Following on from last month’s tip on direct delivery sales orders here are 6 ways you can automatically generate a purchase order using Sage 200 (all require a preferred supplier against the stock item) :
From a back to back sales order (when saving related sales order)
The fulfilment method on the sales order is from supplier via stock :
Generate the related purchase order when saving the sales order :
From a direct delivery sales order (when saving related sales order)
As above using a fulfilment method of direct to customer :
From a back to back sales order – using ‘Generate orders’ in POP
As per first example except don’t generate the purchase order when saving the sales order but use the option below :
From a direct delivery sales order – using ‘Generate orders’ in POP
As above for sales order line with fulfilment method of direct to customer.
Using generate orders option against re-order level
In this example the stock levels are:
Running the generate orders option results in :
Re-order level – (free stock + on order quantity) = 51
Using generate orders option against re-order level (including unallocated sales order lines)
Generate orders to include any sales order lines not yet allocated :
Re-order level – (free stock + On order) + unallocated sales order line = 250 – (76 + 94) + 20 = 100
Report of the month
The report for December is now available. This report gives you a list of supplier bank accounts for printing and Excel export purposes. To access this report simply follow the link.
Each month Sage will provide a "Report of the Month" so it is worth coming back to this page on a regular basis.
If you found these reports useful please let me know and which ones as feedback is always welcome.