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.  

December Report of the Month

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.