Create Purchase Order From Sale Order

This page allows you to create a Purchase Order based on a Sale Order document. Tell me more

Select the “Create Purchase Order From Sale Order” link under the “Purchase Order” business component.

The “Create Purchase Order From Sale Order” page appears.

The System displays the status of the Purchase Order in top of the screen.

Enter the following fields in the Search Criteria group box to create a Purchase Order from Sale Order.

From SO No.	A Unique identification number of the Sale Order generated by the supplier is entered in this field. (Alphanumeric, 18). Based on the Sale Order number entered, the Sale Orders created from that number onwards are listed.
To SO No.	A Unique identification number of the Sale Order is entered. (Alphanumeric, 18). Based on the Sale Order number entered, the Sale Orders created up to that specified number are listed.
Type	Use the drop-down list box to select the type of the Sale Order. There are four different types of Sale Orders namely General, Consignment, Template, and Certificate of Delivery.
	General: The Pack Slip takes care of creating an invoice. The Pack Slip creates the invoice only when the goods are shipped.
	Consignment: The Pack Slip raises the Invoice only for the consumed items. Though the goods are sent to the buyer, the invoice is not raised.
	Template: It is created just as a model for generating real time sale orders.
	Certificate of Delivery: The Supplier waits for the customer to receive the goods and only when the customer sends an acknowledgement stating that the goods had reached him, the Pack Slip generates an Invoice.
From SO Date	Date of creation of the Sale Order. (Date Format). Based on the date entered in this field, the Sale Orders created from that date onwards are listed.
To SO Date	Date of creation of the Sale Order. (Date Format). Based on the date entered in this field, the Sale Orders created up to that date are listed.
Folder	Use the drop-down list box to select the folder name. The Folder name pertaining to the Sale Orders can be selected from the drop-down list.
Item Code	Code identifying a particular item requested by the customer for consumption. (Alphanumeric, 32)
Customer Code	The Code identifying the buyer who creates the Purchase Order. (Alphanumeric, 18)
Name	Name of the Supplier who supplies the items for the Purchase order. (Alphanumeric, 60).
Drop Ship ID	A Unique identification number of the Drop ship details where the items are directly delivered to the customer’s place.
Sale Order No.	A Unique identification number of the Sale Order generated by the supplier.
Date	Date of creation of the Sale Order.
Type	The Type of the Sale Order is displayed in this field.
Folder	The Folder name pertaining to the Sale Order.
Customer Code	The Code identifying the buyer who creates the Purchase order.
Name	Name of the Buyer who requests the items for purchase.
Line No.	A Unique identification number of line, which represents an item.
Schedule No.	A Unique identification number of the schedules, which denotes the delivery of the items.
Item Code	A unique code to identify the item.
Variant	Variant code is associated with the Item code present in the activity.
Description	Description stating the name or identifier of the variant associated with the item.
Quantity	The Quantity ordered by the customer is displayed.
Sale Order UOM	The Unit of measure specified in the Sale Order.
Covered Qty	The Quantity that is based on a Sale Order.
Balance Qty	The Uncovered quantity for which items are not received at the buyers end.
Order Qty	The Quantity ordered by the buyer.
PUOM	The Unit of measure in which the customer wishes to purchase the goods from his supplier.
Receipt At	Use the drop-down list box to select the receiving OU of the line item.
Drop Ship ID	A Unique identification number of the Drop ship details which specifies that the items are directly delivered to the customer’s place.
Processing Action	Use the drop-down list box to specify the type of processing action of the sale order .The combo is loaded with options “All”, “Buy” and “Drop”.

Enter the following fields in the “PO Details” group box.

PO No.	A Unique identification number of the Purchase Order with which it is referred in further transactions. (Alphanumeric, 18).
Amendment No.	A Unique identification number of the Amendments done to the Purchase Order document. (Alphanumeric, 18). The Amendment document is created whenever any modifications are done to the approved document.
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 .
PO Date	The Date on which the Purchase Order is created (Date Format). Mandatory.
Supplier Code	The identification number of the supplier. (Alphanumeric, 16).
Name	Name of the Supplier. (Alphanumeric, 60).
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.
Folder	Use the drop-down list box to select the folder name. The Folder name pertaining to the Sale Orders can be selected from the drop-down list.
Buyer	Use the drop-down list box to select the Buyer. A Unique identification number or name of the buyer is listed in the drop down-list, and a particular number or name can be selected from that list. This is specified for easy identification of the buyer among the list of buyers in the suppliers end.

The system displays the following:

Drawing No	The number identifying the document containing the drawing reference.
Drawing Revision No	The revision number of the drawing document.

After entering the Purchase Order information, the Sale Orders which are referred for the Purchase Order creation are selected by checking the boxes.
The “Create PO” push button is clicked for creating a Purchase Order based on the selected Sale Orders.

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.

Create Purchase Order From Sale Order – An Overview

In this page, you can create a Purchase Order by referring to a Sale Order sent by the supplier. The Sale Orders that are to be referred are selected based on the search criteria. The relevant Sale Orders are listed in the multiline format along with the select option. The Customer can select a single Sale Order or multiple Sale Orders by selecting them from the multiline listing. The selected Sale Orders are assigned to the Purchase order information present in the PO Details. This is how a Purchase Order is created from a Sale Order. Relevant details pertaining to the item are present in the Sale Order thereby simplifying the inputs to be provided for the Purchase Order.

The search has various criteria specified through which the relevant Sale Order can be retrieved. The Purchase Order details are furnished which would enable the supplier to know about the type of the purchase order and the Buyer’s code or name who issues the Purchase Order. Generally, Purchase Orders are classified under four heads namely, General, Capital, Dropship, and Consignment. Each of these purchase orders act in a different way and the customer needs to specify this during the creation thereby instructing the supplier about the item requested and about the receiving procedure.

The General Purchase Orders are of normal type where the buyer does not mention any terms and conditions related to the requested items or the receiving procedure. The Capital Purchase Orders are created only for Capital items, which are of great material value and importance to the buyer. The Dropship Purchase Order can be released on a vendor to supply the items directly to a customer, which does not happen with the other types of Purchase Orders. In the case of Consignment Purchase Order, a marketing arrangement is made where only the physical control of the items is transferred from the supplier to the buyer. The liability of payment of the items does not occur until the buyer consumes the goods.