Creating Purchase Order Bids from Sales Orders

Within Sales Order Entry, you can create a purchase order bid from an existing sales order.

To create a purchase order bid from a sales order:

1. Open the sales order from which to copy the bid and display the order's Body screen.

2. Use the Mode hot key to display a list of options.

3. Select Copy to Purchase Order Bid and press Enter to display the Copy To Purchase Order Bid screen.

4. In the Enter Price Branch field, enter a number that identifies the branch from which the bid is entered.

5. In the Enter Ship Branch field, if accessible, enter the branch from which the order will ship to the customer. If the selected branch has insufficient inventory to complete the order, you can ship inventory from one or more of your other branches.

6. Leave the Ship-From Same Ven? (Y/N) field blank. This option is not possible available when creating purchase order bids from other types of orders.

7. If you selected N in the Ship-From Same Ven? (Y/N) field, in the Ship-From Vendor field, enter the name of the individual or company that will provide the materials.

8. In the Gens to Copy field, identify which order generations to copy to the bid. Valid values include: All, Current, or Open.

9. Leave the Copy Current Pricing? (Y/N) field blank. This option is not available when creating purchase order bids from other types of orders.

10. If prompted, specify whether to copy all open and closed order generations.

11. If prompted, specify how to handle the bid's COGS (cost of goods sold):

• Recost All Items

• Keep Manual Overrides

• Keep All Costs/Overrides

12. Use the Begin hot key to create the bid and display the Purchase Order Entry Body screen.

13. Enter or edit purchase order information, as needed, and continue processing the sales order.

See Also:

Changing Orders from One Type to Another