Copy and Create Purchase Order

Copy And Create PO

This page allows you to copy the details of a Purchase Order and create another Purchase based on the copied details. Tell me more

Select the “Copy And Create Purchase Order” link under the “Purchase Order” business component.

The “Copy And Create PO” page appears.

Enter the following fields in the Search Criteria group box:

From PO No.	Unique identification number of the Purchase Order. Based upon the Purchase Order number entered, the PO’s from that number onwards are listed.
To PO No.	Unique identification number of the Purchase Order. Based upon the Purchase Order number entered, the PO’s up to that number are listed.
From PO Date	Date of creation of the Purchase Order. Based upon the date entered in this field, the Purchase Orders created from that date onwards are listed.
To PO Date	Date of creation of the Quotation. Based upon the date entered in this field, the Purchase Orders created up to that date are listed.
PO Type	Use the drop-down list box to select the type of the Purchase Order. There are different types of Purchase Orders namely General, Capital, Dropship, and Consignment.
Imports	The user can check this box to fetch the Imports PO.
Status	Use the drop-down list box to select the status of the Purchase Order document. There are different types of document status namely Draft, Fresh, Deleted, Level, Approved LOI, Open, Returned, Under Amendment, Amended, Held, Shortclosed, NT Closed, and Closed.
Folder	Use the drop-down list box to select the folder name. The Folder name pertained to the Purchase Order can be selected from the drop-down list.
Supplier Code	Code or Identifier of the supplier who supplies goods for the Purchase Order.
Name	Name of the Supplier who supplies goods for the Purchase order.
Address ID	Code/Identifier, which is assigned to a particular address of the supplier.
Buyer	Use the drop-down list box to select the Buyer. Unique identification number/name of the buyers are listed in the drop down-list, and a particular number/name can be selected from that list. . Mandatory. This is specified for easy identification of the buyer among the list of buyers in the suppliers end.
Origin	Use the drop-down list box to select the application from which the Purchase Order is generated. It can be from the Purchase Module or the Inventory.
LOI	Letter of Intent (LOI). Use the drop-down list to specify whether the Purchase Order is considered as LOI or not. If “Yes” is selected then the Purchase Order is considered only as a Letter of Intent else it is considered as a normal Purchase Order.
LOI to Order	Use the drop down list to select whether the Purchase Order was a LOI earlier and then was converted to a PO or it was a direct Purchase Order.
Currency	Use the drop down list to select the currency pertaining to the buyer.
Quotation No.	Unique identification number of the quotation generated by the buyer. (Char, 18).

Enter the following in the “PO Details” information tab:

PO No.	A Unique identification number of the Purchase Order (Char, 18). Mandatory.
Numbering Series	Use the drop down list box to select the numbering type for generating the Purchase Order number. Mandatory. If the Numbering series is manual, then the Purchase Order number should be “Mandatory”. If set as any other predefined series, the system would generate the unique Purchase Order number.

Access the “Search” push button to search the results based on the search criteria given above:

The system displays the following fields in the multiline:

LOI	Specifies whether the selected Purchase Order is considered as a Letter of Intent or as a normal Purchase Order.
LOI To Order	This field displays whether the Purchase Order was a LOI earlier and then was converted to a PO or it was a direct Purchase Order .
Buyer	Identification number or name of the buyer for easy identification of the buyer among the list of buyers in the suppliers end.
Origin	Displays the Origin of the document whether the Purchase Order was generated from Inventory or from any other application.
Currency	The Currency specified for the Purchase Order.
Quotation No.	Identification number of the quotation if it is referred for Purchase Order creation.

The Purchase Order number is selected by checking the boxes and the selected Purchase Order details are going to be incorporated in to the newly created Purchase Order.
The “Copy and Create PO” push button is clicked for creating a Purchase Order based on the selected Purchase Order.

The system refreshes the page and displays the same creation page with the newly created Purchase Order along with its status.

The Status of the Purchase Order is either “Fresh” or “Draft”. If all the mandatory fields are filled in properly, then the status is “Fresh”. If some of the fields are left blank during the creation, then the status is populated as “Draft”.

To proceed, carry out the following

Select the “Edit PO” link at the bottom of the page to modify or change information pertaining to an already created Purchase Order.

Copy and Create Purchase Order – An Overview

In this page, we can create a PO document by copying another document. The Search criteria is provided with necessary details and based on the criteria, the Purchase Orders are listed. The relevant Purchase Orders are listed in the multiline format along with the select option. The Customer can select a single PO or multiple PO’s by selecting them from the multiline listing. The selected PO’s are those whose details are copied to the newly created document.

The Purchase Order has a unique identification number, which will be referred in all the documents, related to it. The Date of creation of the Purchase Order is also a part of the creation process. The Code and the Name of the supplier is also mentioned by the customer stating that he wishes to purchase the items from that particular supplier based upon the quotation sent by him. The Purchase Order can be of different types and the type of the purchase order created by the buyer is specified thereby enabling the supplier to have a better understanding of the terms of the customer. The Purchase order types will enable the supplier to deliver the products as per the customers wish.