Purchase Order from Sales Order Overview

Order Entry Overview Information Guide -> Purchase Order from Sales Order Overview

This feature provides the ability to list the sales products ordered by a customer on a Sales Orders and at the same time generate a Purchase Order to order those sales products from your supplier.
 The products can even be Drop Shipped directly from the supplier to the customer's site skipping inventory handling in your receiving/shipping departments.

The process flow:

•Create the customer's order listing the parts and quantities in Sales Orders.

•When adding the product details to the Sales Orders, the notes associated with each product can be flagged whether or not they should be printed, and if so on which documents.
 e.g. Sales Order and Sales Invoice, and/or Purchase Order

•The action to create a Purchase Order from a Sales Order is initiated in the order totals screen with the options to Generate a P.O. or to Drop Ship the items on the P.O. directly to the customer.
 All parts ordered go onto a single Purchase Order for the defined supplier.
 The new P.O. is tracked in the Purchase Order Modification Journal and the associated order number is displayed for reference in the header of the Purchase Order.

Note: Only Sales Products from an order can be put on the P.O., and the Sales Part will not be added to the P.O. if the product has been flagged to Stop P.O. in the Inventory Re-Order Information (Sales Products) window.

•Once a Purchase Order is linked to the Sales Order, the P.O. number is displayed in the Order header screen, and the Order number is displayed in the P.O. header and expanded product details.
 The Sales Order Search window also shows the P.O. number with the ability to drill down on the P.O. details, from the details of the order header.

Note: Unless this is a Drop-ship P.O., this is information only and does not prevent the order from being billed before receiving is completed, nor does the receiving automatically fill the order.

•The Sales Order updates the P.O.
 Any changes made to products on the Sales Orders will also be reflected on the Purchase Order details, as adjusting product records, and will update the Purchase Order Modification Journal accordingly.
 Additional changes made to the P.O. details are NOT reflected on the customer's Sales Order, as they may not be related to that customer's order.

•If a Sales Order is deleted, the P.O. will be updated reversing the product detail records on the corresponding P.O.

•Any P.O. created from a Drop Ship order cannot be modified in Purchase Order.
 The Drop Ship option will cause the customer's address from the Sales Order to replace the Ship To address on the Purchase Order, to enable the products to be delivered directly from the vendor to your customer.
 The P.O. will "inherit" the Ship Via method defined on the order, rather than the default from Vendor Information.
 Products added or changed on the source Order will update the Dropship P.O. and will be tracked in the Purchase Order Modification Journal accordingly.

•Because products on Drop Ship Purchase Orders are shipped directly to the customer, when the supplier's invoice is received and the P.O.# is entered in A/P Invoices by P.O. the operator is prompted to complete the Warehouse Receiving of the sales parts on the suppliers invoice, before returning to complete the A/P invoice entry.
 The Sales Order is filled automatically according to the sales parts received creating a Sales Order Invoice for the customer.
 Only product detail notes flagged to print on all documents or on the Sales Order, will print on the resulting Sales Order Invoice.

Note: Changes to back order Sales parts details on the resulting Sales Order Invoice also update the Sales Order and the Drop Ship Purchase Order details.

Topic Keyword: OEPO