How To: Create a Purchase Order from the Back Order (Purchase Ordering) Screen

1. Open a Sales Invoice Manager screen (show me how).
2. Go to the [ Back Orders (Purchase Ordering) ] tab.
3. Use the filters to locate the items you wish to order including:
   • 'Only Useful Suppliers' so the Supplier list will now be limited to only suppliers who can actually supply the back ordered stock (Optional).
   • 'Roll Up Purchase Items' so when the Purchase Order is created if there were multiple back order lines for the same item it will display as one line instead of several (Optional).
   • Select the desired 'Supplier' (Optional).
   • View PO after creation to display the purchase order (Optional).
4. Click on the GO button after selecting the filters to return the data.
5. Green select the required item(s). There are two options:
   1. Create a Purchase Order from the Selected Supplier; or...
   2. Create a Purchase Order from a Different Supplier.

Create a Purchase Order from the Selected Supplier

If the purchase order is for the supplier in the Supplier filter and the filter traffic light ( / traffic light filter) is green, then:

1. Click .
2. Click Yes to the prompt.

Create a Purchase Order from a Different Supplier

If the purchase order is for a different supplier, then:

1. Click .
2. Locate the supplier using the filters.
3. Double-click the supplier to create the purchase order.

Notes:

• See How To: Create a Purchase Order for a Drop Ship Item to create a drop ship purchase order from the [ Back Orders (Purchase Ordering) ] screen.
• The system will define the Purchase Order delivery address based on the following rule when created from the [ Back Order (Purchase Ordering) ] screen;
  • If all selected lines are for the same customer and order then the Purchase Order will be a dropship
  • If all selected lines are for the more than one customer or order then the Purchase Order will be delivered to site it was created from.

See Also

• Purchasing overview
• Sales Invoice manager screen