Processing Purchase for Sale (Sales Manager)

Creating a Sales Order Intended for Purchase

1. Open the Sales Orders (SO301000) form.
   To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New.
2. On the form toolbar, click Add New Record.
3. In the Summary area, select SO as the order type.
4. In the Customer box, select the customer.
5. On the Details tab, for each line you want to add to the sales order and mark purchasing, click Add Row on the table toolbar, and do the following:
   1. Specify the branch.
   2. Specify the inventory ID of the requested stock item.
   3. Specify the quantity. Make sure the unit of measure selected by default is correct.
   4. Select the Mark for PO check box.
   5. Specify Purchase to Order as the PO Source.
6. On the form toolbar, click Save.

Creating a Purchase Order for a Particular Sales Order

1. Open the Sales Orders (SO301000) form.
2. In the Order Type box, select the order type.
3. In the Order Nbr. box, select the reference number of the order.
4. On the More menu (under Replenishment), click Create Purchase Order. This opens the Create Purchase Orders (PO505000) form with the list of purchase requests filtered for this sales order.
5. If needed, change the Creation Date, which indicates the date on which the system will generate the purchase order or orders.
6. In the table, select the unlabeled check boxes next to the needed lines with the SO to Purchase type, and make sure each of the selected lines has the proper supplier specified in the Supplier box.
7. Click Process on the form toolbar or click Process All to generate purchase orders for all listed lines. The system generates the purchase orders.

Creating a Purchase Order for Multiple Sales Orders

1. Open the Create Purchase Orders (PO505000) form.
2. If needed, change the Creation Date, which is the date that the system will insert for the generated purchase order.
3. In the table, select the unlabeled check boxes next to the needed lines with the SO to Purchase type, and make sure that each of the selected lines has the proper supplier specified.
4. Click Process on the form toolbar or click Process All to generate purchase orders for all listed sales orders. The system generates the purchase orders.

Linking a Sales Order to an Existing Purchase Order

1. Open the Sales Orders (SO301000) form.
2. In the Order Type box, select the order type.
3. In the Order Nbr. box, select the reference number of the order that you want to link.
4. On the Details tab, for each line that is marked for purchasing, do the following:
   1. Click the line, and on the table toolbar, click PO Link.
   2. In the Purchasing Details dialog box, which opens, select Purchase to Order in the PO Source box.
   3. In the Supplier box, select the supplier from whom you will purchase the items.
   4. In the Purchase Warehouse box, specify the destination warehouse.
   5. In the table of the dialog box, select the unlabelled check boxes in the row of a purchase order line that you want to link to the sales order line.
   6. Click Save to link the orders and close the dialog box.
5. Save your changes to the sales order.