Generate list of suggested purchases

Use this to automatically generate purchase orders based on the re-order levels set for your stock items. The list is generated using the following rules:

  • Stock items must have a preferred supplier and a re-order level of 1 or more.
  • The quantity in stock must have fallen below the re-order level for the item.
  • The suggested quantity is either;
    • The usual order quantity for that item (specified on the preferred supplier details), or
    • The difference between the current stock levels and the re-order level set for the item.

  • If you select Include back to back and direct delivery sales order, the suggested quantity is the amount you require for your stock levels plus the amount on sales order from sales orders where the stock fulfilment method is From Supplier Via Stock (back-to-back sales orders) or Direct To Customer.

    A stock item has 5 units of free stock and a re-order level of 100. A SOP order is entered using the fulfilment method From Supplier Via Stock, requesting 20 units (using 5 from stock). When the purchase order is generated, the suggested Qty to purchase amount is 115.

  • If you select Include unfulfilled sales orders, the suggested order quantity is the amount you require for your stock levels plus the amount on sales order.

    Note: Purchase orders are only generated when you choose this option if re-order levels are set on your stock items (i.e. the re-order level is 1 or more).

    A stock item has 5 units of free stock and a re-order level of 100. A SOP order is entered requesting 20 units (using 5 from stock). When the purchase order is generated, the suggested Qty to purchase amount is 115.

  • If your stock item is stored at more than one location (i.e. multiple warehouses), the suggested order list shows the quantity required for each location.
  • If you want to exclude sales order lines where the customer account or sales order is On Hold, you must select the relevant Order Generation settings on the Order Entry tab of the POP settings.

Generate orders

Open: Purchase Order Processing > Purchase Orders > Generate Orders.

  1. To refresh the displayed list click Update Order List.
  2. Enter the date for promised sales orders and then click OK.

  3. Include Unfulfilled Sales Order Demands:

    Select this to order the quantity required for your stock levels plus the amount on sales order.

    Note: Purchase orders are only generated when you choose this option if re-order levels are set on your stock items (i.e. the re-order level is 1 or more).

  4. Include back-to-back and direct delivery sales orders

    Select this to order the quantity required for your stock levels plus the amount on sales order from sales orders where the stock fulfilment method is From Supplier Via Stock (back-to-back sales orders) or Direct To Customer.

  5. To remove an item from the list, select the item and click Delete Item.

    Remove items is you don't want to generate a purchase order from the item or if the item details have changed.

    For example, if a sales order has been entered since the list was generated and you want to include unfulfilled sales orders: Delete the item and generate the list again using the Update Order List option.

See also

Steps in this task

View, amend and confirm suggested orders

Print the negotiation reports

Add item to suggested list

Generate confirmed orders

Reference

Stock order fulfilment methods

Back-to-back sales orders