><u>Purchase Order \u2192 Activities \u2192 Enter Purchase Order<\/u><\/p>\n<p style=\"text-align: justify;\">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.<\/p>\n<p style=\"text-align: justify;\">This is very important feature of Sage ERP 500 as user has provision to create Purchase Order Directly from sales order screen.<\/p>\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><br \/>\nGreytrix is a one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.<\/p>\n<p><a href=\"http:\/\/www.greytrix.com\/\">Greytrix<\/a>\u00a0has some unique solutions of\u00a0<a href=\"http:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-100-erp-integration\">Sage 100 integration with Sage CRM<\/a>,\u00a0and <a href=\"http:\/\/www.greytrix.com\/product\/sage-100-erp\/gumu-100-salesforce-integration\">Salesforce.com\u00a0<\/a> along with Sage 100 Migration from Sage 50 US, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class\u00a0<a href=\"http:\/\/www.greytrix.com\/product\/erp-development\/sage-100-erp\">Sage 100 customization and development services\u00a0<\/a>to Sage business partners, end users, and Sage PSG worldwide.<\/p>\n<p>For more details on Sage 100 Services, please contact us at\u00a0<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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. New stuff: Migrate\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2016\/11\/07\/creating-po-from-so-in-sage-500-erp\/\">Read More &raquo;<\/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":[1],"tags":[261,263,413,440],"class_list":["post-1112","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-create-po","tag-creating-po-from-so-in-sage-500-erp","tag-sage-500-erp","tag-sales-order"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Create Purchase Order from Sales Order in Sage 500<\/title>\n<meta name=\"description\" content=\"Step-by-step guide to creating a Purchase Order from a Sales Order in Sage 500 ERP for efficient order management and procurement.\" \/>\n<meta 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