Adding Generations to Purchase Orders

The system uses generations on a purchase order to separate how products are handled. For example, you may purchase an entire buy line from a vendor, but part of the shipment is shipped today and part is shipped in two days. Each part would be on a separate generation of the same purchase order.

The automatically creates generations for purchase orders when one of the following for any product on the order is different:

You can also create generations for purchase orders when needed. For example, if stock is damaged or you receive more stock than you ordered, then the damaged or over-shipped stock is separated on a generation. For more information about received damaged stock, see Handling Receiving Discrepancies.

To add a generation to a purchase order:

  1. From the Purch menu, select Purchase Order Entry to display the Purchase Order Entry screen.

  2. Display the purchase order for which you want to create a new generation.

  3. Press Esc to display the Status screen.

  4. Use the Ship Dates hot key and select New.

  5. The system populates the Reqr'd Date field with the current date. Press F10 to change it.

  6. In the Enter New Recv Date field, enter the current date.

  7. In the Enter New Status field, type O and press Esc to create the new generation.  

  8. The system displays a blank purchase order.

  9. In the Qty and Description fields, enter the quantity and product to add. Press Esc to save the changes and display the new purchase order.

Note: If you are prompted, in the Freight field, press F10 and select Allowed regardless of the original purchase order freight terms. The Copy Change to all Gens (Y/N) prompt displays. Type N.

  1. Press Esc to display to the Status screen.

  2. Use the Body hot key. Verify that you are in the open generation.

Note: You can create a tracker from a purchase order to send notification to the purchasing agent, if needed.

  1. Press Esc to save all changes and exit the order.

See Also:

Editing Purchase Orders