Generate confirmed orders
You must confirm those items that you want to generate a purchase order for. When you generate orders, the confirmed items are converted to purchase orders. Any unconfirmed items remain stored. They are displayed again the next time you generate orders.
When the purchase orders are generated they use the following default information:
- The nominal code and delivery address stored in the stock record.
- The POP analysis codes.
- The supplier's address details stored in the supplier account.
- For a foreign currency supplier, the currency stored in the supplier account and the exchange rate stored in the exchange rate table.
Once you have confirmed items on the suggested orders list, you cannot update the list until you have generated the confirmed orders.
Note: If the supplier of the item is on hold, the suggested order is not converted to a purchase order. The item remains in the suggested order list. The order is not generated unless the supplier account is taken off hold or you assign a different supplier for the item.
Generate confirmed orders
Open: Purchase Order Processing > Purchase Orders > Generate Orders.
- On the Generate Purchase Orders window, check that the orders you intend to convert have a confirmed quantity displayed.
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Click Generate Orders. The system generates the orders and the confirmed items are removed from the displayed list.
Note: Where several items are required from a supplier, the system consolidates those items to create a single order for the supplier. Where quantities are to be delivered direct to the sales order delivery address, the system displays these as separate order lines each displaying the associated customer delivery address.
Steps in this task
Generate list of suggested purchases.
Print the negotiation reports.